Google Sheets P&L Dashboards
Budget: ₹1,500 – ₹12,500 INR
I need a set of automated dashboards in Google Sheets that continuously pulls data from our recurring CSV exports and turns it into a live view of company performance. The two figures I must see at a glance are Revenue and Net Profit, with the option to slice by product line and date once the basics are stable.
Here is what the finished workbook should let me do:
• Drop the latest CSVs into Drive and watch the data model update without manual copy-pasting.
• View clean, interactive charts and tables that refresh on schedule or at the click of a button.
• Export or share the P&L dashboard with teammates while keeping formulas locked down.
Please build whichever mix of formulas, pivot tables, named ranges, or Apps Script you feel is best to keep refresh times fast and maintenance light. Structure the file so we can bolt on an Expenses feed later without rebuilding everything.
Deliverables: the Google Sheets file ready to use, set-up instructions, and a brief Loom or PDF walkthrough.
Acceptance: sample CSVs load in one step, Revenue and Net Profit match our control totals, and the primary dashboard renders in under two seconds.
I will supply anonymised CSV samples and quick feedback during the build so we can wrap this efficiently.
Here is what the finished workbook should let me do:
• Drop the latest CSVs into Drive and watch the data model update without manual copy-pasting.
• View clean, interactive charts and tables that refresh on schedule or at the click of a button.
• Export or share the P&L dashboard with teammates while keeping formulas locked down.
Please build whichever mix of formulas, pivot tables, named ranges, or Apps Script you feel is best to keep refresh times fast and maintenance light. Structure the file so we can bolt on an Expenses feed later without rebuilding everything.
Deliverables: the Google Sheets file ready to use, set-up instructions, and a brief Loom or PDF walkthrough.
Acceptance: sample CSVs load in one step, Revenue and Net Profit match our control totals, and the primary dashboard renders in under two seconds.
I will supply anonymised CSV samples and quick feedback during the build so we can wrap this efficiently.
Related categories:
Visual Basic
Data Processing
Data Entry
Excel
Data Visualization
Data Analysis
Google Sheets
Data Modeling