Excel VBA Customer Analytics

Job ID: 40551086

Budget: $50 – $0 USD

I need a multi-sheet Excel workbook that ingests raw customer data, cleans it behind the scenes with VBA, and then drives on-click dashboards that highlight key trends. The core of the build is data analysis: once the customer files are dropped into a designated folder, a macro should import them, normalise field names, and push the records into a master table. From there, additional procedures must summarise churn, lifetime value, cohort behaviour, and any other trend analysis we agree on, feeding automatically into polished summary sheets and chart-ready pivot tables.

The same VBA code will also handle automated report generation. With a single button press, the workbook should create a time-stamped PDF pack—charts, KPIs, and commentary placeholders—ready for management circulation. All heavy lifting has to run without external add-ins so the file stays portable.

Deliverables
• Finished .xlsm file with clearly named sheets
• Fully commented VBA modules (no locked code)
• One-page quick-start guide outlining refresh and report steps

Acceptance will be based on:
1. Error-free import of a sample 10k-row customer CSV in under 20 seconds on a standard laptop
2. Correct calculation of month-over-month retention and ARPU metrics validated against a control sheet
3. Successful generation of the PDF report, matching a supplied layout mock-up, via a single macro call

If that fits your skill set, let’s outline the timeline and milestone split so we can get started right away.