Automated Excel MIS Dashboard Setup -- 2
Budget: ₹750 – ₹1,250 INR
I have raw data covering sales, lead flow and employee performance that needs to be transformed into a clean, automated MIS system. The job starts with structuring the source sheets so future data drops can be pasted in without breaking links. Once the data is tidy, I want daily, weekly and monthly reports generated automatically—yet with the flexibility to run a manual refresh whenever needed.
Key metrics to surface on the dashboard are:
• Sales performance
• Lead conversion rate
• Employee performance
The finished workbook should contain:
• Source-data sheets with power-ready tables and clear naming
• Pivot Tables, VLOOKUP, IF and any other formulas required to drive the reports
• An interactive dashboard that updates at the click of Refresh, featuring charts, slicers and at-a-glance KPIs
• Simple instructions so anyone on the team can add new data or toggle manual/automatic updates
Turnaround is tight—ideally within the next 2–3 days—so I’ll be reviewing proofs quickly and providing immediate feedback.
Key metrics to surface on the dashboard are:
• Sales performance
• Lead conversion rate
• Employee performance
The finished workbook should contain:
• Source-data sheets with power-ready tables and clear naming
• Pivot Tables, VLOOKUP, IF and any other formulas required to drive the reports
• An interactive dashboard that updates at the click of Refresh, featuring charts, slicers and at-a-glance KPIs
• Simple instructions so anyone on the team can add new data or toggle manual/automatic updates
Turnaround is tight—ideally within the next 2–3 days—so I’ll be reviewing proofs quickly and providing immediate feedback.
Related categories:
PHP
Visual Basic
Data Processing
Excel
Excel VBA
Excel Macros
Data Visualization
Data Analysis