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Scope of Work: 1. Clean Up Existing File * Review current Excel tracker (inventory + profit tracking) * Remove duplicate / unnecessary columns * Standardize formulas across all rows * Fix inconsistencies and errors ⸻ 2. Clean Up Historical Data (Important) * Review and correct existing transactions * Ensure past entries are consistent and usable * Fix or flag: * Missing data * Incorrect formulas * Misclassified expenses or sales * Help bring the file to a “clean baseline” I can trust going forward ⸻ 3. Profit & Revenue Accuracy * Validate and correct all profit calculations * Ensure accurate handling of: * Purchase price * Platform fees * Shipping costs * Taxes (if applicable) * Remove any need for manual calculations ⸻ 4. Inventory & Status Tracking * Improve item lifecycle tracking: * Purchased → Listed → Sold * Add simple status system with dropdowns * Automate status changes where possible (e.g., when sale date is entered) ⸻ 5. Automation & Error Prevention * Lock/protect formula cells * Add data validation and dropdowns * Reduce risk of accidental errors * Improve usability for daily use ⸻ 6. Dashboard & Reporting Build or improve a dashboard showing: * Total profit (lifetime + monthly) * Revenue vs expenses * Items sold vs unsold * Optional: profit by platform Must be clean, simple, and easy to understand at a glance ⸻ 7. Usability & Scaling * Make the file intuitive and fast * Optimize for hundreds/thousands of items * Improve overall layout and workflow ⸻ Ideal Candidate: * Advanced Excel expertise (this is required) * Experience cleaning messy datasets (very important) * Strong with: * Formulas * Data validation * Data cleanup * Financial tracking * Bonus: experience with resale, inventory, or e-commerce tracking
Project ID: 40470185
76 proposals
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Active 6 days ago
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76 freelancers are bidding on average $418 USD for this job

Hello, Good Day! I’m excited about the opportunity to help rebuild and optimize your revenue, expense, and inventory tracking system for your resale business. With strong experience in advanced Excel automation, financial tracking systems, and large-scale data cleanup, I can transform your existing file into a clean, reliable, and scalable solution that minimizes manual work and improves day-to-day usability. I will carefully review your current workbook, standardize formulas, remove inconsistencies, and clean historical transaction data to establish a trustworthy baseline. I can also improve profit accuracy by automating calculations for purchase costs, platform fees, shipping, taxes, and other variables while reducing the risk of manual errors through protected formulas, dropdowns, and validation rules. For inventory management, I can implement an intuitive lifecycle workflow with automated status handling and build a modern dashboard that clearly tracks profit, revenue, expenses, sold vs unsold items, and platform performance. My focus will be on speed, scalability, and making the tracker easy to maintain even with thousands of records. At Imara Software Solutions, we have extensive experience building custom business tracking systems, automation workflows, and reporting solutions for operational efficiency. I’d be happy to review your existing Excel file and discuss the best structure and improvements to make it reliable for long-term use. Kind Regards, Rinsad
$350 USD in 7 days
8.2
8.2

As an advanced Excel expert with substantial experience in cleaning messy datasets, I fully understand the magnitude of what you're looking for. I bring with me not only a wealth of skills in formulas, data validation, cleanup, and financial tracking - which align directly with your project requirements - but more importantly, I have firsthand experience solving complex data issues similar to yours. In a previous project, I managed to clean up and rebuild an unwieldy sales record sheet while also standardizing the formulas and ensuring error-free calculations for purchase price, platform fees, shipping costs, and taxes. This helped automate manual calculations significantly and streamlined the whole tracking process for over 500 items on a daily basis. Furthermore, my finance background equips me with deep insight into developing efficient reporting systems that provide meaningful and actionable insights effortlessly. Creating clean, simple, and easy-to-understand dashboards is my forte. If you give me the opportunity on this project, I will not only ensure data accuracy but also provide you with a trustworthy system that scales effectively as your business grows.
$250 USD in 1 day
7.8
7.8

Warm greetings! I specialize in advanced Excel automation, financial tracking systems, and large-scale data cleanup for inventory-driven businesses. With 9+ years of experience optimizing messy spreadsheets into reliable operational tools, I can turn your tracker into a clean, scalable, and error-resistant system you can trust daily. Here’s how I can help: * Audit and clean historical transaction data for consistency and accuracy * Correct profit formulas covering fees, shipping, taxes, and purchase costs * Build automated inventory lifecycle tracking with dropdowns and smart status logic * Add protections, validations, and error-prevention systems to reduce manual mistakes * Create a clean dashboard for profit, revenue, expenses, inventory status, and platform reporting I focus on usability, speed, and long-term scalability so the workbook remains stable even with thousands of records. Are your current sales imports coming manually or from platforms like eBay/Shopify/CSV exports, and approximately how many historical rows need cleanup?
$500 USD in 7 days
7.3
7.3

