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Hi everyone, I am looking for an experienced Excel expert to redesign, automate, and professionalize an existing project tracking spreadsheet named Libro1.xlsx. The goal is to transform it into a robust, high-end workflow tool that tracks the complete lifecycle of our projects—from the initial client inquiry, supplier quote requests, and order execution, to final billing and payment tracking. The sheet needs to manage a project through progressive operational phases. Many cells will start blank and must be filled sequentially as the project moves forward. Key System Requirements: 1. Data Integrity & Setup (New Tabs): Automated ID: The ID column in the main tracking sheet must automatically generate the next sequential number as soon as a new row entry is started (e.g., when a date is entered). Dynamic Client List: To prevent typos that would break the Dashboard analytics (like writing a client name with and without an accent), I need a separate sheet named Clients. The CUSTOMER column in the main sheet must use a Data Validation Dropdown linked to this master list. Dynamic Supplier List: Similarly, I need a separate sheet named Suppliers to maintain a master list of all my suppliers. 2. Dynamic Supplier Matrix & Tracking (Crucial Upgrade): Supplier Slots: In the main sheet, instead of the current 7 fixed supplier columns, I want 4 dedicated supplier slots: SUPPLIER 1, SUPPLIER 2, SUPPLIER 3, and SUPPLIER 4. Each cell must feature a Data Validation Dropdown linked to the master Suppliers list. Supplier Status Control: Next to each supplier column, I need a status dropdown column (e.g., STATUS S1, STATUS S2, etc.) containing: Pending, Sent, Received. Automation: When a status is changed to "Sent" or "Received", that specific supplier's cell should automatically turn Green via conditional formatting. This allows me to visually track if I have already sent them the RFQ (in the quote phase) or the Purchase Order (in the project phase). 3. Automatic Project Statuses (Conditional Formatting for Rows): The entire row color must change automatically to reflect the current project stage based on this specific logic: Phase 1A: RFQ (Preparing Quote): A new row is created, but XYZ_OFFER and COST are blank (We are currently choosing suppliers and waiting for their quotes). --> Highlight row in Yellow. Ref: Phase 1B: Quote Sent (Pending Client): Once we generate our quote, I will input the COST, and COST+TAX must calculate automatically (21% VAT formula). I will also manually add a hyperlink to our quote document in XYZ_OFFER. CUSTOMER ORDER remains blank. --> Highlight row in Orange. Phase 2: Project Active (In Progress): The client accepts and sends a PO. I will insert a hyperlink to their PO file in CUSTOMER ORDER. If CUSTOMER ORDER is filled but XYZ_INVOICE is blank, it means we are actively working on the project. --> Highlight row in Blue. Phase 3: Billed & Closed: The project is delivered and billed. I will fill in XYZ_INVOICE and add a hyperlink to the PDF delivery note in DELIVERY NOTE. Payment Tracking: The PAID column will remain blank while pending. Once the client pays, I will enter the exact payment date in this cell. Overdue Flag: If PAID is empty AND EXPIRATION DATE is older than today's date --> Flag the row/cell in Red (Overdue Payment). Once PAID has a date entered --> Highlight the entire row in Green (Closed & Paid). 4. Storage & Hyperlink Integration Note: I use Google Drive for Desktop on Windows. This means all my project folders, quotes, POs, delivery notes, and invoices are stored in a synchronized local drive (e.g., G:\My Drive\...). The freelancer must ensure that columns requiring hyperlinks (PROJECT to link the main folder, XYZ_OFFER, CUSTOMER ORDER, DELIVERY NOTE, and XYZ_INVOICE) are formatted to smoothly accept standard Windows file hyperlinks (file:///...) without breaking the typography or layout. Crucial Factor: Premium UX/UI Design & Advanced Analytics I am not looking for a basic pivot table or a standard, boring spreadsheet. I can do that myself. I am looking for a developer who can design a highly professional, modern, and visually stunning interactive dashboard that looks and feels like a premium software application. Visual Excellence: Clean corporate color palettes (no harsh or oversaturated colors), clear typography, and professional custom layouts. Navigation & Slicers: The dashboard must feature an intuitive navigation system (like custom button tabs to move between sheets) and well-aligned, clean Slicers to filter data seamlessly. Multi-Year Historical Analytics: The dashboard must include a dedicated section for Year-Over-Year (YoY) Financial Performance. I want to see charts tracking: Total invoicing per year/month across all historical data. Comparison of revenue and growth between different years. Seasonality trends (which months or quarters generate the most volume). Dynamic KPI Cards: Large, clean metric cards showing critical high-level numbers at a glance (e.g., Total Billed to Date, Current Year Revenue, Pending Invoices Value). Supplier Analytics: A chart or table showing how many active projects/quotes each supplier from the master list is currently involved in (scanning all 4 supplier columns combined). Submission Requirement (The Deciding Factor): When applying, you MUST attach examples, screenshots, or video walkthroughs of similar Excel dashboards you have built in the past. I want to see the specific type of dashboard design and visual quality you are capable of achieving. Applications without attached portfolio examples or those using standard generic responses will be disregarded. The visual quality and analytical depth of your previous work will be the deciding factor in choosing the freelancer for this job. Please review the attached structure of Libro1.xlsx. In your proposal, briefly explain how you plan to handle the multi-column supplier logic and the conditional formatting states. Looking forward to your bids!
Project ID: 40564302
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Choosing me for your project means partnering with a developer who understands both the technical execution and the business goal behind turning [login to view URL] into a premium workflow tool. Whether it's automated sequential IDs, dynamic dropdowns linked to master Clients and Suppliers sheets, VAT calculations, status-driven formatting, or a visually stunning interactive dashboard, I have the hands-on Excel and VBA experience to deliver a reliable, high-quality solution from day one. For the multi-column supplier logic, I'll create 4 supplier slots, each with a validated dropdown and a paired status column, so marking a supplier Sent or Received turns its cell green instantly. For project states, I'll drive the full row color through layered conditional formatting: Yellow at RFQ, Orange when quoted, Blue when active, Red when payment is overdue, and Green once paid. Beyond automation, I bring strong planning and clear communication, with defined milestones from requirements through testing and handoff, so you always know where the project stands. My focus is on clean, maintainable structure, corporate color palettes, slicers, KPI cards, and YoY analytics that scale with your historical data. Thanks, Joseph
€150 EUR in 1 day
2.0
2.0
126 freelancers are bidding on average €152 EUR for this job

