Advanced Excel Financial Dashboard

via Freelancer ·

Budget / Salary$30–250
TypeFreelance project
LocationRemote
Posted1 hour ago
I have a growing set of cost and expense data that is starting to out-grow simple spreadsheets. What I need is an Excel file that does three things very well:

• Cleans, organises, and merges the raw data I receive each week
• Uses solid formulas (lookups, dynamic arrays, pivot logic, etc.) to calculate totals, variances, and other key results automatically
• Presents the insights in a clear dashboard—interactive charts, summaries, and trend views that management can understand at a glance

Accuracy is critical, so the first step will be building a reliable data model: duplicate removal, consistent naming, and a structure that can accept new imports without breaking anything. From there, I want the calculations and visuals to update themselves the moment fresh figures are dropped in.

Because some of these charts may later be copied into board-level decks, please set them up with clean formatting and colours that will translate well if I decide to paste them into PowerPoint.

Deliverables I expect:
1. A master workbook with automated data-cleaning routines
2. Calculation sheets (clearly labelled) that drive totals, costs, and other KPIs
3. A dashboard tab with interactive charts and slicers
4. A short hand-off note or video so I can maintain or extend the model after delivery

If you have questions about the current data layout or want a sample file before starting, just let me know and I’ll send it across.
visual basic data processing data entry excel powerpoint visual basic for apps data visualization data analysis data modeling data management
Apply on Freelancer →

Project sourced from Freelancer.com. Applications happen directly on the original platform — we never collect your data.