Excel Sales Report & PowerPoint Presentation
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted2 hours ago
I have raw sales data coming in every month and need it turned into a clean, reliable reporting package. Your main task is to build an Excel-based solution that automatically generates a polished monthly sales report, then translate the key insights into an engaging PowerPoint deck I can share with management.
In Excel I expect:
• Dynamic dashboards or pivot-driven worksheets that summarise monthly sales at a glance
• Clear charts and tables with slicers so I can filter by month if needed
• Formulas, Power Query or macros where they make updating the file as simple as dropping in the next CSV
In PowerPoint:
• A concise slide deck that pulls the most important visuals from the Excel file
• Consistent styling and placeholder text so I can swap in new numbers every month without redesigning slides
Deliverables
1. Master Excel workbook with automated monthly sales report
2. Linked or copy-safe PowerPoint template populated with the first month’s data
3. Short hand-off note (or Loom video) explaining how to refresh both files
Acceptance criteria
– All figures in the deck update correctly when the source data is replaced
– No hard-coded month names; everything flows from the raw data sheet
– Visuals remain readable on a standard 16:9 slide at full screen
If this sounds straightforward for you and you’re comfortable leveraging Excel functions, PivotTables, or Power Query alongside slick PowerPoint design, I’d love to see examples of similar reporting packs you’ve built.
In Excel I expect:
• Dynamic dashboards or pivot-driven worksheets that summarise monthly sales at a glance
• Clear charts and tables with slicers so I can filter by month if needed
• Formulas, Power Query or macros where they make updating the file as simple as dropping in the next CSV
In PowerPoint:
• A concise slide deck that pulls the most important visuals from the Excel file
• Consistent styling and placeholder text so I can swap in new numbers every month without redesigning slides
Deliverables
1. Master Excel workbook with automated monthly sales report
2. Linked or copy-safe PowerPoint template populated with the first month’s data
3. Short hand-off note (or Loom video) explaining how to refresh both files
Acceptance criteria
– All figures in the deck update correctly when the source data is replaced
– No hard-coded month names; everything flows from the raw data sheet
– Visuals remain readable on a standard 16:9 slide at full screen
If this sounds straightforward for you and you’re comfortable leveraging Excel functions, PivotTables, or Power Query alongside slick PowerPoint design, I’d love to see examples of similar reporting packs you’ve built.
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