Excel Sales Dashboard & Analysis
Budget: $30 – $250 USD
I have a large file of sales data that I need transformed into a clear, interactive dashboard inside Excel. The goal is to highlight key trends so I can track performance at a glance and share concise visuals with my team.
Here’s what I’m looking for:
• Clean and structure the raw sales data so it’s analysis-ready.
• Perform trend analysis to surface monthly, quarterly, and year-over-year movements.
• Build an Excel dashboard that updates automatically when new data is added—think slicers, dynamic charts, and well-labeled KPIs.
• Provide a short write-up (or notes tab) explaining the formulas, pivot tables, and any Power Query steps you used, so I can maintain it going forward.
I already have Excel installed and prefer everything to stay within that ecosystem; no Tableau or Power BI is required.
If you’ve created similar sales dashboards before and can deliver a polished, easy-to-navigate workbook, I’d love to see a sample or brief description of your past work.
Here’s what I’m looking for:
• Clean and structure the raw sales data so it’s analysis-ready.
• Perform trend analysis to surface monthly, quarterly, and year-over-year movements.
• Build an Excel dashboard that updates automatically when new data is added—think slicers, dynamic charts, and well-labeled KPIs.
• Provide a short write-up (or notes tab) explaining the formulas, pivot tables, and any Power Query steps you used, so I can maintain it going forward.
I already have Excel installed and prefer everything to stay within that ecosystem; no Tableau or Power BI is required.
If you’ve created similar sales dashboards before and can deliver a polished, easy-to-navigate workbook, I’d love to see a sample or brief description of your past work.
Related categories:
Visual Basic
Data Processing
Excel
Microsoft Access
Excel VBA
Excel Macros
Data Visualization
Data Analysis