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$
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I will create an excel KPI dashboard and executive report
Utsav Pathak
About this gig
I will turn your Excel, CSV, sales, marketing, ecommerce, or operational data into a clear dashboard and executive report your team can use.
Depending on the package, your delivery can include a cleaned workbook, KPI calculations, readable charts, period comparisons, an executive summary, recommended actions, and an editable PowerPoint presentation.
Before starting, I confirm the reporting period, KPI definitions, source files, audience, and preferred format. I document important assumptions and flag missing or conflicting data.
This service works well for small businesses, marketing agencies, ecommerce teams, consultants, and managers preparing weekly, monthly, or one-time reports.
The base package includes one worksheet, up to three KPIs, two charts, a one-page summary, and one revision. Please contact me before ordering if you need several data sources combined or a reusable monthly reporting template.
Get to know Utsav Pathak
Utsav Pathak
Chartered Accountant for Excel Dashboards and Business Reports
- FromIndia
- Member sinceNov 2015
Languages
English
I'm a Chartered Accountant and former Assistant General Manager with 7+ years in P&L, reporting, operations and business transformation. I turn messy Excel/CSV files, PDFs and business briefs into accurate KPI dashboards, sourced competitor research, decision-ready reports and editable executive presentations. My work combines advanced Excel, financial analysis and business judgment. I document assumptions, verify calculations, cite sources and flag missing information instead of inventing results. Start with a focused pilot, then scale the approved format into a weekly or monthly process.
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FAQ
What files can you work with?
I can work with Excel and CSV files, Google Sheets exports, PDFs for context, and clearly structured business notes. Contact me first if several sources need to be combined.
Can you build a reusable weekly or monthly report?
Yes. The Standard or Premium package can be adapted into a repeatable reporting template after the first format and KPI definitions are approved.
Will you document assumptions and calculation logic?
Yes. I flag missing or conflicting data, document important assumptions, and include review notes so the workbook and conclusions are easy to check.
