Excel Customer Acquisition Dashboard
Budget: €12 – €18 EUR
I have raw customer-focused data coming in from several marketing platforms (think Meta Ads, Google Ads, and similar). I need that information cleaned, modelled, and turned into an interactive Excel dashboard that lets me monitor customer acquisition in near-real time.
Here is what I’m looking for you to deliver:
• A well-structured Excel file that imports the marketing-platform exports, applies repeatable cleaning steps, and stores the tidy tables on separate, clearly named sheets.
• Dynamic calculations that surface the key acquisition metrics we care about (cost per lead, cost per customer, conversion rate, and any other ratios you typically track for this goal).
• An intuitive dashboard tab: slicers, drop-downs, and visually appealing charts so I can filter by date range, campaign, or channel and instantly see performance.
• Brief, in-file notes explaining where to paste future data dumps and how to refresh everything.
Power Query, Pivot Tables, and well-designed formulas are the preferred tools; VBA is fine if you need it but keep maintenance light. Accuracy, clarity, and repeatability are more important to me than flashy graphics, so please build with sustainability in mind.
Here is what I’m looking for you to deliver:
• A well-structured Excel file that imports the marketing-platform exports, applies repeatable cleaning steps, and stores the tidy tables on separate, clearly named sheets.
• Dynamic calculations that surface the key acquisition metrics we care about (cost per lead, cost per customer, conversion rate, and any other ratios you typically track for this goal).
• An intuitive dashboard tab: slicers, drop-downs, and visually appealing charts so I can filter by date range, campaign, or channel and instantly see performance.
• Brief, in-file notes explaining where to paste future data dumps and how to refresh everything.
Power Query, Pivot Tables, and well-designed formulas are the preferred tools; VBA is fine if you need it but keep maintenance light. Accuracy, clarity, and repeatability are more important to me than flashy graphics, so please build with sustainability in mind.
Related categories:
Visual Basic
Data Processing
Excel
Excel VBA
Data Visualization
Data Analysis
Data Modeling