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My retail data currently sits in a series of Excel spreadsheets and I need it transformed into a single, polished reporting environment that management can explore without my help. The finished workbook must open to a clean, modern landing page that uses a professional colour theme and clear navigation to the supporting analysis tabs. Core analytics – KPI cards for Sales, Orders, Revenue and Profit that refresh automatically when the underlying data is updated. – Dynamic bar, line, pie and donut visuals driven by Pivot Tables / Pivot Charts so trends can be sliced by month, year and category. – “Top” views highlighting best-selling products, leading cities and categories at a glance. – Customer purchase behaviour insights that reveal basket size, repeat purchase rate and average order value. Technical scope All data comes from Excel sources only—no external databases or APIs—so the solution must rely on Power Query, Pivot Tables, slicers and, where useful, Power Pivot or simple DAX to keep performance snappy. The workbook should remain fully editable; I want formulas, queries and measures clearly named and a short README sheet explaining refresh steps and sheet purposes. Acceptance criteria • Single .xlsx (or .xlsm) file delivered, no password protection. • All visuals update correctly when I click “Refresh All”. • Navigation buttons or slicers allow non-technical users to filter any chart in two clicks or fewer. • Colour palette is consistent with the sample screenshots I will provide after award. • Basic documentation (one page) outlining data flow, key measures and any advanced formulas. If you have dashboards that demonstrate similar interactive design, share screenshots or a short screen-capture link so I can confirm the style aligns with my expectations.
Project ID: 40610378
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27 freelancers are bidding on average ₹20,537 INR for this job

Consolidating your retail spreadsheets into one self-service management dashboard management can explore without your help. Here is my execution plan: Landing page: A home screen with navigation buttons routing management to each analysis tab in one click, styled to match the colour palette you will share after award. KPI cards: Sales, Orders, Revenue and Profit wired directly to Power Query so every figure refreshes when you click Refresh All. I will use named measures rather than hard-coded formulas so the logic stays auditable. Dynamic visuals: Bar, line, pie and donut charts driven by Pivot Tables with slicers for month, year and category. Any view filtered in two clicks or fewer, exactly as your acceptance criteria requires. Top performers and customer behaviour: Best-selling products, leading cities, basket size, repeat purchase rate and average order value surfaced via clearly named DAX measures in Power Pivot. Naming matters here because if a figure ever looks wrong, you can trace it in thirty seconds. One risk worth flagging: if your source sheets contain inconsistent date formats across months, Power Query will silently drop rows rather than error. I will build a validation step that flags mismatches before the data hits any Pivot Table. README sheet included covering refresh steps, data flow and measure definitions. Delivery: single .xlsm, no password, within 3 days at 22,500 INR.
₹22,500 INR in 3 days
7.1
7.1

Creating an interactive Excel business dashboard that meets your specific needs requires not just general Excel skills but also an understanding of data analysis, visualization, and the ability to build streamlined functionality using various tools like Power Query, Pivot Tables, and DAX. Fortunately, I possess all these skills and more! In addition to being a meticulous data analyst and processor, I have extensive experience working with complex Excel projects just like yours. Moreover, my portfolio is filled with a multitude of templates and dashboards embodying country-wide sales analysis, purchase behavior insights, pivot tables and charts encompassing donut visuals. All my creations have been lauded by clients for their professional polish, clean data navigation, and accessibility even for non-technical users; attributes in line with what you desire. Lastly but importantly, my track record speaks volumes about my commitment towards efficiency and meeting deadlines without compromising quality. With my services at your disposal, I assure you that the creation of a polished reporting environment from your retail data will be done seamlessly. Let's work together to transform your retail data into strategic insights to help drive your business forward.
₹15,000 INR in 1 day
6.1
6.1

Hello Sir, I will create a polished, fully editable Excel reporting dashboard using Power Query, Pivot Tables, Pivot Charts, slicers, Power Pivot, and DAX where required. I have 7 years of experience in Excel automation, reporting, and dashboard development. I will combine your retail files, build dynamic KPIs, trend visuals, top-product/city/category analysis, customer behaviour metrics, navigation, and a clear README sheet. All charts and measures will refresh through “Refresh All” and remain easy for management to use. I will also match your sample colour theme and provide relevant dashboard samples.
₹19,000 INR in 3 days
5.8
5.8

