Excel Sales Data Cleanup & Insights
Budget: $2 – $8 USD
I have several Excel workbooks filled with raw sales transactions that first need to be cleaned and organized—duplicates removed, dates standardized, product codes aligned, and any combined fields split so every column carries a single, consistent data type.
Once the data is reliable, the next step is a trend analysis focusing on month-over-month and quarter-over-quarter performance, average order value shifts, and any notable regional or product-line movement you spot.
I then need the findings packaged into visual reports I can refresh with new data at any time. A pivot-table dashboard, line and bar charts, and a neatly formatted summary sheet with conditional formatting will cover it. Please return:
• A cleaned master workbook with clear tab naming
• A dedicated analysis sheet containing formulas or Power Query steps so I can trace your logic
• An interactive dashboard with the charts described above
• A brief, bullet-style insight summary embedded in the workbook for quick reference
Everything must stay in native Excel—no external add-ins—so it remains compatible with Office 365 on Windows.
Once the data is reliable, the next step is a trend analysis focusing on month-over-month and quarter-over-quarter performance, average order value shifts, and any notable regional or product-line movement you spot.
I then need the findings packaged into visual reports I can refresh with new data at any time. A pivot-table dashboard, line and bar charts, and a neatly formatted summary sheet with conditional formatting will cover it. Please return:
• A cleaned master workbook with clear tab naming
• A dedicated analysis sheet containing formulas or Power Query steps so I can trace your logic
• An interactive dashboard with the charts described above
• A brief, bullet-style insight summary embedded in the workbook for quick reference
Everything must stay in native Excel—no external add-ins—so it remains compatible with Office 365 on Windows.
Related categories:
Visual Basic
Data Processing
Data Entry
Excel
Excel VBA
Excel Macros
Data Visualization
Data Analysis