Excel Sales Data Reporting
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted2 hours ago
I have a collection of raw sales figures that need to be transformed into meaningful insights. The focus is squarely on analysis and reporting—not simple data entry—so I’ll rely on your strong Microsoft Excel skills, from advanced formulas and PivotTables to charts and, if helpful, Power Query or simple macros.
Here’s what I’m aiming to see in the final workbook:
• Sales performance broken down by region, visualised clearly so out-performing and under-performing areas stand out at a glance.
• Month-by-month sales trends that reveal seasonality and growth patterns.
• Product-level performance analysis, highlighting best-sellers, slow movers and any anomalies worth further investigation.
Clean formatting matters: dynamic ranges, slicers, and clearly labeled tabs will make the file easy to refresh with new data later on. Please document any calculated fields or assumptions directly in the sheet so the logic is transparent.
If you’ve built similar sales dashboards before, feel free to reference them; otherwise a quick outline of your proposed structure will help me confirm we’re on the same page. Once we agree on the layout, I’ll hand over the raw CSV exports so you can get started right away.
Here’s what I’m aiming to see in the final workbook:
• Sales performance broken down by region, visualised clearly so out-performing and under-performing areas stand out at a glance.
• Month-by-month sales trends that reveal seasonality and growth patterns.
• Product-level performance analysis, highlighting best-sellers, slow movers and any anomalies worth further investigation.
Clean formatting matters: dynamic ranges, slicers, and clearly labeled tabs will make the file easy to refresh with new data later on. Please document any calculated fields or assumptions directly in the sheet so the logic is transparent.
If you’ve built similar sales dashboards before, feel free to reference them; otherwise a quick outline of your proposed structure will help me confirm we’re on the same page. Once we agree on the layout, I’ll hand over the raw CSV exports so you can get started right away.
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