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We are looking for an experienced Excel developer to create custom dashboards for our Opportunity Tracker spreadsheet. This project involves transforming an existing data-heavy spreadsheet into an interactive and visually appealing dashboard to provide quick insights and metrics for our sales organization. Here is a video explaination: [login to view URL] Project Overview: Our company tracks sales opportunities in a comprehensive Excel spreadsheet. While all data resides in a single tab, we need dashboards to quickly visualize and summarize key metrics such as total pipeline value, stage breakdowns, trends, forecasts, and campaign-specific data. Scope of Work: Dashboard Development: Create a dashboard to summarize and visualize key metrics, including: *Total pipeline value. *Breakdown of stages and trends. *Forecasted revenue. *Opportunities closing by month. *Campaign-specific metrics. *Provide drill-down functionality: allow clicking on a metric to filter and display detailed data from the source tab. Data Integration: *Use the existing "All Opportunities" tab as the primary data source. *Ensure dashboards update dynamically as data is entered or updated in the main tab. Additional Dashboard Requirements: Create separate dashboards for: *Marketing data. *Lead channel metrics. *Include visualizations for task tracking within the marketing queue. *Formatting and Usability: Ensure dashboards are clean, professional, and easy to navigate. Use drop-down filters or clickable links for quick data filtering. Key Metrics and Features: *Display opportunities by close date (e.g., this month, next month). *Highlight campaign-based breakdowns for better decision-making. *Exclude irrelevant tabs or metrics (e.g., invoices, meeting schedules). What We Will Provide: Current Excel file with all data. Example Google Sheets dashboard for reference. Detailed explanations of the data structure and metrics. Requirements: Proven experience in Excel dashboard development. Strong skills in data visualization and interactivity (e.g., slicers, conditional formatting). Ability to work with large datasets and create dynamic solutions. Familiarity with sales or marketing metrics is a plus. Deliverables: Functional dashboards as described above. Documentation on how to maintain or update the dashboards. Initial draft for review and final polished version. How to Apply: Please provide: Examples of past Excel dashboards you’ve created. A brief description of your approach to this project. Estimated timeline for completion. Your proposed fee for the project. We look forward to collaborating with a talented freelancer to bring this project to life!
Project ID: 38877973
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Active 1 yr ago
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40 freelancers are bidding on average $177 USD for this job

Hello David, I am thrilled about the opportunity to work on your Excel Development project for custom sales dashboards! Your detailed requirements align perfectly with my expertise in Excel dashboard development and data visualization. I have a few questions to ensure we create the perfect solution. Could you please clarify: - Are there any specific design preferences for the dashboards? Looking forward to your feedback! Regards, Rahul
$155 USD in 1 day
8.8
8.8

Hi there, With extensive experience and proficiency in data entry, data analysis, web research, data mining, lead generation, and Excel/VBA, along with expertise in data extraction using Python and other programming languages, I am confident in my ability to contribute effectively to your project. My dedication, strong work ethic, and commitment to maintaining honesty and fostering positive working relationships align well with the values upheld by your organization. I am enthusiastic about the opportunity to leverage my skills and experience to support in achieving its goals. Thank you for considering my application. I look forward to the possibility of discussing how my qualifications can meet the needs of your team further. Thanks
$250 USD in 7 days
7.3
7.3

Hi there I am an experienced Excel developer with a proven track record in creating custom dashboards. I have strong skills in data visualization and interactivity, as well as the ability to work with large datasets and create dynamic solutions. I have worked on similar projects in the past and am familiar with sales and marketing metrics. For this project, I will create interactive and visually appealing dashboards to summarize key metrics such as total pipeline value, stage breakdowns, trends, forecasts, and campaign-specific data. I will ensure that the dashboards update dynamically as data is entered or updated in the main tab and provide drill-down functionality for detailed data display. I will create separate dashboards for marketing data, lead channel metrics, and task tracking within the marketing queue. The dashboards will be clean, professional, and easy to navigate, with drop-down filters for quick data filtering. I will deliver functional dashboards as described in the project requirements, along with documentation on how to maintain or update them. I will provide an initial draft for review and a final polished version within the agreed timeline. I have attached examples of past Excel dashboards I have created and my proposed approach to this project. I look forward to collaborating with you on this project. Please go through my profile its 15 years old see the work I did over the years. ---> No Win No Fee means that your satisfaction is my utmost priority. <---- Lets discuss the job details. Moreover, I am willing to start the job and perform tasks without even being hired; it is just to show my commitment to this project. Looking forward to hear from you. Regards Shah
$163 USD in 7 days
5.5
5.5

