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I keep all of my sales figures in several Excel workbooks but have never had a clear, side-by-side view of how each product, region, and sales rep is truly performing. What I need now is a focused performance comparison drawn from that raw data. The files are already populated; the task is to pull the numbers together, structure them for easy slicing, and highlight the winners and laggards. This will likely involve pivot tables, lookup functions, basic Power Query, and clear visualisations (charts or conditional-format dashboards) so that future trends jump out at a glance. Please stay within native Excel—no external BI platforms required. Deliverables • A cleaned, well-structured master sheet ready for refresh. • A comparative report or dashboard showing performance by product, territory, and salesperson, with key metrics such as revenue, units, and margin. • A concise summary of insights and next-step recommendations. Acceptance criteria The dashboard must update dynamically when I paste in new monthly data and clearly flag top and bottom performers without any manual tweaking. If you have solid Excel analysis experience and can explain your approach simply, this should be a straightforward engagement.
Project ID: 40390001
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42 freelancers are bidding on average $24 SGD/hour for this job

As an experienced data analyst with a focus on Excel, I have the perfect skill set to help you tackle your sales performance analysis project. Over the years, I have honed my abilities in organizing and analyzing large quantities of data using functions like pivot tables, lookup, and Power Query - all skills that will be crucial in structuring your sales figures for meaningful insights. One of the key strengths I bring to this engagement is my ability to create clear and concise visualizations that highlight trends and patterns. This will enable you to identify top-performing products, territories, and salespeople easily. My dedication to precision and thoroughness ensures that the dashboard I create for you will update dynamically every time new data is added without any need for manual adjustments. I am not only skilled in the technical aspects but also in providing valuable business insights derived from data analysis. Expect not only a clean master sheet and a performance dashboard, but a concise yet informative summary with actionable recommendations based on the insights drawn from your sales figures. Choose me for this project and let's turn your raw sales data into strategic advantages for your business!
$25 SGD in 40 days
7.7
7.7

Hi there, I’ve carefully reviewed your project and understand you need a structured Excel-based performance analysis across products, regions, and sales reps, turning multiple workbooks into a single dynamic view with clear insights, I’m confident I can build a clean, refreshable Excel system that makes your performance data immediately actionable. My approach is to consolidate your existing files into a normalized master dataset using Power Query, then structure it for flexible slicing by product, territory, and salesperson. I’ll build pivot tables linked to a dynamic data model, along with calculated fields for revenue, units, and margin. On top of that, I’ll design clear visual dashboards with charts and conditional formatting to highlight top and bottom performers automatically. Everything will be built natively in Excel so you can refresh the dataset simply by pasting new monthly data, with no manual rework required. The structure will remain stable, scalable, and easy for non-technical users to maintain. Deliverables include a cleaned master dataset, a fully dynamic Excel dashboard/report with key performance comparisons, and a concise insights summary highlighting trends, winners, and laggards with actionable recommendations. Do you already have consistent column structures across all workbooks, or should I standardize and map variations during the consolidation process? I’m ready to start immediately. Warm regards, Aneesa.
$20 SGD in 40 days
7.1
7.1

Hello, As a member of the Live Experts team, I believe I'm a perfect match for your Sales Performance Excel Analysis project. With a background in Business Analysis and Data Processing, I've honed my skills in Excel to transform raw data into actionable insights. My approach to complex analysis tasks is to simplify them, breaking it down into manageable parts and utilizing native Excel functions such as pivot tables and lookup functions to structure your data with maximal clarity. My experience extends to SPSS Statistics, which ensures an added level of statistical rigor in your analysis. Using these tools, I can create a well-structured master sheet that dynamically updates every monthly data paste-in. Moreover, proficient use of data visualization techniques will help me create insightful dashboards highlighting top and bottom performers at a glance -- without any manual tinkering. Live Experts LLC values customer satisfaction highly - just like you do. We pride ourselves on delivering high-quality work, turning your ideas into reality in the best possible manner. I would love to be part of your journey in bringing clear-view performance comparisonsfrom your data. Let's get started today! Thanks!
$63 SGD in 103 days
6.8
6.8

I can consolidate your files into a clean master dataset + dynamic Excel dashboard showing performance by product, region, and sales rep with clear top/bottom insights. Fully refreshable, using Pivot Tables, Power Query, and simple visuals. 10+ years Advanced Excel experience, Certified VBA Programmer, MBA.
$20 SGD in 40 days
6.5
6.5

