Dynamic Budget Comparison Dashboard in Excel
Budget: $10 – $30 USD
I'm looking for an Excel expert to design a dynamic dashboard for me. It's intended for budget comparison purposes and should automatically update from linked accounts.
Key Components to Include:
Summary Metrics:
Total Revised FY24 Budget
Total YTD Actual
Total Encumbrances
Total YTD Actual + Encumbrances
Total Available Budget
Departmental Breakdown:
Breakdown of budgets and expenditures by department (Dep1, Dep2, Dep3).
Category-wise breakdown within each department (Benefits, Cost Allocation, Pension and etc.).
Visualizations:
Bar charts to show the budget vs actual vs encumbrances for each department.
Pie charts to show the percentage distribution of the total budget by department.
Line charts to show the trend of expenditures over time (if time-based data is available).
Filters:
Drop-down menus or slicers to filter data by department, category, and account description.
Filters:
Drop-down menus or slicers to filter data by month, quarter year.
Conditional Formatting:
Highlight departments or categories that are over budget, etc...
Reply with Bdgt-DshBRD. Automatic replies will not be considered.
Key Components to Include:
Summary Metrics:
Total Revised FY24 Budget
Total YTD Actual
Total Encumbrances
Total YTD Actual + Encumbrances
Total Available Budget
Departmental Breakdown:
Breakdown of budgets and expenditures by department (Dep1, Dep2, Dep3).
Category-wise breakdown within each department (Benefits, Cost Allocation, Pension and etc.).
Visualizations:
Bar charts to show the budget vs actual vs encumbrances for each department.
Pie charts to show the percentage distribution of the total budget by department.
Line charts to show the trend of expenditures over time (if time-based data is available).
Filters:
Drop-down menus or slicers to filter data by department, category, and account description.
Filters:
Drop-down menus or slicers to filter data by month, quarter year.
Conditional Formatting:
Highlight departments or categories that are over budget, etc...
Reply with Bdgt-DshBRD. Automatic replies will not be considered.