Hello, With extensive expertise in Excel dashboard development and a strong understanding of sales and marketing metrics, I am well-suited to transform your Opportunity Tracker into dynamic, visually compelling dashboards. My approach is methodical and ensures seamless integration of your data with advanced interactivity and usability features. To begin, I will carefully analyze your current spreadsheet and data structure, along with the provided video and Google Sheets example, to design dashboards tailored to your exact needs. I will develop a clean and professional main dashboard summarizing total pipeline value, stage breakdowns, trends, forecasts, and campaign-specific data, while implementing drill-down functionality for detailed insights. I will then create supplementary dashboards for marketing data and lead channel metrics, incorporating drop-down filters, clickable links, and conditional formatting for intuitive navigation. Finally, I will ensure all dashboards update dynamically with changes in the "All Opportunities" tab and deliver comprehensive documentation for ongoing maintenance. 'Hire Me' to receive a polished solution, completed efficiently within the agreed timeline. Best Regards, Aneesa
$250 USD in 1 day
5.2
5.2

As an experienced freelancer with a proven track record in data analysis and visualization, I am confident in my ability to transform your Opportunity Tracker spreadsheet into informative and engaging dashboards. Over the years, I have successfully developed numerous Excel dashboards that entailed compiling and analyzing large datasets while maintaining functionality and visual coherence. My skills extend beyond mere data presentation. I bring a strategic perspective to dashboard development, integrating analytics with actionable insights tailored to meet business objectives. In our partnership, I will ensure your dashboard not only exhibits key sales information like total pipeline value, stage breakdowns, and trends but also encompasses a comprehensive sales funnel representation allowing for effective campaign-specific decision-making.
$140 USD in 7 days
5.3
5.3

As an expert Data Scientist and Engineer with more than 14 years of experience, I'm well-versed in Excel and all the relevant skills needed to successfully complete your project. Process large data sets while my past experience in creating comprehensive business dashboards using Power BI, Tableau and Looker Studio make me uniquely qualified for this project. In addition, my background spans not only data processing but also strategic implementation as well. Having led numerous projects on visualization, business intelligence and data warehousing in the past has instilled in me a deep understanding of how information should be structured for maximum usability. As a result, I can assure you that the dashboards I develop for you will be clean, professional, easy to navigate and most importantly provide quick insights. Efficiency and precision are my hallmarks. Therefore, apart from developing functional dashboards as outlined in your requirements, I promise to draft clearly documented instructions on how to maintain/update them post delivery. You can also rely on me to deliver promptly within the specified time frame at a competitive budget in line with the scope of work involved. This opportunity allows me to merge creativity with technical expertise as we transform your spreadsheet into an interactive dashboard that drives smarter business decisions. Let’s get started!
$140 USD in 7 days
5.0
5.0

I am an expert in Excel Formula, Advance Excel, Excel VBA, Excel Power Query, Excel Integration, Excel Macro, Excel Data Entry, Excel Data Scrapping, Excel Dashboard and API Integration, Excel financial models, Excel Flow Chart, Excel Cash Flow, Excel Balance Sheet, Excel Waterfall Model, Excel Forecasting Models, Excel Prediction Models, Forecasting, Excel ROI, Excel Financial Ratio analysis, Investment, -> Financial modelling and projections, Cash flow, Balance Sheet, Trial Balance, -> Business valuation, Financial reports, Business analysis, Income Tax, Tax Return -> Economic research & analysis of Big.
$30 USD in 7 days
4.3
4.3

Hi David, I can assist in creating an interactive and visually appealing dashboard for your Opportunity Tracker spreadsheet. With over 15 years of experience in Excel, I specialize in developing custom dashboards, leveraging advanced functions, and designing layouts that provide clear insights. Would you mind sharing access to the spreadsheet so I can better understand your requirements and deliver a solution tailored to your needs? I am confident in transforming your data into a dashboard that simplifies tracking and boosts decision-making. I am available to start immediately. Thanks, Ayaz Akhtar
$100 USD in 1 day
4.4
4.4