Hello, With over 7 years of experience in Data Processing, Excel, SPSS Statistics, and Data Visualization, I have the expertise required to handle your Sales Performance Excel Analysis project efficiently. I have carefully reviewed your requirements and understand the need for a clear, side-by-side view of sales performance metrics. To address your needs, I propose to consolidate the sales data from your Excel workbooks into a structured master sheet. I will utilize pivot tables, lookup functions, and basic Power Query to analyze the data and create a comparative report or dashboard. The dashboard will showcase performance metrics by product, territory, and salesperson, highlighting key indicators such as revenue, units, and margin. Additionally, I will provide a concise summary of insights and recommendations for future actions. I am confident that my approach will meet your expectations and provide you with a dynamic dashboard that updates seamlessly with new data inputs. I would be happy to discuss the project further in chat to ensure a successful collaboration. You can visit my Profile: https://www.freelancer.com/u/HiraMahmood4072 Thank you.
$20 SGD in 40 days
6.4
6.4

Hi! I have solide Excel Analysis and visualization experience.. I will carryout detail data analysis on your existing data using formulas/MACROs and data analysis tool. The final file will have • + A cleaned, well-structured master sheet ready for refresh. + A comparative report or dashboard showing performance by product, territory, and salesperson, with key metrics such as revenue, units, and margin. + A concise summary of insights and next-step recommendations... All the forumals will be dynamic/flexible to work with new dataset. I can start working immediately and complete your work within your timeline and budget... Text me to discuss more
$20 SGD in 40 days
5.6
5.6

I have done a similar project a week ago. I am sure you will give me more projects after this. I am interested to do this project too and ready to complete this within the timeline. Kindly check my profile to see all rating and reviews given by clients. Hoping to hear from you soon. Payment after completion.
$25 SGD in 40 days
5.0
5.0

Hi there, I understand you need a structured Excel-based performance analysis that brings together multiple workbooks and gives you a clear, side-by-side view of product, region, and sales rep performance. With strong experience in advanced Excel analytics, Power Query, and dashboard design, I can consolidate your raw sales data into a dynamic and refreshable reporting system that highlights winners and underperformers instantly. My approach will start with combining and cleaning your existing workbooks using Power Query to create a single master dataset that updates automatically when new monthly data is added. I will then structure the data model for easy slicing by product, territory, and salesperson. Using PivotTables, lookup functions, and calculated fields, I will build key performance metrics such as revenue, units sold, and margin. Finally, I will design a clear visual dashboard with charts and conditional formatting to make trends and outliers immediately visible. Deliverable: A refreshable Excel master sheet, an interactive performance dashboard, and a concise insights summary with actionable recommendations. QUESTION: Do you want the dashboard to focus more on real-time sales tracking or month-over-month performance trends? Let’s get started and turn your data into a clear performance story. Regards, Shehwani.
$20 SGD in 40 days
4.8
4.8

As a professional virtual assistant with extensive experience in data management and analysis, I am well-equipped to revive your current sales performance analysis system and provide you with the insightful reports you seek. My forte lies in leveraging Microsoft Excel to deliver robust data solutions and I'm familiar with using pivot tables, lookup functions, basic Power Query and clear visualisations to transform raw data into compelling charts and dashboards. In line with your requirements, I will clean and structure all your sales data into an easy-to-update master sheet and then create a comparative report that efficiently highlights the performance across products, territories, and salespersons. By using dynamic formulas, my dashboard will automatically update every time a new set of data is pasted in. This way, you'll always have a comprehensive view of key metrics like revenue, units sold and margin and can easily identify top performers or areas that require attention. Lastly, my background in content creation and research means I excel at condensing complex information into concise summaries while still retaining the crucial insights needed for actionable steps. Your project would not only benefit from my technical expertise but also from my ability to provide valuable next-step recommendations based on the excel analysis. Choose me for this project if you're looking for an organized problem-solver who consistently delivers high quality work on time.
$25 SGD in 40 days
4.7
4.7

Dear , We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in Data Processing, Excel, Business Analysis, SPSS Statistics, Business Intelligence, Data Visualization, Data Analysis, Data Management and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.
$30 SGD in 5 days
4.4
4.4

