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I will create an excel profitability dashboard
Pedro P
About this gig
Not sure what's really driving your profitability?
I'll turn your Excel/CSV data into a clear financial dashboard in Excel so you can track profit, costs, cash flow and key KPIs at a glance.
Whats included in each package?
Basic
- Up to 5 financial KPIs (revenue, expenses, margins, profitability)
- 2 charts (bar chart and/or time series)
- 1 simple Excel dashboard
Standard
- Up to 10 KPIs
- 4 charts (KPIs, bar chart, time series, insights)
- 1 interactive Excel dashboard with filters by period and category
Premium
Up to 15 KPIs
- 6 charts (KPIs, performance, trends, P&L visuals)
- 2 dashboards (executive summary + detailed view)
- Automated P&L (Profit & Loss) and executive insights for decisionmaking
- All dashboards are fully editable and easy to update.
What I need from you
- Your data file (Excel or CSV)
- Time period to analyze
- Main KPIs or dashboard objective
- Revenue and expense categories
- Visual preferences (optional)
If you're looking for clarity on your financial data not just spreadsheets feel free to reach out and explain what you want to understand.
Get to know Pedro P
Pedro P
Contador Publico
- FromArgentina
- Member sinceOct 2024
- Avg. response time1 hour
Languages
English, Spanish, French
Ayudo a PYMES y emprendedores a ordenar sus finanzas y tomar mejores decisiones con números claros.
Soy Contador Público con más de 15 años de experiencia en estrategia financiera. Fui gerente en empresas multinacionales y dueño de negocio, por lo que entiendo tanto los números como los desafíos reales del día a día.
Diseño sistemas financieros simples y automatizados (flujo de caja, KPIs y dashboards) para darte control, previsibilidad y mayor rentabilidad.
Escribime y contame tu negocio.
FAQ
Do you need my data to start?
Yes. Please upload your Excel or CSV file so I can review it.
Can I request more KPIs or charts?
Yes. If you need more than what your package includes, I can send a custom offer.
Is the dashboard editable?
Yes, all dashboards are fully editable and easy to update.
Do you support data connections or automation?
Basic dashboards do not include automatic data connections. If you need this, please ask before ordering.
What types of charts and filters are included in each package?
It depends on the selected package: Basic: Up to 2 charts (bar charts and time series), no filters. Standard: Up to 4 charts, filters by period and category. Premium: Up to 6 charts, advanced filters and an executive summary.
Can you deliver urgently?
Yes, select the Extra Fast Delivery option.
Do you include a presentation or explanation of the dashboard?
The Premium package includes an executive summary with key insights. For the other packages, you can add the “Presentation” extra if needed.
What if my data is disorganized or incomplete?
Basic data cleaning is included in the Standard and Premium packages. If your file requires advanced data cleaning, please contact me before ordering for a custom quote.
Do you work with confidential data?
Yes. All information is handled with full confidentiality and professionalism. If you require an NDA (Non‑Disclosure Agreement), please let me know before ordering.
