Advanced Excel Finance Dashboard - 05/10/2025 14:28 EDT
Budget: ₹1,500 – ₹12,500 INR
I have weekly finance data that needs to be turned into a clear, interactive Excel dashboard focusing on two core metrics—revenue vs expenses and overall profit-and-loss performance. The workbook should let me drop in a refreshed data file each week and instantly see updated charts, tables, and KPI call-outs without manual tweaking.
I’m comfortable providing a raw export; you’ll handle everything else: structuring the data (Power Query or similar), building dynamic pivot tables, setting up slicers for quick period or category filtering, and designing clean visuals that print neatly on one page. Consistent formatting and easy-to-read labels are a must, as the dashboard will be shared with senior management.
Deliverables
• One Excel file containing:
– Automated data import/refresh setup
– Interactive dashboard sheet with revenue-expense and P&L views
– Underlying data and calculation sheets kept tidy and documented
Please keep formulas transparent, avoid hard-coding, and comment key steps so I can maintain the model after hand-over. Looking forward to seeing your approach.
I’m comfortable providing a raw export; you’ll handle everything else: structuring the data (Power Query or similar), building dynamic pivot tables, setting up slicers for quick period or category filtering, and designing clean visuals that print neatly on one page. Consistent formatting and easy-to-read labels are a must, as the dashboard will be shared with senior management.
Deliverables
• One Excel file containing:
– Automated data import/refresh setup
– Interactive dashboard sheet with revenue-expense and P&L views
– Underlying data and calculation sheets kept tidy and documented
Please keep formulas transparent, avoid hard-coding, and comment key steps so I can maintain the model after hand-over. Looking forward to seeing your approach.