Hi there, As an experienced resource that has been involved in data analysis, processing, and entry through the use of Excel, I feel I am perfectly suited to accomplish your project's requirements. From creating interactive dashboards with powerful visuals as driven by Pivot Tables/Pivot Charts to utilizing Power Query and simple DAX to maintain a high-performance rate, I have practical knowledge on how to make an intricate requirement like yours snappy and efficient. But where I believe I stand out is my capability to work directly with you and the in-house team ingraining transparency, originality, and professionalism in my work process. This way, I can ensure that the final product dexterously crafted with a clean landing page with clear navigation is consistently aligned with your expectations. Lastly, what sets me apart from others is experience working across numerous sectors in roles that require meticulous data handling and understanding the essence of any business model. This entails intensive use of Excel data management tools thus leading me to be quite proficient in their usage. Regards
₹12,500 INR in 7 days
4.6
4.6

Hello, I’m interested in building your interactive Excel business dashboard and transforming your retail spreadsheets into a polished, management-friendly reporting environment. I have hands-on experience developing Excel and BI dashboards using Power Query, Pivot Tables, Pivot Charts, slicers, KPI reporting, data cleaning, and business analytics. I can structure your workbook so management can explore key performance indicators and insights without technical assistance. I can deliver: * Automated KPI cards for Sales, Orders, Revenue, and Profit * Dynamic Pivot Tables and Pivot Charts for monthly, yearly, and category analysis * Interactive slicers and intuitive navigation * Top-performing products, cities, and categories * Customer insights including basket size, repeat purchase rate, and average order value * Power Query-based data transformation and refresh workflows * Power Pivot/DAX measures where they improve performance and flexibility * A professional, consistent visual theme based on your reference screenshots * Clearly named queries, formulas, and measures * A concise README covering data flow, refresh steps, key measures, and sheet purposes I will ensure the final workbook remains fully editable and that all visuals and KPIs update correctly through Refresh All. I also understand the importance of making the dashboard easy for non-technical users, with filters and navigation accessible within a few clicks.
₹20,000 INR in 7 days
4.0
4.0

Hi, I can help transform your Excel-based retail data into a professional, interactive dashboard designed for management reporting and easy day-to-day use. What I will deliver: -A single Excel workbook with a modern landing page and intuitive navigation -KPI cards for Sales, Orders, Revenue, and Profit that update automatically with Refresh All -Interactive Pivot Tables, Pivot Charts, and slicers for month, year, and category analysis -Top-performing products, cities, and category insights -Customer behaviour analysis including Average Order Value, basket size, and repeat purchase metrics -Power Query and Power Pivot implementation for scalable and efficient data modelling -Consistent colour themes aligned with your brand or sample designs -Navigation buttons and user-friendly filters for non-technical users -A README sheet explaining data flow, refresh steps, and key calculations My approach is to build a clean, fully editable Excel reporting environment that combines strong visual design with fast performance. Every query, formula, and measure will be clearly named and documented to ensure the workbook is easy to maintain and extend in the future. The final dashboard will refresh seamlessly from your Excel source files and provide management with actionable insights in just a few clicks. Regards, Ateeb Rahil Mahedvi
₹15,000 INR in 3 days
3.3
3.3

