Sales & Inventory Excel Dashboards
Budget: ₹750 – ₹1,250 INR
I need a clean, automated Excel solution that converts our raw daily files into dynamic dashboards. The immediate priority is the sales report, so the workbook must flag sales trends, spotlight top-performing products, and break results down by region every time I refresh the data.
Alongside that, I want an inventory view that tracks current stock levels, highlights upcoming restocking dates, and calculates turnover rates. Both areas should sit in the same file but on clearly labelled tabs, with a high-level management dashboard that lets anyone grasp performance at a glance.
Please build everything in standard Excel 365 using Power Query, PivotTables, slicers, and charts—no external add-ins—so my team can maintain it themselves. Source data arrives as daily CSV exports; a single-click refresh is essential, and data accuracy must be preserved end-to-end. Colour the visuals to match our brand palette and make sure print layouts fit on A4.
Deliverables
• Macro-free .xlsx with automated import, separate data model, and two interactive dashboards (Sales & Inventory)
• Quick video or PDF walkthrough of set-up and logic
• Brief note on any limits or assumptions
I’ll provide sample data as soon as we start and will be available for rapid feedback. Excited to see how you can turn our numbers into insight.
Alongside that, I want an inventory view that tracks current stock levels, highlights upcoming restocking dates, and calculates turnover rates. Both areas should sit in the same file but on clearly labelled tabs, with a high-level management dashboard that lets anyone grasp performance at a glance.
Please build everything in standard Excel 365 using Power Query, PivotTables, slicers, and charts—no external add-ins—so my team can maintain it themselves. Source data arrives as daily CSV exports; a single-click refresh is essential, and data accuracy must be preserved end-to-end. Colour the visuals to match our brand palette and make sure print layouts fit on A4.
Deliverables
• Macro-free .xlsx with automated import, separate data model, and two interactive dashboards (Sales & Inventory)
• Quick video or PDF walkthrough of set-up and logic
• Brief note on any limits or assumptions
I’ll provide sample data as soon as we start and will be available for rapid feedback. Excited to see how you can turn our numbers into insight.