Excel Sales Monitoring Dashboard for Small Businesses

Overview I turn your raw sales records into a clean, interactive Excel dashboard. You can see how the business is performing at a glance and filter by month and product category, without any manual calculation. What the dashboard shows Key figures: total revenue, number of invoices, units sold, and average invoice value Monthly sales trend: a line or column chart Sales by category: a chart showing which categories earn the most Top 5 products and top 5 customers: auto-updating ranked tables Filters: month and category slicers that update every figure and chart at once Deliverables One .xlsx workbook with a Data sheet, a Calculations sheet, and a Dashboard sheet Your existing sales data cleaned and set up as an Excel Table, so new rows are picked up automatically A one-page instruction sheet on how to add new data and refresh 7 days of support for questions or small fixes after delivery What I need from you A sample of your sales data (Excel or CSV) with at least these columns: date, invoice number, customer, product, category, quantity, amount Any branding preferences (colors, logo) and currency format Process and timeline Stage Time Data review and cleaning Day 1 Dashboard build Days 2–3 Your review and feedback Day 4 Revisions and final delivery Day 5 Scope Included: the features above and 2 rounds of revisions Not included: connecting to live accounting software, VBA macros, or data entry of paper records (these can be quoted as add-ons) Pricing (example) Basic (core metrics and charts): ₹3,000–5,000 Standard (all features above, with filters): ₹6,000–10,000 Premium (adds VBA buttons or Power Query auto-merge of monthly files): ₹12,000+ Adjust these to your experience and the platform's market rates.