Sales Analysis Excel Dashboard -- 2
Budget: $25 – $50 USD
I need an interactive Excel dashboard that quickly turns raw sales figures into clear, actionable insights. The core focus is data analysis and visualization, so I want dynamic charts, pivot-based summaries, and slicers or drop-downs that let me drill into monthly, regional, and product-level performance at a glance.
Alongside the sales views, I also need a section that tracks customer satisfaction. If you can weave in a simple metric—such as an automated Net Promoter Score trend or a visual indicator of survey results—inside the same workbook, that would be ideal.
Please build everything natively in Excel (Power Query, Power Pivot, formulas, conditional formatting, and VBA are all fair game). The final file should open without add-ins and update in one click when new data is pasted into a raw-data sheet.
Deliverables:
• One polished .xlsx (or .xlsm if macros are needed) containing all visuals and data model
• Brief “how-to” sheet outlining refresh steps and any editable parameters
I will provide a sample of our sales data and recent customer satisfaction scores once we start. Let me know if you have done similar dashboards and how long you estimate for a first draft.
Alongside the sales views, I also need a section that tracks customer satisfaction. If you can weave in a simple metric—such as an automated Net Promoter Score trend or a visual indicator of survey results—inside the same workbook, that would be ideal.
Please build everything natively in Excel (Power Query, Power Pivot, formulas, conditional formatting, and VBA are all fair game). The final file should open without add-ins and update in one click when new data is pasted into a raw-data sheet.
Deliverables:
• One polished .xlsx (or .xlsm if macros are needed) containing all visuals and data model
• Brief “how-to” sheet outlining refresh steps and any editable parameters
I will provide a sample of our sales data and recent customer satisfaction scores once we start. Let me know if you have done similar dashboards and how long you estimate for a first draft.