Automated Excel Dashboard for Demand Planning

@Vasilchenko

Hello. I can do this work quickly. I hope that you documented all well in your description so this could be a quick turn arround project which I can realize in 2 work hours. If this is the way which you expect the work need to be done, I can take and do it. I mean that I'll take your data and task description then I'll do each step by step with specification document what was included, where and formula or tool, and work done check list. I hope you use Excel 2019 or 365. If earlier version I'm not interested.

@ayesha86664

Hi there! You are building a multi-portfolio demand planning Excel system and the real challenge is automating consolidation across complex datasets without breaking structure or requiring manual copy-paste updates. I have 20 years experience building advanced Excel dashboards for supply chain and demand planning, including automated VBA-driven models that consolidate multi-source forecasting data into single executive dashboards with real-time KPI visibility and clean reporting layers. I will design a fully automated Excel workbook with structured forecast, SOH, and open orders templates linked into a master model that updates instantly. I will also build an interactive dashboard with dynamic filters, clean data modeling, and automated procurement gap calculations for clear decision-making. Check our work: https://www.freelancer.com/u/ayesha86664 Do you want the dashboard optimized more for operational daily use or executive-level reporting views? I am ready just say the word. Best Regards, Ayesha

@MZITSERVICES

Hi there, I am A.R.M. MASUD with a strong background in data science. I am pleased to present this proposal for data visualization and dashboard development services. I specialize in transforming raw data into meaningful, interactive visual representations that provide actionable insights. I leverage cutting-edge tools such as Power BI, Tableau, Looker Studio, and other visualization platforms to create custom dashboards and data visualizations tailored to your unique business needs. I aim to empower your organization with intuitive, user-friendly, and insightful data analytics solutions. I design and develop dynamic dashboards featuring interactive charts, graphs, and reports. I create tailored reports that reflect key performance indicators (KPIs), trends, and metrics based on business objectives. I integrate data from multiple sources, including Excel files and APIs. I build fully functional interactive dashboards with real-time or scheduled data updates and custom visualizations, charts, graphs, and KPIs tailored to your business requirements. https://www.freelancer.com/u/MZITSERVICES Thank you for considering your dashboard development project. I am confident that our expertise and commitment to excellence will add significant value to your business operations. Thanks A.R.M. MASUD

@codeandcommand

The demand planning part usually means pulling historical sales data, running a forecast model (moving average or weighted), and surfacing exceptions automatically. I can build this in Excel VBA with automated refresh and a clean visual dashboard. Ready in 2 days, and I can start today. Pricing shown is based on the description and may shift once we confirm the data sources and forecast logic you need. Want me to send a quick scope doc so we can get moving?

@JoseRCarvas

Hi - this is exactly my kind of Excel build: standardized templates plus a Master Workbook that auto-consolidates with zero manual copy-paste. Here is my plan. 1, A standardized Forecast Template with a 5-year monthly grid, reused for every portfolio - Well Engineering, Well Delivery, Project Delivery, Run and Maintain, Infrastructure, Support Functions - so they share one structure. 2, Matching Stock on Hand and Open Orders templates in the same layout. 3, A Master Workbook that pulls from all portfolio templates automatically via structured tables and Power Query or formulas - add or update a portfolio sheet and the master overview and dashboard refresh on their own, no copy-paste. 4, A clean dashboard summarizing demand versus supply across portfolios. Because the scope is sizeable for the budget, I suggest milestone 1 = the Master engine plus ONE fully working portfolio end to end, so you can verify the auto-consolidation, then the remaining portfolios reuse the identical pattern. Could you share a sample of one portfolio's current data and confirm Excel version, or Google Sheets? I will send a working sample for sign-off before scaling it out. All work and payment stay on Freelancer via a funded milestone. Thanks - Jose

@noreenraheel

BEFORE YOU HIRE ANYONE, GIVE ME 30 SECONDS TO SHOW YOU WHY I'M DIFFERENT. I have 5+ years of experience building advanced Excel dashboards, automated reporting solutions, and business intelligence tools. I can develop a fully automated Demand Planning Workbook that is accurate, scalable, and easy to maintain. My solution will include: Standardized 5-year forecast templates for each portfolio. Stock on Hand (SOH) and Open Orders templates. A Master Workbook that automatically consolidates all portfolio data using Power Query, eliminating manual copy and paste. An interactive dashboard with Forecast Quantity, Forecast Value, SOH, Open Orders, Procurement Gap, portfolio summaries, material group analysis, and monthly/yearly demand trends. Dynamic filters for Portfolio, Year, Material Group, and Activity Type. I'll structure the workbook using Excel best practices, making it simple to update as new portfolios, materials, or forecasts are added. I can also recommend improvements to enhance automation, data validation, and reporting performance. I have built similar Excel automation and dashboard projects and can start immediately. I look forward to discussing your requirements. Regards, Noreen Sajjad

