Excel Sales Data Accuracy Optimization

I’m working with a growing sales dataset that has started to show mismatches, hidden duplicates, and calculation gaps. My main objective is to bring that data back to a single-source-of-truth status so every report I run is accurate and instantly reliable.

To get there I need a specialist who is comfortable weaving together VLOOKUP, HLOOKUP, SUMIF, COUNTIF, robust data-validation rules, well-structured pivot tables, and illustrative charts (a pie chart is the first priority). Simple formulas alone won’t cut it; I also want lightweight, well-commented macros to automate the routine clean-up steps so future uploads stay consistent.

Scope of work
• Inspect the current sales-data workbook, highlight inconsistencies, and set up validation that blocks bad entries in real time.
• Replace hard-coded references with VLOOKUP/HLOOKUP where appropriate and roll up transactional figures with SUMIF and COUNTIF.
• Build a pivot dashboard that slices figures by month, product, and region, with at least one clear pie chart summarizing category share.
• Record macros that refresh pivots, rerun validation, and output the finished report in a clean PDF.
• Hand over the final workbook with a short “how-to” sheet that explains each macro and any custom formulas.

Acceptance criteria
1. No validation error slips through on a test-import of new sales rows.
2. All summary numbers reconcile 100 % with raw data when cross-checked manually.
3. Refresh-all macro updates every pivot and chart in a single click without breaking links.
4. Documentation is clear enough that another analyst can extend the file unaided.

If you’re confident with advanced Excel functions, pivot-chart storytelling, and macro automation, this should be a straightforward engagement. Once the workbook passes the checks above, I’ll sign off and release final payment.