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We’re looking for a highly skilled Excel expert to redesign our existing annual budget planner spreadsheet, which contains 27 tabs. The objective is to keep all current functionalities intact while elevating the design and adding innovative features tailored to our datasets. What We’re Looking For: 1. Cleaner, modern dashboard/sheets 2. Updated colors, fonts, and chart styles 3. A more graphical and user-friendly navigation/menu bar 4. Unique functionality such as an automated insights panel, smart trend highlights, or a scenario simulator Ideal Candidate: You should have a strong background in finance, accounting, spreadsheet formulas, data analysis, and user-friendly design. Creativity and an eye for aesthetics are equally important, as we want this budget planner to be both powerful and visually engaging. Scope of Work: 1. Redesign & Standardize all 27 tabs/sheets to ensure consistency, clarity, and logical cohesion. 2. The redesigned workbook must be lightweight and mobile friendly. 3. Upgrade Dashboards/Sheets with modern visuals, including updated colors, fonts, charts, and design aesthetics with system-like interface, layered, floating shapes. 4. Redesign Dashboards that display annual, monthly, bi-annual, quarterly data. 5. Build selectable color theme options 6. Improve Navigation through intuitive, graphical menus or navigation bars. 7. Add dynamic charts and PivotTables and Power Query where needed 8. Add Custom Functionalities, including but not limited to: i. Automated insights panel ii. Smart trend highlights iii. Scenario simulator 9. Additional supporting tabs (if required) 10. Ensure the final product works flawlessly on both Microsoft Excel (.xlsx and .xlsb) and Google Sheets (.gsheet), preserving all visuals, fonts, colors, graphics, images, and functionalities. Both versions must be populated with meaningful dummy data to test and verify all features. 11. Ensure implementation for both platforms (Excel and Google Sheets) must be achieved without the use of macros or scripts. 12. Ensure the product is modular, so individual components (e.g., debt calculator, net worth sheet, etc.) can function independently. 13. Ensure that the workbook is fully optimized for performance, including fast processing, minimal loading times, smooth navigation across tabs, and efficient handling of large datasets without lag or errors. 14. Ensure all formats stated above functions flawlessly on all devices (PC, laptop, Mac, Android tablets, Android phone, iPad, iPhone) 15. Provide documentation user guide and training 16. Provide unlimited revisions If you have the skills to transform this spreadsheet into a modern, visually engaging, and highly functional budget planner, we’d love to hear from you!
Projekt-ID: 39751264
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I’m an Excel and Google Sheets expert with strong experience in financial modeling, dashboards, and data visualization. I can completely redesign your 27-tab annual budget planner into a modern, consistent, and user-friendly tool while keeping all existing functionalities intact. ✔ Clean, professional design with updated colors, fonts, and charts ✔ Intuitive navigation/menu bar for seamless use ✔ Advanced features like automated insights, smart trend highlights, and scenario simulation ✔ Standardized layouts across all tabs for clarity and efficiency ✔ Unlimited revisions until you’re 100% satisfied My focus is to create a powerful yet visually engaging planner that enhances decision-making and works smoothly in both Excel and Google Sheets. Let’s collaborate to transform your budget planner into a next-level financial tool.
$250 USD på 7 dage
5,9
5,9

$0 USD på 1 dag
4,4
4,4
185 freelancere byder i gennemsnit $398 USD på dette job

With extensive experience as a full-stack developer and a specialization in data analysis, my skills are perfectly aligned with your project needs. Not only have I worked extensively with Microsoft Excel and Google Sheets, but my proficiency in visualizing data and creating intuitive interfaces will ensure the redesign of your annual budget planner is top-notch on both functionality and aesthetics. One of the key aspects your project demands is an innovative touch - that's where I find my strength. Over the course of my 7-year career, I’ve consistently leveraged the power of spreadsheets and automation to create customized solutions for large-scale businesses including Metlife GOSC and DXC technologies. Bearing this practical experience in mind, I could go beyond the standard task list in refining your budget planner. Moreover, our alignment extends beyond skills - it's about work ethic too. I'm ready to offer unlimited revisions until you're fully content with the final product, because your satisfaction is paramount to me. My time management expertise ensures a swift turnaround without compromising quality – saving not just time but also money for you. Let's make this project speak for itself as a testimony to our successful partnership!
$500 USD på 7 dage
8,6
8,6

