Excel Expert Needed: Clean Up + Rebuild Revenue & Expense Tracker (Resale Business)
Budget: $250 – $750 USD
Scope of Work:
1. Clean Up Existing File
* Review current Excel tracker (inventory + profit tracking)
* Remove duplicate / unnecessary columns
* Standardize formulas across all rows
* Fix inconsistencies and errors
⸻
2. Clean Up Historical Data (Important)
* Review and correct existing transactions
* Ensure past entries are consistent and usable
* Fix or flag:
* Missing data
* Incorrect formulas
* Misclassified expenses or sales
* Help bring the file to a “clean baseline” I can trust going forward
⸻
3. Profit & Revenue Accuracy
* Validate and correct all profit calculations
* Ensure accurate handling of:
* Purchase price
* Platform fees
* Shipping costs
* Taxes (if applicable)
* Remove any need for manual calculations
⸻
4. Inventory & Status Tracking
* Improve item lifecycle tracking:
* Purchased → Listed → Sold
* Add simple status system with dropdowns
* Automate status changes where possible (e.g., when sale date is entered)
⸻
5. Automation & Error Prevention
* Lock/protect formula cells
* Add data validation and dropdowns
* Reduce risk of accidental errors
* Improve usability for daily use
⸻
6. Dashboard & Reporting
Build or improve a dashboard showing:
* Total profit (lifetime + monthly)
* Revenue vs expenses
* Items sold vs unsold
* Optional: profit by platform
Must be clean, simple, and easy to understand at a glance
⸻
7. Usability & Scaling
* Make the file intuitive and fast
* Optimize for hundreds/thousands of items
* Improve overall layout and workflow
⸻
Ideal Candidate:
* Advanced Excel expertise (this is required)
* Experience cleaning messy datasets (very important)
* Strong with:
* Formulas
* Data validation
* Data cleanup
* Financial tracking
* Bonus: experience with resale, inventory, or e-commerce tracking
1. Clean Up Existing File
* Review current Excel tracker (inventory + profit tracking)
* Remove duplicate / unnecessary columns
* Standardize formulas across all rows
* Fix inconsistencies and errors
⸻
2. Clean Up Historical Data (Important)
* Review and correct existing transactions
* Ensure past entries are consistent and usable
* Fix or flag:
* Missing data
* Incorrect formulas
* Misclassified expenses or sales
* Help bring the file to a “clean baseline” I can trust going forward
⸻
3. Profit & Revenue Accuracy
* Validate and correct all profit calculations
* Ensure accurate handling of:
* Purchase price
* Platform fees
* Shipping costs
* Taxes (if applicable)
* Remove any need for manual calculations
⸻
4. Inventory & Status Tracking
* Improve item lifecycle tracking:
* Purchased → Listed → Sold
* Add simple status system with dropdowns
* Automate status changes where possible (e.g., when sale date is entered)
⸻
5. Automation & Error Prevention
* Lock/protect formula cells
* Add data validation and dropdowns
* Reduce risk of accidental errors
* Improve usability for daily use
⸻
6. Dashboard & Reporting
Build or improve a dashboard showing:
* Total profit (lifetime + monthly)
* Revenue vs expenses
* Items sold vs unsold
* Optional: profit by platform
Must be clean, simple, and easy to understand at a glance
⸻
7. Usability & Scaling
* Make the file intuitive and fast
* Optimize for hundreds/thousands of items
* Improve overall layout and workflow
⸻
Ideal Candidate:
* Advanced Excel expertise (this is required)
* Experience cleaning messy datasets (very important)
* Strong with:
* Formulas
* Data validation
* Data cleanup
* Financial tracking
* Bonus: experience with resale, inventory, or e-commerce tracking