Automated Excel Workbook for Data Consolidation

I have two spreadsheets that I export from my work order management system:
1. Clients sheet – contains client details.
2. Properties sheet – contains property details that my team manages.

Both sheets include unique ID numbers that link each client to their properties. The data exports are currently messy and not user-friendly.

What I need built:
• An Excel workbook that automatically pulls and cleans the data from the two exported sheets into a single, well-structured sheet.
• The consolidated sheet should:
• Allow me to filter by client to see all their associated properties.
• Display the dollar value from the administrative notes field.
• Provide clear tables/reports to help identify and categorise clients by job number and job value.

How I want it to work:
• I should be able to paste/drop the two raw exports (Clients and Properties) into dedicated sheets in the workbook.
• The master sheet should then update automatically to present the cleaned and linked data.
• The output should be easy to read and filter, giving me a clear overview of client value to my business