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$
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I will create excel KPI dashboard, interactive business dashboard and reports
Steven Caldwell
About this gig
Struggling to track KPIs, analyze performance, or turn raw Excel data into clear business reports?
I create custom Excel KPI dashboards that transform your data into structured reports, interactive charts, and measurable performance indicators tailored to your reporting needs.
What I can build:
- Excel KPI & Business Performance Dashboards
- Sales, Revenue & Profit Reports
- Financial & Management Dashboards
- Monthly, Quarterly & Annual Reports
- Inventory & Operational KPI Trackers
Technical features:
- KPI cards, dynamic charts & conditional formatting
- PivotTables, slicers & interactive filters
- Advanced Excel formulas & automated calculations
- Structured data tables & refreshable reports
- VBA macros and Power Query, where required
My approach
I assess your source data, identify relevant KPIs, structure calculations, and develop a dashboard with clear visualizations and practical navigation. The result helps you monitor targets, identify trends, evaluate performance, and reduce manual reporting.
Please provide your data structure, reporting objectives, and required metrics to ensure the selected package matches your project requirements.
Get to know Steven Caldwell
Steven Caldwell
Building data driven solutions through advanced Excel and Automation
- FromUnited States
- Member sinceApr 2026
- Avg. response time1 hour
Languages
English, French, Spanish, German
Hello, I’m Steven Caldwell, specializing in Excel dashboards, financial reporting, VBA automation, and PowerPoint presentations. I develop interactive Excel KPI dashboards, financial performance reports, automated reporting systems, and custom VBA macros to streamline workflows, improve data accuracy, and support data-driven decisions. My expertise includes KPI tracking, financial analysis, dynamic charts, data visualization, formula optimization, report automation, and professional PowerPoint design, with a focus on technical accuracy, clean layouts, and reliable business-ready deliverables.
FAQ
What do you need to start the project?
I need your Excel source data, required KPIs, reporting objectives, and preferred layout or reference dashboard, if available.
Can you work with unstructured or unclean data?
Yes. I can organize and clean data as required. Extensive data cleaning or restructuring may require an additional service.
Can you customize the dashboard for my business?
Yes. KPI calculations, charts, filters, layout, and color schemes can be tailored to your reporting requirements and brand guidelines.
Will my dashboard update when new data is added?
Yes, where the workbook is structured for dynamic updates. Excel tables, formulas, PivotTables, and refreshable data connections can be configured as needed.
Can you improve an existing Excel dashboard?
Yes. I can review your workbook and improve its layout, formulas, chart selection, KPI calculations, filtering, and reporting functionality.
Do you provide VBA macros and Power Query automation?
Yes. VBA macros and Power Query can be implemented for suitable tasks, depending on your workflow, Excel version, and package scope.
Can you create financial and business performance dashboards?
Yes. I can build dashboards for revenue, expenses, profit, sales, inventory, and other measurable business performance indicators.
What if my project requires features outside the listed packages?
Share your requirements before ordering. I can assess the data structure, technical complexity, and additional features to determine a suitable custom scope and price.