@AzeemCodes7

As a Python developer equipped with advanced data scraping, automation, and analysis skills, I am perfectly positioned to create your demand planning workbook and professional dashboard. I have worked on various automation projects that involved consolidating and analyzing large amounts of data just like what you require for your demand planning from multiple portfolios. I have successfully executed numerous projects of demand planning using my expertise in Python scripts and Excel automation that would streamline your forecasts, consolidate data as well as generate comprehensive reports on-demand. Beyond the technical aspects, my experience adds a bonus to your project. Coming from a background of AI-powered solution building, working towards my CS degree has further enhanced my skills in analyzing complex datasets through tools like Pandas and PowerBI. Additionally, my work spans from e-commerce platforms to research-grade conflict-data pipelines, showcasing my adaptability to different project scopes. Given this diverse skill set and my focus on on-time delivery with clear communication, hiring me means securing not only a proficient developer but also a reliable partner who understands the significance of timely completion with maximum efficiency.

@Amnexa

Hello, I am Amna, an experienced professional with expertise in Automation, Data Analysis, Data Modeling, and Excel Macros. I have a strong background in creating automated solutions for data management and visualization. I understand your requirement for an Automated Demand Planning Workbook with a professional dashboard. With over 6 years of experience, I have successfully completed over 210 projects, ensuring client satisfaction every time. I am well-equipped to develop a fully automated Excel dashboard that consolidates data from multiple portfolios seamlessly. My expertise in Excel VBA and data visualization will ensure a user-friendly design and easy maintenance. Let's discuss your project further in chat to explore how I can provide a tailored solution for your demand planning needs. Regards, Amna

@FizzaNadeemK

Hi, you need a demand planning workbook that becomes a single source of truth, so portfolio updates flow automatically into one dashboard instead of creating another manual reporting process. The combination of five-year monthly forecasts, SOH, open orders, and procurement gap analysis only stays reliable when the data model is standardized first, with automated consolidation replacing copy-and-paste workflows. I’ll build structured portfolio templates, automate the master workbook with dynamic summaries and dashboard filters, and organize the model so future updates require only refreshing source data rather than rebuilding reports. The final workbook will be easy to maintain, with clear documentation and a professional dashboard that highlights forecast value, demand trends, and procurement gaps across portfolios and material groups. Will your SAP material data be exported in a consistent format for every portfolio, or do the source files differ and need normalization before consolidation? Best regards, Fizza Nadeem K

@Abdallah20015

I can build a fully automated Excel Demand Planning workbook with Power Query, dynamic dashboards, and interactive filters. I have experience creating professional Excel and Power BI dashboards that are easy to maintain and update. I can deliver a clean, user-friendly solution with automatic data consolidation and accurate reporting.

@joshuak485

Hi, this is Joshua from Davis. I build clear Excel systems that are easy to use and simple to maintain. I understand you need an automated demand planning workbook with a master file and a professional dashboard. The goal is to combine all portfolio forecasts, SOH, and open orders into one live view. I can build a clean workbook structure that consolidates data automatically and gives you the planning insight you need. I would use standardized input templates, Power Query or linked tables for consolidation, and formulas or Pivot based summaries for the dashboard. I would also set up material group logic, portfolio filters, and monthly and yearly trend views. The result will be reliable, scalable, and easy for your team to update. I can communicate in real time in your time zone and can provide a simple demo or part of the project within 12 hours of starting. Q1: Do you want the master workbook built with Power Query or formula based links? Q2: Will the source data come from separate files or from one shared workbook? Q3: Do you already have a preferred dashboard layout or KPIs beyond the ones listed? Best regards, Joshua

@muhammadaariyan

Your workbook needs to bring forecast, Stock on Hand, and Open Orders from multiple portfolios into one Master Workbook automatically, while presenting the procurement gap and demand trends through a professional Excel dashboard. The focus is reliable automation and a structure that stays easy to maintain as data grows. I work with Microsoft Excel, VBA, Power Query, formulas, and dashboard development to build automated reporting and data consolidation solutions. My first step will be creating a standardized forecast template for each portfolio, then linking them into a Master Workbook that refreshes automatically without manual copy and paste. I reply quickly and keep progress moving with clear updates. The completed workbook will be organized, fully automated, filter driven, and ready for ongoing demand planning and reporting.

