Custom Retail Sales DSR Report

I need a tailored sales and Daily Sales Report that pulls its raw data straight from the Excel spreadsheets we already use in-store. The finished file should let me track year-to-date, month-to-date and daily performance at a glance, then dig deeper into the numbers whenever I need.

Visual clarity is essential—please combine charts, graphs and clean data tables into an intuitive dashboard so store managers can toggle between summary views and detailed breakdowns without extra clicks. If you prefer Excel’s native tools, Power BI, Tableau or another platform, that’s fine as long as the end result opens smoothly on any Windows PC and can be refreshed with a new spreadsheet drop-in.

Deliverables
• A fully formatted, refreshable report/dashboard connected to our Excel data
• Built-in YTD, MTD and daily metrics for total sales plus any drill-downs you set up
• Printable and screen-friendly views, with clear labeling and colour coding
• Quick “how-to” notes so staff can update the data source themselves

I’ll supply a sample spreadsheet once we start. If something isn’t clear, let me know—accuracy and ease of use matter more than fancy extras.