Excel Task Tracker & KPI Dashboard

Job ID: 39773130

Budget: $10 – $30 USD

I need a single Excel workbook that helps me run my operations end-to-end. The first sheet will host an expanded task repository: every row should carry the task name, a concise description, due date, current status, the person in charge, and its priority. Feel free to rephrase my rough entries so they read like clear, action-oriented statements, and add logical sub-tasks wherever they will make scheduling or reporting easier.

The second sheet will be a dynamic dashboard driven by formulas, pivot tables, and clean chart design. It must show monthly performance against three key indicators—productivity, quality of work, and timeliness—using easy-to-read charts and graphs. When a KPI slips below target, the sheet should automatically flag the related tasks and generate a concise corrective-action plan I can roll into the following month.

Deliverables
• Interactive Task List sheet, fully formatted and ready for data entry
• KPI Dashboard sheet with linked charts for productivity, quality, and timeliness
• Automated logic that highlights underperforming tasks and outputs next-month action recommendations

If you’ve built Excel dashboards with conditional formatting, formulas like INDEX/MATCH or XLOOKUP, and slicers or timelines for month selection, this will be a quick win for both of us.