Excel Financial Dashboard Build

The goal is to turn raw accounting exports into a clear Management Information System inside Microsoft Excel. The workbook must display financial data only, with live views on Revenue & Expenses, Profit Margins, and Cash Flow.

I will supply the source files (CSV and XLSX). Your job is to design the data model, automate the refresh, and present the numbers through clean charts, pivot tables, slicers, and conditional formatting so that anyone on the team can spot trends in seconds. Power Query or VBA is welcome if they simplify the workflow, but the final file has to stay fully portable in standard desktop Excel.

Deliverables
• One .xlsx file containing the dashboard and underlying data model
• Simple “Data Refresh” button or documented refresh steps
• Short walkthrough video or annotated screenshots explaining every element

Acceptance criteria
• Metrics match the source data to the penny
• Dashboard loads with no errors or broken links when opened on a vanilla Excel installation
• All visuals update instantly after a data refresh

When you submit your proposal, focus on your experience building similar financial dashboards—screenshots or brief notes on past projects are enough.