Transforming your Excel project tracker into a premium, automated workflow tool is exactly what we excel at. We will implement dynamic ID generation, master client/supplier lists with data validation, and a sophisticated supplier slot system with conditional status highlighting. The project lifecycle will be visually managed through advanced row-based conditional formatting for all stages, including automated billing and overdue payment alerts. Our approach ensures seamless integration with your Google Drive for all hyperlinked documents. We will also build a visually stunning dashboard with YoY financial analytics, KPI cards, and supplier activity tracking, delivering a high-end, software-like user experience. To handle the multi-column supplier logic, we'll use a combination of data validation and targeted conditional formatting rules. For the conditional formatting states, we'll build a robust logic based on the sequential filling of key cells to ensure accurate row highlighting. Can you confirm if you have a preferred color palette or branding guidelines for the dashboard's visual design?
€450 EUR in 15 days
8.3
8.3

Hi, I will build your Libro1 tracker into a premium dashboard with auto-incrementing IDs, the 4 supplier slots with status dropdowns, and row-level conditional formatting across all five phases (yellow, orange, blue, red, green). For the supplier matrix, I will use INDIRECT references to your master Suppliers sheet so each dropdown stays in sync, and the STATUS columns will drive conditional formatting per cell and per row independently. One question: do you want the YoY financial charts built with native Excel charts or are you open to using Power Pivot for deeper slicing? I am happy to share relevant dashboard examples in our chat. Send me a message and we can go over the details. Best regards, Kamran
€34 EUR in 10 days
8.5
8.5