@rahuldograarts

Hello, I am confident in developing an automated Excel dashboard for demand planning, combining my expertise in templates, design, and process automation. My experience with data management and Excel macros ensures a seamless, consolidated workbook, with a professional and user-friendly interface. I will create dynamic dashboards with filters for portfolio, year, and other parameters, incorporating summary insights for demand trends. I can suggest optimizing your workbook structure for easier maintenance and real-time updates, tying into my background in data-driven process automation. This will empower efficient supply chain reporting. Please share your specific data sources or preferred layout, enabling a tailored solution. I look forward to helping streamline your demand planning process. What are the key challenges you face with your current demand planning process? Thanks, Rahul

@longngoc2307

Hello, I can build this automated Excel demand planning workbook with a clean, professional dashboard. My approach would be to first audit the workbook structure, then create standardized portfolio templates, automate consolidation into a master file, and build dashboard views for forecast, SOH, open orders, and procurement gap. I can also organize materials by Material Group and make the file easy to update without manual copy-paste. Happy to discuss your reporting logic and suggest improvements for long-term maintenance.

@syedzulal1

Hello, I’d love to help build a professional, fully automated Excel Demand Planning Workbook tailored to your requirements. I have experience creating advanced Excel dashboards, automated reporting systems, and data consolidation solutions using Power Query, Pivot Tables, Pivot Charts, dynamic formulas, and VBA where appropriate. I will develop standardized forecast, Stock on Hand, and Open Orders templates that automatically feed into a centralized Master Workbook without manual copy and paste. The interactive dashboard will display forecast quantities and values, procurement gaps, SOH, open orders, portfolio and material group summaries, along with monthly and yearly demand trends. Dynamic filters for Portfolio, Year, Material Group, and Activity Type will make reporting fast and user-friendly. The workbook will be optimized for accuracy, scalability, and easy maintenance, ensuring it remains simple to update as your data grows. I’m also happy to recommend improvements based on demand planning and supply chain reporting best practices. I look forward to discussing your project and delivering a reliable, professional solution.

@nintysix96

Bid amount and timeline above are rough placeholders, we will firm those up once we've had a quick chat about the full scope. This is a solid demand planning challenge. You're managing six distinct portfolios, each with its own project types, activities, and material requirements, and you need all of that feeding cleanly into one Master Workbook without any manual copy-paste. The end goal is a dashboard where someone can filter by portfolio, year, material group, or activity type and immediately see where the procurement gaps are before they become a problem. Here's how we'd approach it: - Forecast Templates: One standardized input sheet per portfolio, covering a 5-year monthly forecast with all the fields you listed (SAP Material Number, Description, Material Group, UoM, Activity Type, Quantity, Unit Price, Forecast Value). Materials auto-grouped by Material Group using VBA on save. - SOH and Open Orders: Separate clean templates that link into the consolidation layer, keeping inputs simple so whoever maintains these doesn't need to touch any formulas. - Master Workbook consolidation: Power Query or VBA-driven auto-pull from all portfolio files. No copy-paste, no broken links, just refresh and it's current. - Dashboard: Interactive slicers for Portfolio, Year, Material Group, and Activity Type. Panels for Total Forecast Quantity and Value, SOH, Open Orders, and the Procurement Gap calculation. Monthly and yearly trend charts that update with the filters. - Design: Clean, professional layout built for real operational use, not just looks. Easy for a non-Excel person to update. Once we've talked through the exact file structure you already have and any SAP export formats involved, we'll send over a proper proposal with milestones, delivery timeline, and a firm price. Want to jump on a quick call this week to walk through the details? Best, 96 Studio

@EthanKCK

"I BELIEVE IN CLIENT RELATIONSHIPS OVER PROFITS. Summarise the client's objective in one or two sentences using their own wording where possible. Mention at least one specific detail from the project description so it's obvious the proposal wasn't mass generated. Do not repeat the project description—show that you understand why they're asking for the work. You need an Excel expert to craft an automated Demand Planning Workbook with a consolidated dashboard for various portfolios like Well Engineering, Project Delivery, and Support Functions. Having a good grasp of this type of challenge, I can ensure a user-friendly and reliable solution for your demand planning needs. Reframe the project: make clear that what they're really after isn't just an Automated Excel Dashboard, but a streamlined Demand Planning process. I would approach this by creating standardized forecast templates for each portfolio and an interactive dashboard for insightful data visualization. Let's discuss your project and make sure it's approached the right way from the start. Kind Regards, Ethan"

@siddharths2064

Hi, I build automated Excel demand planning systems. For your project: standardized Forecast/SOH/Open Orders templates per portfolio, Power Query auto-consolidation into one Master Workbook (no copy-paste), Power Pivot model for the Procurement Gap, and an interactive dashboard with slicers (Portfolio, Year, Material Group, Activity Type) plus KPI cards and trend charts. Timeline: 2-3 weeks. I have similar supply-chain dashboard samples ready to share. Let's discuss your file structure first!

@bunty7678p

I have worked on this project before as well, so I have good knowledge of analysis. mujhe ispr kam krna bhi acha lagta h