I will build a custom finance dashboard in excel or google sheets


About this gig
Spending hours on spreadsheets but still not sure where your money goes?
I build clear, ready-to-use finance dashboards in Excel or Google Sheets, so you see your cash flow, spending and profit on one page, without complicated formulas.
What you get:
- A one-page summary with the KPIs that matter to you
- Monthly charts: income vs expenses, trends, closing cash
- Automatic totals: add a row and everything updates
- Your categories, currency and branding
- A short walkthrough video so you can use it on your own
Ideal for small businesses, freelancers with irregular income, and households planning a monthly budget.
Why work with me: I have an MBA and 16 years of experience as an analyst, and I run FinDashWorks, a finance dashboard template brand. I work in English and French.
How it works:
- You share a sample of your data and your goals
- I send a first draft
- We refine it together
- You get the final file and a walkthrough video
Not sure which package fits? Message me before ordering and I'll recommend the simplest option.
Get to know Melly D
Turning messy spreadsheets into clear finance dashboards
- FromMauritius
- Member sinceOct 2026
- Avg. response time1 hour
Languages
English, French
FAQ
Do I get the file in Excel or Google Sheets?
Your choice. Tell me which one you use when you order. Excel files work on Windows and Mac (Microsoft 365 or Excel 2016+); Google Sheets works in any browser.
What do I need to send before you start?
A sample of your data (an export or a few months of figures), the categories you use, your currency, and what you want to see at a glance. Rough notes are fine; I'll ask if anything is unclear.
Is my financial data kept private?
Yes. Your data is used only to build your dashboard, never shared or reused, and I delete my working copies after delivery. You can also send anonymised or sample figures.
Can the dashboard be in French or another currency?
Yes. I build dashboards in English or French, or with a one-click switch between both, in any currency: USD, EUR, GBP, MUR and more.