Reviewed given attachments -------------I got the given requirements and am confident in transforming your Excel tracker into a professional, automated project management system with advanced dashboards and analytics. I will implement the multi-supplier logic using dynamic dropdowns, conditional formatting, automated status tracking, sequential IDs, KPI dashboards, and YoY analytics while keeping the workbook fast, scalable, and easy to maintain. Please ping me to get started and receive outstanding quality work. Thanks!!!
€250 EUR in 7 days
8.1
8.1

Greetings, I see you're looking to transform your existing project tracking spreadsheet into a sophisticated dashboard that effectively manages the entire project lifecycle. My approach would involve redesigning the structure to include automated ID generation and dynamic dropdown lists for clients and suppliers, ensuring data integrity and seamless updates as projects progress. For the multi-column supplier logic, I would create dedicated supplier slots with dropdowns linked to your master list. Conditional formatting will visually indicate the status of each supplier and project phase, making it easy to track progress. Additionally, I will focus on crafting a visually appealing dashboard that features clean layouts, intuitive navigation, and insightful analytics to help you monitor key metrics. I look forward to the opportunity to assist you in this project. Best regards, Saba Ehsan
€200 EUR in 4 days
7.4
7.4

Hi, I’ve built advanced Excel workflow systems with automation, dynamic data validation, conditional formatting, dashboards, KPI cards, and Power Query/Power Pivot. I’ll transform your workbook into a premium project management solution with sequential ID generation, master client/supplier lists, intelligent supplier tracking across all four slots, automated project status coloring, payment monitoring, and a modern interactive dashboard with YoY analytics, slicers, KPI cards, and supplier insights. The multi-supplier logic will be handled using structured tables and dynamic formulas, while conditional formatting will accurately reflect every project stage based on your workflow rules. I can also share examples of similar professional dashboards I've developed. Best regards, Muhammad Usman
€180 EUR in 3 days
7.0
7.0

Hi there, I have carefully reviewed the project requirements for the Premium Excel Dashboard & Tracker project, specifically focusing on the need to redesign and automate the existing project tracking spreadsheet Libro1.xlsx. Let's chat and discuss it further. To handle your project, I will start with setting up automated ID generation and dynamic client and supplier lists to ensure data integrity. I will then create a dynamic supplier matrix with status control and automation features. Additionally, I will implement automatic project status changes based on specific logic and integrate storage and hyperlink functionalities seamlessly. My approach will prioritize a premium UX/UI design with advanced analytics, ensuring a visually stunning interactive dashboard with clean corporate color palettes, intuitive navigation, and detailed historical analytics and KPI cards. Deliverables include a fully automated, visually appealing Excel dashboard with advanced analytics capabilities. Before signing-off my bid, I would like to ask a question, i.e., how frequently would you require updates or modifications to the dashboard once it is completed? Warm Regards, Aneesa.
€100 EUR in 1 day
6.6
6.6

AVAILABLE TO START IMMEDIATELY..,,. I will deliver your professional Excel dashboard with automated IDs, dynamic client/supplier lists, a 4-slot supplier matrix with status tracking, and conditional formatting using advanced Excel functions and VBA. 10+ years Advanced Excel experience, Certified VBA Programmer, MBA.
€51 EUR in 1 day
6.6
6.6

With my 18+ years of experience as a web developer, I have amassed a wealth of knowledge in creating robust, custom spreadsheets fitting for a variety of needs. In particular, as an expert in automation and data management, I am capable of transforming your existing project tracking spreadsheet into an efficient workflow tool that ensures data integrity and enhances overall productivity. My skills in utilizing Data Validation Dropdowns to prevent typographical errors and conditional formatting to track project statuses are some key examples that signify my merit for your project. Another area of focus for me has been ensuring seamless cloud storage integration by effectively using hyperlinks. Your requirement for columns to accept standard Windows file hyperlinks falls squarely within my purview, thanks to my experience with Google Drive on Windows. Finally, communication and teamwork have always been the cornerstones of my success. My strong interpersonal skills allow me to liaise effectively with clients and take into account all their specific requirements, making their satisfaction my topmost priority. Together with my multifaceted abilities and penchant for delivering quality work, I’m confident I can create an excel dashboard able to streamline your business processes efficiently and effectively. Let’s discuss your vision in further detail - The resulting blend of my skills and your ideas will yield an exceptional solution perfect for your business needs.
€250 EUR in 7 days
6.8
6.8

