Colorful Daily Excel KPI Dashboard
Budget: $250 – $750 USD
I need a single-file Excel dashboard that shows, at a glance, how I am performing against the daily, weekly, and monthly targets below. Each morning I will paste or type the previous day’s raw numbers into a data sheet; the dashboard sheet must then refresh automatically and display progress with a bright, vibrant look.
Targets to track
• DTC – Outbound calls: 20/day, 100/week, 430/month
• DTC – Bundles sold: 75 % of total sales
• B2B – Prospective emails: 13/day, 65/week, 280/month
• B2B – Call rate: 13/day, 65/week, 280/month
• B2B – Follow-up emails: 13/day, 65/week, 280/month
• B2B – Sales call with decision maker: 3/day, 15/week, 65/month
• B2B – Practices sent samples: 20/month
• B2B – Sample follow-up calls: 20/month
• B2B – Sample adoption rate: 50 %
What I’d like to see
• A colourful, visually engaging dashboard sheet that instantly highlights whether each metric is ahead, on track, or behind.
• Clear progress indicators—bar, line, gauge, or a mix—open to whichever option you feel communicates the story best.
• Automatic roll-ups so weekly and monthly progress update themselves from the daily entries.
• Clean separation between the data-entry area (ideally protected) and the visuals so the team can’t accidentally break formulas.
• Easy maintenance: I should be able to add future months without rewriting formulas.
Acceptance
The file should open in Microsoft Excel (desktop and 365), require no add-ins, and update all charts with a single refresh or control-shift-alt-F9. All formulas and visuals must be transparent so I can audit or tweak them later.
Deliverables
1. Locked-cell Excel workbook containing:
– Data input sheet
– Dynamic calculations
– Colourful KPI dashboard
2. Brief hand-off written notes explaining how to add data and expand date ranges.
If something in the spec can be improved, I’m happy to discuss tweaks before you start building.
Targets to track
• DTC – Outbound calls: 20/day, 100/week, 430/month
• DTC – Bundles sold: 75 % of total sales
• B2B – Prospective emails: 13/day, 65/week, 280/month
• B2B – Call rate: 13/day, 65/week, 280/month
• B2B – Follow-up emails: 13/day, 65/week, 280/month
• B2B – Sales call with decision maker: 3/day, 15/week, 65/month
• B2B – Practices sent samples: 20/month
• B2B – Sample follow-up calls: 20/month
• B2B – Sample adoption rate: 50 %
What I’d like to see
• A colourful, visually engaging dashboard sheet that instantly highlights whether each metric is ahead, on track, or behind.
• Clear progress indicators—bar, line, gauge, or a mix—open to whichever option you feel communicates the story best.
• Automatic roll-ups so weekly and monthly progress update themselves from the daily entries.
• Clean separation between the data-entry area (ideally protected) and the visuals so the team can’t accidentally break formulas.
• Easy maintenance: I should be able to add future months without rewriting formulas.
Acceptance
The file should open in Microsoft Excel (desktop and 365), require no add-ins, and update all charts with a single refresh or control-shift-alt-F9. All formulas and visuals must be transparent so I can audit or tweak them later.
Deliverables
1. Locked-cell Excel workbook containing:
– Data input sheet
– Dynamic calculations
– Colourful KPI dashboard
2. Brief hand-off written notes explaining how to add data and expand date ranges.
If something in the spec can be improved, I’m happy to discuss tweaks before you start building.
Related categories:
Data Entry
Excel
Sales
Leads
Excel VBA
Excel Macros
Data Visualization
Data Analysis
Visual Design
Data Management