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I need a compact Excel workbook that helps me spot and explain sales trends at a glance. The main goal is to analyse current and past performance rather than produce long-range forecasts. You will have two data sources to work with: detailed customer-demographic fields and our marketing-spend figures for the same periods. There is no historical sales file yet, so the model must extract insight from these two tables alone. I would like you to keep everything in native Excel, leaning on SUMIFS, LOOKUPs and well-designed PivotTables instead of more advanced statistics. Clear, reusable formulas are important because the sheet will be updated monthly by non-technical staff. Deliverables • One Excel file containing: – Cleaned and well-structured raw-data tabs for the demographic and marketing inputs – A calculations tab that uses SUMIFS / LOOKUP chains to join the inputs, derive sales KPIs and feed dynamic PivotTables – At least two PivotTable-driven dashboards that highlight trends by customer segment and by marketing channel, with slicers for quick filtering • Brief inline documentation (cell notes or a separate sheet) so someone else can extend the model later Acceptance criteria • No external add-ins or macros; the workbook must open error-free in standard Excel 365 • All formulas should update correctly when new rows are appended to the source tables • PivotTables refresh without breaking the slicers or formatting If this sounds straightforward to you and you can deliver a clean, well-commented file quickly, please let me know your turnaround time.
Project ID: 40511656
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25 freelancers are bidding on average $5 AUD/hour for this job

Hi, Please share the workbook to review. That will help in understanding the scope of work and quote time frame. I am available to create a sample report if required for review. Thanks
$6 AUD in 40 days
7.0
7.0

As an accomplished Excel and data analysis expert with over a decade's worth of experience, I believe I have the expertise you need to create an effective sales trend analysis model. With a proficiency in using advanced Excel features such as Power Query, Pivot Tables, and Power Pivot, I am confident in my ability to work within your desired framework of using SUMIFS, LOOKUPs, and PivotTables no macros or external add-ins, just native Excel functionality. My aptitude for creating dynamic templates and trackers combined with my deep understanding of data analysis can guarantee that I will deliver meticulously structured raw data tabs and an efficient calculations tab to derive your sales KPIs. Moreover, my in-depth knowledge of PivotTables also extends to leveraging them for generating insightful dashboards - an essential aspect you're seeking in this project.
$5 AUD in 40 days
6.5
6.5

As a skilled and meticulous Excel data analyst with a background in materials science and physics, I bring a unique perspective to sales trend analysis. I understand the gravity of accurate mathematical modeling when it comes to drawing actionable insights from complex datasets. My classical training in mathematics empowers me to expertly use tools like SUMIFS, LOOKUPs, and PivotTables. In the past, I have created several elaborate analytics models from scratch using these functions alone, catering specially to non-technical staff usability. I am confident that I can create an intuitive Excel workbook for you to derive nuanced sales KPIs from customer demographics and marketing data, even without historical sales data. Apart from being proficient in the Microsoft Office ecosystem including Excel, I appreciate your interest in native Excel development without macros or external add-ins as this ensures high portability and uncluttered performance for your monthly updates. My strength in crafting clear, reusable formulas will make the sheet easily understandable and extendable by anyone. With your project objectives firmly in mind, my expertise lies in organizing raw data into structured tables that facilitate efficient data processing - be it for materials experiments or for scrutinizing sales performances. Let's create an insightful trend analysis model that remains simple yet dynamic!
$5 AUD in 40 days
5.8
5.8

