Custom Dashboard Design for Finance, Ops, or Projects

Pro

Grace Perez

Starting at

$

175

About this service

Summary

I design clean, intuitive, and visually organized dashboards for small businesses, creatives, and entrepreneurs who want clarity in their finances, operations, or projects. Whether you prefer Google Sheets, Excel, or Airtable, I create dashboards that are simple to use, easy to update, and tailored to your workflow.
Your dashboard will blend thoughtful design with practical structure so you can track what matters, stay organized, and make confident decisions. Every build is customized to your goals, metrics, and preferred tools.

FAQs

  • How many revisions are included?

    Most dashboard projects include 2–3 rounds of refinements to ensure your layout and functionality feel perfect.

  • Do you work with existing data or spreadsheets?

    Yes! You can share your current Sheets, Excel files, or Airtable Bases. I can clean, restructure, or build from scratch depending on your needs.

  • What tools do you build dashboards in?

    I work in Google Sheets, Microsoft Excel, and Airtable. You can choose whichever tool fits your comfort level or workflow best.

  • Can you automate parts of the dashboard?

    Yes — Airtable dashboards can include simple automations. Google Sheets can include formulas, validation, and cleanup rules.

  • What file formats or deliverables will I receive?

    You’ll receive the final dashboard, a link to the file/base, and a guide on how to update it monthly. Airtable dashboards are delivered as a Base + Interface.

  • What is the typical turnaround time?

    Most dashboards take 5–10 days depending on complexity and communication. I’ll confirm a clear timeline before work begins.

What's included

  • Your Choice of Dashboard

    Choose a customized dashboard built in Google Sheets, Excel, or an Airtable Base depending on your preference and workflow needs.

  • Google Sheets or Excel Dashboard (Visual Layout)

    A fully designed, color-coded dashboard with charts, metrics, category tables, monthly selectors, and clean formatting. Ideal for finance, operations, content, or project-tracking dashboards.

  • Airtable Dashboard (Database + Interface View)

    A customizable Airtable Base with organized tables, optional automations, and an Interface dashboard featuring metrics, charts, and clean layouts.

  • Setup + Documentation

    Clear instructions on how to update and maintain your dashboard monthly (PDF or embedded guide).

  • Custom Styling

    A tailored color palette, typography, and layout style that matches your brand or aesthetic preference.

  • Workflow Enhancements

    Category cleanup, prebuilt formulas, expense categorization, data validation, and simple automations (Airtable only).

Duration

10 days

Skills and tools

Design Systems Specialist

Virtual Assistant

Business Workflow Automation

Airtable

Airtable

Canva

Canva

Google Sheets

Google Sheets

Microsoft Excel

Microsoft Excel

Industries

Design
Professional Services
Data

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