Excel Revenue Dashboard & Forecast -

Job ID: 40447316

Budget: $10 – $30 AUD

I already have an Excel workbook in use and now need a clean summary tab that pulls our Revenue figures from the existing data tab and displays them at-a-glance. The key pieces are:

• A single-page dashboard focused only on Revenue, matching the layout in the mock-up I will share.
• A rolling 3-month forecast that refreshes automatically whenever new rows are added to the source sheet—no manual copy-pasting.
• Clear visuals that make month-to-month movement obvious. I am flexible on the exact chart style, so choose whatever communicates the trend best (bar, line, pie or a mix).
• Behind the scenes, please wire everything with formulas, dynamic ranges, PivotTables, or Power Query—whatever is most reliable—so the dashboard stays intact even as the dataset grows.

When you hand it back I want to be able to open the file, hit refresh, and instantly see the updated 3-month projection alongside the historical Revenue numbers.