Advanced Excel Tracker for Practice Stats

Job ID: 40516080

Budget: $30 – $250 USD

I'd Like an excel spreadsheet to track my practice stats. I think we can use the following guidelines:
To build this advanced tracker, create three separate tabs in a single Microsoft Excel workbook. Follow the structures and exact formulas below to automate your summaries, historical comparisons, and year-end predictions.Tab 1: Daily Log (Data Entry)Enter your raw data here daily. Format Column A as Date, Columns B and C as Number, and Columns D and E as Currency.ABCDE1DatePatient VolumeNew PatientsFees ChargedMoney Collected22026-01-02182$4,500.00$3,800.0032026-01-03224$5,100.00$4,900.00Tab 2: Custom & Periodic SummariesThis tab handles your custom date lookups, weekly summaries, and monthly summaries using SUMIFS formulas that pull from the Daily Log.Section A: Custom Date Range ViewerCell B1: Enter your custom Start Date (e.g., 2026-06-01)Cell B2: Enter your custom End Date (e.g., 2026-06-15)ABCDE4Time FramePatient VolumeNew PatientsFees ChargedMoney Collected5Custom RangeFormula 1Formula 2Formula 3Formula 4Formula 1 (Volume): =SUMIFS('Daily Log'!B:B, 'Daily Log'!A:A, ">="&$B$1, 'Daily Log'!A:A, "<="&$B$2)Formula 2 (New Patients): =SUMIFS('Daily Log'!C:C, 'Daily Log'!A:A, ">="&$B$1, 'Daily Log'!A:A, "<="&$B$2)Formula 3 (Charges): =SUMIFS('Daily Log'!D:D, 'Daily Log'!A:A, ">="&$B$1, 'Daily Log'!A:A, "<="&$B$2)Formula 4 (Collections): =SUMIFS('Daily Log'!E:E, 'Daily Log'!A:A, ">="&$B$1, 'Daily Log'!A:A, "<="&$B$2)Section B: Automatic Weekly & Monthly SummariesSet up a table below your custom viewer. You only need to change the hardcoded dates in columns B and C; the formulas can be dragged down.ABCDEFG7PeriodStart DateEnd DateVolumeNew PtsChargesCollections8Week 12026-01-012026-01-07FormulaFormulaFormulaFormula9Week 22026-01-082026-01-14FormulaFormulaFormulaFormula10Jan 20262026-01-012026-01-31FormulaFormulaFormulaFormula11Feb 20262026-02-012026-02-28FormulaFormulaFormulaFormulaNote: Use the exact same SUMIFS logic from Section A, but change $B$1 to B8 and $B$2 to C8 so it references that specific row's date limits.Tab 3: Annual Trends & PredictionsThis tab automatically builds your yearly totals, calculates your Year-End Prediction (Pacing) based on the current day of the year, and compares it to prior history.Cell B1: Enter the formula =TODAY() (This automatically tracks the current date).Cell B2: Enter the formula =B1-DATE(YEAR(B1),1,1)+1 (This calculates how many days have passed this year).The Yearly Dashboard TableABCDE4Metric2024 (Past)2025 (Past)2026 (YTD)2026 Prediction (Year-End)5Patient VolumeType manuallyType manuallyFormula A=D5/($B$2)*3656New PatientsType manuallyType manuallyFormula B=D6/($B$2)*3657Fees ChargedType manuallyType manuallyFormula C=D7/($B$2)*3658Money CollectedType manuallyType manuallyFormula D=D8/($B$2)*3659Collection Rate=C8/C7=D8/D7=E8/E7=F8/F7Formula A: =SUMIFS('Daily Log'!B:B, 'Daily Log'!A:A, ">=2026-01-01", 'Daily Log'!A:A, "<=2026-12-31")Formula B: =SUMIFS('Daily Log'!C:C, 'Daily Log'!A:A, ">=2026-01-01", 'Daily Log'!A:A, "<=2026-12-31")Formula C: =SUMIFS('Daily Log'!D:D, 'Daily Log'!A:A, ">=2026-01-01", 'Daily Log'!A:A, "<=2026-12-31")Formula D: =SUMIFS('Daily Log'!E:E, 'Daily Log'!A:A, ">=2026-01-01", 'Daily Log'!A:A, "<=2026-12-31")How the prediction works: The formulas in Column E take your Year-to-Date (YTD) total, divide it by the number of days passed so far (B2), and multiply it by 365 to project your true final finish line.