Hello David, I am excited about the opportunity to collaborate on developing custom dashboards for your Opportunity Tracker spreadsheet. With over 5 years of extensive experience in Excel dashboard development, I am well-versed in transforming data-heavy spreadsheets into visually compelling and interactive dashboards that provide quick insights for sales organizations. My approach will focus on summarizing key metrics such as total pipeline value, stage breakdowns, and forecasted revenue, ensuring that all dashboards are clean, professional, and user-friendly. I will utilize the existing "All Opportunities" tab as the primary data source, implementing dynamic updates as data is entered or modified. I understand the importance of usability and will incorporate drop-down filters and clickable links for efficient data navigation, as well as providing documentation for maintaining the dashboards. I am confident in my ability to deliver functional dashboards tailored to your needs. Could you provide more details on the specific sales metrics you would like to prioritize for the dashboards? Thanks, Rashid
$250 USD in 8 days
3.9
3.9

Hello Sir/Mam I am excited to offer my expertise in Data Analysis to assist . With a robust background in making case studies and projects, proficiency in R, spreadsheet tools, and Tableau, Power BI , SQL , Excel , SPSS Statistics , Data Entry . I am well-prepared to support you in your Project . My ability to deliver exceptional results on time and with utmost quality . I believe that my skill set makes me the ideal candidate for this project Please come on chat we will discuss more about this I will be waiting for your reply . Thank you !
$140 USD in 2 days
4.1
4.1

Dear Client, I bring over 15 years of experience and have successfully delivered 80+ projects during the freelancer as well as other remote freelancers. Some of areas are mentioned below: • Bookkeeping, Accounting, Taxation, compliance, payroll, and system-based solutions. • Data Analytics, Visualization, Advanced Excel dashboards, Power BI, and expert analytics tools for problem-solving, Microsoft, Google sheet • Financial Planning & Advisory, Projections, business plans, financial modelling, investor due diligence, and pitch decks. • Being a FCMA, CIPFA & CPA, I have strong strength on writing different research papers. • ERP Implementation & Advisory: System analysis, business analysis, and gap analysis. • Startup Advisory, FinTech: Dashboards, BizOps, and strategic support for startups. • Strategic Planning, Turnaround, Cost optimization and project recovery. • ESG, Cybersecurity, Forensic audits, compliance, legal & contract advisory. Let’s chat how I can support your business needs effectively. Best regards
$50 USD in 7 days
4.0
4.0

Hello there, I can change your detailed spreadsheet into a visually engaging and easy-to-use dashboard that highlights key metrics like pipeline value, stage breakdowns, and trends. My focus will be on creating a dynamic, user-friendly solution that updates automatically and helps your sales team make informed decisions quickly. With years of experience in crafting data-driven solutions, I’ve worked on projects that turn complex information into clear and actionable visuals. Let’s chat about your project and see how I can help make your ideas a reality. Kind Regards, Arbaz A.
$130 USD in 7 days
1.7
1.7

Hey there, I am an experienced Excel developer with over 5 years of expertise in creating dynamic dashboards tailored to business needs. I can transform your Opportunity Tracker spreadsheet into an interactive, visually appealing dashboard that provides quick insights for your sales organization. My skills include advanced Excel techniques like slicers, conditional formatting, and dynamic visualizations, ensuring the dashboards update seamlessly as data changes. With my background in Excel and sales/marketing metrics, I can deliver this project efficiently and to a high standard. Feel free to review my profile and reach out for more details. Regards,
$140 USD in 2 days
1.7
1.7

With my experience as a tech enthusiast and my proven track record of over seven years in software development, I possess the technical expertise and problem-solving skills needed to transform your Opportunity Tracker spreadsheet into custom sales dashboards. My comprehensive background in languages like JavaScript, Python, MySQL, and frameworks like React.js and Laravel make me adept at handling a project of this magnitude. Keeping the client's expectations at the forefront is what drives me personally and professionally, and I am confident that I can meet and even exceed your project requirements. My experience includes tackling large datasets with dynamic solutions while maintaining simplicity, which aligns perfectly with the need for interactive dashboards you have. Above all, I am deeply committed to efficient communication, meeting deadlines and delivering high-quality work. Given this project's scope, I understand that clear documentation is essential for future reference and maintenance of the dashboards; rest assured, I will provide it diligently. As a freelancer, I offer you dedication, flexibility, a passion for excellence; together we can create sales dashboards that are not only functional but visually captivating too!
$30 USD in 7 days
0.0
0.0

