Excel Cleanup & Revenue Dashboards -- 2

Job ID: 39943532

Budget: $30 – $250 USD

I have a single workbook (on one work sheet) that holds all of our start-up’s revenue and expense figures, but it was put together by someone with limited Excel experience. Before we share it with investors I need the file professionally overhauled.

There are 86 rows of date for around 30 months - its not a lot of data.

First, the raw data must be cleaned: obvious errors corrected, text-stored numbers converted properly, and any other inconsistencies fixed so formulas and charts won’t break. If you spot duplicate rows or similar issues on the way, feel free to flag and remove them after confirming with me.

Once the data is reliable, I’d like a set of clear, presentation-ready dashboards:
• Revenue trends over time (monthly and quarterly views)
• Profit & loss analysis with dynamic slicers for period selection
• Cash-flow snapshot that updates automatically when new rows are added
- Anything else you think might be useful.

I’m comfortable if you lean on PivotTables, Power Query or Power Pivot—whatever produces a lightweight file I can refresh myself. Final deliverables should include (as an excel workbook):
• The cleaned, well-formatted data sheet
• Three or four interactive dashboards on separate tabs, each with concise titles and attractive visuals
• Short note or video walkthrough showing how to refresh/extend the model

Please let me know roughly how long you’d need and a brief outline of your approach so I can kick this off right away.