Custom Excel ERP Dashboard
Budget: $250 – $750 USD
I’m looking for a single, well-structured Excel workbook that acts as a mid-level ERP for our mechanical construction department. It must pull live data from Build Ops—specifically resource allocation, budget details, forecasts, CTCs, billings, and projected AP/AR—and present it in a clear dashboard that project managers and supervisors can use every day.
Here’s what I need the file to do:
• Automatically import the Build Ops data on demand or on a defined refresh schedule.
• Aggregate and display project-by-project forecasts, budget vs. CTC comparisons, and labor planning metrics in pivot-ready tables and visually rich charts.
• Generate billing and AP/AR projections so cash-flow conversations happen before we hit the field.
• Allow simple drop-downs or slicers so the team can filter by project, manager, date range, or cost code without breaking the formulas.
• Remain lightweight enough for quick loading yet be protected against accidental formula edits.
A clean layout, consistent cell naming, and clear documentation of any VBA, Power Query, or connection strings are essential. My primary acceptance criteria are: the dashboard refreshes reliably from Build Ops, figures reconcile to our existing reports, and managers can derive labor, cost, and billing projections within three clicks.
If you’ve built similar Excel-based ERPs or cost dashboards—especially ones that sync with external platforms—let’s talk.
Here’s what I need the file to do:
• Automatically import the Build Ops data on demand or on a defined refresh schedule.
• Aggregate and display project-by-project forecasts, budget vs. CTC comparisons, and labor planning metrics in pivot-ready tables and visually rich charts.
• Generate billing and AP/AR projections so cash-flow conversations happen before we hit the field.
• Allow simple drop-downs or slicers so the team can filter by project, manager, date range, or cost code without breaking the formulas.
• Remain lightweight enough for quick loading yet be protected against accidental formula edits.
A clean layout, consistent cell naming, and clear documentation of any VBA, Power Query, or connection strings are essential. My primary acceptance criteria are: the dashboard refreshes reliably from Build Ops, figures reconcile to our existing reports, and managers can derive labor, cost, and billing projections within three clicks.
If you’ve built similar Excel-based ERPs or cost dashboards—especially ones that sync with external platforms—let’s talk.