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Sales & Profit Dashboard | Excel
I developed an Excel-based sales and profitability dashboard to demonstrate my skills in financial reporting, data analysis, and business performance tracking.
Project Features:
Automated sales revenue and cost calculations.
Gross profit analysis.
Product profitability and profit margin tracking.
Financial dashboard with key performance indicators.
Product comparison charts.
Organized transaction records.
Tools Used: Microsoft Excel.
Skills: Data Analysis, Accounting, Financial Analysis.
This project demonstrates my ability to organize sales information, calculate business performance indicators, and turn financial data into clear reports for decision-making.
This is a portfolio demonstration using fictional business data.
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Related posts
Financial Analysis & Management Dashboards
I help businesses transform financial information into clear, actionable insights through structured financial analysis, management reporting, and interactive dashboards.
My experience includes preparing financial reports, analysing income and expenditure, reviewing profitability, monitoring cash flow, and identifying financial discrepancies and trends.
Key services include:
Financial performance analysis and KPI reporting
Revenue, expense, and profitability analysis
Budget versus actual reporting
Cash-flow forecasting and monitoring
Excel dashboards and automated reporting
Management reports and variance analysis
I combine practical accounting knowledge with analytical tools to help businesses improve financial visibility and make informed decisions.
Portfolio note: The accompanying dashboard is an illustrative demonstration using sample financial information. No confidential client data is included.
Quick poll for builders & designers here: When you're designing a data-heavy dashboard that people keep open for 6+ hours a day, do you default to Warm Light Mode or Low-Glare Dark Mode first?
4 voted
67%
2 voted
33%
6 votes
Closed
I’d start with warm light mode for a clean, comfortable look, but low-glare dark mode is a great option for long working hours too!
Challenge
A director approached me wanting full visibility of personal transactions made through the company’s bank account. Personal and business spending had been mixed, making it hard to see what belonged to whom. He needed to know exactly where his money went, without it distorting the company’s financial position.
Solution
I reviewed the full bank statements and identified every personal transaction. Each one was categorised and recorded against the director’s personal account, keeping it separate from the company’s balance. Company transactions were left untouched, so the business accounts stayed accurate. I then prepared a clear, transaction-by-transaction report showing dates, amounts, payees and the running balance.
Result
The director received an in-depth view of every personal spend, with a clean separation from company funds. This gave him clarity over his own balance, supported accurate company books, and made future reporting and tax compliance simpler. It also gave him a clear record to refer back to whenever questions arise.
Services: Bookkeeping, Management Reports
very organzied way to record all transactions.