Dear Steve Y., I am Sahil D., a seasoned Graphic Designer with over 7 years of experience. I have carefully reviewed your project requirement for the Annual Budget Planner Excel Redesign and I understand the need to maintain existing functionalities while enhancing the design and adding innovative features. To achieve this, I plan to start by standardizing and modernizing all 27 tabs/sheets with cleaner, modern dashboards and updated colors, fonts, and chart styles. I will focus on creating a more graphical and user-friendly navigation/menu bar for easy accessibility. Additionally, I will work on developing unique custom functionalities such as an automated insights panel and smart trend highlights to elevate the user experience. I believe my expertise in user-friendly design and spreadsheet formulas align well with the project requirements. Please connect with me in the chat to discuss further details. You can view my portfolio at www.freelancer.com/u/sahildogra222 Looking forward to collaborating with you on this project. Best regards, Sahil D.
$250 USD på 1 dag
8,3
8,3

I am an ACCA, APA and MBA finance. After carefully reading your project description, I think that I am the perfect candidate! With over 13 years of experience with advance use of excel and various book keeping softwares. I can guarantee getting the job right the first time. Feel free to view my 100% positive reviews before you hire me and rest assured that you will receive top-quality work at an affordable cost. Kind regards, Javed
$500 USD på 1 dag
8,2
8,2

"Sir/Madam, Creating Dashboard that is fully automated and Visually appealing in Excel is my specialty. I will be creating it using Pivot tables charts and graphs with the addition of Macro VBA if needed. You will get the following in your dashbboard: 1) FULLY AUTOMATED 2) VISUALLY APPEALING 3) UPDATING AUTOMATICALLY WITH EVERY CHANGE IN DATA 4) WILL COME WITH FILTERS SO THAT YOU CAN SEE THE CHARTS WITH FILTERED CRITERIA 5) WILL BE EASY TO USE AND UNDERSTAND 6) NEW SHEETS WITH SPECIFIC CRITERIA WILL BE AUTOMATICALLY CAPTURED BY THE DASHBOARD. This is my field and I can I can handle this task very efficiently and you can expect 100% accuracy from me. About me I am a Certified Business Accountant with more than 8 years of experience including 4 years from the worlds leading Accountancy and auditing firm ""PWC"" and 1 year working at managerial level in Multination company and 3 years as freelancer. I am EXCEL, VBA, MACROS, GOOGLE SHEETS, ACCOUNTING, FINANCE, BUDGETS ADVANCE LEVEL EXPERT. I have been working as a freelancer from the last 3 years and I have 390+ 5 stars reviews here. I am not new to work. I know how to meet strict deadlines without compromising the quality of the work. Note. The price is negotiable and we can agree on a mutual price. I will be available for any query round the clock WITHOUT any further cost even if the project is completed as i am making permanent clients. Regards Arman Kakar"
$440 USD på 3 dage
7,9
7,9

Hello! I specialize in advanced Excel and Google Sheets design with over 9 years of experience creating visually engaging, user-friendly, and highly functional spreadsheets. I can transform your 27-tab budget planner into a modern, intuitive tool without losing any current functionality. Here's how I can help: * Redesign all tabs with clean, consistent layouts, updated colors, fonts, and chart styles * Build a graphical, intuitive navigation/menu bar for easy access across sheets * Add innovative features like automated insights panels, trend highlights, and scenario simulators * Ensure compatibility with Excel and Google Sheets while maintaining robust formulas and data integrity * Provide unlimited revisions to achieve a polished, professional final product Could you share the current spreadsheet so I can assess existing functionality and propose the most effective visual and functional enhancements?
$500 USD på 4 dage
7,4
7,4

Hello, I have carefully reviewed your project details and understand that you need a complete redesign of your 27-tab annual budget planner while maintaining existing functionalities and enhancing its design with innovative features. With strong expertise in Excel, Google Sheets, and advanced data visualization, I can transform your current planner into a modern, visually engaging, and highly functional tool. My approach will begin with analyzing your existing file to map out dependencies, formulas, and structures to ensure no functionality is lost. I will then redesign each tab with clean layouts, updated color schemes, fonts, and chart styles to provide a professional, modern look. To make the planner intuitive, I will create a graphical navigation menu for seamless access across all sheets. Beyond aesthetics, I will implement advanced features like an automated insights panel using formulas and conditional formatting, smart trend highlights powered by dynamic charts, and a scenario simulator built with custom logic in Excel. Would you like the scenario simulator to focus on revenue, expenses, or both so we can tailor it to your financial needs from the start? • Ready to see why I'm the right fit for your project? Head over to my profile for client reviews and a glimpse of my portfolio: https://www.freelancer.com/u/ShaikhAneesa/Excel-Automation Let’s connect and get this planner redesigned into a powerful yet user-friendly tool. Best Regards, Aneesa.
$250 USD på 1 dag
7,2
7,2

✨ Steve I will do Annual Budget Planner Excel Redesign ✨ Hi, Steve Y. ! Your project description caught my attention "Annual Budget Planner Excel Redesign", and I've taken the time to thoroughly review it. As a creative designer with extensive experience in Graphic Design, I'm excited to offer you multiple design options within just a few hours, along with unlimited revisions and a 100% money-back guarantee. Steve Please come to the CHAT or a FREELANCER CALL to talk more about your project. I promise I will provide you quality work within your budget and timeline with 101% job satisfaction. Check out my profile here: ✨ https://www.freelancer.com/u/KomalShaikh9200 ✨ Looking forward to hearing from you soon. Thank you, Komal :)
$250 USD på 3 dage
7,2
7,2

