Daily Operational Metrics Excel Automation

The goal is to turn a manually-updated Excel workbook into a self-updating dashboard that highlights our key operational performance metrics every single day. All data will be typed directly into predefined sheets, and from there the file should:

• Capture new rows automatically through dynamic ranges, tables, Power Query, or VBA—whatever keeps it rock-solid and easy for non-technical staff.
• Recalculate KPIs and refresh charts the moment the workbook opens or on demand with a simple button.
• Present the results in a clean summary sheet: quick-glance numbers, traffic-light indicators, and interactive charts that drill down when needed.

Deliverables
1. An Excel template with protected formulas, clearly labeled input areas, and an intuitive dashboard.
2. Refresh logic (macro, Power Query steps, or both) documented inside the file so future edits are straightforward.
3. A brief walkthrough video or PDF that shows how to add new data and trigger the daily update.

Everything must reside in standard Excel—no external add-ins—so the file can be emailed and used anywhere Office 2016+ is installed. Once delivered, I’ll test it with a week of sample entries; the project is complete when the dashboard updates flawlessly without extra tweaks.