Excel Graphs for Retirement Forecasts

Job ID: 40145360

Budget: $250 – $750 AUD

I have already prepared the underlying retirement-projection data—year-by-year cash-flow figures, total assets over time, and projected outgoing expenses. What I need now is an eye-catching set of charts built directly in Excel that I can simply copy and paste into the Word reports I present to clients.

Here’s the visual direction:
• Mix of bar charts, line graphs, and a few pie charts where they add value.
• Palette should stay within a corporate look—clean blues and greys with consistent fonts and unobtrusive gridlines.

Key data to highlight in the bar charts:
• Yearly cash-flow position (positive or negative).
• Growth or drawdown of total assets across the projection period.
• Major categories of outgoing expenses as they change over time.

Please structure the workbook so each chart sits on its own tab and remains fully editable. If you need to refine the source tables or add dynamic ranges to keep the visuals responsive, go ahead—I welcome smart use of formulas and named ranges.

Deliverables
1. One Excel workbook containing all charts and their underlying data ranges.
2. Any custom colour theme file (if you create one) so I can match future graphics.
3. A brief note explaining where to paste each chart in my Word template.

I’m ready to share the data as soon as you’re on board and will turn feedback quickly so we can wrap this up without delays.