Hi Steve, Thank you for considering my proposal. With over 8 years of real-world experience and freelance expertise in Excel, I am well-equipped to assist with your Annual Budget Planner Excel Redesign project. I have carefully reviewed the project requirements and am eager to discuss how I can enhance the design and functionality of your existing spreadsheet. I would like to connect with you in chat to further discuss your project and explore how I can bring a fresh perspective to your budget planner. Your vision for a cleaner, more modern dashboard with innovative features aligns with my expertise in spreadsheet formulas, data analysis, and user-friendly design. Looking forward to collaborating with you on this project. Regards,
$250 USD på 1 dag
7,2
7,2

Hello, I’m excited to offer my expertise to help you achieve your project goals. As a Certified Project Manager and Expert Trainer with a proven track record at Zayer Tech, I specialize in delivering tailored solutions that drive efficiency and innovation. My team and I bring a unique blend of project management expertise and AI-driven capabilities to streamline processes and enhance outcomes. What I can offer: AI Integration & Automation: From no-code/low-code tools like Zapier and Power Automate to custom workflows and API integrations, I optimize business efficiency. Documentation Excellence: Comprehensive project proposals, business plans, SOPs, and technical documentation, all crafted with precision. Digital Marketing Mastery: Targeted strategies, SEO optimization, and brand growth via social media and paid ads. Web & Content Management: WordPress design, e-commerce integration, and content optimization tailored to your audience. Project Management Expertise: Agile methodologies, resource planning, and stakeholder engagement to ensure project success. With advanced proficiency in tools like JIRA, ClickUp, Slack, and Figma, I ensure seamless collaboration and real-time tracking to meet your deadlines and expectations. Let’s collaborate to transform your vision into impactful results. I’m eager to discuss how my skills align with your project needs. Thank You
$500 USD på 7 dage
6,9
6,9

Greetings, I can assist you in redesigning your extensive 27-tab annual budget planner to elevate both its functionality and visual appeal without compromising any existing features. With deep expertise in Excel and Google Sheets, I specialize in crafting clean, modern dashboards combined with advanced formulas and data analysis techniques. I’ll create a user-friendly, graphical navigation system and incorporate innovative tools like automated insights, smart trend highlights, and scenario simulators tailored to your datasets. My approach balances technical precision with creative design—standardizing all tabs for consistency while introducing layered, floating shapes and intuitive interfaces that make complex data easy to explore. The goal is a powerful yet elegant budget planner that feels more like a dynamic financial system than a spreadsheet. I offer unlimited revisions to ensure the final product perfectly fits your workflow and expectations. Let’s discuss your current file and timeline so I can share examples of similar projects and outline how we’ll transform your planner into a modern, insightful tool. Regards, Arwa M.
$500 USD på 7 dage
6,5
6,5

About me ADVANCE EXCEL , more 7 years experience I am a CERTIFIED Excel VBA Programming , CERTIFIED Business Analytics and i have a MASTER of BUSINESS ADMINISTRATION
$250 USD på 2 dage
6,4
6,4

Being a data scientist and Excel Guru by profession, I can guarantee you an outstanding revamp of your existing annual budget planner. With expertise in Data Analysis, Statistical Modeling, Machine Learning and excellent skills in using Microsoft Excel and Google Sheets, I'd deliver a revamped product that's visually appealing, functionally astute yet retaining all its original features maximally. Choosing me for this task will bring in the right combination of desirable traits - technical competence coupled with creativity. My command over Visual Basic can power up your spreadsheet with components like automated insights panel and scenario simulators - satisfying your unique needs for added functionalities. Best Regards Harvinder
$255 USD på 2 dage
6,2
6,2

Hi there! My name is Shagun (Verified Freelancer) ☑️ I understand that you're looking for an Annual Budget Planner Excel Redesign. I believe I am the best fit for this project. I'm a versatile graphic professional with over 8 years of extensive experience in ⚡ Graphic Design, ⚡Excel. I have a few questions to ask. Let's connect for a quick chat or call. I am Available I appreciate your consideration! Shagun❣️
$250 USD på 1 dag
6,2
6,2

Hi Can you share your Annual Budget Planner here so i can Redesign with modern and professional look which format file you need at the end? NT
$250 USD på 7 dage
6,4
6,4

