Automated Financial Excel Dashboard -- 2
Budget: ₹750 – ₹1,250 INR
I manage recurring financial data and want everything captured, calculated, and summarised inside one easy-to-use workbook. The flow is straightforward: enter raw figures once, let Excel handle the math, and finish with a clear monthly report I can share with management.
Core requirements
• Data entry sheet – clean layout, protected formulas, drop-downs or data validation where sensible so typing errors are minimal.
• Automated calculations – built-in formulas (and, if helpful, a lightweight VBA macro) to deliver running sums, averages, trend analysis, and cost-projection figures the moment new numbers are added.
• Monthly summary – a separate tab that refreshes automatically, showing key KPIs, charts or tables that pull directly from the live data; ready to print or export to PDF.
The workbook must be simple to navigate, visually tidy, and future-proof so I can extend it later without breaking anything. Feel free to recommend PivotTables, dynamic named ranges, conditional formatting, or other native Excel tools that keep performance fast and maintenance low.
Delivery: the finished .xlsx (and .xlsm if macros are used) with clear notes explaining where to update parameters or add new months.
Core requirements
• Data entry sheet – clean layout, protected formulas, drop-downs or data validation where sensible so typing errors are minimal.
• Automated calculations – built-in formulas (and, if helpful, a lightweight VBA macro) to deliver running sums, averages, trend analysis, and cost-projection figures the moment new numbers are added.
• Monthly summary – a separate tab that refreshes automatically, showing key KPIs, charts or tables that pull directly from the live data; ready to print or export to PDF.
The workbook must be simple to navigate, visually tidy, and future-proof so I can extend it later without breaking anything. Feel free to recommend PivotTables, dynamic named ranges, conditional formatting, or other native Excel tools that keep performance fast and maintenance low.
Delivery: the finished .xlsx (and .xlsm if macros are used) with clear notes explaining where to update parameters or add new months.