Excel Sales KPI Dashboard
Budget: $10 – $30 AUD
I want an interactive KPI dashboard built in the latest Excel 2026 environment that pulls together all of my sales data into one clean, real-time view. The workbook already holds several raw sheets; what’s missing is a front-end dashboard that automatically aggregates totals, identifies growth trends, and highlights any red flags without manual intervention.
Core expectations
• Build dynamic ranges or Power Query connections so the dashboard refreshes the moment new rows are added.
• Present key sales metrics—total revenue, month-over-month growth, average transaction value, plus any other insightful indicators you think add value—with clear drill-downs for product, region, and salesperson.
• Use visual elements native to Excel 2026 such as sparkline-rich cards, conditional-format tiles, and timeline slicers so users can filter by period in one click.
• Keep the file lightweight and protect formulas so end users can’t accidentally break anything.
Hand-off items
1. The finished .xlsx file, fully unlocked for me to edit the data source paths.
2. A short Loom or PDF walkthrough explaining how to refresh and extend the model.
Once delivered I’ll load two months of historical data to validate totals; the job is complete when the dashboard matches my manual checks within ±0.5%.
Core expectations
• Build dynamic ranges or Power Query connections so the dashboard refreshes the moment new rows are added.
• Present key sales metrics—total revenue, month-over-month growth, average transaction value, plus any other insightful indicators you think add value—with clear drill-downs for product, region, and salesperson.
• Use visual elements native to Excel 2026 such as sparkline-rich cards, conditional-format tiles, and timeline slicers so users can filter by period in one click.
• Keep the file lightweight and protect formulas so end users can’t accidentally break anything.
Hand-off items
1. The finished .xlsx file, fully unlocked for me to edit the data source paths.
2. A short Loom or PDF walkthrough explaining how to refresh and extend the model.
Once delivered I’ll load two months of historical data to validate totals; the job is complete when the dashboard matches my manual checks within ±0.5%.