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I need a Excel Dashboard creating

  • Posted:
  • Proposals: 61
  • Remote
  • #4501613
  • OPPORTUNITY
  • Open for Proposals
Jaspreet S.Volodymyr D.Oyetunji E.Vikas M.Shobi K. + 56 others have already sent a proposal.
  • 7

Description

Experience Level: Entry
I am looking for an Excel/Power Query/VBA specialist to build a planning application lead-generation workbook using the UK PlanIt data https://www.planit.org.uk (https://www.planit.org.uk/api/)

The workbook needs to let me click a button each week to pull the last 7 weeks of planning applications from all councils/planning authorities in Great Britain via the UK PlanIt API.

Core requirements:

1. Data Import

* Connect to the UK PlanIt API.
* Pull applications from all active planning authorities/councils in Great Britain.
* Use paging properly so results are not missed.
* Respect API rate limits.
* Pull new, changed and decided applications where possible.
* Store the raw imported data in a master table.

2. Refresh Button

* Add a simple “Refresh Planning Data” button.
* When clicked, it should update the master data table.
* Avoid duplicating applications already imported.
* Keep a log of refresh date, number of records pulled, errors and skipped records.

3. Data Enrichment Columns
Add calculated/enriched fields such as:

* Project category
* Builder opportunity: Yes/No
* Roofer opportunity: Yes/No
* Electrician opportunity: Yes/No
* Plumber opportunity: Yes/No
* Landscaper opportunity: Yes/No
* Architect opportunity: Yes/No
* Estimated project value range
* Lead rating: Hot/Warm/Cold
* Opportunity score 1–10
* Planning stage
* Contact timing
* Recommended action

4. Filters / Subscriber Views
I need a way to filter the master data so different subscribers can only see opportunities relevant to:

* Their trade type, e.g. builder, roofer, architect, electrician
* Their subscribed area/council/postcode radius
* Their lead rating, e.g. Hot only
* Their project type, e.g. extensions, loft conversions, new builds

Ideally, I would like a controlled output sheet where I can select a subscriber name and the workbook generates only the records they are allowed to see.

5. Data Protection / Access Control
I need advice on the best way to protect the wider data so subscribers cannot access the full master database.
Please advise whether this can be safely done in Excel, or whether separate exported workbooks/reports should be generated per subscriber.

6. Output Reports
The workbook should be able to create/export:

* A full internal master report
* A filtered subscriber report
* Trade-specific sheets
* Area-specific sheets
* Weekly opportunity summary

7. Dashboard
Create a dashboard showing:

* Total applications imported
* Hot leads
* Warm leads
* Cold leads
* Applications by council
* Applications by trade opportunity
* Estimated project value
* New/changed/decided applications
* Refresh status

8. Future Proofing
Please build this in a way that can later connect to AI/ChatGPT enrichment, where application descriptions can be summarised and scored automatically.

Important:
The workbook must be reliable, repeatable and easy for a non-technical user to operate each week.
Please also advise whether Excel is the right tool for this, or whether the data import and subscriber filtering should eventually sit in a database or web app.

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Clarification Board Ask a Question

  • Samuel A.

    how many subscribers do you expect to support initially, and will they receive reports manually or through an automated process?

  • Sudhanshu K.

    Approximately how many planning applications do you expect the workbook to manage over time (tens of thousands vs hundreds of thousands of records), and how many subscribers will need filtered access, as this will determine whether Excel remains practical or if a database-backed solution would be more reliable and scalable?

  • Asad C.

    - Do you want the workbook to pull data from every planning authority currently available through the PlanIt API, or is there a predefined list of councils that should be included or excluded?

    - How would you like lead ratings (Hot/Warm/Cold) and opportunity scores (1–10) to be calculated?

    - Should opportunities be filtered by council area only, postcode sectors, postcode districts, custom territories, or radius-based searches (e.g., 10, 25, or 50 miles from a postcode), and can subscribers have multiple service areas?

  • Muhammad H.

    Approximately how many subscriber-specific reports do you expect to generate each week? This will help determine whether secure Excel exports are sufficient or whether it would be better to design the solution with a database-driven distribution model from the outset.

  • Shobi K.


    A few important questions:
    1. Approximately how many planning applications do you expect to store and maintain each month?
    2. Do you already have rules for lead scoring, opportunity ratings, and trade classification, or would you like us to help define the logic?
    3. Will subscriber reports be generated manually by you each week, or do you want the process fully automated with one-click exports?