Excel Sales & Inventory Dashboard
Budget: $10 – $30 USD
I need a single, self-contained Excel workbook that turns raw sales and stock data into an automated management dashboard small-business owners can understand at a glance. The file should accept simple copy-paste or CSV imports, refresh itself with one click, and immediately surface current sales, on-hand inventory, reorder points, and overall profitability.
Visual clarity matters: colour coding that highlights exceptions, slicers for quick date or product filtering, and clean charts that resize well on most laptop screens. Feel free to build with PivotTables, Power Query, Power Pivot, dynamic arrays, or concise VBA—whatever delivers speed without bloating the file size.
Please structure the workbook so that:
• A hidden or clearly separated “Data” area holds raw inputs.
• A protected “Dashboard” sheet displays the KPIs and charts only.
• Key figures update automatically when new data are loaded.
Deliverables
• Finished .xlsx (and .xlsm if macros are essential).
• Short annotated guide—one page is fine—showing where to paste data and how to refresh.
I’ll supply sample data as soon as we start; build out with placeholders for now. Clean, maintainable formulas are preferred over hard-coded numbers, and the final layout should be simple enough that another user can extend it later without breaking the logic.
Visual clarity matters: colour coding that highlights exceptions, slicers for quick date or product filtering, and clean charts that resize well on most laptop screens. Feel free to build with PivotTables, Power Query, Power Pivot, dynamic arrays, or concise VBA—whatever delivers speed without bloating the file size.
Please structure the workbook so that:
• A hidden or clearly separated “Data” area holds raw inputs.
• A protected “Dashboard” sheet displays the KPIs and charts only.
• Key figures update automatically when new data are loaded.
Deliverables
• Finished .xlsx (and .xlsm if macros are essential).
• Short annotated guide—one page is fine—showing where to paste data and how to refresh.
I’ll supply sample data as soon as we start; build out with placeholders for now. Clean, maintainable formulas are preferred over hard-coded numbers, and the final layout should be simple enough that another user can extend it later without breaking the logic.