Money Flow Graphs & Analysis
Budget: €250 – €750 EUR
I have a stack of manual records that detail every incoming and outgoing dollar in my business, plus the resulting profit or loss for each period. I need these figures translated into clear visuals and accompanied by concise commentary that highlights trends, spikes, and any red-flag spending patterns.
Here’s what I need delivered:
• Three visual formats for each period: bar charts, pie charts, and line graphs.
• A short written analysis for each set that explains the movement of incomings versus outgoings and pinpoints where profit is rising, flat, or falling.
• A single, easy-to-update workbook (Excel, Google Sheets, or similar) that holds the data, the charts, and the analytical notes side by side.
We provide a zoom call with our CEO for a deeper explanation.
I’ll supply the raw numbers in whatever structure you prefer—CSV, spreadsheet, or even a scanned ledger if that’s easiest. Your job is to clean and organize the data, build the visuals, and write the insights so I can immediately show them to my accountant and team.
Accuracy, readability, and a layout I can refresh each month are the key success factors.
Here’s what I need delivered:
• Three visual formats for each period: bar charts, pie charts, and line graphs.
• A short written analysis for each set that explains the movement of incomings versus outgoings and pinpoints where profit is rising, flat, or falling.
• A single, easy-to-update workbook (Excel, Google Sheets, or similar) that holds the data, the charts, and the analytical notes side by side.
We provide a zoom call with our CEO for a deeper explanation.
I’ll supply the raw numbers in whatever structure you prefer—CSV, spreadsheet, or even a scanned ledger if that’s easiest. Your job is to clean and organize the data, build the visuals, and write the insights so I can immediately show them to my accountant and team.
Accuracy, readability, and a layout I can refresh each month are the key success factors.