Excel VBA Customer Analytics
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.
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.
Related categories:
Visual Basic
Data Processing
Excel
Visual Basic for Apps
Excel VBA
Excel Macros
Data Visualization
Data Analysis