Premium Excel Dashboard & Tracker

Hi everyone, I am looking for an experienced Excel expert to redesign, automate, and professionalize an existing project tracking spreadsheet named Libro1.xlsx. The goal is to transform it into a robust, high-end workflow tool that tracks the complete lifecycle of our projects—from the initial client inquiry, supplier quote requests, and order execution, to final billing and payment tracking. The sheet needs to manage a project through progressive operational phases. Many cells will start blank and must be filled sequentially as the project moves forward. Key System Requirements: 1. Data Integrity & Setup (New Tabs): Automated ID: The ID column in the main tracking sheet must automatically generate the next sequential number as soon as a new row entry is started (e.g., when a date is entered). Dynamic Client List: To prevent typos that would break the Dashboard analytics (like writing a client name with and without an accent), I need a separate sheet named Clients. The CUSTOMER column in the main sheet must use a Data Validation Dropdown linked to this master list. Dynamic Supplier List: Similarly, I need a separate sheet named Suppliers to maintain a master list of all my suppliers. 2. Dynamic Supplier Matrix & Tracking (Crucial Upgrade): Supplier Slots: In the main sheet, instead of the current 7 fixed supplier columns, I want 4 dedicated supplier slots: SUPPLIER 1, SUPPLIER 2, SUPPLIER 3, and SUPPLIER 4. Each cell must feature a Data Validation Dropdown linked to the master Suppliers list. Supplier Status Control: Next to each supplier column, I need a status dropdown column (e.g., STATUS S1, STATUS S2, etc.) containing: Pending, Sent, Received. Automation: When a status is changed to "Sent" or "Received", that specific supplier's cell should automatically turn Green via conditional formatting. This allows me to visually track if I have already sent them the RFQ (in the quote phase) or the Purchase Order (in the project phase). 3. Automatic Project Statuses (Conditional Formatting for Rows): The entire row color must change automatically to reflect the current project stage based on this specific logic: Phase 1A: RFQ (Preparing Quote): A new row is created, but XYZ_OFFER and COST are blank (We are currently choosing suppliers and waiting for their quotes). --> Highlight row in Yellow. Ref: Phase 1B: Quote Sent (Pending Client): Once we generate our quote, I will input the COST, and COST+TAX must calculate automatically (21% VAT formula). I will also manually add a hyperlink to our quote document in XYZ_OFFER. CUSTOMER ORDER remains blank. --> Highlight row in Orange. Phase 2: Project Active (In Progress): The client accepts and sends a PO. I will insert a hyperlink to their PO file in CUSTOMER ORDER. If CUSTOMER ORDER is filled but XYZ_INVOICE is blank, it means we are actively working on the project. --> Highlight row in Blue. Phase 3: Billed & Closed: The project is delivered and billed. I will fill in XYZ_INVOICE and add a hyperlink to the PDF delivery note in DELIVERY NOTE. Payment Tracking: The PAID column will remain blank while pending. Once the client pays, I will enter the exact payment date in this cell. Overdue Flag: If PAID is empty AND EXPIRATION DATE is older than today's date --> Flag the row/cell in Red (Overdue Payment). Once PAID has a date entered --> Highlight the entire row in Green (Closed & Paid). 4. Storage & Hyperlink Integration Note: I use Google Drive for Desktop on Windows. This means all my project folders, quotes, POs, delivery notes, and invoices are stored in a synchronized local drive (e.g., G:\My Drive\...). The freelancer must ensure that columns requiring hyperlinks (PROJECT to link the main folder, XYZ_OFFER, CUSTOMER ORDER, DELIVERY NOTE, and XYZ_INVOICE) are formatted to smoothly accept standard Windows file hyperlinks (file:///...) without breaking the typography or layout. Crucial Factor: Premium UX/UI Design & Advanced Analytics I am not looking for a basic pivot table or a standard, boring spreadsheet. I can do that myself. I am looking for a developer who can design a highly professional, modern, and visually stunning interactive dashboard that looks and feels like a premium software application. Visual Excellence: Clean corporate color palettes (no harsh or oversaturated colors), clear typography, and professional custom layouts. Navigation & Slicers: The dashboard must feature an intuitive navigation system (like custom button tabs to move between sheets) and well-aligned, clean Slicers to filter data seamlessly. Multi-Year Historical Analytics: The dashboard must include a dedicated section for Year-Over-Year (YoY) Financial Performance. I want to see charts tracking: Total invoicing per year/month across all historical data. Comparison of revenue and growth between different years. Seasonality trends (which months or quarters generate the most volume). Dynamic KPI Cards: Large, clean metric cards showing critical high-level numbers at a glance (e.g., Total Billed to Date, Current Year Revenue, Pending Invoices Value). Supplier Analytics: A chart or table showing how many active projects/quotes each supplier from the master list is currently involved in (scanning all 4 supplier columns combined). Submission Requirement (The Deciding Factor): When applying, you MUST attach examples, screenshots, or video walkthroughs of similar Excel dashboards you have built in the past. I want to see the specific type of dashboard design and visual quality you are capable of achieving. Applications without attached portfolio examples or those using standard generic responses will be disregarded. The visual quality and analytical depth of your previous work will be the deciding factor in choosing the freelancer for this job. Please review the attached structure of Libro1.xlsx. In your proposal, briefly explain how you plan to handle the multi-column supplier logic and the conditional formatting states. Looking forward to your bids!

Project ID: 40564302