Enhancing & Automating Excel Field Production Tracker -- 2

Excel Project Description

I have an existing Excel spreadsheet used to track field production, and I need help cleaning it up, updating some information, and building a dashboard with automated reporting.

Updates Needed

1. Update Hourly Rate

Update the hourly rate across the entire workbook to $65.00.

Ensure all formulas and calculations reference this updated rate correctly.

2. Update Field Supervisor Names
Replace the current supervisor names with the following:

Steve

Brent

Shane

Buzz

These should be set up so they can be easily filtered and used in reporting.

3. Update Labor Names
Replace labor names with:

Anthony

Marcus

Ricky

Levi

Caleb

Chase

Gabe

These should also work properly with filtering and reporting.

Spreadsheet Cleanup

The current sheet needs to be cleaned up and structured so it works smoothly in Excel.

This includes:

Cleaning and organizing formulas

Ensuring calculations work correctly

Making the sheet easy to enter daily production data

Allowing users to type in the description field and have it properly filter or match the correct work codes/categories.

TAVA Report (Daily)

I need a TAVA report built into the spreadsheet.

Each day may contain up to five separate entries, depending on how many crews or scopes were worked that day.

For each entry, the TAVA report should track:

Headcount

Hours worked

Client

Scope of work

Hourly rate ($65)

Target revenue

Actual revenue

Variance

Each entry should calculate Target Revenue automatically based on the inputs.

The spreadsheet should allow multiple entries per day (up to 5) and each entry should appear in the TAVA report.

Dashboard

Create a dashboard tab that summarizes the data and updates automatically.

The dashboard should include:

Daily production totals

Weekly totals

Monthly totals

Yearly totals

Target vs Actual revenue

Variance

Production by supervisor or crew

Goal

The goal is to convert the spreadsheet into a clean operations tracking system that allows daily data entry while automatically generating:

TAVA reporting

Weekly / monthly / yearly totals

A simple dashboard for management.