Excel Tracker & Report Slides
Budget: $30 – $250 USD
I need a robust yet easy-to-maintain Excel action tracker that can comfortably handle 100+ technology projects running in parallel. Each project must flow through Initiation, Execution and Closure, with two extra touchpoints—Market Research and Assessment—so the workbook needs columns, filters or a drop-down that recognises all five stages.
Core workbook structure
• Project Master sheet – every project on one line with status, owner, target dates and automatic RAG indicators.
• Summary Dashboard – a visually clear page that rolls the numbers up, showing counts by stage, burndown of open items, and quick graphics suitable for management screenshots.
• Day-to-Day Task sheet – granular log of work with the three essentials I selected: Task descriptions & deadlines, Assigned team members, and Priority levels. Please wire it so overdue tasks flag red and each person can filter their own queue instantly.
I’m happy for you to bring in pivot tables, slicers or simple VBA if it keeps the file responsive and keeps me out of licence headaches.
PowerPoint component
Once the tracker is built, craft a matching deck that pulls key charts and tables across. White background, blue theme, crisp icons. Think executive update: cover slide, high-level roadmap, KPI slide, risks/mitigations, and an appendix that can expand or shrink depending on audience.
Deliverables
1. Unlocked Excel workbook (.xlsx) with all formulas functioning and a short “How-to” tab.
2. PowerPoint template (.pptx) with placeholder links or embed instructions so I can refresh visuals in seconds.
I’ll test by loading 120 dummy projects, advancing a few through each stage, and checking that totals, charts and conditional formats update without manual tweaks. If that passes—and the slides refresh cleanly—the job is done.
Core workbook structure
• Project Master sheet – every project on one line with status, owner, target dates and automatic RAG indicators.
• Summary Dashboard – a visually clear page that rolls the numbers up, showing counts by stage, burndown of open items, and quick graphics suitable for management screenshots.
• Day-to-Day Task sheet – granular log of work with the three essentials I selected: Task descriptions & deadlines, Assigned team members, and Priority levels. Please wire it so overdue tasks flag red and each person can filter their own queue instantly.
I’m happy for you to bring in pivot tables, slicers or simple VBA if it keeps the file responsive and keeps me out of licence headaches.
PowerPoint component
Once the tracker is built, craft a matching deck that pulls key charts and tables across. White background, blue theme, crisp icons. Think executive update: cover slide, high-level roadmap, KPI slide, risks/mitigations, and an appendix that can expand or shrink depending on audience.
Deliverables
1. Unlocked Excel workbook (.xlsx) with all formulas functioning and a short “How-to” tab.
2. PowerPoint template (.pptx) with placeholder links or embed instructions so I can refresh visuals in seconds.
I’ll test by loading 120 dummy projects, advancing a few through each stage, and checking that totals, charts and conditional formats update without manual tweaks. If that passes—and the slides refresh cleanly—the job is done.