Automated Excel CFSI Dashboard
Budget: $10 – $300 USD
I need a single-file Excel solution that lets me monitor CFSI investigation cases end-to-end without ever touching raw formulas again. The workbook must accept new case details through a simple, protected input form, then automatically push that data to a master table, update pivot logic, refresh visuals, and time-stamp every change.
On the front sheet I want a clean one-page dashboard summarising the health of the queue: open-versus-closed counts, average and median time to resolve, a running resolution rate, and any other metric that proves useful once you explore the data. I picture quick-read visuals—compact bar or line charts, a small KPI table, and a heatmap that highlights ageing cases—arranged so everything prints neatly on one landscape page.
Key automations should include:
• Guided data entry with drop-downs and validation to prevent typos.
• One-click (or timed) refresh that rebuilds all charts and tables and outputs a ready-to-send PDF performance report.
• Optional e-mail or Teams alert whenever a case breaches a target SLA.
Feel free to deploy VBA, Power Query, Power Pivot, slicers—whatever delivers speed and rock-solid accuracy while keeping the file reasonably lightweight.
Deliverables
1. Unlocked master copy of the workbook with all code documented.
2. A short video or screencast walking me through maintenance steps (adding columns, changing visuals, etc.).
3. Written hand-off notes so any analyst picking this up later can troubleshoot without you.
I have sample data ready for testing and can provide brand colors and fonts for the dashboard. If you’ve built similar automated trackers, especially with alerting features, I’d love to see a quick screenshot in your bid.
Project Title:
CFSI Investigation Log Automation and Dashboard (One-Page Excel System)
Objective:
Develop a professional Excel workbook that tracks and visualizes CFSI investigation cases with full automation and a clean one-page dashboard showing open cases and performance metrics.
Scope of Work:
1. Data Sheet (Cases):
• Columns: Case No, PO No, Class, Item Description, Qty, Manufacturer, Supplier, CFSI Summary, Conclusion, AR Ref, NCR Ref, OSDD Ref, Identified Date, Started Date, Completed Date, Status, Duration (calendar), Duration (workdays), Result Type.
• Automatic calculations for DurationDays and NetworkDays.
• Status dropdown (Open, Closed).
• Result Type auto-derived from Conclusion.
• Dynamic numbering (latest case first).
2. Automations:
• When new cases are added, summary and dashboard update automatically.
• Case duration and completion status calculated from dates.
• Validation and conditional formatting for overdue and open items.
3. Dashboard (One Page):
• Charts showing:
• Open vs Closed cases.
• Distribution by Result Type (Confirmed, Not CFSI, Substandard).
• Cases by Class (Q, T, R, S).
• KPIs at top:
• Total Cases, Open Cases, Closed Cases, Avg. Duration, Longest Open Case.
• Table view showing only open cases with key columns (Case No, PO, Supplier, Identified, Status, Days Open).
4. Design Requirements:
• Clean professional layout (white background, ENEC-style color palette).
• Dynamic formulas only (no macros).
• Fully compatible with Excel 365.
• All calculations and charts on one summary page.
Deliverables:
• Automated Excel file (.xlsx).
• Formulas unlocked and documented.
• Quick guide (1 page) explaining data entry and dashboard updates.
On the front sheet I want a clean one-page dashboard summarising the health of the queue: open-versus-closed counts, average and median time to resolve, a running resolution rate, and any other metric that proves useful once you explore the data. I picture quick-read visuals—compact bar or line charts, a small KPI table, and a heatmap that highlights ageing cases—arranged so everything prints neatly on one landscape page.
Key automations should include:
• Guided data entry with drop-downs and validation to prevent typos.
• One-click (or timed) refresh that rebuilds all charts and tables and outputs a ready-to-send PDF performance report.
• Optional e-mail or Teams alert whenever a case breaches a target SLA.
Feel free to deploy VBA, Power Query, Power Pivot, slicers—whatever delivers speed and rock-solid accuracy while keeping the file reasonably lightweight.
Deliverables
1. Unlocked master copy of the workbook with all code documented.
2. A short video or screencast walking me through maintenance steps (adding columns, changing visuals, etc.).
3. Written hand-off notes so any analyst picking this up later can troubleshoot without you.
I have sample data ready for testing and can provide brand colors and fonts for the dashboard. If you’ve built similar automated trackers, especially with alerting features, I’d love to see a quick screenshot in your bid.
Project Title:
CFSI Investigation Log Automation and Dashboard (One-Page Excel System)
Objective:
Develop a professional Excel workbook that tracks and visualizes CFSI investigation cases with full automation and a clean one-page dashboard showing open cases and performance metrics.
Scope of Work:
1. Data Sheet (Cases):
• Columns: Case No, PO No, Class, Item Description, Qty, Manufacturer, Supplier, CFSI Summary, Conclusion, AR Ref, NCR Ref, OSDD Ref, Identified Date, Started Date, Completed Date, Status, Duration (calendar), Duration (workdays), Result Type.
• Automatic calculations for DurationDays and NetworkDays.
• Status dropdown (Open, Closed).
• Result Type auto-derived from Conclusion.
• Dynamic numbering (latest case first).
2. Automations:
• When new cases are added, summary and dashboard update automatically.
• Case duration and completion status calculated from dates.
• Validation and conditional formatting for overdue and open items.
3. Dashboard (One Page):
• Charts showing:
• Open vs Closed cases.
• Distribution by Result Type (Confirmed, Not CFSI, Substandard).
• Cases by Class (Q, T, R, S).
• KPIs at top:
• Total Cases, Open Cases, Closed Cases, Avg. Duration, Longest Open Case.
• Table view showing only open cases with key columns (Case No, PO, Supplier, Identified, Status, Days Open).
4. Design Requirements:
• Clean professional layout (white background, ENEC-style color palette).
• Dynamic formulas only (no macros).
• Fully compatible with Excel 365.
• All calculations and charts on one summary page.
Deliverables:
• Automated Excel file (.xlsx).
• Formulas unlocked and documented.
• Quick guide (1 page) explaining data entry and dashboard updates.