Advanced Excel Dashboard - Spending Analysis
Budget: £20 – £250 GBP
Job Title: Excel Financial Dashboard for Supplier Spend Trends
Description
I run a medium-sized UK business and our accounting is already managed in Sage by our bookkeeper. I currently use a simple Excel spreadsheet to track monthly spending with suppliers, but it is very basic and I would like a more professional Excel workbook designed.
The purpose of this project is to create a clean and easy-to-use Excel dashboard that allows me to track supplier spending trends and view monthly summaries clearly.
Requirements
Design a structured Excel workbook for tracking supplier spend by month.
Suppliers should be listed and spending should be trackable across months and years.
Automatic totals for each supplier and totals for each month.
Year-to-date totals and summary calculations.
A dashboard page showing key information such as total monthly spend and supplier trends.
Charts or visual summaries to help identify spending patterns over time.
The workbook must be simple to update monthly and usable by staff with basic Excel knowledge.
Background and Skills
Experience with advanced Excel (tables, pivot tables, formulas).
Accounting or bookkeeping background preferred so the workbook reflects good financial reporting practice.
Experience designing financial dashboards or management reporting spreadsheets would be helpful.
Important
This Excel workbook is for management reporting and trend analysis only. All formal accounting is already handled in Sage.
The workbook should rely on standard Excel formulas, pivot tables, and tables rather than complex macros so that it remains stable and easy to maintain.
Deliverables
A fully functional Excel workbook.
Clear dashboard or summary page showing trends and totals.
Well-structured sheets that allow easy monthly updates.
Brief notes or instructions explaining how to maintain and update the workbook.
Description
I run a medium-sized UK business and our accounting is already managed in Sage by our bookkeeper. I currently use a simple Excel spreadsheet to track monthly spending with suppliers, but it is very basic and I would like a more professional Excel workbook designed.
The purpose of this project is to create a clean and easy-to-use Excel dashboard that allows me to track supplier spending trends and view monthly summaries clearly.
Requirements
Design a structured Excel workbook for tracking supplier spend by month.
Suppliers should be listed and spending should be trackable across months and years.
Automatic totals for each supplier and totals for each month.
Year-to-date totals and summary calculations.
A dashboard page showing key information such as total monthly spend and supplier trends.
Charts or visual summaries to help identify spending patterns over time.
The workbook must be simple to update monthly and usable by staff with basic Excel knowledge.
Background and Skills
Experience with advanced Excel (tables, pivot tables, formulas).
Accounting or bookkeeping background preferred so the workbook reflects good financial reporting practice.
Experience designing financial dashboards or management reporting spreadsheets would be helpful.
Important
This Excel workbook is for management reporting and trend analysis only. All formal accounting is already handled in Sage.
The workbook should rely on standard Excel formulas, pivot tables, and tables rather than complex macros so that it remains stable and easy to maintain.
Deliverables
A fully functional Excel workbook.
Clear dashboard or summary page showing trends and totals.
Well-structured sheets that allow easy monthly updates.
Brief notes or instructions explaining how to maintain and update the workbook.