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English
$
USD
I will create a custom excel business tracker and dashboard
Sarah
About this gig
Still managing your business with messy spreadsheets, manual updates or trackers that are difficult to use?
I create professional, user-friendly Excel trackers and dashboards tailored to the way your business works.
I can create:
- Business, project & task trackers
- KPI & performance dashboards
- Purchase order & expense trackers
- Contract & compliance trackers
- Sales & customer trackers
- Automated formulas & calculations
- Interactive charts, filters & slicers
- Dropdowns, status indicators & conditional formatting
- Custom reporting & management dashboards
What you can expect:
- Clean, professional Excel design
- Easy-to-use and organised workbooks
- Solutions tailored to your workflow
- Practical business-focused functionality
- Clear communication throughout
- Attention to detail
Whether you need a simple tracker or an advanced Excel system with interactive dashboards and automation, I'll build a solution around your requirements.
Not sure which package you need? Send me a message with your requirements and I'll be happy to help.
Let's turn your spreadsheet into a system that works for you! :)
Get to know Sarah
Sarah
Business Automation Operations Specialist
- FromUnited Kingdom
- Member sinceJun 2022
- Avg. response time1 hour
Languages
English
I help businesses turn repetitive, manual processes into simple, efficient digital workflows.
With experience in business operations and technology, I create solutions using Microsoft Excel, Forms, SharePoint and Microsoft 365. From automated trackers and dashboards to approval workflows and document management, I build organised, user-friendly systems that save time, reduce manual work and make business processes easier to manage.
I focus on each client's needs, delivering reliable solutions with clear communication and an organised approach from start to finish.
My Portfolio
FAQ
1. What information do you need to get started?
Please send me a description of what you'd like the tracker or dashboard to do, the data you want to track, and any specific features or design preferences. If you have an existing spreadsheet, you can send this too. I'm happy to help you determine the best setup for your needs.
2. Can you customise the tracker or dashboard to my business?
Yes! Every workbook is built around your requirements. I can customise the layout, fields, formulas, KPIs, charts, dropdowns, filters and other features to suit your business process.
3. Can you improve an Excel spreadsheet I already have?
Absolutely. I can improve, reorganise or expand an existing workbook, including its layout, formulas, dashboards, charts and overall usability. Please send it to me before ordering if you're unsure which package is suitable.
4. What counts as a revision?
A revision covers reasonable changes to the features and design agreed upon when the order was placed. New dashboards, major functionality or requirements that were not included in the original scope may require an additional charge.
5. Do you create automated Excel trackers?
Yes. Depending on your package and requirements, I can use formulas, conditional formatting, dropdowns, dynamic charts, filters and other Excel functionality to reduce manual work and make your tracker easier to manage.
6. Which package should I choose?
Choose Basic for a simple professional tracker, Standard for a tracker with an interactive dashboard and KPIs, and Premium for a more advanced business solution with multiple dashboards and greater functionality. If you're unsure, message me before ordering and I'll recommend the best option.
