Excel Sales Report Automation
Budget: ₹12,500 – ₹37,500 INR
I have raw sales data coming in every week and I’m ready to turn it into a clear, professional-looking report—without touching dozens of cells each time. I need an Excel specialist who can build a template that ingests the data I provide, processes it automatically, and outputs a polished sales report that I can hand straight to management.
Here’s what I’m envisioning:
• A single workbook where I paste or import the latest CSV/export and everything updates—tables, charts, KPIs, and a summary sheet.
• Formulas, PivotTables, or Power Query—whatever you think is best—to calculate totals, growth percentages, and month-over-month comparisons.
• Clean, branded formatting so the report is presentation-ready.
Acceptance criteria
1. Drop-in data refresh with no broken links or #N/A errors.
2. All calculations traceable and locked to prevent accidental edits.
3. Final file works in Excel 2019 and Microsoft 365 on Windows.
4. A short walkthrough (video or annotated file) so I can maintain or extend it later.
If you’ve built automated sales dashboards before and can turn this around quickly, let’s get started.
Here’s what I’m envisioning:
• A single workbook where I paste or import the latest CSV/export and everything updates—tables, charts, KPIs, and a summary sheet.
• Formulas, PivotTables, or Power Query—whatever you think is best—to calculate totals, growth percentages, and month-over-month comparisons.
• Clean, branded formatting so the report is presentation-ready.
Acceptance criteria
1. Drop-in data refresh with no broken links or #N/A errors.
2. All calculations traceable and locked to prevent accidental edits.
3. Final file works in Excel 2019 and Microsoft 365 on Windows.
4. A short walkthrough (video or annotated file) so I can maintain or extend it later.
If you’ve built automated sales dashboards before and can turn this around quickly, let’s get started.
Related categories:
Visual Basic
Data Processing
Excel
Microsoft Access
Excel VBA
Excel Macros
Data Visualization
Data Analysis