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I will create a custom excel template for business, finance and data tracking
United Kingdom
I speak English, French
Excel Automation Specialist
I help businesses eliminate manual reporting by building automated Excel dashboards, VBA macros, templates and data systems using Excel, Power BI, SQL and Python.
From KPI dashboards and financial mod...
About this Gig
Still rebuilding the same spreadsheet from scratch every week? I create custom Excel templates that save you hours and work perfectly every time you open them.
Most businesses waste time recreating the same spreadsheets repeatedly invoices, budgets, trackers, reports with no structure and no automation. One professionally built Excel template fixes that permanently.
I am a data analyst specialising in Excel template design, automation and business workflow systems. Every template I build is structured, reusable and tailored to exactly how your business operates.
What I can build for you:
- Invoice and quotation templates
- Budget and expense tracker templates
- Project management and task tracker templates
- Inventory and stock management templates
- HR, payroll and attendance sheet templates
- Financial report and KPI tracking templates
- Data entry forms with validation and dropdowns
- Automated templates with VBA and Excel macros
What makes me different: No generic downloads or recycled designs. Everything is built from scratch around your exact workflow and data structure.
To get started, I need: a description of your workflow, what data you track and any existing spreadsheet you want improved
Platform:
Excel
•
Google Sheets
•
VBA
Development technology:
VBA
•
Google Apps Script
•
Excel
Expertise:
Formatting
•
Pivot tables
•
Functions
•
Macros
•
Dashboard
My Portfolio
FAQ
Q1: What do you need from me to get started?
A description of your workflow and what you want to track. If you have an existing spreadsheet, send it over — I will improve and restructure it. The more detail you provide, the better the result.
Q2: What file format will you deliver?
You will receive a fully working .xlsx Excel file compatible with Microsoft Excel 2016 and above. If you need a Google Sheets version, mention it before ordering.
Q3: Can you automate my existing template?
Yes. If you already have a spreadsheet and just need automation added — formulas, macros, dropdowns or VBA — I can work directly on your existing file.
Q4: Will I be able to use and edit the template myself?
Absolutely. Every template is built to be user-friendly. You will not need technical Excel knowledge to operate it — just open and fill in your data.
Q5: What if the template needs changes after delivery?
Revisions are included in every package. If anything needs adjusting after delivery, I will fix it promptly within your revision limit.
Q6: Can you build templates that work across multiple sheets?
Yes. Multi-sheet templates with linked data, summary sheets and automated calculations are available in the Standard and Premium packages.
Q7: Do you offer templates for specific industries?
Yes. I have built templates for finance, retail, logistics, HR, construction and more. Share your industry and requirements and I will tailor everything accordingly.
