Interactive Sales Dashboard in Excel
Budget: $10 – $30 USD
I need a single-file Excel dashboard that lets me track sales and revenue at a glance. The focus is on three core metrics—monthly sales growth, product performance, and customer acquisition rates—so each must be front-and-centre with clear KPI call-outs and trend indicators.
Visually, I’m picturing:
• Bar charts for side-by-side product comparisons
• Line graphs to show month-over-month growth curves
• Pie charts to reveal share breakdowns at a glance
You are free to employ Power Query, PivotTables, slicers, or VBA automation—whatever keeps the workbook fast and refreshable from raw data drops. I’ll supply the source sheets; you build the model, the calculations, and a polished dashboard tab that works in the current desktop version of Excel.
Deliverables
• An unlocked .xlsx file with the completed dashboard and underlying data model
• A short hand-off guide (or recorded walkthrough) showing how to refresh the data and add new months
Acceptance criteria
• All three metrics calculate accurately from my sample dataset
• Charts maintain formatting and update automatically on data refresh
• No external add-ins required—everything must run natively in Excel
Once the dashboard meets those points, I’ll sign off immediately. Looking forward to seeing how you turn the numbers into insight.
Visually, I’m picturing:
• Bar charts for side-by-side product comparisons
• Line graphs to show month-over-month growth curves
• Pie charts to reveal share breakdowns at a glance
You are free to employ Power Query, PivotTables, slicers, or VBA automation—whatever keeps the workbook fast and refreshable from raw data drops. I’ll supply the source sheets; you build the model, the calculations, and a polished dashboard tab that works in the current desktop version of Excel.
Deliverables
• An unlocked .xlsx file with the completed dashboard and underlying data model
• A short hand-off guide (or recorded walkthrough) showing how to refresh the data and add new months
Acceptance criteria
• All three metrics calculate accurately from my sample dataset
• Charts maintain formatting and update automatically on data refresh
• No external add-ins required—everything must run natively in Excel
Once the dashboard meets those points, I’ll sign off immediately. Looking forward to seeing how you turn the numbers into insight.