As an experienced full-stack developer, I have honed my skills across various domains, including database scripting which makes me adept in handling Excel data analysis and visualization. I also come equipped with extensive proficiency in Excel, with a wealth of experience in tasks similar to yours. From pivot tables to lookup functions, I can make sense of your sales data and present it precisely so that all key metrics such as revenue, units, and margin are well-highlighted. What sets me apart is my analytical approach; I'm not just going to present data but craft an insightful performance comparison report for you. My expertise in using Power Query will help structure your raw data into meaningful insights. Using my knowledge of creating clear visualizations like charts and even conditional-format dashboards, I'll design something that doesn't just look good but dynamically updates when new monthly data is added. Overall, my goal is to provide you with not just a cleaned, well-structured master sheet ready for future use but also helping you gain insights and plan the next steps based on those insights. In a nutshell, I align both traditional exceleducation="latest approachs'nt unique your project requirements to offer you a comprehensive solution that extracts the best from your sales figures."
$20 SGD in 40 days
3.9
3.9

Timeline: 5 days Cost: $400 Hi, Dear. I’m confident I can help you turn your existing Excel workbooks into a clear, dynamic performance dashboard that highlights exactly how products, regions, and sales reps are performing. With strong experience in Excel analysis, Power Query, and dashboard design, I’ll ensure everything is structured for easy insights and ongoing use. I will start by consolidating and cleaning your data into a well-structured master sheet using Power Query for easy refresh. Next, I will build pivot tables, apply lookup logic, and design a clear dashboard with charts and conditional formatting to compare revenue, units, and margins across all dimensions. Finally, I will ensure the dashboard updates automatically when new data is added and provide a concise summary of key insights along with actionable recommendations. Everything will remain fully within native Excel and easy to maintain. I focus on creating simple, powerful dashboards that make decision-making faster and clearer. Let’s review your data structure and get started. https://www.freelancer.com/u/seandinwiddie Looking forward to collaborating. Best Regards.
$25 SGD in 40 days
3.3
3.3

Experience in dashboard design and development. I understand that metrics are required to identify the highest and lowest performing products in terms of sales, revenue, and profit; these metrics can then be filtered by geographic area, product line, and other criteria. I can easily complete the work in Excel. I am unfamiliar with the quality and standardization of the data and the number of variables; however, I estimate that at least 10 hours of work will be needed to complete the first version of the dashboard.
$20 SGD in 40 days
3.2
3.2

With a passion for numbers and a knack for extracting strategic insights from data, I would be an excellent fit to handle your Sales Performance Excel Analysis. My extensive experience as a Certified Chartered Accountant has equipped me with robust skills in Excel that I can put to work for you. I'm confident with pivot tables, lookup functions, basic Power Query, and creating clear visualizations that highlight trends swiftly and effectively. What sets me apart is my commitment to turning raw data into meaningful insights that drive business growth. As we go through your sales figures together, I will transform the information into a well-structured master sheet through meticulous cleaning and sorting. I'll then build a comprehensive comparative report or dashboard that showcases performance metrics crucial to understanding the health of your sales by product, territory, and salesperson. My proficiency in Excel combined with my ongoing pursuit of advanced data analytics skills positions me uniquely to approach this project simply but efficiently, meeting all your criteria. My strength lies not only in managing details but also in providing the bigger picture – turning figures into strategies. I am ready to jump right into this project and start providing you with the clarity and strategy your business needs for growth.
$25 SGD in 20 days
3.4
3.4

I am an experienced Data Analytics Expert cum Data Science practitioner. Your job caught my eye and looks to be quite interesting to me as I did similar work in recent past. I have good hands-on experience in data analytics and visualizations using MS Excel/Zoho Analytics, and have extensively used the tools to create multiple different reports and dashboards to fulfill need-specific business objectives in healthcare and logistic industries. I am confident that I will be able to help you by developing an interactive and dynamic dashboard showing performance by product, territory, and salesperson with key metrics. Notable Projects successfully completed: - Revenue leakage and reconciliation - Creation of Reports and dashboards - Amazon sales forecasting - Exploratory data analysis - Recommendation engine Relevant Skills: - Python - Advanced Excel/Zoho Analytics - Power Query - MySQL - Data analysis using Python - Power BI- - ChatGPT - TensorFlow - Google Colab Let's have a chat to understand the project objective and dataset in details. I assure you the best quality results and ensure the customer satisfaction. Looking forward to hearing from you soon. Thanks for the opportunity.
$25 SGD in 40 days
2.9
2.9