Hi, I’ve read your job description. I am an experienced developer who had expert-level proficiency in Data Processing. Also I will do this project within your budget and timeline and I want to keep in touch with you through this project. I ensure the highest quality of product and 100% satisfaction through my work. I hope to discuss more via chat. Thank you.
$140 USD in 7 days
0.0
0.0

Hello, I am excited about the opportunity to develop custom dashboards for your Opportunity Tracker spreadsheet. With 8 years of experience in web and mobile app development, I specialize in creating interactive and visually appealing solutions tailored to clients' needs. I can transform your existing data-heavy spreadsheet into a dynamic dashboard that provides quick insights into your sales organization. My approach includes ensuring that all key metrics are visually represented and that dashboards are clean and easy to navigate while allowing for drill-down functionality to access detailed data. I guarantee timely delivery at a competitive price, and I am committed to ensuring that the final product meets your expectations. Could you share any specific design preferences or examples of dashboards that you admire? Thanks, Nenad
$200 USD in 5 days
0.0
0.0

As a detail-oriented individual with ample experience in data-related tasks, I am confident that I can deliver tailor-made solutions for your Excel-based sales dashboard project. My proficiency in data entry and handling, financial management, as well as a solid understanding of accounting principles gives me an edge in transforming your Opportunity Tracker spreadsheet into an interactive and visually appeasing solution. I have previously worked on projects similar to yours which involved cleaning up and organizing large datasets like the one you have. In these projects, I successfully implemented dynamic solutions that maintained usability even with vast amounts of data. I believe this experience alongside my proven competence in dealing with numbers will help me develop an efficient, user-friendly and visually compelling custom dashboard for your existing sales tracker. Moreover, my expertise in Excel translates to robust knowledge in data visualization techniques, such as the slicers and conditional formatting that you specified. This means not only can I bring your project to life, but also leave you with a template that can be easily managed or updated by yourself or any member of your team. And finally, regarding pricing and timeline - Let's discuss! I'm confident we can reach a reasonable agreement that aligns perfectly with your timeline and budget!
$140 USD in 7 days
0.0
0.0

I have been certified by IIM K on HR Analytics including Tableau. My expertise will help create this dashboard in an efficient way. Provide me an opportunity
$140 USD in 7 days
0.0
0.0

I believe I am the perfect match for your Excel development project. As an experienced Python backend developer and automation expert, I have a strong foundation in data processing which I can leverage to transform your data-heavy spreadsheet into the visually appealing and interactive dashboards you need. My skills in Python will also be instrumental for creating robust solutions that work efficiently with large datasets, ensuring that your dashboards update dynamically as new data is entered. Additionally, I possess a deep understanding of data visualization and interactivity skills such as slicers and conditional formatting; such skills are essential for developing insightful sales dashboards. Moreover, my experience in developing various frameworks has honed my ability to tailor solutions to specific needs. Drawing from this experience, I will ensure that your dashboards are clean, professional-looking, and easy to navigate by excluding irrelevant tabs or metrics and integrating quick data-filtering mechanisms such as dropdowns or clickable links. Finally, having been in the field for a significant amount of time and delivered precisely tailored applications to clients' needs consistently, I am confident that I can fulfill all the requirements of this project adeptly. In summary, my skills in Python Backend Development, Automation, Data Processing & Entry alongside my understanding of sales/ marketing metrics make me an ideal candidate for your project.
$210 USD in 3 days
0.0
0.0

Hello, With extensive expertise in Excel dashboard development and a strong understanding of sales and marketing metrics, I am well-suited to transform your Opportunity Tracker into dynamic, visually compelling dashboards. My approach is methodical and ensures seamless integration of your data with advanced interactivity and usability features. To begin, I will carefully analyze your current spreadsheet and data structure, along with the provided video and Google Sheets example, to design dashboards tailored to your exact needs. I will develop a clean and professional main dashboard summarizing total pipeline value, stage breakdowns, trends, forecasts, and campaign-specific data, while implementing drill-down functionality for detailed insights. I will then create supplementary dashboards for marketing data and lead channel metrics, incorporating drop-down filters, clickable links, and conditional formatting for intuitive navigation. Finally, I will ensure all dashboards update dynamically with changes in the "All Opportunities" tab and deliver comprehensive documentation for ongoing maintenance.
$140 USD in 7 days
0.0
0.0

Winder, United States
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Member since Jan 10, 2022
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