Excel Sales Reporting Automation

Each week I receive multiple raw sales exports that need tidying before I can share performance updates with management. I want a single, repeatable workflow—built in Excel with Pivot Tables, XLOOKUP formulas and, where it adds value, a lightweight Power BI layer—that turns messy inputs into polished, management-ready reports.

Here is what success looks like for me:

• A cleaned master data sheet produced from the various CSV/Excel dumps without broken formats, duplicates or hidden inconsistencies.
• A dynamic Pivot-Table-driven report pack that refreshes with one click and automatically updates key metrics such as revenue by region, top SKUs and variance versus target.
• (Optional) A basic Power BI dashboard mirroring the Excel pivots so executives can view the same numbers online.

If you have tackled similar sales-data assignments before, share a sample or brief description of that past work so I can see your approach. I will provide sample files once we start; my priority is clarity, accuracy and a process I can keep using long after the project ends.