Daily Financial Analysis Dashboard
Budget: ₹750 – ₹1,250 INR
I’m looking to turn my raw figures into a clear, Excel-based dashboard that helps me see, at a glance, how our revenue, expenses, profit-and-loss position, and cash flow are evolving every single day.
The workbook should accept a simple daily data drop (CSV, pasted table, or Power Query connection—whatever makes most sense), refresh automatically, and present the numbers through clean charts, KPI cards, and slicers for quick filtering by date or category. Built-in calculations for margins, variances versus previous periods, and trend lines will help me spot issues before they grow.
Please build it entirely in Microsoft Excel—leveraging PivotTables, structured tables, dynamic arrays, and any light VBA only if it streamlines the refresh process. When you hand it over, I should be able to:
• Add the new day’s data in seconds and press refresh
• See updated revenue, expense, P&L, and cash-flow visuals immediately
• Drill down or filter without the layout breaking
Deliver the fully unlocked .xlsx file plus brief notes (or a quick Loom) showing where I input data and how to refresh. If you’ve created similar financial dashboards, a sample screenshot would help me choose quickly.
The workbook should accept a simple daily data drop (CSV, pasted table, or Power Query connection—whatever makes most sense), refresh automatically, and present the numbers through clean charts, KPI cards, and slicers for quick filtering by date or category. Built-in calculations for margins, variances versus previous periods, and trend lines will help me spot issues before they grow.
Please build it entirely in Microsoft Excel—leveraging PivotTables, structured tables, dynamic arrays, and any light VBA only if it streamlines the refresh process. When you hand it over, I should be able to:
• Add the new day’s data in seconds and press refresh
• See updated revenue, expense, P&L, and cash-flow visuals immediately
• Drill down or filter without the layout breaking
Deliver the fully unlocked .xlsx file plus brief notes (or a quick Loom) showing where I input data and how to refresh. If you’ve created similar financial dashboards, a sample screenshot would help me choose quickly.