Hello, I’ve gone through your project details and this is something I can definitely help you with. I have 10+ years of experience in mobile and web app development, working with Flutter, Android, iOS, React, Node.js, and APIs. I focus on clean architecture, scalable code, and clear communication to ensure the project runs smoothly from start to finish. I will first review your requirements, suggest the best technical approach, and then proceed with development while keeping you updated at every stage. Here is my portfolio: https://www.freelancer.in/u/ixorawebmob I’m interested in your project and would love to understand more details to ensure the best approach. Could you clarify: 1. Do you need this for mobile, web, or both? 2. Do you already have UI/UX designs or should we create them? 3. Will there be any third-party API or payment gateway integration? 4. What is your expected timeline for completion? 5. Are there any reference apps or websites you like? Let’s discuss over chat! Regards, Arpit Jaiswal
€155 EUR in 25 days
7.1
7.1

⭐ PREMIUM EXCEL PROJECT TRACKER & EXECUTIVE DASHBOARD DEVELOPMENT ⭐ Hello, I've read your project carefully and understand that you're looking for far more than an Excel spreadsheet—you want a premium project management system with intelligent automation, a polished user experience, and executive-level analytics. I'll transform your existing workbook into a robust workflow solution that automates project tracking from RFQ to payment, enforces data integrity, and provides a visually impressive dashboard for real-time business insights. ✅ How I will help: ➜ Build automated sequential Project IDs, dynamic Client and Supplier master lists with data validation. ➜ Design the 4-slot supplier matrix with status tracking and conditional formatting for RFQs and purchase orders. ➜ Implement intelligent row-based project lifecycle automation (RFQ → Quote → Active → Invoiced → Paid → Overdue). ➜ Create a premium executive dashboard featuring KPI cards, YoY revenue analysis, seasonality trends, supplier analytics, and interactive slicers. ➜ Ensure Google Drive hyperlinks, formulas, formatting, and navigation remain seamless and easy to maintain. ✅ TOOLS I WILL USE: Microsoft Excel • Power Query • Power Pivot • VBA • Pivot Tables • Advanced Formulas (XLOOKUP, SUMIFS, INDEX/MATCH) ➜ I'm ready to begin immediately and will deliver a modern, scalable workbook that feels like a professional business application rather than a traditional spreadsheet. Best regards, Naresh
€250 EUR in 1 day
6.0
6.0

As a full-stack developer with a broad range of skills and extensive experience in AI, web development, and end-to-end project delivery, I am confident in my abilities to tackle and exceed your expectations for your Excel project. You've presented several unique challenges that require high-level problem-solving skills and attention to detail—two qualities I have honed through years of working on complex, customized web applications. My background in AI is particularly relevant to your project's objectives. For instance, I am well-versed in using AI to implement powerful data management solutions as well as document search and automation tasks – skills that align perfectly with the requirements you have outlined. Furthermore, my proficiency in JavaScript and PHP ensures I'm up to the task of creating a robust, efficient, and automated Excel dashboard that manages your project's lifecycle seamlessly. Let's not forget about the tech integration needs you've expressed regarding Google Drive compatibility. As an experienced developer, I understand the importance of smooth hyperlinks between folders and documents without any risk of breaking typography or compromising layout. I will ensure that all such storage and hyperlink integrations meet industry standards while seamlessly reflecting preferences consistently across Windows systems.
€90 EUR in 3 days
6.2
6.2

