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I will build an automated mis financial dashboard in excel
Virtual Financial Consultant, Xero L2 Certified, 25 Yrs Experience
I am a Virtual Financial Consultant and L2 Xero Certified Partner with 25+ years of enterprise-level finance experience. Holding a Master's in Financial Management and ICWA-Inter, I specialize in tran...
About this Gig
Drowning in spreadsheets but starving for insights?
As a founder or CEO, you do not have the time to sift through thousands of rows of raw accounting data. You need immediate, visual clarity on your companys financial health to make rapid, strategic decisions.
I am a Virtual Financial Controller with over 25 years of corporate finance experience. I specialize in transforming complex financial data into automated, executive-ready MIS (Management Information System) dashboards in Excel.
What Your Custom Dashboard Will Include:
- Executive Summary: High-level KPIs, gross margins, and net profit at a glance.
- Profitability Analysis: Visual breakdowns of revenue vs. OPEX.
- Cash Flow Forecasting: Dynamic modeling to monitor liquidity.
- Interactive Slicers: Filter your data instantly by month, quarter, or business unit.
- Board-Room Ready Design: Clean, corporate formatting ready for investor presentations.
Stop guessing and start scaling.
Please send me a message before ordering with a brief overview of your data so we can design the perfect dashboard for your needs!
Business type:
Corporates
Industry:
E-Commerce
•
Food & beverage
•
Manufacturing & storage
Service type:
Dashboard building
FAQ
What software do you use to build the dashboards?
For this specific gig, all dashboards and financial models are built exclusively in Microsoft Excel. Excel provides the most flexibility for complex financial modeling, forecasting, and "What-If" scenarios, ensuring you and your team can easily use and maintain the file.
In what format do I need to provide my financial data?
Please provide your raw data in a clean, standardized Excel (.xlsx) or CSV format (such as a standard P&L or Trial Balance export from your accounting software).
What if my raw data is messy or my bank feeds aren't reconciled?
Dashboarding requires accurate underlying data. If your ledger is currently disorganized, has suspense balances, or requires heavy reconciliation, please message me first! I offer a separate "Ledger Cleanup" service and can provide a custom quote to clean your books before we build the dashboard.
How do the live consulting hours work?
Live consulting is conducted via Fiverr’s integrated Zoom feature. Depending on your package, we will use this time to align on your strategic goals, review the completed dashboard, analyze your variances, and ensure you know exactly how to interpret the data for your board or management meetings.
Can you sign an NDA before reviewing my company's financials?
Absolutely. I understand the highly sensitive nature of corporate financial data. I am happy to sign your company's Non-Disclosure Agreement before you share any internal reports or CSV files.
Is the final Excel file locked, or can my team edit it?
The final dashboard is delivered ready to use. If you require the "Source File" to be completely unlocked (with all underlying architectural formulas and backend data mapping exposed for your internal data team to modify), this is available as a Gig Extra.
Will you make revisions to the dashboard based on client feedback?
I will ensure that the dashboard aligns with your requirements right at the outset. However, I will agree to revisions based on feedback. For the Basic Package, I will do one revision. For the Standard Package, I will do two revisions and for the Premium Package, I will do three revisions.