@SahyadriTech #SahyadriTech Completed Projects: 1. Hotel Booking Management & Tracking System (Excel + VBA Script) 2. Appsheet: ERP system for textile business 3. MNGL Gas Incident Tracker & Dashboard (Google Sheets + Google Data Studio) 4. Daily Expenses Tracker (Google Sheets) 5. Option Scalping Strategy Automation (Excel VBA) 6. Nifty50 Live Option Chain Dashboard (Google Sheets) 7. Binary Trading Sheet (Google Sheets) 8. Customer Data Cleaning & Sorting Tool (Excel VBA & Python) 9. Historical Stock Closing Price Analysis for 2,600 Stocks (Excel & Python) 10. Power Bi dashboard for F1 Car racing insights 11. GOLD Loan tracking in Google sheet and Google Data studio 12. Local Taxi Tracking System (Google Sheets + Google Data Studio) 13. Appsheet Milk Drivers wages and attendance system (Appsheet + Google sheet ) Key Highlights: 1. Pay only if satisfied with the work 2. Expert in Power BI, Excel, VBA Macros, Google Sheets, Google Apps Script, and Python 3. Experience in 3 American MNCs 4. Skilled in Data Analytics, Automation, and Visualization 5. Proficient in Statistical Analysis 6. Offer Long-Term Support for all projects 7. Quick Delivery with multiple revisions I can deliver any project related to Data Analytics, Automation, and Reporting with precision and reliability.
$5 AUD in 40 days
2.8
2.8

I work with Excel-based reporting models regularly, and this is exactly the kind of structured build I enjoy. My approach: two clean raw-data tabs (demographics + marketing spend), a calculations tab using SUMIFS/LOOKUP chains to join them and derive KPIs, and two PivotTable dashboards (one by customer segment, one by marketing channel) with slicers for quick filtering. Everything stays native Excel 365, no macros, no add-ins. Formulas are written to handle appended rows automatically, so your monthly update process is just paste and refresh. I will add a documentation sheet with plain-English notes explaining each formula block so the next person can extend it without asking you. I have 5+ years of experience building exactly this type of reporting tool for non-technical teams who need to update files monthly. Clean structure, reusable logic, zero broken slicers. Turnaround: 24 to 48 hours after data samples are shared. Ready to start as soon as you can share the column headers or a sample of both tables
$5 AUD in 40 days
2.4
2.4

Hi, I’ve built similar Excel dashboards for clients who needed to turn raw business data into clear, actionable insights without relying on complex models or macros. I’d be happy to share samples of my work. For your project, I can create a clean, dynamic workbook that combines your demographic and marketing datasets using SUMIFS, XLOOKUP/LOOKUP, structured tables, and PivotTables. The focus will be on making the file easy to maintain, refresh, and extend by non-technical users. The workbook will include: • Clean raw-data tabs • Well-structured calculations sheet • Dynamic KPI calculations • PivotTable dashboards by customer segment and marketing channel • Slicers for quick filtering • Inline documentation for future updates With my background in Finance and advanced Excel, I understand how to build reliable, user-friendly dashboards that continue working correctly as new data is added. I’d be happy to review the data and discuss the turnaround time. Samples are available upon request. Looking forward to hearing from you. Regards, Taha
$5 AUD in 40 days
2.6
2.6

I can build a clean, fully native Excel 365 workbook with structured data tabs, dynamic SUMIFS/LOOKUP formulas, PivotTables, dashboards, and slicers that update seamlessly with new data. The workbook will be well-documented, easy for non-technical staff to maintain, and require no macros or external add-ins. I can deliver a polished, error-free file with a quick turnaround while ensuring accuracy and usability.
$5 AUD in 20 days
1.7
1.7

Hello, I can help you build a clean, fully native Excel 365 workbook focused on sales trend analysis using your customer demographic and marketing spend datasets. My approach will prioritize simplicity, transparency, and maintainability, using structured Excel Tables, SUMIFS, XLOOKUP/LOOKUP functions, and PivotTables rather than complex statistical models or VBA. The workbook will include: • Cleaned and organized raw-data tabs • Dynamic calculation layer using structured references • KPI calculations and trend metrics • PivotTable-driven dashboards with slicers • Customer segment analysis dashboard • Marketing channel performance dashboard • Automatic expansion when new rows are added • Inline documentation and formula explanations I understand the importance of creating a workbook that non-technical users can maintain monthly without breaking formulas, PivotTables, or formatting. All calculations will be designed to refresh automatically as source data grows. Deliverables: • Excel 365 workbook (.xlsx) • Well-commented formulas and documentation sheet • Dynamic PivotTables and dashboards • Clean formatting and professional presentation I can start immediately and deliver a maintainable solution with a quick turnaround once I review the source data structure. Best Regards, Muhammad Huzaifa
$7 AUD in 40 days
0.0
0.0

