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.