Financial Analysis Excel Dashboard
Budget: ₹750 – ₹1,250 INR
I need a single-file Excel dashboard that lets me monitor revenue and expenses alongside overall profit-and-loss performance, then projects those figures forward with clear, reliable forecasts.
The workbook should pull raw data from one or more clean tables, refresh at the click of a button, and display the key numbers through interactive charts, slicers or drop-downs so I can drill down by month, quarter and year. A dedicated section for predictive analytics—using built-in Forecast Sheet, Power Query/Power Pivot, or another proven method you prefer—should show at least a 12-month outlook with confidence intervals highlighted.
Deliverables
• Finished .xlsx file, no external add-ins required
• Documentation tab outlining data layout, formulas or DAX measures, and instructions for future data updates
• Short Loom or similar screen-share walkthrough (≤5 min) so I can see the workflow in action
Acceptance criteria
The dashboard must calculate revenue versus expenses accurately, match my current profit-and-loss totals, and update forecasts automatically when I paste new data into the source table.
The workbook should pull raw data from one or more clean tables, refresh at the click of a button, and display the key numbers through interactive charts, slicers or drop-downs so I can drill down by month, quarter and year. A dedicated section for predictive analytics—using built-in Forecast Sheet, Power Query/Power Pivot, or another proven method you prefer—should show at least a 12-month outlook with confidence intervals highlighted.
Deliverables
• Finished .xlsx file, no external add-ins required
• Documentation tab outlining data layout, formulas or DAX measures, and instructions for future data updates
• Short Loom or similar screen-share walkthrough (≤5 min) so I can see the workflow in action
Acceptance criteria
The dashboard must calculate revenue versus expenses accurately, match my current profit-and-loss totals, and update forecasts automatically when I paste new data into the source table.