Hi, I can transform your retail Excel data into a polished interactive business dashboard with KPI cards, Pivot Charts, slicers, navigation, customer insights, and a clean management-friendly landing page. The best solution is to first review your source spreadsheets, sample screenshots, KPIs, categories, and required filters. I’ll then clean and connect the data using Power Query, build Pivot Tables/Charts, create dynamic visuals, add slicers, and design a modern dashboard that updates with Refresh All. I’m comfortable with Excel dashboards, Power Query, Pivot Tables, Pivot Charts, slicers, Power Pivot, DAX basics, KPI cards, retail sales analysis, customer behavior metrics, navigation buttons, and professional workbook design. Deliverables will include: * Interactive Excel dashboard * Sales, Orders, Revenue, Profit KPIs * Bar, line, pie, and donut charts * Month, year, and category filters * Top products, cities, and categories * Basket size and repeat purchase insights * Average order value analysis * Clean landing page * README/data-flow sheet * Fully editable .xlsx or .xlsm file I’ll focus on a clean, fast, easy-to-use workbook that management can explore without technical help and refresh whenever the source data changes. Best regards Ankit
₹25,000 INR in 7 days
2.8
2.8

With FinxisAI, your requirement for a transformative, feature-rich business dashboard is more than fulfilled. Our proficiency in data analysis, management, and processing, coupled with our expert command over Excel, ensures that your project will be delivered with unmatched precision and efficiency. By leveraging powerful tools such as Power Query, Pivot Tables, and slicers combined with possible inclusion of Power Pivot or simple DAX when needed, our data-driven approach will provide you the most optimal solution crucial for superior performance and snappy user-experience. We guarantee a clean and modern interface through professionally-themed color palette, clear navigation backed by impeccable code integrity to drive every desirable functionality such as KPI cards refreshing automatically upon every update of underlying data or easy filtration of charts for non-technical users in minimum number of clicks. If you entrust us with this task, you can expect a state-of-the-art dashboard, seamless user experience and real-time insights without any compromise on quality or aesthetic appeal. Choose FinxisAI to elevate your data reporting - let's start transforming those spreadsheets into a beautifully interactive central hub!
₹18,500 INR in 7 days
2.9
2.9

Thank you for considering my proposal. I have gone through the requirements in detail and understand that you need an interactive Excel dashboard that transforms your retail data into a professional, management-ready reporting solution with automated KPIs, dynamic visuals, and intuitive navigation. I am a Chartered Accountant (ICAI) with 7+ years of professional experience in Excel, Power Query, Pivot Tables, Power Pivot, DAX, and financial dashboard development. I can build a modern, fully editable workbook featuring a clean landing page, automated KPI cards, interactive Pivot Charts, slicers, and drill-down reports for sales, revenue, profit, customer behavior, top products, cities, and categories. The solution will be optimized for performance using Power Query and structured data models, ensuring everything updates seamlessly with Refresh All. I will also include a clear README sheet documenting data flow, refresh steps, key measures, and formulas for easy maintenance. Payment & delivery assurance: ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Timely delivery ✅ 100% commitment to project completion Profile: https://www.freelancer.com/u/caajoys?sb=t I’m available to start immediately and can deliver a polished, user-friendly dashboard that provides actionable insights while remaining simple to maintain and expand. Best regards.
₹12,500 INR in 3 days
3.1
3.1

I would love the opportunity to build your interactive Excel business dashboard. I have experience creating professional, user-friendly dashboards using Power Query, Pivot Tables, Pivot Charts, slicers, Power Pivot, and advanced Excel formulas to deliver fast, accurate, and fully editable reporting solutions. I will design a modern dashboard with dynamic KPI cards for Sales, Orders, Revenue, and Profit, interactive charts, top-performing products, cities, and categories, along with customer behavior insights such as average order value, basket size, and repeat purchase rate. The workbook will refresh seamlessly with Refresh All, include intuitive navigation, consistent styling, and a clear one-page README explaining data flow, measures, and refresh steps. The final deliverable will be a clean, well-organized .xlsx/.xlsm file with clearly named queries, formulas, and measures—ready for management to use without technical assistance. I can also share samples of similar dashboard designs to demonstrate the quality and style of my work. I am committed to delivering a polished, accurate solution on time and look forward to working with you.
₹21,000 INR in 7 days
1.6
1.6

