Advanced Excel Dashboards for General Insurance Analytics
Budget: $10 – $150 USD
Title:
Excel Executive Dashboards, Ratios & Decision Analytics (General Insurance)
Description
I already have an Excel financial model with:
Trial balance
Mapped Profit & Loss, Balance Sheet, and Cash Flow
Budget and prior-year data
I am looking for an Excel expert to build dynamic executive dashboards and analytics that automatically update every time the financial figures change.
This is not a one-off report, but a repeatable decision-making tool for management and board review.
Scope
Board-ready Excel dashboards
One-page Financial Indicators & Highlights summary
KPI tiles with Red / Amber / Green indicators
Insurance and financial ratios (to be created by developer)
Early warning indicators and trend deterioration flags
Profitability influencers (revenue, claims, expense drivers)
Variance waterfalls, trends, and performance visuals
Simple sensitivity analysis using drop-down selectors
Key ratios to include
Insurance Revenue Growth
GWP Growth Rate
Premium Retention Rate
Underwriting Loss Ratio
Net Claims Incurred Ratio
Net Commission Expense Ratio
Operating Expense Ratio
Total Expense Ratio
Insurance Service Margin
Operating Margin
Return on Equity (ROE)
Investment Income Growth
Liquidity and Efficiency ratios among them.
Requirements
Excel-only (no Power BI)
All analytics must auto-update when figures change
Ratio assumptions and thresholds must be editable
No remapping or financial statement redesign
Timeline
5–10 working days
Budget
USD 70–150 (fixed price)
Please share relevant Excel dashboard examples and your approach.
Excel Executive Dashboards, Ratios & Decision Analytics (General Insurance)
Description
I already have an Excel financial model with:
Trial balance
Mapped Profit & Loss, Balance Sheet, and Cash Flow
Budget and prior-year data
I am looking for an Excel expert to build dynamic executive dashboards and analytics that automatically update every time the financial figures change.
This is not a one-off report, but a repeatable decision-making tool for management and board review.
Scope
Board-ready Excel dashboards
One-page Financial Indicators & Highlights summary
KPI tiles with Red / Amber / Green indicators
Insurance and financial ratios (to be created by developer)
Early warning indicators and trend deterioration flags
Profitability influencers (revenue, claims, expense drivers)
Variance waterfalls, trends, and performance visuals
Simple sensitivity analysis using drop-down selectors
Key ratios to include
Insurance Revenue Growth
GWP Growth Rate
Premium Retention Rate
Underwriting Loss Ratio
Net Claims Incurred Ratio
Net Commission Expense Ratio
Operating Expense Ratio
Total Expense Ratio
Insurance Service Margin
Operating Margin
Return on Equity (ROE)
Investment Income Growth
Liquidity and Efficiency ratios among them.
Requirements
Excel-only (no Power BI)
All analytics must auto-update when figures change
Ratio assumptions and thresholds must be editable
No remapping or financial statement redesign
Timeline
5–10 working days
Budget
USD 70–150 (fixed price)
Please share relevant Excel dashboard examples and your approach.