Hi! I’m Sudhir, a Data Analyst specializing in building automated MIS solutions that transform raw sales data into actionable business intelligence. I will implement a robust Power Query workflow to consolidate your sheets into a "single source of truth," ensuring the dashboard refreshes with a single click as new monthly data is added. My design features dynamic Pivot-based visuals and advanced DAX/formulas to instantly highlight top and low performers across products and regions, eliminating manual errors and saving you hours of reporting time. I focus on creating a scalable, clean data architecture that remains fast and easy to maintain, and I’ll include a brief summary of key insights to help you make data-driven decisions immediately.
$20 SGD in 30 days
2.0
2.0

Hi, I can consolidate your sales data into a clear, dynamic Excel solution that gives you a true side-by-side view of performance across products, regions, and sales reps. My approach is to first standardize and combine your existing workbooks into a clean master dataset (using Power Query where helpful). From there, I’ll build structured tables and pivot-based analysis that allow easy slicing by product, territory, and salesperson. The dashboard will focus on clarity and usability—highlighting top and bottom performers using conditional formatting and simple charts, while keeping everything fully dynamic so it updates instantly when new monthly data is added. You will receive: * A cleaned, consolidated master sheet ready for refresh * Interactive dashboard (pivot tables + charts) comparing performance across key dimensions * Metrics including revenue, units, and margin * Automatic highlighting of top and low performers * Simple, maintainable structure with no external tools * A short summary of insights and recommended next steps I focus on making Excel models both powerful and easy to use, so you can rely on them long-term without manual adjustments. Ready to start as soon as you share the files. Best regards
$20 SGD in 40 days
1.6
1.6

Hi, This is exactly the kind of Excel-based analysis and reporting work I enjoy—turning scattered workbook data into a clean, dynamic performance dashboard that is easy to maintain and actually useful for decision-making. My approach would be: - Consolidate and structure the existing workbook data into a clean master dataset - Use Power Query, lookup functions, and pivot-based analysis to automate refresh workflows - Build a dynamic dashboard comparing performance across products, regions, and sales representatives - Highlight top/bottom performers and trends using clear visuals and conditional formatting - Ensure the system updates smoothly when new monthly data is added Deliverables would include: - Clean master sheet structure - Refresh-ready dashboard/report - Comparative analysis views (revenue, units, margins, trends) - Short summary with insights and recommendations I focus strongly on usability, clarity, and making dashboards easy to maintain long-term—not just visually appealing. Happy to review sample workbook structures and discuss the reporting metrics you’d like prioritized. Best regards, Dhivya
$24 SGD in 20 days
1.4
1.4

Hi there, I am Syed Taha Hussain, and I would love to build this performance comparison tool for you. Microsoft Excel is one of my primary skills, and I specialize in using Power Query, Pivot Tables, and advanced formulas to turn fragmented workbooks into automated, professional dashboards. With my background in accounting and finance, I will create a master sheet where you can simply paste new data and see performance by product, region, and rep update instantly. I focus on building dynamic models that highlight winners and laggards through clear visuals and conditional formatting, requiring zero manual tweaking from your side. I have several sophisticated Excel and Power BI projects in my portfolio on my profile that demonstrate my expertise. I invite you to check them out to see the quality of my work. Please message me in the chat so we can discuss your specific file structures and get started.
$20 SGD in 40 days
1.1
1.1

Hi there, I understand you need a clean, dynamic Excel-based performance cockpit that pulls from multiple workbooks and lets you compare product, region, and sales rep side-by-side. I’ll deliver a master data sheet, robust pivot-driven dashboards, and clear insights - all staying within native Excel (no BI tools). Solution highlights: - Normalize and consolidate data into a single master sheet with repeatable refresh steps. - Build Power Query pipelines to ingest monthly data and auto-clean/append without breaking structure. - Create pivot tables + slicers for Product, Territory, and Salesperson, plus calculated fields for Revenue, Units, Margin. - Design a concise dashboard with charts and conditional formatting to flag top/bottom performers automatically. - Provide a short, actionable insights summary and next-step recommendations. Deliverables: - Master sheet ready for refresh - Comparative dashboard with key metrics and dynamic filters - Insight summary and recommended actions Approach and feasibility: - Fully Excel-native solution, easy to maintain, and scalable for monthly updates. - Clear instructions for refreshing data so no manual tweaking is needed. Budget & timeline: - Budget: 20-30 SGD - Timeline: 4 days from project start Why me: - Full-Stack Digital Expert with deep Excel analytics, dashboard design, and automation skills. - I’ll ensure your data stays accurate, readable, and actionable. If you’d like to proceed, I can tailor the workbook to your exact w
$31 SGD in 32 days
0.0
0.0

Singapore, Singapore
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