Customer Data Analysis Spreadsheet

I will provide raw customer data in CSV format and need it transformed into a single, well-structured Excel workbook that makes day-to-day analysis effortless. The core goal is insightful data analysis, so the sheet must highlight trends—monthly, quarterly, and year-over-year—while staying clear and intuitive for anyone on the team to update.

Key elements to build in:

• Clean data-entry section with drop-downs and data validation to prevent errors.
• Automatic calculations using robust formulas and, where helpful, PivotTables so totals, averages, and growth metrics appear instantly.
• Flexible sorting and filtering throughout, powered by well-named tables.
• Professional formatting (themes, conditional formatting for red-flag values, freeze panes, easy-to-read typography).
• Trend analysis dashboards: sparklines, simple line or bar charts, and a concise summary that calls out key changes at a glance.

The workbook should open to a summary page that updates automatically as new rows are added, with no manual recalc steps required. Please keep formulas transparent and comment any tricky logic so another analyst can follow it later.

Deliverable: one polished .xlsx file ready for immediate use.