Google Sheets Financial Data Analysis
Budget: ₹12,500 – ₹37,500 INR
I have several revenue-and-expense spreadsheets in Google Sheets that need to be turned into clear, decision-ready insights. The raw data is already stored in separate tabs; what’s missing is a streamlined financial analysis that highlights profitability, cash-flow trends, and key performance ratios.
Here is what I need from you:
• Consolidate the existing data (sales, cost of goods sold, operating expenses, and balance-sheet items) into a central analysis sheet without breaking my current structure.
• Build dynamic formulas, pivot tables, and charts that update automatically when new rows are added.
• Produce an at-a-glance dashboard summarizing monthly performance, variance against budget, and year-to-date trends.
• Document the logic behind your calculations so I can maintain or extend the sheet later.
Everything must be accomplished directly in Google Sheets—no external BI tools—using functions such as QUERY, ARRAYFORMULA, IMPORTRANGE, and any other native features you consider best. If you spot opportunities to automate routine clean-up steps with simple Apps Script snippets, feel free to suggest them, though full scripting isn’t mandatory for this phase.
Accuracy and readability are critical; I will review the model by cross-checking a sample month’s figures. Deliverables are accepted once formulas recalculate correctly, charts render without errors, and your documentation is complete.
Here is what I need from you:
• Consolidate the existing data (sales, cost of goods sold, operating expenses, and balance-sheet items) into a central analysis sheet without breaking my current structure.
• Build dynamic formulas, pivot tables, and charts that update automatically when new rows are added.
• Produce an at-a-glance dashboard summarizing monthly performance, variance against budget, and year-to-date trends.
• Document the logic behind your calculations so I can maintain or extend the sheet later.
Everything must be accomplished directly in Google Sheets—no external BI tools—using functions such as QUERY, ARRAYFORMULA, IMPORTRANGE, and any other native features you consider best. If you spot opportunities to automate routine clean-up steps with simple Apps Script snippets, feel free to suggest them, though full scripting isn’t mandatory for this phase.
Accuracy and readability are critical; I will review the model by cross-checking a sample month’s figures. Deliverables are accepted once formulas recalculate correctly, charts render without errors, and your documentation is complete.