Hi, I can turn your existing workbook into a professional project management system with the automation, data integrity, and premium dashboard you're looking for. The 4-supplier setup will be handled with independent dropdowns linked to a master supplier list, each with its own status tracking and automatic color updates. I'll also implement rule-based conditional formatting so projects move through every stage from RFQ to Paid without any manual tracking. Along with the automation, you'll get a clean, modern dashboard featuring KPI cards, revenue trends, YoY comparisons, seasonality analysis, supplier insights, and intuitive navigation that feels more like a business application than a spreadsheet. I've built advanced Excel dashboards with VBA, Power Query, formulas, and interactive reporting, and I'd be happy to share relevant examples. I can start immediately and deliver a polished, reliable solution that is easy to maintain and scale. Looking forward to discussing your project. Best Regards KK
€140 EUR in 3 days
6.2
6.2

Hi I understand you are looking for a hands-on, premium Excel dashboard and tracker that delivers clear visuals, fast insights, and reliable data analysis, with robust VBA/macros and smooth integration with your PHP/JavaScript stack where needed. I’m a results-driven developer with a strong focus on data visualization, Excel automation, and repeatable workflows. I translate data into actionable dashboards, build scalable Excel models with VBA and macros, and design practical, user-friendly interfaces that stakeholders can trust. My approach is to turn complex data into a living tool you can use daily, with clear next steps and measurable outcomes. For your project, I would start with a quick discovery to map data sources, KPI definitions, and reporting needs. Then I’ll deliver an iterative build: data ingestion and normalization, dashboard layout and interactivity, VBA-driven automations, and optional web parity where PHP/JS feeds are involved. Each phase ends with a working prototype and a concise acceptance checklist, culminating in a polished, production-ready dashboard and a reusable template set. I can also provide concise reference guides and a lightweight maintenance plan to keep the dashboard reliable and easy to update as your data evolves. Best, Justin
€140 EUR in 7 days
6.2
6.2

Drawing from my extensive experience as a developer, I’m well positioned to take on your project to create a dynamic Excel dashboard with powerful automation capabilities. With a sharp eye for detail and an analytical mindset, I can create a robust structure that allows for accurate data entry and maintenance of all project lifecycle phases. My skillset, honed over two decades, prioritizes your data integrity and setup requirements such as automatically generating sequential IDs and ensuring dropdowns are accurately linked to separate master lists. At every stage, I’ll focus on delivering clean, scalable solutions that remain stable even as your needs evolve. Your need for a dynamic supplier matrix and tracking is one that I’m excited to tackle. My proficiency in JavaScript will significantly aid me here. To ensure a seamless process, I will update the structure of supplier columns using informative timestamps, automate progress tracking through color-coded conditional formatting, and optimize supplier status control for better transparency and response time. The use of instant color changes via conditional formatting will save you valuable time by allowing you to track the RFQ (quote phase), Purchase Orders (project phase) or payments at a glance. In addition to streamlining the overall workflow and documenting project milestones within the spreadsheet itself, I can leverage my skills in PHP to enable usability beyond Excel.
€98 EUR in 5 days
5.6
5.6

Hi, I can definitely help you redesign and automate your Excel project tracker into a professional workflow and dashboard. I’ll create automatic IDs, client and supplier master lists with dropdowns, supplier status tracking, smart conditional formatting for every project stage, and formulas for VAT and payment monitoring. I’ll also build a modern dashboard with KPI cards, YoY revenue analysis, supplier analytics, and easy navigation while keeping the design clean and user-friendly. Hyperlink support for your Google Drive files will work smoothly without affecting the layout. I have two quick questions: 1. Which Excel version are you using (Microsoft 365, 2021, etc.)? 2. Do you want the dashboard to refresh automatically when new projects are added, or with a single Refresh button? Thanks, and I look forward to working with you!
€30 EUR in 1 day
5.3
5.3

I have done a similar project a week ago. I am sure you will give me more projects after this. I am interested to do this project too and ready to complete this within the timeline. Kindly check my profile to see all rating and reviews given by clients. Hoping to hear from you soon. Payment after completion.
€140 EUR in 3 days
5.2
5.2

