Monthly Sales Excel Dashboard
Budget: ₹750 – ₹1,250 INR
I need an interactive Excel dashboard that turns our raw sales data into a clear, instantly-refreshed snapshot for the monthly performance review. The workbook must lay out total revenue, sales by region, and individual product performance in a way managers can grasp in seconds.
Here’s what I have in mind:
• One-click refresh. A VBA macro should import the latest CSV exports, reshape the data, and update every visual automatically—no manual copy-paste.
• Dynamic analysis. Feel free to rely on VLOOKUP, INDEX-MATCH, Power Query, or any other function that keeps lookups fast and accurate even as the dataset grows.
• Visual clarity. Custom charts, heat maps, and data bars should highlight trends, outliers, and regional splits without clutter.
• Error-proof design. Conditional formatting must flag missing or suspect values before they derail the review meeting.
• Executive-ready summary. A compact tab that distills the key findings for senior leadership while allowing drill-down to the underlying numbers.
Acceptance criteria
1. Workbook opens on any recent desktop version of Excel without add-ins.
2. Pressing a single “Refresh Data” button triggers the full update cycle in under 30 seconds on a standard laptop.
3. All three sales metrics—total revenue, region, product—render correctly for at least twelve months of historical data.
4. No hard-coded file paths or passwords; everything is configurable in a clearly marked settings sheet.
5. A brief PDF or video walkthrough explains how to swap in future datasets.
If this matches your skill set in Excel, VBA, and data visualization, let’s discuss timelines and any questions you might have.
Here’s what I have in mind:
• One-click refresh. A VBA macro should import the latest CSV exports, reshape the data, and update every visual automatically—no manual copy-paste.
• Dynamic analysis. Feel free to rely on VLOOKUP, INDEX-MATCH, Power Query, or any other function that keeps lookups fast and accurate even as the dataset grows.
• Visual clarity. Custom charts, heat maps, and data bars should highlight trends, outliers, and regional splits without clutter.
• Error-proof design. Conditional formatting must flag missing or suspect values before they derail the review meeting.
• Executive-ready summary. A compact tab that distills the key findings for senior leadership while allowing drill-down to the underlying numbers.
Acceptance criteria
1. Workbook opens on any recent desktop version of Excel without add-ins.
2. Pressing a single “Refresh Data” button triggers the full update cycle in under 30 seconds on a standard laptop.
3. All three sales metrics—total revenue, region, product—render correctly for at least twelve months of historical data.
4. No hard-coded file paths or passwords; everything is configurable in a clearly marked settings sheet.
5. A brief PDF or video walkthrough explains how to swap in future datasets.
If this matches your skill set in Excel, VBA, and data visualization, let’s discuss timelines and any questions you might have.