Excel Sales Forecast Analytics Model
Budget: $8 – $15 AUD
I need an Excel-based model that takes my existing sales-forecast files and turns them into practical, sourcing-ready insights. The workbook should import the forecast data cleanly (Power Query or another repeatable method is fine), organise it by SKU, customer and time period, then surface the numbers I need to plan purchases and negotiate with suppliers.
Key things I expect from the finished file:
• A single “Data Load” tab where I can paste or refresh new forecast numbers.
• Dynamic calculations that summarise volume, value and growth by product and period.
• Clear visuals (pivot charts or slicer-driven dashboards) so I can spot changes at a glance.
• Well-labelled formulas or Power Pivot measures—not opaque, hard-coded cells.
• Lightweight automation is welcome (simple VBA buttons, not complex code) if it speeds up routine refreshes.
• Brief, inline documentation so any analyst here can maintain or extend the model.
I’ll supply a sample forecast immediately so you can map the fields. Once the structure works on that file, I’ll test it with our live data before sign-off.
If you’ve built similar demand-planning or sourcing tools in Excel, let me know; otherwise, a short outline of how you’d structure the model will help me choose quickly.
Key things I expect from the finished file:
• A single “Data Load” tab where I can paste or refresh new forecast numbers.
• Dynamic calculations that summarise volume, value and growth by product and period.
• Clear visuals (pivot charts or slicer-driven dashboards) so I can spot changes at a glance.
• Well-labelled formulas or Power Pivot measures—not opaque, hard-coded cells.
• Lightweight automation is welcome (simple VBA buttons, not complex code) if it speeds up routine refreshes.
• Brief, inline documentation so any analyst here can maintain or extend the model.
I’ll supply a sample forecast immediately so you can map the fields. Once the structure works on that file, I’ll test it with our live data before sign-off.
If you’ve built similar demand-planning or sourcing tools in Excel, let me know; otherwise, a short outline of how you’d structure the model will help me choose quickly.