Organized PDF-to-Sheets Data Entry

via Freelancer ·

Budget / Salary$250–750
TypeFreelance project
LocationRemote
Posted1 hour ago
I need an advanced Excel dashboard that converts raw accounting exports into polished, executive-ready reports for management and potential investors. The end product has to spotlight profit, loss, and overall sales performance, with the ability to slice sales specifically by product or service
Acceptance criteria
• All figures update correctly from a single data dump (CSV/XLS) without manual tweaking
• Slicers or drop-downs control time periods and product/service filters instantly
• Calculation speed remains snappy for up to 50,000 rows of transactions
• A brief “how to update” sheet outlines data import steps and any assumptions made

If you are comfortable with Power Query, pivot tables, and advanced functions such as INDEX/MATCH, XLOOKUP, dynamic arrays, or even simple VBA for automation, this should be a straightforward build. Please share a sample of a similar dashboard or a short screen-grab to confirm visual style and usability.
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