Insurance Sales KPI Dashboard
Budget: ₹1,500 – ₹12,500 INR
I need an interactive Excel dashboard that zeroes in on sales tracking for our insurance line. The file should let me monitor, at a glance, how many policies we have sold, the revenue they bring in, and the conversion rate from opportunity to close.
To make this practical for everyday management, please build:
• Dynamic charts that highlight daily, weekly, and monthly trends
• Pivot Tables I can refresh with new data drops
• KPI cards that flag performance against targets in real time
Slicers for quick period and product filtering are essential, and the layout has to stay clean so non-technical users can explore the data without breaking formulas. All workings must sit in a single Excel workbook—no external add-ins—so I can circulate it across the team.
When you deliver, I should be able to paste raw sales data into a dedicated sheet, hit refresh, and immediately see updated visuals and KPIs. If anything is unclear, let’s discuss early so the first version lands exactly on point.
To make this practical for everyday management, please build:
• Dynamic charts that highlight daily, weekly, and monthly trends
• Pivot Tables I can refresh with new data drops
• KPI cards that flag performance against targets in real time
Slicers for quick period and product filtering are essential, and the layout has to stay clean so non-technical users can explore the data without breaking formulas. All workings must sit in a single Excel workbook—no external add-ins—so I can circulate it across the team.
When you deliver, I should be able to paste raw sales data into a dedicated sheet, hit refresh, and immediately see updated visuals and KPIs. If anything is unclear, let’s discuss early so the first version lands exactly on point.