Sample Data & Header Setup

We are looking for an experienced Excel specialist to help organize and automate our monthly sales tracking workbook. Currently, we maintain multiple sheets containing product-level sales data, but the file lacks structure and automated summaries. We need someone who can clean up the structure and create a simple but reliable dashboard. This is not an advanced BI project, but it requires solid Excel logic and clean structuring skills. Scope of Work Review existing workbook (multiple sheets with sales records) Consolidate data into a structured master table (if necessary) Create automated monthly summary calculations Build a simple interactive dashboard including: Total sales by month Sales by product category Top 5 products Monthly trend (line chart) Use Pivot Tables, SUMIFS, XLOOKUP (or equivalent functions) Ensure the dashboard updates automatically when new rows are added Keep the file lightweight and easy to maintain Requirements Strong Excel formula knowledge (SUMIFS, INDEX/MATCH or XLOOKUP) Experience with Pivot Tables and basic dashboard design Ability to structure messy data logically Clean formatting and professional presentation Deliverables Cleaned and structured Excel workbook Fully functional dashboard sheet Brief explanation of how to update the data monthly Clear labeling of formulas and calculation areas ⏱ Timeline Expected completion within 3–5 days. Budget Fixed price: $120 – $200 (Open to reasonable proposals based on experience)

Project ID: 40223729