I will create automated excel reporting templates
Data Analyst, Market Research Analyst, Reporting
Vetted by Fiverr Pro
Syed U. was selected by the Fiverr Pro team for their expertise.
Vetted for
Data Analytics
Data Visualization
About this Gig
Stop wasting hours on manual Excel updates.
I automate your Excel worksheets reporting so you can drop in new data and get updated charts, KPIs, and dashboards fast.
What I automate/build:
- Data cleaning & structuring (messy exports analysis-ready tables)
- Pivot-based reporting tabs + refreshable summaries
- KPI dashboards (sales, finance, operations, projects)
- Financial performance views (revenue vs forecast, labor vs budget, variance/trends)
- Sales tracking & forecasting dashboards (% to plan, pipeline, deal stages)
- Standardized templates for multi-team reporting (consistent inputs one dashboard)
You'll receive:
- Clean, functional spreadsheet
- Automated reporting tabs + visuals
- Interactive dashboard (filters/slicers)
- Short insights summary (key trends + what to do next)
Share your current file + what decisions you want it to support.
Technology:
Excel
My Portfolio
FAQ
What do you need from me to start?
Your Excel/CSV file(s) + a quick note on what you want to track (KPIs, timeframe, filters, target audience) and any sample report format you like.
What kind of Excel automation do you provide?
I automate data processing + automated reporting so your file updates with minimal manual work; refreshable summaries, KPI tables, charts, and dashboard views (PivotTables/Power Query/ DAX formulas).
Can you build finance reporting like budget vs actual?
Yes. I can create financial reporting views like budget vs actual, variance analysis, trends, and performance summaries; plus charts that make results easy to present.
Can you automate reporting templates for monthly/weekly updates?
Yes; this is a core use case. I can deliver a refreshable reporting template where you paste new exports and the KPI dashboard/report tabs update.
Will I get an interactive Excel dashboard?
Yes; Standard/Premium include an Excel dashboard with filters/slicers so you can view KPIs by period, region, product, team, etc. (exact controls depend on your data structure).
Will my data be kept confidential?
Yes. Your files are handled privately and used only for your project. If needed, I can work with anonymized data or a sample file first.
2 reviews for this Gig
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Rating Breakdown
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- Recommend to a friend
- Service as described
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M mary20_zhang

Canada
Thank you!!
Helpful?S scottgrossma975
Repeat Client

United States
Got the job done as needed. Easy to communicate with. Fair pricing! Would use again and recommend.

U 
Seller's Response
Helpful?
2 reviews for this Gig
| (2) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Recommend to a friend
- Service as described
Sort By
M mary20_zhang

Canada
Thank you!!
Helpful?S scottgrossma975
Repeat Client

United States
Got the job done as needed. Easy to communicate with. Fair pricing! Would use again and recommend.

U 
Seller's Response
Helpful?

