Browse categories
Explore
Fiverr Pro
English
$
USD
I will create a custom excel financial dashboard
Margaret S
About this gig
Your bookkeeping software contains valuable informationbut it may not clearly show what is happening in your business.
I will transform your bookkeeping export into a professional Excel financial dashboard that makes your numbers easier to understand.
Depending on your package, your dashboard may include:
- Revenue and expense trends
- Monthly performance comparisons
- Cash-flow summary
- Budget-versus-actual analysis
- Product or service profitability
- Customized business KPIs
- Clear charts and visual summaries
- One-page owner summary
I am an experienced finance professional with a background in financial analysis, forecasting, profitability analysis, and management reporting. My goal is to turn complex financial data into useful, decision-ready information.
Please message me before ordering if you have multiple businesses, large datasets, several data sources, or complex reporting needs.
This service provides management reporting based on client-supplied data. It does not include bookkeeping, tax preparation, audits, assurance, legal advice, investment advice, or CPA services.
Get to know Margaret S
Margaret S
Pinterest Marketing and Amazon Content Specialist
- FromUnited States
- Member sinceMar 2026
Languages
English
I create high-converting Pinterest pins and find trending Amazon products that drive clicks and sales.
Perfect for affiliates, bloggers, and brands looking to grow traffic fast.
Fast delivery + results-focused 🚀
FAQ
What file formats do you accept?
I accept Microsoft Excel and CSV files. I can also work with reports exported from QuickBooks or other bookkeeping platforms.
Do you need access to my bookkeeping account?
No. Please export the applicable reports and send the files through Fiverr.
Do you provide bookkeeping or correct accounting records?
No. I organize and analyze the information provided. Records should be complete and reasonably accurate before submission.
Can I update the dashboard each month?
Yes. When the underlying data is provided consistently, I can create an update-friendly structure. You can also purchase monthly reporting as an additional service.
Can you analyze profitability by product or service?
Yes, if your data identifies the revenue and direct costs associated with each product or service.
Is my information confidential?
Your information will be used only to complete the order. You should still remove unnecessary personal, customer, employee, banking, and login information.
Do you provide tax, audit, or investment advice?
No. This service is limited to management reporting and financial analysis based on client-provided information.
