
Excel automation project – smart workbooks + master dashboard
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£350(approx. $472)
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Description
Experience Level: Expert
Hi,
I have a set of structured Excel workbooks already built. (there's 4 businesses in total each with 2 workbooks per a business that need to feed into each other and then a master)
I’m looking for an experienced Excel freelancer to help with:
Adding formulas and logic across multiple tabs
Creating calculated metrics and simple RAG (Green/Amber/Red) indicators
Applying clean formatting and dropdowns
Linking multiple workbooks together
Formatting dashboards that pulls data from those workbooks (each workbook needs a dashboard which then needs to feed into my master one)
Ensuring everything is stable and easy to refresh
Important:
The structure is already designed – no redesign required but if there are suggestions to make it better and more functional for my businesses that will be super helpful
This is an implementation task (logic + linking only)
Must be done in Excel (Power Query preferred but open to suggestions)
Deliverables:
Fully working Excel files with logic in place
Dashboard correctly pulling data
Simple instructions for updating / refreshing
I hope I am explaining this well - essentially I am trying to build a smarter system for my managers to use to make their jobs easier but still make sure data is captured properly.
I have a set of structured Excel workbooks already built. (there's 4 businesses in total each with 2 workbooks per a business that need to feed into each other and then a master)
I’m looking for an experienced Excel freelancer to help with:
Adding formulas and logic across multiple tabs
Creating calculated metrics and simple RAG (Green/Amber/Red) indicators
Applying clean formatting and dropdowns
Linking multiple workbooks together
Formatting dashboards that pulls data from those workbooks (each workbook needs a dashboard which then needs to feed into my master one)
Ensuring everything is stable and easy to refresh
Important:
The structure is already designed – no redesign required but if there are suggestions to make it better and more functional for my businesses that will be super helpful
This is an implementation task (logic + linking only)
Must be done in Excel (Power Query preferred but open to suggestions)
Deliverables:
Fully working Excel files with logic in place
Dashboard correctly pulling data
Simple instructions for updating / refreshing
I hope I am explaining this well - essentially I am trying to build a smarter system for my managers to use to make their jobs easier but still make sure data is captured properly.
Claire T.
100% (1)Projects Completed
1
Freelancers worked with
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Projects awarded
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Last project
2 Mar 2026
United Kingdom
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Hi Claire
Will all workbooks be stored locally or in a shared/cloud setup? And do you have any preferred layout/style for the dashboards?
Thanks.
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