Advanced Excel Finance Dashboard
Budget / Salary$250–750
TypeFreelance project
LocationRemote
Posted3 hours ago
I need a polished, interactive Excel dashboard that lets management see our company’s income and expense picture at a glance. The data will arrive in a single Excel workbook I’ll provide; your job is to transform it into clear visuals and flexible drill-downs.
Deliverables
• One Excel file containing the fully built dashboard, all supporting tables, and any automation code.
• A brief “How-to” sheet inside the file so colleagues understand refresh steps and filters.
Acceptance criteria
• All figures reconcile exactly with the source workbook I supply.
• Category and customer/supplier views update automatically when new rows are added to the source data.
• No broken links or external references; everything must stay inside the workbook I receive.
If this sounds straightforward for you, let me know your approach and estimated turnaround.
Deliverables
• One Excel file containing the fully built dashboard, all supporting tables, and any automation code.
• A brief “How-to” sheet inside the file so colleagues understand refresh steps and filters.
Acceptance criteria
• All figures reconcile exactly with the source workbook I supply.
• Category and customer/supplier views update automatically when new rows are added to the source data.
• No broken links or external references; everything must stay inside the workbook I receive.
If this sounds straightforward for you, let me know your approach and estimated turnaround.
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