Turn your business data into a clear, easy-to-use Excel dashboard. I'll build a custom reporting workbook that brings your key metrics, trends, and performance information together in one place. What's included:

One custom dashboard/report

Key metrics and summary reporting

Excel formulas and reporting logic as needed

PivotTables and PivotCharts where appropriate

Trends and period comparisons

Filters or slicers where appropriate

Professional formatting and layout

Up to 2 revisions

How updates work: The dashboard can update as you add or replace data in the designated source table and refresh the report. You are responsible for adding new data to the workbook.

Best for: Businesses with one primary, reasonably structured dataset that want a clear way to monitor and explore performance.

Not included: Automated importing or consolidation of recurring source files, VBA/macros, extensive data restructuring, or multiple unrelated data sources. If you want new recurring files to be automatically imported and prepared for reporting, choose Automated Excel Reporting. Revisions cover adjustments to the agreed deliverables and do not include new dashboards, new analyses, additional data sources, or expansion of the original project scope.

Not sure whether this package fits your project? Feel free to message me before purchasing. I'm happy to help determine which option best matches your needs.