Interactive Financial Dashboard Build

I’m putting together a single dashboard that lets me monitor two core streams of information—revenue & expenses alongside my investment portfolio—at a glance. What matters most is seeing the story in clean, intuitive graphs and charts; line, bar, pie, or any other style you think best for quick insight. If we later decide tables, lists, or full-blown infographics would help, I’m open, but the primary deliverable is a visually driven board that updates smoothly from the underlying data.

You’ll connect to the raw numbers I already track in spreadsheets and brokerage exports, shape them into a reliable data model, and build the visuals in the platform you’re most comfortable with (Power BI, Tableau, Looker Studio, or similar). Automatic refresh, date-range filters, and drill-downs for category or asset class are essential so I can move from the big picture to the details in seconds.

Deliverables
• Data integration and cleaned dataset
• Interactive dashboard with revenue/expense and portfolio views
• Clear documentation on how to refresh or extend the visuals

I’ll consider the job complete once the file or link is in my hands, refresh cycles run without errors, and the visuals tell a clear, actionable story.