Finance Data Cleaning & KPI Dashboard with Pivot SummariesFinance Data Cleaning & KPI Dashboard with Pivot Summaries
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Sample Data - Finance: invoices and receivables, collections and overdue-payment buckets. Dashboard: a colored title banner, 4 KPI cards, a “Key Highlights” box and 4 charts. The highlights are written by formulas, so they update when the data changes. Data: 250 records in a filterable table, with drop-down lists, color-coded status cells, bar shading on amounts and calculated columns. Pivot Summary: 5 summary tables (by category, region, month, status, and so on) with grand totals. Raw vs Clean: messy sample rows next to a checklist of the cleanup steps. This shows clients the data-entry and cleanup work they’d be paying for.
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