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I will create an excel sales dashboard to track clients and revenue
Rafael S
About this gig
Turn your sales data into a clear, professional Excel dashboard!
Struggling to keep track of clients, quotes, or sales performance? I will transform your Excel or CSV data into a clean, organized dashboard that helps you understand your business at a glance.
What you can get:
- Sales KPIs and performance indicators
- Clear, professional charts
- Revenue and quotation tracking
- Automated Excel formulas
- Organized, easy-to-use worksheets
- A fully editable Excel file (.xlsx)
Choose your package:
BASIC Starter Dashboard
1 dashboard with up to 2 KPIs and 1 chart.
STANDARD Business Dashboard
1 dashboard with up to 4 KPIs, 3 charts, and 3 sheets.
PREMIUM Advanced Dashboard
1 dashboard with up to 6 KPIs, 5 charts, 5 sheets, and a quick user guide.
Why choose this service?
- Clean, practical designs
- Customized to your business needs
- Clear communication
- Focus on usability and accuracy
Please message me before ordering to discuss your data and requirements.
Note: VBA macros, live data connections, and extensive data cleaning are not included.
Get to know Rafael S
Rafael S
Economics Student Economic Analysis, Strategy and Finance Market Intelligence
- FromBrazil
- Member sinceOct 2026
- Avg. response time1 hour
Languages
English, Portuguese, Spanish
I am an Economics student at IBMR with a background in Computer Science, which developed my logical reasoning and technical problem-solving skills. I have experience analyzing companies and market scenarios using strategic methodologies. I am currently seeking an internship to apply my analytical skills in finance, strategy, or market intelligence.
FAQ
What do you need from me to get started?
Please provide your data in an Excel or CSV file and briefly explain what you would like to track. If possible, include the KPIs, charts, or layout you have in mind.
Will my Excel dashboard be fully editable?
Yes! You will receive an editable Excel (.xlsx) file. You can update your data, modify values, and customize the spreadsheet as needed.
Will the dashboard update automatically?
The dashboard can use Excel formulas and linked charts to update calculations when the underlying data changes. However, live connections to external databases, websites, or APIs are not included.
What is included in a revision?
Revisions include adjustments to the agreed design, formatting, charts, or calculations. Major changes, new features, or additional dashboards may require an extra order.
Can you customize the dashboard for my business?
Absolutely! Each dashboard is customized to your business needs. I can create dashboards for sales, revenue, client tracking, quotations, and other similar business metrics, depending on your data and requirements.
What if I need something more advanced?
If your project requires additional charts, dashboards, or more complex calculations, please contact me before ordering. I will review your requirements and confirm whether they can be accommodated.
