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$
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I will create a custom excel or google sheets dashboard and business tracker
Francie
About this gig
Need a better way to track, manage, and understand your business data?
I create custom Excel and Google Sheets dashboards, trackers, and reporting tools designed to simplify everyday business operations.
Whether you're managing expenses, sales, customers, projects, or performance metrics, I can turn your information into an organized, easy-to-use solution.
What I can create:
- Business, expense, and revenue trackers
- Interactive dashboards with KPIs and charts
- Automated formulas and calculations
- Dropdowns, filters, and data validation
- Sales, project, and performance reports
- Organized data-entry and reporting sheets
Choose your package:
- Basic: Business tracker with a summary
- Standard: Interactive dashboard with charts and filters
- Premium: Advanced dashboard with connected sheets and reporting
My approach combines business operations expertise with practical technology to create tools that support better decisions and more efficient workflows.
Please message me before ordering to confirm your requirements, data structure, and preferred platform.
Live integrations, complex scripting, extensive data cleanup, and ongoing maintenance are not included unless separately agreed.
Get to know Francie
Francie
Payroll HRIS and Business Automation Consultant
- FromUnited States
- Member sinceOct 2026
Languages
Spanish, English
I'm a Payroll, HRIS, Business Operations & AI Automation Consultant with 25+ years of experience in payroll systems, implementations, compliance, process improvement, and operational efficiency. My expertise includes ADP platforms, with the ability to adapt to diverse business systems. Certified in AI Consulting and AI Agent Building, I combine extensive operational experience with modern technology to help businesses streamline workflows, strengthen controls, develop SOPs, automate tasks, and build practical solutions that save time and improve performance.
My Portfolio
FAQ
Can you build advanced automations or connect my business systems?
Advanced scripts, database connections, third-party integrations, and custom applications may be available through a separately scoped project. Please contact me first so I can assess the requirements and provide an appropriate quote.
How will I receive my completed dashboard?
Excel projects are delivered as workbook files. For Google Sheets, I'll provide a template or arrange a transfer to your Google account using an agreed method. You'll also receive basic instructions for using the completed tool.
Can multiple people use the dashboard?
Google Sheets supports collaboration through Google Drive. Excel also supports shared editing through compatible Microsoft cloud services. Access permissions are managed through your own accounts and subscriptions.
Will my dashboard update when I add new information?
Yes, the dashboard can be designed to recalculate formulas and update reports as you add information to the designated tables. Automatic updates from external systems are not included in standard packages.
What information do you need to get started?
I'll need a description of what you want to track or analyze, your desired reports or metrics, and sample data or an existing spreadsheet if available. You can use fictional sample data initially if your information is confidential.
Do you work with both Microsoft Excel and Google Sheets?
Yes. I create customized solutions in Microsoft Excel or Google Sheets. Please let me know which platform you prefer before ordering, as some features work differently across platforms.