Hi There, I can transform your retail data spreadsheets into a single, automated Excel reporting workbook designed for non-technical users. Using Power Query, I will build a centralized data model that powers dynamic KPIs, sales and profit trends, and basket size insights. The workbook will feature a modern landing page with intuitive navigation and interactive slicers, allowing management to filter visuals across categories, cities, and timeframes in two clicks or fewer. Everything will be built natively in Excel for seamless Refresh All functionality and full editability. I will also include a clear README sheet explaining the data flow, key measures, and refresh steps, while matching your custom color palette. Let's contact to discuss details. Solutin Vector Roman Khakhula
₹25,000 INR in 7 days
0.8
0.8

Hi there, If you are not happy you do not have to pay. I understand your goal is to create a polished reporting environment from your existing Excel data that allows management to explore insights independently. My approach involves designing a modern landing page with intuitive navigation, ensuring KPI cards and dynamic visuals update seamlessly with your data. One detail that could derail the project is the clarity of your data sources and their structure. Addressing this early will ensure the final product is both functional and user-friendly. In previous projects, I’ve delivered interactive dashboards that empowered users to access sales insights effortlessly. I can provide examples upon request. Focusing on practical solutions and long-term usability will be my priority. I am confident in delivering a high-quality solution tailored to your needs. Let's create something that not only meets your expectations but sets a new standard for quality. Regards Junaid
₹12,500 INR in 7 days
0.0
0.0

Portfolio://www.freelancer.com/portfolio-items/11473538-e-commerce-performance-dashboard Here is my proposal to build a clean, fully dynamic Excel workspace for your retail data: 1. Data Pipeline & Modeling • Clean, combine, and auto-transform your raw Excel files using Power Query. • Build a light data model using Power Pivot / DAX for snappy KPI measures (Basket Size, Repeat Purchase Rate, AOV, Revenue, Profit). 2. Visuals & UX • Sleek Landing Page with seamless click-to-navigate action buttons. • Dynamic Pivot Charts, Top N views (Cities/Products), and synced timeline slicers matching your custom palette. 3. Deliverables • Fully un-passworded .xlsx file ("Refresh All" ready). • Integrated README documentation sheet detailing data flows and measures. Roughly how many separate Excel files or raw data rows will we be consolidating into Power Query?
₹25,000 INR in 7 days
0.0
0.0

Hello, I can transform your retail Excel data into a professional, interactive dashboard that enables management to explore insights without any technical support. Using Power Query, Pivot Tables, Pivot Charts, Slicers, Power Pivot, and DAX, I’ll deliver a fully editable .xlsx/.xlsm workbook with: * Modern landing page and intuitive navigation. * Auto-refreshing KPI cards for Sales, Orders, Revenue, and Profit. * Interactive bar, line, pie, and donut charts with Month, Year, and Category slicers. * Top Products, Cities, and Categories analysis. * Customer insights including Average Order Value, Basket Size, and Repeat Purchase Rate. * Clearly named queries, measures, and formulas. * One-page README covering data flow, refresh steps, and key calculations. The dashboard will be optimized so Refresh All updates every visual automatically while maintaining fast performance. Navigation will allow users to filter reports in two clicks or fewer, and the workbook will remain fully editable with no password protection. I have extensive experience building Excel dashboards, Power Query solutions, and management reporting systems focused on performance, usability, and clean design. I can also share screenshots of similar interactive dashboards to demonstrate my work. I look forward to discussing your requirements and delivering a polished reporting solution. Best regards, Nimmi Kumari
₹12,500 INR in 7 days
0.0
0.0

Hello, I am interested in your Excel Dashboard project. I have extensive experience working with Excel, Pivot Tables, Power Query, data analysis, and reporting. I can transform your retail data into a clean, interactive dashboard with KPI cards, dynamic charts, slicers, and automated refresh functionality. I will ensure the workbook is fully editable, well-organized, and includes clear documentation for future use. I focus on delivering accurate, professional, and user-friendly dashboards within the agreed timeline. I look forward to discussing your requirements and delivering a high-quality solution. Thank you, Arushi
₹25,000 INR in 7 days
0.0
0.0