⚠️ If you're not happy, you don’t pay. ⚠️ Hi there, thank you for sharing the detailed project brief. I can build your advanced project tracking spreadsheet using Excel VBA with a premium, efficient, and dynamic design. I will deliver: • Automated ID generation • Dynamic client and supplier lists • Supplier slots with status control and automation • Conditional row formatting for project stages • Smooth integration for Windows file hyperlinks You will also receive comprehensive documentation for easy understanding and seamless support post-delivery. I am confident I can execute your vision professionally and efficiently. Looking forward to discussing timelines and next steps. Best regards, Chirag.
€150 EUR in 7 days
4.7
4.7

With a project as intricate and multifaceted as yours, it's crucial to work with developers who not only understand the technical aspects of the job but also the nuances of your specific requirements. As a seasoned problem solver, I bring my deep understanding of JavaScript and PHP, both of which are heavily used in Excel automation and data management tasks. One of the core strengths at Solves Inn is our ability to build user-friendly, scalable systems that cater exactly to the unique needs of our clients. Your demand for various automated functions like sequential ID generation, dynamic client & supplier lists and hyperlinks aligns perfectly with our expertise. Furthermore, we at Solves Inn believe great software isn't just about ticking boxes - it's about delivering efficient and reliable solutions that scale with your business. Through our experience working with different industries and stringent quality control measures, we've honed-in on a robust agile development process that assures timely delivery without compromise.
€200 EUR in 5 days
4.8
4.8

Hi there, Thank you for sharing such a comprehensive and thoughtfully detailed brief. We’re Demivision LLC, a team of Excel experts and workflow automation specialists with extensive experience in transforming ordinary spreadsheets into advanced, user-friendly business tools. We fully understand your vision: a robust, automated, and visually striking tracker that not only manages project lifecycles but also provides actionable insights through a premium dashboard experience. Your requirements for dynamic supplier management, automated status workflows, and seamless integration with Google Drive hyperlinks align perfectly with our capabilities. For your multi-column supplier logic, we propose using dedicated dropdown fields for each supplier slot, all dynamically linked to your master Suppliers list. Status columns beside each supplier slot will be driven by data validation and enhanced with conditional formatting—automatically highlighting supplier cells green when their status is updated to “Sent” or “Received.” This enables real-time visual tracking without manual intervention. To manage conditional formatting for project phases, we will implement a rule-based system that adjusts entire row colors according to the exact workflow logic you described. This includes automatic overdue payment flags and seamless transitions as projects move from RFQ through to completion and payment. For the dashboard, our team will craft a modern interface with custom navigation buttons, clear slicers, and visually impactful KPI cards. Our dashboards feature clean corporate palettes, intuitive slicer layouts, dynamic YoY analytics, and supplier participation heatmaps—ensuring both analytical depth and premium user experience. Please find attached examples of our previous Excel dashboards, showcasing our design standards and advanced automation. We’re excited to help elevate your tracker to a truly professional tool and look forward to discussing how we can tailor it exactly to your needs.
€140 EUR in 5 days
4.6
4.6

Hi there, I am A.R.M. MASUD with a strong background in data science. I am pleased to present this proposal for data visualization and dashboard development services. I specialize in transforming raw data into meaningful, interactive visual representations that provide actionable insights. I leverage cutting-edge tools such as Power BI, Tableau, Looker Studio, and other visualization platforms to create custom dashboards and data visualizations tailored to your unique business needs. I aim to empower your organization with intuitive, user-friendly, and insightful data analytics solutions. I design and develop dynamic dashboards featuring interactive charts, graphs, and reports. I create tailored reports that reflect key performance indicators (KPIs), trends, and metrics based on business objectives. I integrate data from multiple sources, including Excel files and APIs. I build fully functional interactive dashboards with real-time or scheduled data updates and custom visualizations, charts, graphs, and KPIs tailored to your business requirements. https://www.freelancer.com/u/MZITSERVICES Thank you for considering your dashboard development project. I am confident that our expertise and commitment to excellence will add significant value to your business operations. Thanks A.R.M. MASUD
€70 EUR in 2 days
4.7
4.7

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