
Business KPI Dashboard & Reporting System(Excel / Google Sheets)
Starting at
$
60
About this service
Summary
FAQs
1.What types of dashboards can you create ?
I design clean, professional dashboards for KPIs, sales, performance, financial summaries, operations tracking, and general business reporting. Dashboards include charts, summary metrics, conditional visuals, and structured layouts.
2.What level of automation do you provide in Excel / Google Sheets ?
I create automated calculations, dynamic tables, lookup formulas, structured logic, conditional formatting, and streamlined workflows that reduce or eliminate manual updating.
3.What is included in the $60 fixed-rate package ?
This includes one automated Excel / Sheets file + one dashboard with up to 3 KPIs, up to 3 charts / visuals, and up to 2 data sources. This is ideal for small-to-medium reporting needs.
4.Can you work with raw or messy data ?
Yes. Light data cleaning is included to ensure automation and dashboards work correctly. For heavy data cleaning, I offer a dedicated data-preparation service.
5.Can you add formulas like VLOOKUP, INDEX/MATCH, SUMIFS, and conditional formatting ?
Yes. I set up advanced formulas and logic structures needed for automation, reporting, and dashboard functionality.
6.Can you build dashboards for Google Sheets as well as Excel ?
Absolutely. I design dashboards in both Excel and Google Sheets, depending on your preference or team environment.
7.What do you need from me before you start ?
Please provide: • Source data (Excel, Sheets, CSV) • The KPIs or metrics you want to track • Any reference dashboard or layout preferences • Notes on how the dashboard will be used
8.Can you help me decide which KPIs to include ?
Yes, If you are unsure about KPIs, I can guide you in selecting relevant metrics based on your workflow, goals, or reporting needs.
9.Will the dashboard be easy to maintain and update ?
Yes, Your dashboard will be built with structured logic, clean layouts, and a simple process for updating inputs. A short usage guide is included.
10.Can you automate data refreshes from multiple sources ?
I support multi-sheet and multi-file data linking within Excel/Google Sheets. Fully automated external integrations may require a custom quote.
11.Do you offer long-term reporting or dashboard maintenance ?
Yes. Weekly, monthly, or ongoing dashboard maintenance packages are available if you need continuous updates or expansions.
12.Do you support more complex dashboards or additional KPIs ?
Yes. Larger dashboards, more visuals, or more KPIs can be handled through a custom project or upgraded package.
What's included
Automated Excel / Google Sheets File
A fully automated spreadsheet built using advanced formulas and structured logic. Your calculations will update automatically without manual intervention, ensuring speed, accuracy, and error-free workflows.
Business Dashboard (Basic–Intermediate Level)
A clean, visual dashboard showing key metrics, summaries, and insights using charts, KPI cards, conditional visuals, and structured layouts. Designed for quick decision-making and simplified reporting.
Advanced Formula Setup
Implementation of essential functions such as VLOOKUP/XLOOKUP, INDEX/MATCH, SUMIF/SUMIFS, IF/IFS, COUNTIF/COUNTIFS, date functions, and text functions to build dynamic, automated workflows inside the sheet.
Structured Data Model (Tables & Layout)
Your data will be organized into well-defined tables with proper headers, grouping, and column order. This structure supports consistent refreshes, easier automation, and clear interpretation.
Conditional Formatting System
Color-coded rules for highlighting trends, risks, statuses, or performance indicators. This enhances visibility and helps your team understand insights at a glance.
Light Data Cleaning (If Required)
Basic formatting corrections, duplicate removal, and standardization to ensure the automation and dashboard work smoothly. (Major cleaning is handled under Service_02.)
User Guide / Usage Instructions
A short written guide explaining dashboard navigation, key formulas, refresh steps, and how to update inputs correctly.
Duration
3 days
Skills and tools
Industries