Hi, I have gone through the Job details and am interested in taking it up. I need you to share more details with me, and I will deliver the required tasks fast and accurately. We will negotiate my fees depending on how many hours it will take to fulfill the work. I’m Ahmed Hassanein. I’ve been working with MS Office since the 90’s as a user, developer, and trainer. I've been using formulas, VBA, and macros in Excel since 2004. I completed Excel VBA and Google Sheets Apps Script jobs for happy customers (check my job reviews). I have over 25 years of experience supporting systems and users in the information technology field such as office applications, domain servers, application servers, network security, information systems audit, etc. I would be happy if we connect to talk more about your Job and discuss how I can help you accomplish it. Thank you and kind regards
$350 USD på 7 dage
6,2
6,2

Hi there! Your annual budget planner redesign project caught my attention – transforming a 27-tab spreadsheet into a modern, visually engaging tool sounds like an exciting challenge! I specialize in creating sophisticated Excel solutions that blend powerful functionality with clean, intuitive design. I'll redesign your planner with a sleek dashboard featuring floating elements and system-like interfaces, while preserving all existing formulas and data relationships. My approach includes building an automated insights panel that highlights key trends and anomalies, plus a scenario simulator for "what-if" analysis. I'll also create a intuitive navigation system using custom buttons and interactive elements that make switching between your 27 tabs effortless. What sets me apart is my focus on both aesthetics and functionality – I use advanced conditional formatting, dynamic charts, and smart data validation to create spreadsheets that feel more like professional software applications. I'll ensure full compatibility with both Excel and Google Sheets, and I'm committed to unlimited revisions until you're completely satisfied. Ready to transform your budget planner into something extraordinary? Let's discuss your vision and make it happen!
$250 USD på 7 dage
6,5
6,5

Hi there, My name is Isme A., Project Executive at 8veer Consultancy. Thank you for considering us for your annual budget planner redesign. We understand your need to modernize a 27-tab Excel workbook while keeping current functionality intact and introducing advanced, user-friendly features. Our financial modeling team has extensive experience designing interactive dashboards with automated insights, scenario simulators, and smart trend visualizations. We focus on clean layouts, intuitive navigation, and consistent design across all sheets, ensuring seamless usability in both Excel and Google Sheets. We’re ready to begin this transformation immediately. Yours sincerely, Isme A. Project Executive Project Management Office (PMO) 8veer Consultancy Ref: 8V-PMO-FRC
$550 USD på 8 dage
6,3
6,3

Hello Steve Y., I have read the project details and understood the overall requirement. I am Abdul, with 5 years of experience in Visual Basic, Graphic Design, Data Entry, Excel, Data Visualization, Data Analysis, Google Sheets, and Data Management. I have successfully delivered multiple projects in the same domain. For the Annual Budget Planner Excel Redesign project, I plan to redesign and standardize all 27 tabs/sheets for consistency, upgrade dashboards with modern visuals, improve navigation for ease of use, develop unique custom functionality, and offer unlimited revisions for final satisfaction. You can view my portfolio here: https://www.freelancer.com/u/mannanmaan1425 Please ping me back so we can discuss the project further in the chat. Best regards, Abdul
$250 USD på 3 dage
5,9
5,9

Not only am I Nitin, a highly experienced and qualified Chartered Accountant (CA), CPA (US), and ACA, but I also have an intimate understanding of the financial landscape you're navigating, which makes me uniquely positioned to tackle your annual budget planner redesign. Over the course of my 9-year career, I've covered an extensive range of financial services, including budgeting, a task that goes hand-in-hand with its underlying tool- Excel. They say "numbers tell a story," I say "Good numbers tell a compelling story." By transforming disorganized data into comprehensive financial statements and carrying out detailed analysis, I can identify trends, areas for growth, and create strong budgets. This skillset will allow me to understand your existing spreadsheet deeply- element by element - to not only revamp it aesthetically but also deliver dynamic functionalities and insights specific to your organization's datasets. In addition to being an esteemed financial professional, I'm also an artist at heart - well, kind of! As a passionate Excel user, I've developed proven skills in creating aesthetically pleasing and user-friendly dashboards.
$350 USD på 7 dage
6,1
6,1

Hello I’ll redesign your 27-tab annual budget planner to keep every current formula and function intact while delivering a clean, modern interface, a graphical dashboard, improved navigation/menu bar, and advanced features like an automated insights panel, smart trend highlights and a scenario simulator — fully compatible with Microsoft Excel and Google Sheets. Deliverables include: redesigned and standardized tabs, polished charts and typography, an intuitive menu/navigation, the custom analytics widgets, clear documentation, and unlimited revisions until you’re satisfied; I’ll also provide the updated workbook and a short handover guide and can start as soon as you share the current file and any priority areas. Regards Muhammad
$250 USD på 1 dag
5,7
5,7

kuala lumpur, Malaysia
Betalingsmetode verificeret
Medlem siden nov. 16, 2011
$250-750 USD
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