Phoenix - Your AI AssistantTurn your Excel data into a KPI dashboard or monthly report
Delivery in
3 days
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What you get with this Offer
I will turn your Excel data into a clear KPI dashboard, monthly report or reporting summary.
This service is suitable if you have spreadsheet data that is difficult to understand, hard to update, or currently requires too much manual reporting work.
I can help with:
- Cleaning and organising Excel data
- Creating summary tables
- Building PivotTables where suitable
- Creating KPI cards
- Creating simple dashboard layouts
- Preparing monthly reporting templates
- Adding basic formulas for reporting
- Using Power Query where suitable
- Improving the structure and readability of your report
You will receive an Excel file with a clear report or dashboard layout based on the data provided.
This offer is ideal for small businesses, admin teams, operations teams, workflow tracking, customer reports, job/task tracking, sales summaries and monthly business reporting.
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 have spreadsheet data that is difficult to understand, hard to update, or currently requires too much manual reporting work.
I can help with:
- Cleaning and organising Excel data
- Creating summary tables
- Building PivotTables where suitable
- Creating KPI cards
- Creating simple dashboard layouts
- Preparing monthly reporting templates
- Adding basic formulas for reporting
- Using Power Query where suitable
- Improving the structure and readability of your report
You will receive an Excel file with a clear report or dashboard layout based on the data provided.
This offer is ideal for small businesses, admin teams, operations teams, workflow tracking, customer reports, job/task tracking, sales summaries and monthly business reporting.
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 report or dashboard.
Please also include:
1. A short explanation of what the spreadsheet is used for.
2. The main figures, KPIs or summaries you want to see.
3. Whether this is a one-off report or something you need to update regularly.
4. Any preferred layout, colours or example reports if available.
5. Any columns, rows or tabs that should not be changed.
6. Whether you want a simple dashboard, monthly report, summary table or a combination.
If the file contains sensitive information, please remove or anonymise it before sending.