Hello, I can build you a clean, lightweight Excel analytics workbook designed specifically to highlight sales trends using only native Excel features (SUMIFS, LOOKUPs, and PivotTables). Your requirement for a no-macro, easy-to-maintain system is exactly the type of structure I specialize in. I will organize your two input sources (customer demographics + marketing spend) into structured Excel Tables so they update automatically when new rows are added. The workbook will include: • Clean raw-data sheets with validated structure • A calculation layer using SUMIFS and lookup logic to connect datasets • KPI outputs such as performance by segment and marketing channel • Two PivotTable dashboards with slicers for instant filtering and trend comparison Everything will be fully refreshable, non-technical, and easy for your team to maintain monthly. I will also include simple inline documentation so future extensions are straightforward. Turnaround time: 2–3 days depending on data clarity. Looking forward to working with you.
$10 AUD in 40 days
0.0
0.0

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$8 AUD in 7 days
0.0
0.0

Hi, This is clear and I can build this Excel model for you. I have strong experience with clean Excel setups using SUMIFS, LOOKUPs, and PivotTables. I will create well-structured data tabs, a clear calculation sheet, and easy-to-use dashboards with slicers. Everything will be simple to update monthly without breaking formulas or pivots. I also add notes so your team can understand and extend the file easily. I can deliver this within 2–3 days depending on data size. Let’s get started. Thanks
$5 AUD in 40 days
2.2
2.2

Hi ! What caught my attention is that you're specifically looking for a clean, maintainable Excel solution rather than an overcomplicated forecasting model, and that's exactly the type of workbook I enjoy building. I can create a fully native Excel 365 workbook that: ✔ Structures and cleans both source tables ✔ Uses SUMIFS, LOOKUP functions, and dynamic Excel Tables for automatic updates ✔ Builds PivotTable-driven dashboards by customer segment and marketing channel ✔ Includes slicers, refreshable reports, and clear documentation for non-technical users My focus is always on making spreadsheets easy to maintain, so when new monthly data is added, formulas and PivotTables continue working without breaking formatting or filters. I can deliver a clean, well-commented workbook quickly and would be happy to discuss your preferred turnaround time. One quick question: do the demographic and marketing tables already share a common field (date, campaign ID, segment, etc.) for joining the data? Looking forward to hearing from you. Best regards, Desy
$2 AUD in 10 days
0.0
0.0

Dear Client, I would be pleased to collaborate on your PDF-to-Excel table conversion project. I have experience in data handling, Excel, and document processing, ensuring that each file maintains the exact structure, formatting, and content of the original document. I can guarantee: • Accurate reproduction of tables, rows, columns, and symbols • Precise conversion using OCR tools combined with manual verification • Professionally organized Excel files • Careful review to prevent discrepancies or data loss Additionally, I am willing to complete an initial sample from the first file to confirm that the formatting and quality fully meet your expectations before proceeding with the remaining documents. I am responsible, detail-oriented, and committed to delivering high-quality work within the agreed timeframe. I will also maintain clear communication throughout the project to ensure complete satisfaction. I am available to start immediately. I look forward to your response. Best regards
$5 AUD in 40 days
0.0
0.0

I will develop a concise Excel model to highlight sales trends using your demographic and marketing-spend tables. Both raw-data tabs will be structured for clarity, with SUMIFS and LOOKUP formulas generating KPIs for dynamic PivotTables. The dashboards will be slicer-driven, easy to refresh each month, and accessible to non-technical staff. The solution will use only native Excel 365 features, without macros or add-ins, and will include clear inline notes for future extension. I can deliver a first draft within two days.
$5 AUD in 40 days
0.0
0.0

