I will build an excel tracker dashboard or business planning tool


About this gig
Replace a scattered manual tracker with a focused Excel workbook your team can use.
I build scoped tools for project tracking, action registers, requirements logs, simple estimating and management reporting. We agree the inputs, calculation rules and expected outputs before work starts.
Your workbook can include structured tables, input validation, documented formulas, status indicators and one summary dashboard. Basic includes a simple summary view; Standard/Premium include up to 3/5 charts. You receive an editable XLSX file, usage notes, testing against agreed examples and one consolidated revision.
Each package covers ONE workflow and up to 5000 sanitized rows total. My background is technology architecture and workflow modernization. This offer uses standard Excel features; no VBA/macros, APIs, live integrations, complex financial models or accounting advice.
Send a sanitized sample, Excel version and three worked examples before ordering. AI-assisted production is reviewed and subject to your data restrictions.
Get to know Scott Atchison
Technology Architecture, AI Modernization and Technical Communications
- FromUnited States
- Member sinceSep 2026
- Avg. response time1 hour
Languages
English
My Portfolio
FAQ
How are calculations checked, and are macros included?
We agree expected answers first. I check representative cases, edge conditions and totals, then document assumptions. These packages use standard Excel formulas, tables, validation and charts. Macros, APIs and live integrations are excluded.
