Excel Dashboard for a Trading Journal

via Freelancer ·

Budget / Salary₹600–1,500
TypeFreelance project
LocationRemote
Posted1 hour ago
I have a clean data set of fewer than 200 rows and need it converted into a polished, five-page Excel dashboard geared toward detailed analytics. The objective is to prepare a trading journal and answer how well we are performing on which strategy and what are risk: reward ratios, of various strategies.

Each sheet should pick up a different angle of that story: an at-a-glance summary, trend visualisations, drill-downs that surface bottlenecks, and any supporting tables or pivot views that make root-cause analysis easier. I’m expecting interactive elements—slicers, drop-downs, dynamic charts—so stakeholders can filter by date ranges or other dimensions without touching the source fields. Consistent colour palettes, clear labelling and thoughtful use of conditional formatting are essential; presentation quality matters as much as the underlying formulas.

Acceptance criteria
• One editable high quality .xlsx file containing exactly five well-named sheets
• All calculations locked inside the workbook (no external links or VBA macros)
• Ready to present: fonts, alignment and colour scheme already polished

[Note: The project should be completed in 4 days time]

I will supply the raw data and brief background notes immediately after kickoff and will be available for quick feedback cycles so we can fine-tune any visuals. If you have previous examples of similar efficiency dashboards, feel free to mention them when you respond.
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