Excel dashboard automation

Заказчик: AI | Опубликовано: 06.11.2025
Бюджет: 750 $

I need a professional Excel expert to build a complete business management file for my fruits and vegetables trading company. The file should be easy to use, fully automated, and well-designed for daily and monthly business tracking. Main Requirements: Dashboard Sheet: Overview of total sales, collections, pending balances, and stock summary with automatic updates from other sheets. Customer Sheets: 20 customer sheets (sample data included) showing daily transactions, payments, balances, and invoices. Invoice Generator: A printable A5-size invoice that automatically fills from selected customer data and date range. Monthly Statement Page: Auto-calculated statement showing date, credit, invoice amount, and balance (continuously added from previous days). Auto-reflect system: Any update in a customer sheet should reflect automatically in the dashboard and statement. Optional Upgrade: Product summary sheet (monthly total sales by item and date) Customization for daily/weekly/monthly billing types Deliverables: 1 Excel file (main) 1 linked invoice file (print-ready A5 format) Sample data (fruits & vegetables) Easy formula-based system (no macros) Ideal Freelancer: Strong experience in Excel automation and dashboard design Able to create clean, simple, and professional templates Previous experience with billing or inventory sheets is a plus