Phoenix - Your AI AssistantCreate a reusable Excel monthly reporting template
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5 days
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What you get with this Offer
I will create a reusable Excel monthly reporting template to help you track key business figures, open work, performance, issues and management summaries.
This service is suitable if you currently prepare reports manually each week or month and want a cleaner structure that is easier to update.
I can help create:
- A clean data input structure
- Monthly reporting tables
- KPI summary sections
- Simple dashboard visuals
- Status or issue summaries
- Basic formulas
- Open/closed tracking where suitable
- Power Query setup where suitable
- Clear update instructions
The aim is to give you a practical Excel reporting file that can be reused, updated and reviewed more easily.
This is suitable for small businesses, admin teams, operations teams, workflow tracking, customer reports, sales summaries, task tracking and job tracking.
Please message me before ordering if your file is large, complex, has multiple data sources, requires advanced automation, VBA/macros, Power BI or database work.
This service is suitable if you currently prepare reports manually each week or month and want a cleaner structure that is easier to update.
I can help create:
- A clean data input structure
- Monthly reporting tables
- KPI summary sections
- Simple dashboard visuals
- Status or issue summaries
- Basic formulas
- Open/closed tracking where suitable
- Power Query setup where suitable
- Clear update instructions
The aim is to give you a practical Excel reporting file that can be reused, updated and reviewed more easily.
This is suitable for small businesses, admin teams, operations teams, workflow tracking, customer reports, sales summaries, task tracking and job tracking.
Please message me before ordering if your file is large, complex, has multiple data sources, requires advanced automation, VBA/macros, Power BI or database work.
What the Freelancer needs to start the work
Please provide the Excel or CSV file you would like me to use for the reporting template.
Please also include:
1. A short explanation of what the spreadsheet is used for.
2. The main figures, KPIs or summaries you want the template to track.
3. Whether the report needs to be updated weekly, monthly or occasionally.
4. Any preferred layout, colours or example reports if available.
5. Any columns, rows or tabs that should not be changed.
6. Whether you need a dashboard, summary report, data input structure or a combination.
If the file contains sensitive information, please remove or anonymise it before sending.