I will build an excel financial forecast and year end profit dashboard

L
loganandersn
L
loganandersn
Logan Anderson
build an excel financial forecast and year end profit dashboard
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build an excel financial forecast and year end profit dashboard
Full Screen
build an excel financial forecast and year end profit dashboardbuild an excel financial forecast and year end profit dashboard

About this gig

NEED A CLEARER PICTURE OF YOUR BUSINESS FINANCES?

I'll build a customized Excel financial forecast and profit dashboard to help you organize business figures, monitor expenses, and plan for seasonal spending.


WHAT I CAN BUILD FOR YOU

  • 13-week business liquidity forecast
  • Monthly income and expense summaries
  • Profit and loss dashboard
  • Expense tracking and spending comparisons
  • Inventory purchase planner
  • Best-case, base-case, and worst-case projections
  • Break-even sales estimates
  • Advertising spend vs. sales revenue tracker
  • Payroll and supplier payment calendar
  • Sales tax records summary using your supplied data


WHO CAN BENEFIT?

Small businesses, online sellers, retail shops, restaurants, agencies, and service providers who need a clearer view of their finances.


WHAT YOU WILL RECEIVE

  • A customized Excel workbook
  • Organized tables and formula-driven calculations
  • Interactive charts and dashboard visuals, where included
  • An instructions sheet for updating your figures
  • A categorized transaction sheet, where included in your package


HOW IT WORKS

Provide your relevant CSV or Excel files exported from your business records or accounting software. I'll review your request and create a workbook.

  • Tool

    • Excel

  • Chart type

    • Concept
    • User interaction
    • Bar chart
    • Insights
    • Analytics
    • Funnel
    • Performance

Get to know Logan Anderson

Logan Anderson

Excel Dashboards Built Around the US Retail Holiday Calendar

  • FromUnited States
  • Member sinceOct 2026

  • Languages

    English, German, Italian, French
I'm Logan Anderson, a US-based Excel dashboard specialist. I turn messy exports into one-screen dashboards that answer real questions: Did I make money today? What's selling? Will cash hold up in January? I work with Etsy, Shopify and Amazon sellers, local shops and restaurants, nonprofits and small business owners, especially during the holiday rush. Every build uses clean formulas, PivotTables and Power Query, so you can paste new data and everything updates. No logins. Send a sample export and your deadline, and I'll reply with a clear plan.

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