Custom Financial Dashboard Build

I want an easy-to-read, interactive dashboard that lets me type numbers in once and immediately see the big picture of my money. The tool must accept manual data entry—no automatic feeds—so clean, well-labeled input fields are essential.

The finished dashboard should clearly surface three groups of insights:

• Income, expenses, and current cash balance
• Sales, costs, and resulting profit
• Investments, returns, and total portfolio value

Simple toggles or tabs that let me jump between these views (or see them side-by-side) will keep things organised. Good-looking charts, summary tiles, and colour-coded indicators are key; I should be able to spot trends or red flags at a glance.

I’m open to your recommended platform—Excel, Google Sheets, Power BI, Tableau, or a lightweight web app—so long as data entry stays manual and all calculations update instantly. Please include:

1. The working file or hosted link with formulas/queries unlocked
2. A brief hand-off guide showing where to enter numbers and how the visuals update

Once those two items are delivered and I’ve verified all calculations against test data, the project is complete.