Colorful Daily Excel KPI Dashboard

Job ID: 40264537

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.