Hi there, I understand you need a full cleanup and optimisation of your existing Excel inventory and profit-tracking system so the file becomes accurate, scalable, and reliable for long-term daily use. I am confident I can restructure the workbook into a cleaner, automated system with accurate financial tracking and improved usability. My approach will be to first review and clean the existing workbook structure by removing duplicate or unnecessary columns, standardizing formulas, correcting inconsistencies, and validating historical transactions. I will carefully audit past entries to identify missing data, incorrect calculations, misclassified expenses or sales, and any formula errors affecting reporting accuracy. From there, I will improve the profit-tracking logic so purchase costs, platform fees, shipping, taxes, and net profit calculations update automatically without requiring manual intervention. I will also improve inventory lifecycle tracking using dropdown-based status management such as Purchased → Listed → Sold, with automation where possible to reduce repetitive updates. To prevent future issues, I will add data validation, lock formula cells, and optimize the workbook structure for handling large datasets efficiently. Do you want the dashboard focused mainly on financial reporting, or should inventory movement and sales performance receive equal priority as well? I’m ready to start immediately. Warm Regards, Aneesa.
$250 USD in 2 days
6.8
6.8

I can fully clean, optimize, and automate your inventory/profit tracking workbook, including historical data correction, accurate profit calculations, inventory lifecycle tracking, dashboards, validations, and formula protection. The final Excel file will be scalable, reliable, easy to use daily, and optimized for large datasets with minimal manual work. 10+ years Advanced Excel experience, Certified VBA Programmer, MBA.
$250 USD in 3 days
6.5
6.5

Hi I can clean up and rebuild your Excel inventory/profit tracker so historical transactions, formulas, item statuses, and reporting become accurate and easy to maintain going forward. The main technical challenge is creating a trusted baseline from messy past data while preventing future manual errors in profit, fees, shipping, taxes, and status tracking. I have strong experience with advanced Excel formulas, data validation, dropdowns, protected formula cells, dashboard reporting, financial tracking, inventory workflows, and cleanup of inconsistent datasets. I would review the existing file, remove duplicate or unnecessary fields, standardize formulas, fix or flag bad historical records, and improve the Purchased → Listed → Sold workflow with simple automation. The final workbook would include clean daily-use sheets, protected calculations, validation rules, and a simple dashboard for profit, revenue, expenses, sold/unsold inventory, and platform performance. Thanks, Hercules
$500 USD in 7 days
6.6
6.6

Hello, I hope you are doing well. I hold a master's degree in Statistics from a renowned university. I am a well experienced data analyst. I have good command over popular statistical software i.e., Excel, SPSS, RStudio, Jamovi, and Stata (please visit my profile to check reviews for my past projects). I have reviewed and understood your requirements, I can help you with this project. Please feel free to ask me, if you have any queries.
$750 USD in 7 days
6.1
6.1

I can do this task in only USD 120, and deliver it in only 3 days. I am a Noida based Excel & VBA Automation Expert with an MBA and 10+ years of experience delivering smart solutions to global clients (eg. Decathlon, E&Y, Schindler). I’ve successfully completed 100+ projects (4.9★ rating), helping businesses save time, reduce errors, and boost efficiency. I can clean your excel based model as per modeling best practices and as per your requirements mentioned in the project description. Please have a look at my project portfolio to have a better understanding of my experience. Lets chat and discuss the details further. Looking forward to working with you!
$250 USD in 3 days
6.1
6.1

Hello there! I will do all 1 to 7 steps right now with 100% accuracy. I am offering a free sample before awarding the project. Can you please open a chat box to discuss the project in detail? I am 24/7 available for discussing the project. Sir, please check my profile link for your satisfaction and of my client reviews: https://www.freelancer.com/u/bktk Regards: Muhammad Bilal KTK
$250 USD in 1 day
5.9
5.9

