Excel Dashboard - Referral tracker
Publicada el 2026-07-16
Descripción de la oferta
I have prepared a design brief (see the ZIP) that shows the look and feel I want: one page for entering a register of referral relationships and their milestone activities, and a second page that turns those entries into a clean, professional-looking dashboard. The workbook needs only straightforward formulas—nothing heavy on macros—but it must calculate totals and status summaries automatically so the overview always reflects the latest input. You will build: • Sheet 1 – a clearly laid-out input form where users can type or paste each referral partner, the date of each milestone, and any notes I have specified in the mock-ups. Data validation and drop-downs should guide users so entries stay consistent. • Sheet 2 – an interactive dashboard that pulls from Sheet 1 and presents the key counts, progress bars and at-a-glance metrics exactly as shown in the visuals. Charts can be standard Excel charts or pivot-based, provided the style matches the sample images. The colours, fonts and layout in the ZIP are the suggested look; and feel free to streamline the underlying formulas if it improves speed and accuracy. I should be able to hand this file to non-technical clients and have them start entering data without additional set-up. Acceptance will be based on these points: – All fields in the brief are present and mapped correctly. – Dashboard updates instantly when new referrals or milestones are added. – No broken references or #REF! errors after I clear the demo data and try fresh entries. – Workbook opens without security warnings in the current desktop version of Microsoft Excel. If something in the mock-ups can be done more elegantly in Excel, let me know; otherwise, match the visuals as closely as possible and keep the file lightweight. Please provide examples of similar Excel dashboards or commercial workbooks you have developed. - A brief summary of your relevant experience. - Your estimated delivery timeframe. - Your fixed-price quotation. Preference will be given to applicants with experience building high-quality commercial Excel applications rather than basic spreadsheets.
Skills
Fuente original: freelancer