Phoenix - Your AI AssistantExcel Dashboard to Track Sales, ROI, Leads & Customer Value
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2 days
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What you get with this Offer
Are you tired of juggling multiple spreadsheets to track your sales and marketing performance?
This all-in-one Excel dashboard gives you a clear, automated view of your business metrics — without needing expensive software.
With this dashboard, you can:
✅ Track daily KPIs (sales, trials, subscriptions, one-off payments)
✅ Monitor advertising performance and lead sources
✅ Instantly view ROI (Return on Investment) and CLV (Customer Lifetime Value)
✅ See everything summarized in a visual monthly overview
✅ Save hours every week on manual reporting
The workbook includes:
Daily_Input – Simple form-style entry for your daily metrics
Config – Pre-set rules for accuracy and easy customization
CLV – Automatic lifetime value calculations for customers
Lead_Source_ROI – Detailed breakdown of marketing channel performance
Dashboard – Dynamic charts and graphs for quick insights
Help – A guide to maintain and update the file yourself
This all-in-one Excel dashboard gives you a clear, automated view of your business metrics — without needing expensive software.
With this dashboard, you can:
✅ Track daily KPIs (sales, trials, subscriptions, one-off payments)
✅ Monitor advertising performance and lead sources
✅ Instantly view ROI (Return on Investment) and CLV (Customer Lifetime Value)
✅ See everything summarized in a visual monthly overview
✅ Save hours every week on manual reporting
The workbook includes:
Daily_Input – Simple form-style entry for your daily metrics
Config – Pre-set rules for accuracy and easy customization
CLV – Automatic lifetime value calculations for customers
Lead_Source_ROI – Detailed breakdown of marketing channel performance
Dashboard – Dynamic charts and graphs for quick insights
Help – A guide to maintain and update the file yourself
What the Freelancer needs to start the work
What I Need from You to Get Started:
1, A brief description of your business and key metrics you want to track (sales, leads, subscriptions, ad spend, etc.).
2, Any existing Excel sheets or data formats you currently use (optional, but helpful for customization).
3, Specific KPIs or dashboards you’d like included (if any special requests).
4, Preferred reporting frequency (daily, weekly, monthly).
✅ That’s it! With this info, I can deliver a fully functional, ready-to-use Excel dashboard tailored to your business.