Hi, I can create a clean, fully native Excel workbook that combines your demographic and marketing-spend data into an easy-to-maintain reporting system. Here's what I'll deliver: ✔ Structured raw-data sheets using Excel Tables for automatic expansion ✔ SUMIFS and LOOKUP-based calculation layer with reusable formulas ✔ KPI reporting designed for monthly updates by non-technical users ✔ Two PivotTable dashboards: Customer Segment Trends Marketing Channel Performance ✔ Interactive slicers for quick filtering ✔ Documentation sheet explaining formulas, refresh steps, and workbook structure The workbook will be fully compatible with Excel 365 and will not require macros or external add-ins. Estimated turnaround: 2 days. I’d be happy to discuss the data structure and reporting requirements before getting started. Looking forward to hearing from you. Best regards, Alfiyanti P.S. Approximately how many rows of demographic and marketing data will be included each month?
$5 AUD in 40 days
0.0
0.0

With over a decade of experience in Systems Engineering and Enterprise Data Management, I’m well-versed in constructing clean, efficient, and robust Excel workbooks like the one you need. Not only am I familiar with using SUMIFS, LOOKUPs, and PivotTables to extract valuable insights from large datasets, but I also understand the importance of crafting reusable formulas that can easily be understood and maintained by non-technical staff. As a specialist in data automation, I’m perfectly positioned to structure your raw demographic and marketing inputs into easily understandable data tables that will seamlessly feed into your calculations sheet. I guarantee that my workbook will be free of external add-ins or macros so that it opens error-free on standard Excel 365. Additionally, I pride myself on delivering projects aligned with strict project lifecycles and tight deadlines. Moreover, my extensive experience designing systems for fleet operations can translate into an insightful understanding of your sales trend analysis model. My work in smart dashboard tools for commercial fleets has honed my ability to deliver meaningful data visualizations and slicers that simplify data analysis. As a registered corporate entity, my firm operates with absolute adherence to production schedules while guaranteeing modular code delivery and detailed documentation. Choose me for this project, and I guarantee an efficient, clean, and fast solution for your sales trend analysis needs.
$3 AUD in 40 days
0.0
0.0

Hello, This project is a great fit for my background. I have extensive experience building Excel-based reporting models and dashboards that are easy to maintain and designed for non-technical users. For your workbook, I will: • Create clean raw-data tabs for demographic and marketing inputs • Use SUMIFS and XLOOKUP/VLOOKUP formulas to derive meaningful KPIs • Build interactive PivotTable dashboards with slicers to analyze trends by customer segment and marketing channel • Ensure formulas expand correctly when new rows are added • Provide clear documentation so others can maintain and extend the file With 26+ years of experience in accounting, reporting, and Excel analysis, I focus on delivering solutions that are accurate, intuitive, and sustainable. I understand your requirement to avoid macros and external add-ins, so the workbook will be fully compatible with Excel 365 and refresh without breaking formatting or slicers. I can deliver a clean, well-commented workbook quickly and keep you updated throughout the project. I stand behind my work and offer complimentary post-project support to ensure accuracy, clarity, and complete satisfaction even after final delivery. Best regards, Waseem Khan
$2 AUD in 40 days
1.0
1.0

Growing up, data analysis has always fascinated me and I have continued to cultivate that passion into a robust skillset that perfectly aligns with your project. With a deep understanding of Excel and its functions, such as SUMIFS and LOOKUP, I have honed the ability to translate complex data into user-friendly, dynamic formats. This includes creating well-structured raw-data tabs for your demographic and marketing inputs, plus a calculations tab feeding dynamic PivotTables for quick insights. Over the course of my career, I have developed Excel workbooks for a wide range of users, from highly technical data scientists to non-technical staff and everything in between. This experience has made me acutely aware of the need for simplicity and clarity in Excel solutions intended for regular use by non-experts like you intend. Rest assured knowing that I will create a workbook that is not only efficient in analyzing sales trends but also easy to maintain and update even for teams without extensive Excel knowledge. In conclusion, my approach to your project will be thorough yet straightforward. I'll ensure all formulas seamlessly update with new rows appended to source tables and that PivotTables refresh flawlessly without breaking any slicers or formatting.
$2.50 AUD in 40 days
0.0
0.0

Dinajpur, Bangladesh
Member since Oct 20, 2024
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