I will build an excel dashboard for sales, receivables or management reporting

M
modelwise
M
modelwise
Isam A
build an excel dashboard for sales, receivables or management reporting
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build an excel dashboard for sales, receivables or management reporting

About this gig

Stop rebuilding the same report every month. I turn your raw Excel or CSV data into a clean, automated dashboard you update in one click.


Popular dashboards:

  • Sales: by product, customer, region, month, vs budget
  • Accounts receivable: aging buckets, DSO, top overdue customers, collection follow-up
  • Management / KPI: revenue, margin, cash, headcount on one page
  • Flash reports for weekly or monthly reviews

What you get:

  • Structured data sheet + formulas (SUMIFS, XLOOKUP, pivot tables)
  • Interactive filters (slicers or drop-downs)
  • Clear charts and KPI cards
  • Short user guide: how to paste new data and refresh

Built by someone who ran sales administration and collections reporting for 11+ years. I build the dashboards finance teams actually use.


Send me a sample of your data (anonymized is fine) before ordering.

  • Tool

    • Excel

  • Chart type

    • Comparison
    • KPI
    • Bar chart
    • Time series
    • Performance

Get to know Isam A

Isam A

Financial Modeling Finance Operations Expert

  • FromMorocco
  • Member sinceOct 2026

  • Languages

    English, French, Spanish, Arabic
I am a finance professional and PhD holder with over 11 years of experience in sales administration, finance, and collections. I specialize in building trusted financial models, including real estate pro formas and DCF valuations, backed by rigorous Excel and data analysis skills. I combine deep operational knowledge of revenue and cash behavior with technical expertise in Python, Power BI, and IT project management.

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