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Fiverr Pro
English
$
USD
I will build an excel dashboard for profit, budget and cash flow
About this Gig
See your profit, budget variances and upcoming cash needs in an Excel workbook you can update.
Choose the scope you need:
BASIC ($25): One P&L summary with charts; one entity, up to 500 data rows.
STANDARD ($60): P&L plus a budget vs actual dashboard with KPIs; one entity, up to 2,000 rows.
PREMIUM ($120): P&L, budget vs actual and a 13-week cash forecast; up to two entities and 5,000 rows.
Every package includes editable Excel formulas, clearly marked inputs and a short update guide. Scope covers up to 12 months of historical data in one currency. Standard and Premium require your budget; Premium also requires opening cash and planned receipts/payments.
Please supply structured Excel/CSV data with consistent dates and categories. Data cleanup, PDF extraction, bookkeeping, macros and live integrations require a separate agreed scope.
One round of revisions to the agreed scope is included. Please message before ordering if your files or requirements exceed these limits.
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
FAQ
Q: What information do you need to start?
A: Please provide your Excel/CSV data, the period you want analyzed, the KPIs you would like included, and any preferred layout or existing report you would like me to follow.
Q: Can you customize the dashboard to my business?
A: Yes. Each dashboard is customized based on your data, reporting requirements, KPIs, and preferred presentation.
Q: Can you work with an existing Excel file?
A: Yes. I can improve, restructure, analyze, or build a dashboard around an existing Excel workbook.
Q: Do you provide accounting, tax, or investment advice?
A: This Gig focuses on Excel-based financial reporting, analysis, budgeting, forecasting, and dashboards. It does not include regulated tax, audit, or investment advisory services.
