Excel Sales Reporting Automation
Краткое
Freelancer Client is hiring: Excel Sales Reporting Automation.
Location: Remote
Each week I receive multiple raw sales exports that need tidying before I can share performance updates with management. I want a single, repeatable workflow—built in Excel with Pivot Tables, XLOOKUP formulas and, where it adds value, a lightweight Power BI layer—that turns messy inputs into polished, management-ready reports.
A cleaned master data sheet produced from the various CSV/Excel dumps without broken formats, duplicates or hidden inconsistencies.
A dynamic Pivot-Table-driven report pack that refreshes with one click and automatically updates key metrics such as revenue by region, top SKUs and variance versus target.
(Optional) A basic Power BI dashboard mirroring the Excel pivots so executives can view the same numbers online.
If you have tackled similar sales-data assignments before, share a sample or brief description of that past work so I can see your approach. I will provide sample files once we start; my priority is clarity, accuracy and a process I can keep using long after the project ends.
Skills: Visual Basic, Data Processing, Excel, Microsoft Access, Data Visualization, Data Analysis, Power BI, Data Management
Budget: $12500–$37500 USD
Source: Freelancer Client via Remote / Online. Apply on the source website.
Оригинал
Each week I receive multiple raw sales exports that need tidying before I can share performance updates with management. I want a single, repeatable workflow—built in Excel with Pivot Tables, XLOOKUP formulas and, where it adds value, a lightweight Power BI layer—that turns messy inputs into polished, management-ready reports.
Here is what success looks like for me:
• A cleaned master data sheet produced from the various CSV/Excel dumps without broken formats, duplicates or hidden inconsistencies.
• A dynamic Pivot-Table-driven report pack that refreshes with one click and automatically updates key metrics such as revenue by region, top SKUs and variance versus target.
• (Optional) A basic Power BI dashboard mirroring the Excel pivots so executives can view the same numbers online.
If you have tackled similar sales-data assignments before, share a sample or brief description of that past work so I can see your approach. I will provide sample files once we start; my priority is clarity, accuracy and a process I can keep using long after the project ends.
Локация & Details
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