Sample Data & Header Setup
Budget: $10 – $30 USD
We are looking for an experienced Excel specialist to help organize and automate our monthly sales tracking workbook.
Currently, we maintain multiple sheets containing product-level sales data, but the file lacks structure and automated summaries. We need someone who can clean up the structure and create a simple but reliable dashboard.
This is not an advanced BI project, but it requires solid Excel logic and clean structuring skills.
Scope of Work
Review existing workbook (multiple sheets with sales records)
Consolidate data into a structured master table (if necessary)
Create automated monthly summary calculations
Build a simple interactive dashboard including:
Total sales by month
Sales by product category
Top 5 products
Monthly trend (line chart)
Use Pivot Tables, SUMIFS, XLOOKUP (or equivalent functions)
Ensure the dashboard updates automatically when new rows are added
Keep the file lightweight and easy to maintain
Requirements
Strong Excel formula knowledge (SUMIFS, INDEX/MATCH or XLOOKUP)
Experience with Pivot Tables and basic dashboard design
Ability to structure messy data logically
Clean formatting and professional presentation
Deliverables
Cleaned and structured Excel workbook
Fully functional dashboard sheet
Brief explanation of how to update the data monthly
Clear labeling of formulas and calculation areas
⏱ Timeline
Expected completion within 3–5 days.
Budget
Fixed price: $120 – $200
(Open to reasonable proposals based on experience)
Currently, we maintain multiple sheets containing product-level sales data, but the file lacks structure and automated summaries. We need someone who can clean up the structure and create a simple but reliable dashboard.
This is not an advanced BI project, but it requires solid Excel logic and clean structuring skills.
Scope of Work
Review existing workbook (multiple sheets with sales records)
Consolidate data into a structured master table (if necessary)
Create automated monthly summary calculations
Build a simple interactive dashboard including:
Total sales by month
Sales by product category
Top 5 products
Monthly trend (line chart)
Use Pivot Tables, SUMIFS, XLOOKUP (or equivalent functions)
Ensure the dashboard updates automatically when new rows are added
Keep the file lightweight and easy to maintain
Requirements
Strong Excel formula knowledge (SUMIFS, INDEX/MATCH or XLOOKUP)
Experience with Pivot Tables and basic dashboard design
Ability to structure messy data logically
Clean formatting and professional presentation
Deliverables
Cleaned and structured Excel workbook
Fully functional dashboard sheet
Brief explanation of how to update the data monthly
Clear labeling of formulas and calculation areas
⏱ Timeline
Expected completion within 3–5 days.
Budget
Fixed price: $120 – $200
(Open to reasonable proposals based on experience)