Excel Financial Dashboard Optimization for Dance Studio

Job ID: 40430314

Budget: $250 – $750 USD

Looking for someone to rework/refine an existing Excel financial and budgeting workbook for a startup competitive dance studio. This is NOT a full build from scratch — I already have a working base file created, but I want it upgraded into a more polished, automated, and scalable operational finance dashboard.

The goal is to make this my primary financial tracking tool for the studio long term, so usability, automation, and clean design are very important.

Current workbook already includes:
- Revenue tracking
- Expense tracking
- Payroll summary
- Dashboard
- Monthly summary
- Basic formulas/charts

Looking for improvements/additions such as:
- Cleaner and more professional dashboard design
- Advanced automation/formulas
- Expanded linked reporting between tabs
- Better charts/visualization
- Break-even calculator improvements
- Cash runway forecasting
- Student count tracking
- Tuition forecasting
- Competition profitability tracking
- Class profitability tracking
- Instructor cost vs revenue analysis
- “What-if” growth modeling
- Improved scalability as the studio grows
- Easier data entry/user experience
- Dropdowns/data validation cleanup
- Conditional formatting
- Error checking/protection from broken formulas

Would like someone experienced in:
- Advanced Excel
- Financial dashboards
- Business budgeting/forecasting
- Automation/formulas
- Small business operations

Dance studio or fitness business experience is a plus but not required.

Please provide:
- Examples of similar Excel dashboards/workbooks
- Estimated turnaround time
- Fixed-price quote
- Recommendations for additional features/improvements