Excel Dashboard for Credit Card Reporting
Budget: $30 – $250 USD
Create an excel reporting document with charts dashboard. To report recurring Credit Card charges, by type of expense, date, person, and bank. It should be able to show upcoming charges and what date we can expect the charge to go through. This is for an accounting team & purpose.
Requirements:
- Bar and pie charts for visualization
- Interactive dashboard
- Data categorized by type of charge, person, and bank
- Include upcoming charges based on previous patterns
- Highlight upcoming charges within 7 days
- Make it easy to use, change, and update data for members of the file.
- 4 Sheets minimum, more is ok as well: Transactions (Raw Data), Recurring Analysis, Forecast (Upcoming), and Dashboard (Charts, Graphs, pivots, etc.)
Ideal skills and experience:
- Proficiency in Excel
- Experience with Excel charts and interactive dashboards
- Strong data organization and categorization skills
Requirements:
- Bar and pie charts for visualization
- Interactive dashboard
- Data categorized by type of charge, person, and bank
- Include upcoming charges based on previous patterns
- Highlight upcoming charges within 7 days
- Make it easy to use, change, and update data for members of the file.
- 4 Sheets minimum, more is ok as well: Transactions (Raw Data), Recurring Analysis, Forecast (Upcoming), and Dashboard (Charts, Graphs, pivots, etc.)
Ideal skills and experience:
- Proficiency in Excel
- Experience with Excel charts and interactive dashboards
- Strong data organization and categorization skills