Veröffentlicht am 15. Sept. 2026 · Wir haben am 15. Sept. 2026 bestätigt, dass er noch aktiv ist
Gehört dieses Unternehmen Ihnen?US$ 15 – US$ 25 pro Projekt
I need a polished, easy-to-update sales tracking dashboard built entirely in Microsoft Excel for our company, NWC. The goal is to give managers a single page where they can instantly see how we are performing and, with a couple of clicks, drill down into the underlying numbers. Here is the workflow I have in mind: I will supply you with our raw sales export (CSV / Excel). You will clean and structure that data—using Power Query or traditional methods—so it refreshes automatically whenever we paste in a new file. From there, you will design an interactive dashboard that pulls from those queries or pivot tables. I want the most relevant metrics front and center (total sales, revenue trends, top products, regional or rep performance), visualized through clear charts, dynamic tables and traffic-light-style KPI indicators. Slicers or drop-downs should let users filter by date, product line and sales territory without touching the back-end sheets. Because the team’s Excel skills vary, everything on the front end needs to be protected against accidental edits, while the data refresh should remain a simple, one-button process. Any VBA you add must be well commented; if you can accomplish the same result with native Excel features, even better. Deliverables • A single .xlsx (or .xlsm) file that includes: – Data import/transform steps – The interactive dashboard page – Supporting calculations hidden or grouped neatly • A brief PDF or on-sheet guide explaining how to refresh and extend the model Acceptance criteria • Dashboard loads with no error prompts when opened in Office 365 • Filters update all visuals instantly • Refresh process runs in under one minute on a standard laptop If you have portfolio samples of previous Excel dashboards, please share them so I can gauge design style and performance.
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