Excel Summary Dashboard Creation

I need my existing Excel data transformed into a clear, interactive summary that instantly shows the counts I care about—orders, customers, and items. The goal is a single-file dashboard built in native Excel, complete with charts and visual indicators that update automatically when I refresh the data.

You are free to use any of Excel’s native tools such as PivotTables, PivotCharts, slicers, or Power Query so long as the finished workbook stays lightweight and easy for me to maintain. Clean-up of the source sheets is only required insofar as it supports accurate reporting; the main emphasis is on presenting the numbers in a professional, at-a-glance layout.

Acceptance criteria:
• One Excel workbook containing the dashboard, underlying calculations, and any helper tables
• At least three charts or visual elements that highlight the key counts
• Simple instructions showing me how to refresh or extend the data next month

Hand-over the file, walk me through a quick screen-share or recorded demo, and the project is complete.