Hello, I can help transform your current Excel tracker into a clean, reliable, and scalable inventory and profit management system. With strong experience in advanced Excel automation, financial tracking, dashboard creation, and data-cleanup projects, I understand the importance of accuracy, usability, and long-term maintainability. For this project, I will: • Clean and standardize the existing workbook structure • Review and correct historical transaction data • Fix inconsistent formulas, missing entries, and classification issues • Validate profit calculations including fees, shipping, taxes, and purchase costs • Improve inventory lifecycle tracking with automated status workflows and dropdowns • Add protections, validations, and error-prevention measures • Build a clean dashboard for profit, revenue, expenses, and inventory insights • Optimize the workbook for handling large volumes of inventory efficiently My focus will be on creating a system that minimizes manual work, reduces errors, and gives you trustworthy financial and inventory reporting for daily operations. I have experience working with complex Excel workflows, operational trackers, and business reporting systems, including projects involving inventory, sales tracking, and financial analysis. I am confident I can deliver a professional, intuitive, and scalable solution tailored to your workflow. Please open the chat for further discussion. Thanks & regards, Naresh
$450 USD in 1 day
5.5
5.5

With my comprehensive expertise in Excel, data analysis, and cleansing, I am equipped to tackle your project meticulously. My constant attention to detail aids me in not only cleaning up existing files but also ensuring historical data is corrected and consistent. More importantly, I understand the criticality of profit calculations for resale businesses like yours. By validating and correcting these calculations while accounting for purchase price, platform fees, shipping costs, taxes, and other expenses, I assure you an error-free expense tracker without any need for manual calculations. This will save you time and effort tremendously. To display all this cleaned-up data effectively at a glance, I'll build or improve a user-friendly dashboard that shows total profit (lifetime and monthly), revenue versus expenses, items sold versus unsold, and if needed profit-by-platform. The layout will be optimized keeping scale in mind as well- your excel file will remain intuitive even on adding thousands of items. Whether it's automating status changes or reducing the risk of accidental errors by protecting cells and adding dropdowns for easy inputs. In conclusion, hiring me means not just getting advanced Excel expertise for your project but someone who is dedicated to delivering reliable work as promised. I ensure accurate data handling with communication paced at your convenience.
$250 USD in 2 days
5.3
5.3

Hi, I am a full-stack AI developer with 8 years of rich experience in software development and advanced Excel solutions, with a background in financial tracking and inventory management. I am familiar with Excel, Data Cleansing, Data Validation, Financial Analysis, Data Visualization, Inventory Management, Automation, Data Management, and Database Management. I can clean up your existing revenue and expense tracker, standardize formulas, correct historical data, ensure accurate profit/revenue calculations, implement status tracking for items, protect formulas, and build a clear, intuitive dashboard showing total profit, revenue vs expenses, and items sold vs unsold. I'm an individual freelancer and can work on any time zone you want. I can also optimize the file for thousands of items, prevent errors, and create a scalable, easy-to-use workflow. Please contact me with the best time for you to have a quick chat. Looking forward to discussing more details. Thanks. Emile.
$250 USD in 7 days
5.3
5.3

As someone who has been working professionally as a software engineer and ranked in the top 1% on this platform, you can trust me to handle your project with precision. I have extensive knowledge working with not only Excel but also with advanced formulas, data validation, clean-up and financial tracking - all of which happen to align perfectly with your needs. My familiarity with cloud technology will also be an asset in ensuring that the final product is both usable and scalable. One of my specializations is cleaning messy datasets. I have experience dealing with vast amounts of information and identifying areas of inconsistency or errors effectively. In addition, my background in e-commerce tracking makes me especially insightful when it comes to inventory management. My end goal for your project is simple but transformative: to provide you with a clean baseline and set up a streamlined system that will allow you to confidently track your sales performance and expenditure. With me on your team, you'll obtain not only accurate profit calculations but also an easy-to-understand Dashboard that provides a comprehensive overview of revenue, expenses, sold versus unsold items, and optional platform profitability. Don't let the size of this job intimidate you - I am here to ensure that no detail or data point goes unaccounted for. Let's make your spreadsheet dreams come true!
$300 USD in 2 days
5.4
5.4

Hi there, Dealing with inaccurate inventory and profit tracking can be frustrating, especially when inconsistencies lead to unreliable data. I specialize in transforming messy Excel datasets into streamlined, efficient tools by standardizing formulas, validating data, and automating processes. This not only ensures accuracy but also enhances usability, allowing you to focus on strategic decisions without the headache of manual errors. Here are my questions to better understand your needs: 1. Are there specific platforms or software you're integrating this tracker with, like eBay? 2. How frequently do you update your inventory, and do you anticipate significant scaling in the near future? Drop me a message so we can get started right away!
$250 USD in 10 days
4.6
4.6

