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$
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I will create an automated excel financial dashboard and reports
Rachid H
About this gig
Turn your Excel or CSV exports into a clear financial dashboard for revenue, expenses, margins, cash movements and budget versus actuals.
You receive an editable Excel workbook with separate inputs and calculations, agreed KPI cards and charts, reconciliation checks and concise update instructions. Updates use linked formulas when you add data in the agreed format.
Basic: 1 source sheet, 500 rows, 4 KPIs, 2 charts; 2 days.
Standard: up to 3 source sheets, 3000 rows, 6 KPIs, 4 charts and budget comparisons; 4 days.
Premium: up to 5 source sheets, 10000 rows, 10 KPIs, 6 charts and a detailed refresh guide; 7 days.
Please message me with an anonymized sample, your Excel version and reporting goals before ordering. We agree the fields, KPIs and scope first. Macros, Power Query, live API connections and forecasts require a separate feasibility review and quote.
Gallery examples are original demonstrations using fictional data. The service covers reporting tools; audit, tax advice and guaranteed financial results are outside its scope.
Get to know Rachid H
Rachid H
Web Developer and 3D Modeler
- FromMorocco
- Member sinceAug 2017
- Avg. response time1 hour
Languages
Arabic, French, German, English
I'm Rachid, working with a team on web and Android apps, Unity games, Cinema 4D modeling, Excel macros, Power BI dashboards and Python trading bot development and testing. We also offer video editing, dubbing and AI-assisted video and film creation. My work samples include an Arabic/English catering site and a football modeling demo. I completed HTML, JavaScript, PHP, SQL/MySQL and Java courses at Shiyar Academy. We focus on clear requirements, organized deliverables and straightforward communication. Share your brief to agree on scope and timing.
My Portfolio
FAQ
How do updates work?
Paste or append data in the agreed input layout. Linked formulas and charts update within the package limits. The workbook includes instructions. Live imports and macros require a separate agreed scope.
Which Excel versions do you support?
Tell me your exact Excel version and operating system before ordering. I will confirm compatible formulas and features against that environment.
What does a revision include?
A revision adjusts the agreed layout, labels or calculations. Additional source formats, KPIs, dashboards or integrations require a scope review and custom quote.
Are these real client financial records?
The gallery uses fictional demonstration data. Send an anonymized sample first and share only the information required for your agreed report through Fiverr.
