Advanced Excel Dashboard and VBA Automation Project

Project Title:
Excel Dashboard with P&L Tracking, Budgeting, and VBA Automation

Description:
We’re looking for a skilled Excel expert with advanced VBA capabilities to develop a smart, all-in-one spreadsheet for:

Profit & Loss tracking (by client, project, and service)

Budgeting and forecast vs. actuals

Operational planning

A visual dashboard for insights and decision-making

VBA automation to streamline repetitive tasks (e.g., importing data, generating reports, updating summaries with one click)

Key Features Required:

Easy data entry structure with locked formulas

Monthly & yearly summary views

Clean, dynamic dashboard (charts, metrics, trends)

VBA-powered automation for:

Pulling data from other files

Refreshing reports

Navigating sheets or generating PDF summaries

Ideal Candidate:

Strong Excel + VBA experience

Has built budgeting or finance tools for businesses

Can deliver clean, scalable, and easy-to-use files

Deliverables:

Final Excel file with automation, dashboard, and instructions

Short user guide or video walkthrough