Financial Dashboard Development

@javed1705

Please share the detail data for PPT and Excel file. I can do this comfortably with good quality and with in dead line Thanks

@ShaikhAneesa

Hello, I’ve reviewed your requirements and understand that you need a compact, one-page dashboard summarizing deal activity and fees for LATAM, US, and FIG, with visualizations, summary tables, and categorized sections for different performance metrics. With advanced Excel dashboard design skills, data visualization expertise, and experience in financial reporting, I can deliver a clean, data-driven layout that is both informative and visually engaging. My approach will begin by importing and structuring your raw deal data from the specified source into Excel. I will use pivot tables to summarize the number of deals and total fees for each category over the selected time period, calculating averages where relevant. Then, I will create distinct, color-coded bar/column charts for each category, along with summary tables showing total deals, total fees, and other key metrics. The layout will be optimized for one-page clarity, including pipeline, reverses, frequent issuers, last pricing, and admin tasks, all formatted for quick reference. The final dashboard will be delivered as both an editable Excel/PPT file and a polished PDF for distribution. Would you like me to design the dashboard so that the time period (monthly, quarterly, YTD) can be switched dynamically using a dropdown filter? Best Regards, Aneesa.

@ACCASpogmai

"""""""""""""""""""""EXCEL EXPERT | AUTOMATION | DASHBOARDS"""""""""""""""""""" Sir/Madam, ''FINANCIAL DASHBOARD,'' get it within 6 hours. Excel is my expertise, and I take pride in solving complex tasks efficiently and accurately. There is no challenge in Excel that I cannot handle, from simple formulas to advanced conditional logic and complete automation through VBA and Macros. I have extensive experience in leveraging Excel's full potential to deliver 100% precise results. My skills include but are not limited to: 1. Advanced formulas for automation and data processing 2. VBA and Macro automation for efficiency 3. Pivot tables for data analysis and reporting 4. Interactive dashboards for visual insights 5. Automated invoice and quotation systems 6. Custom Excel templates for various business needs About me I am a Chartered Accountant with extensive experience from Ernst & Young Ford Rhodes Global and PwC. I am an expert in Microsoft Excel, accounting, auditing, financial statements, and form creation through VBA in Excel and Google Sheets. I also specialize in QuickBooks and Sage. I ensure error-free solutions and am available 24/7, even after project completion. The price is negotiable, and I am ready to start immediately. Let’s connect! Regards, Spogmai Kakar"

@monicawriter99

Hello, I am excited about the opportunity to develop a comprehensive financial dashboard summarizing deal activity and fees for LATAM, US, and FIG categories. With a focus on clarity and data visualization, I will create bar or column charts to effectively represent the number of deals and fees for each region over the specified time period. Utilizing pivot tables to analyze your internal data and ensuring a visually appealing layout with consistent color coding will enhance the dashboard's usability. Additionally, I will incorporate a summary table to present key metrics succinctly, as outlined in your project description. I believe my skills in data visualization, financial analysis, and proficiency with Excel will allow me to deliver a polished, editable source file that meets your specifications by consolidating all required elements onto a single page. Thanks, Monicah

@bimzaman000

Hey! I have gone through your description. I have done MPhil in statistics. I have expertise in data analysis and data visualization. I have strong command in Power Bi. I have previous experience on dashboard creation and i can also show you some samples if you message me. I can provide you quality work that meets all of your requirements. I can do this job with full accuracy and on time. Looking forward to see your interest. Thank-you.

@ishanawarkhan3

Hello, I can create a clean, one-page dashboard summarizing deal activity and fees for LATAM, US, and FIG using your specified data source (e.g., Excel, Refinitiv). It will include bar/column charts for deal volume and fees over your chosen time frame (monthly, quarterly, or YTD), plus a summary table showing total deals, total fees (USD m), and average fee per deal per category—all presented clearly for quick insights. Contact me for quality work. Thanks

@rishabhth

Hi! I’m excited to help you build a comprehensive, one-page Excel dashboard summarizing deal activity and fees across LATAM, US, and FIG categories. With extensive experience in financial data analysis, pivot tables, and dynamic chart creation, I’ll deliver a compact, visually clear report featuring color-coded sections, multiple tables, and bar charts—all designed for easy updates and export to PDF or PPT. I understand the importance of precision and usability in wealth management workflows and will ensure the dashboard meets your layout and visualization needs perfectly. Looking forward to discussing your data source and timelines!

@subaigfalcon

Hello, I understand that you need a one-page dashboard summarizing deal activity and fees for the three categories LATAM, US, and FIG. I can create a clean, well-organized dashboard that will show all your required details clearly on a single page. What I will deliver: I gave includes all the points exactly as they were in your job description, with nothing missed and nothing extra added. Tools & Format: • I will use Excel with pivot tables for quick summarization and embedded charts. • I will develop an Excel sheet with a built-in button that, when clicked, will automatically export all visuals from Excel into a well-formatted PowerPoint presentation. I will ensure the design is visually clear, easy to read, and ready for presentation. I’m confident I can deliver exactly what you need quickly and accurately. Looking forward to your confirmation so we can get started. Best regards,

@va01v

Hello Noa, I am excited to propose my services for developing the financial dashboard you outlined. With my background in data management and visualization, I can create a comprehensive one-page dashboard that effectively summarizes deal activity and fees for LATAM, the US, and FIG. To start, I'll gather the necessary data inputs as specified and utilize Excel to create visually appealing bar or column charts that provide clear insights into the number of deals and fees over your chosen time period. Each category will be distinctly color-coded, ensuring a clean and compact design while maintaining readability. I will also ensure that the layout includes various tables that capture essential metrics, such as pipeline and reverses, as well as a summary table at the top or bottom for quick reference. After completing the dashboard, you'll receive both the final PDF/PPT and an editable source file for any future updates you might require. Thanks, ALESSIO