Dynamic Excel Sales Dashboard
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted2 hours ago
I need a single Excel workbook that turns my raw sales feed into a clear, interactive view of how the business is performing day by day. Every morning a fresh CSV lands in a folder; once I drop it into the dashboard I want revenue, product-level trends, and customer demographic breakdowns to refresh automatically.
Please structure the file with Power Query (or VBA if you prefer) so the daily import is one click. From there, use PivotTables, slicers and clean chart layouts to surface:
• Total and comparative revenue figures
• Top- and low-performing products with drill-down capability
• Customer age, location and gender segments tied to revenue
I would like a KPIs section at the top, followed by separate tabs or panels for each focus area so the story is easy to read in under a minute. Feel free to suggest conditional formatting, sparklines or other visuals that make patterns jump out.
Deliverables
• Finished, unlocked .xlsx file ready for daily data drops
• Short setup/refresh guide so anyone on the team can use it
• A brief note highlighting any assumptions or next-step ideas you spot during the build
There’s no fixed deadline, so take the time you need to polish usability and design—accuracy and a professional look matter more than speed.
Please structure the file with Power Query (or VBA if you prefer) so the daily import is one click. From there, use PivotTables, slicers and clean chart layouts to surface:
• Total and comparative revenue figures
• Top- and low-performing products with drill-down capability
• Customer age, location and gender segments tied to revenue
I would like a KPIs section at the top, followed by separate tabs or panels for each focus area so the story is easy to read in under a minute. Feel free to suggest conditional formatting, sparklines or other visuals that make patterns jump out.
Deliverables
• Finished, unlocked .xlsx file ready for daily data drops
• Short setup/refresh guide so anyone on the team can use it
• A brief note highlighting any assumptions or next-step ideas you spot during the build
There’s no fixed deadline, so take the time you need to polish usability and design—accuracy and a professional look matter more than speed.
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