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English
$
USD
I will create an excel financial dashboard for your business
Lulu
About this gig
I create custom Excel and Google Sheets financial dashboards for small businesses, turning your existing data into clear, easy-to-understand reports.
Your dashboard can include revenue, COGS, gross profit, operating expenses, net profit, gross and net margins, monthly trends, expense breakdowns, KPIs and charts.
I can help with:
- Small business financial dashboards
- Revenue and expense tracking
- COGS and profitability reporting
- Monthly performance summaries
- Profit and margin calculations
- KPI dashboards and charts
- Organising and improving existing spreadsheets
- Automated formulas and calculations
Each dashboard is customised to your business and the information you want to track.
Please choose the package that matches your data size and reporting needs. If you have a larger or more complex dataset, please message me before ordering.
Please note: This service provides spreadsheet organisation, calculations and management reporting only. It does not include tax, audit, investment or financial advice.
Get to know Lulu
Lulu
Excel and Google Sheets Specialist
- FromAustralia
- Member sinceSep 2026
Languages
English
I create clean, practical Excel and Google Sheets spreadsheets that make information easier to track, understand and use.
I can help with custom dashboards, financial trackers, formulas, charts, conditional formatting, data organisation and improving existing spreadsheets.
I'm currently studying a Bachelor of Business majoring in Accounting, and I particularly enjoy creating financial and reporting spreadsheets.
Whether you need an existing spreadsheet cleaned up or a custom tracker or dashboard built from scratch, I can create a simple, user-friendly solution tailored to your needs.
FAQ
What data do I need to provide?
Please provide your existing Excel, CSV or Google Sheets data. Ideally, your data should include dates, revenue/sales, costs and expenses. If you're unsure whether your data is suitable, message me before ordering.
What if my data has more rows than my package includes?
No problem. If your dataset exceeds your package limit, I can provide an upgrade or custom offer based on the size and complexity of your project.
Can you clean my data before creating the dashboard?
Basic organisation may be included depending on your package. If your data requires extensive cleaning, restructuring or correction, please message me first so I can assess the scope.
Can you customise the KPIs and charts?
Yes. Your dashboard can be customised around the metrics relevant to your business, such as revenue, COGS, gross profit, expenses, net profit, margins and monthly trends.
Is this accounting or financial advice?
No. This service provides spreadsheet organisation, calculations, dashboards and management reporting. It does not include tax, audit, investment or financial advice.