PivotTables built from separate ranges each get their own cache unless they're wired to one shared connection, so a workbook with five pivots and one refresh button is often five stale caches waiting to happen the first time someone edits a source tab. That's the real risk in stitching scattered retail spreadsheets into "one dashboard": it looks fine until refresh day. I'd pull every source file into a single Power Query data model, named steps so the transform logic stays readable rather than black-boxed. One shared connection feeds the KPI cards, pivot tables and charts, so Refresh All actually refreshes everything in sync. Slicers get tied across the relevant pivots for the top-product, top-city and category views, plus a customer behavior tab covering repeat rate and basket size. A README sheet documents where each source file plugs in and what to do when a new month lands, so this survives after I'm off the job. M1: consolidate sources into one Power Query model, named steps, KPI cards live, INR 10500, 1 day. M2: pivot tables, charts, slicers wired across top-product, top-city, category and customer behavior views, INR 11375, 2 days. M3: landing page layout, polish, README sheet, final refresh test, INR 10000, 1 day. Send over the current files and I'll confirm M1 lands on day one before the rest builds on top of it.
₹31,875 INR in 4 days
0.0
0.0

Hello, TinyOps Studio can turn the source workbooks into one management-ready Excel dashboard while keeping the model fully editable. My build plan is specific to your scope: - Consolidate and normalize the source sheets with clearly named Power Query staging queries. - Build refreshable Sales, Orders, Revenue, Profit, average order value, basket size, and repeat-purchase measures. - Create a clean landing page with KPI cards, PivotCharts, slicers, and two-click filters for month, year, category, product, and city. - Add Top Products, Top Cities, and Top Categories views, then validate every visual through Refresh All. - Include a README sheet covering data flow, refresh steps, named queries, measures, and maintenance. My Freelancer portfolio includes the published "Illustrative Operations & Valuation" workbook, which shows the reporting and documentation quality I use for editable business models. I can deliver the first complete workbook in four days, followed by one focused visual refinement after you provide the sample screenshots and representative source files. The final file will be an unlocked .xlsx or .xlsm with no external database dependency. Bid: 24,000 INR fixed.
₹24,000 INR in 4 days
0.0
0.0

You get a single polished Excel workbook that management can explore without your help, with a clean landing page, auto-refreshing KPI cards for Sales, Orders, Revenue and Profit, and dynamic bar, line and pie charts all wired to your underlying retail data. This is the Sheets and Data Cleanup package at 149 EUR, covering the full dashboard build, navigation tabs, professional colour theme and the VBA macros that keep everything updating automatically. The approach is schema-first cleanup, consolidating your series of spreadsheets into one structured data layer before any chart or formula touches it. Send me one of your current spreadsheets so I can confirm the data shape and deliver within 48 hours.
₹13,125 INR in 5 days
0.0
0.0

A dashboard management can explore without you is the goal, and it lives or dies on one thing: the KPIs refreshing themselves when the data changes, not you rebuilding it every month. Here is what I would deliver: A clean landing page with a professional colour theme and clear navigation to each analysis tab. Auto-refreshing KPI cards for Sales, Orders, Revenue and Profit, driven off Pivot Tables so they update the moment new data is pasted in. Dynamic bar, line, pie and donut visuals sliceable by month, year and category, plus Top views for best-selling products, leading cities and categories at a glance, and the customer purchase-behaviour insights surfaced rather than buried. I build interactive Excel reporting like this regularly, structured so a manager clicks instead of calling you. Is your data already in one consistent table format, or spread across differently-shaped sheets? That decides whether I build a clean data model underneath first, and I will map it around your exact columns.
₹22,000 INR in 2 days
0.0
0.0

I will deliver a single, interactive Excel dashboard for your retail data, featuring a professional landing page and dynamic analytics. The solution will leverage Power Query, Pivot Tables, slicers, and Power Pivot/DAX for efficient data processing and snappy performance, ensuring all visuals update correctly with a 'Refresh All' click. I will develop the workbook to include KPI cards, dynamic charts, 'Top' views for products/cities/categories, and customer behavior insights, all navigable in two clicks or fewer, with clear naming for formulas and queries. The finished .xlsx or .xlsm file, with basic documentation, will be delivered within 10 days.
₹12,500 INR in 10 days
0.0
0.0

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