Greetings! I will clean up your existing Excel tracker for inventory and profit. Remove duplicate columns, standardize formulas, fix errors. Correct historical transactions, fix or flag missing data, misclassified expenses or sales. Validate profit calculations including purchase price, platform fees, shipping costs, taxes. Improve item lifecycle tracking purchased to listed to sold with status dropdowns and automation. Lock formula cells, add data validation, prevent errors. Build dashboard for total profit, revenue vs expenses, items sold vs unsold, profit by platform. Optimize for thousands of items. Please share your current Excel file. Thanks, Revival
$250 USD in 7 days
4.4
4.4

Hi there, With meticulous attention to detail and an advanced level of proficiency in Excel, I'm confident I possess the exact skillset you need for this project. Over my career, I've developed expertise cleaning up messy datasets, just like the one you have here. My in-depth knowledge of data validation, formula standardization, and financial tracking will ensure that your revenue and expense tracker not only becomes accurate but also future-proofed and easy-to-use. On top of that, my background in resale, inventory, and e-commerce tracking gives me a unique perspective on handling your particular business requirements effectively. What differentiates me from other candidates is not only my unquestionable technical skill but also my ability to understand the bigger picture behind your project. Beyond simply cleaning up your existing file and improving layout, I'll dig deep to identify patterns of inconsistent data entries, misclassified expenses or sales and flag them for your attention while correcting any errors encountered. Let me bring this vast experience and deep-diving approach to clean up your historic data for a "clean baseline" that you can confidently rely upon moving forward.
$500 USD in 3 days
4.4
4.4

Hi I have more than 15 years of experience in Excel VBA Automation . I have strong experience with Excel data cleanup, formula auditing, financial tracking, dashboards, data validation, and inventory-style reporting. I can clean, restructure, and improve your Excel inventory and profit tracking workbook so it becomes accurate, reliable, and easier to use daily. I have wooked several simlar projects and can complete the work most efficiently. Overall, I can help bring the file to a clean baseline you can trust and continue using without manual calculations. Ready to start immediatly. Thanks Shivani
$250 USD in 2 days
4.6
4.6

As a seasoned finance expert with over 15 years of experience, I have the advanced Excel skills required for this project. My speciality lies in data cleaning and financial tracking, two skills that are absolutely crucial for your revenue and expense tracker. I understand how vital it is to have accurate and consistent data, especially when working with historical records. I will not only fix inconsistencies and errors, but also help bring your file to a "clean baseline" that you can trust moving forward. Moreover, my expertise in bookkeeping and reconciliation, along with my QuickBooks ProAdvisor certification, will ensure speedy and precise handling of all transactions. In addition, I'd like to highlight my experience specifically in resale and e-commerce tracking which is an added advantage for your project. With this background knowledge, I can impeccably improve item lifecycle tracking from purchased to listed to sold while automating status changes wherever possible. Overall, my aim is to create an intuitive system that reduces the risk of accidental errors and enhances usability on a daily basis for your resale business. Offering both extensive professional expertise and a personal passion for providing financial clarity within businesses; I am excited about the possibility of working together on this project. Let's make your finances work efficiently for you!
$500 USD in 7 days
4.6
4.6

My name is Muskan and I'm an advanced level Excel and Google Sheets Macro and VBA developer. With over seven years of experience, I'm confident in my skills to solve all your data management problems. I understand the critical role that accurate financial tracking plays in the resale business, which makes me the perfect fit for your project. In addition to my strong command over Excel, including advanced formula building, data validation, and clean-up strategies; I have extensive experience working with financial tracking projects-myrban a crucial skill for this undertaking. I'm also adept at developing user-friendly dashboards from large datasets, a useful backdrop for our long-term association. Furthermore, my familiarity with eCommerce tracking adds an extra layer of competitive advantage making me perfect for your project. So let's start working together on this task and build a system you can trust going forward.
$350 USD in 1 day
4.2
4.2

Hi, I recently worked on a large resale/inventory Excel tracker where the file had inconsistent formulas, duplicate columns, broken profit calculations, and messy historical sales data. I cleaned and standardized thousands of rows, rebuilt the profit system to include fees/shipping/taxes automatically, added inventory status tracking with dropdowns, protected formula cells, and created a dashboard for monthly profit, revenue, and unsold inventory tracking. Your project is very similar, and I can help turn the current spreadsheet into a clean, reliable, and scalable system for daily use. Looking forward to discussing the file further.
$250 USD in 7 days
4.3
4.3

Olathe, United States
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