Therapy Finance Excel Dashboard Build
Budget: £20 – £250 GBP
I run a private therapy practice and need a single, well-structured Excel workbook that lets me see every pound in and out at a glance. The core of the job is a colourful, visually rich dashboard that updates automatically as I enter data, so charts, slicers and conditional formatting should be used to tell the financial story without me digging through rows.
What I need built
• Raw Data sheet that simply logs every transaction.
• Revenue Tracker that rolls daily takings into monthly, quarterly and yearly views.
• Per-Client Ledger showing income, session frequency, retention and productivity.
• Platform Performance & Cost analysis for PT UK, BACP and Instagram Ads, with marketing spend, conversions and ROI side by side.
• Expense log split into fixed, variable and clinical-governance categories.
• Profit & Loss statement that feeds a rolling cash-flow forecast.
• KPI area tracking client retention rate, monthly revenue growth and cost-per-acquisition.
• Tax sheet estimating my HMRC liability in real time.
Acceptance criteria
1. All summary sheets pull exclusively from the Raw Data tab—no double entry.
2. Dashboard loads in under five seconds and remains responsive when filtered.
3. Colour palette is vibrant yet consistent, with data-driven highlights for risks or wins.
4. Workbook functions entirely in vanilla Excel (no external add-ins) so it works on both Windows and Mac versions.
Hand-off: The finished .xlsx file, brief video walkthrough, and a short PDF guide on how to add new data and adjust date ranges.
What I need built
• Raw Data sheet that simply logs every transaction.
• Revenue Tracker that rolls daily takings into monthly, quarterly and yearly views.
• Per-Client Ledger showing income, session frequency, retention and productivity.
• Platform Performance & Cost analysis for PT UK, BACP and Instagram Ads, with marketing spend, conversions and ROI side by side.
• Expense log split into fixed, variable and clinical-governance categories.
• Profit & Loss statement that feeds a rolling cash-flow forecast.
• KPI area tracking client retention rate, monthly revenue growth and cost-per-acquisition.
• Tax sheet estimating my HMRC liability in real time.
Acceptance criteria
1. All summary sheets pull exclusively from the Raw Data tab—no double entry.
2. Dashboard loads in under five seconds and remains responsive when filtered.
3. Colour palette is vibrant yet consistent, with data-driven highlights for risks or wins.
4. Workbook functions entirely in vanilla Excel (no external add-ins) so it works on both Windows and Mac versions.
Hand-off: The finished .xlsx file, brief video walkthrough, and a short PDF guide on how to add new data and adjust date ranges.