Excel Expert Needed to Build a Planner, Caseload Tracker and Dashboard

About Us - We are a platform that develops practical resources for school counselors. We are looking to create a premium Microsoft Excel planning and documentation system. We already have an Excel workbook that demonstrates the general style and functionality we like. This workbook is for inspiration only - we are looking for an original workbook designed specifically for our brand and requirements. Project Overview - We are seeking an experienced Microsoft Excel developer to build a professional, intuitive workbook that combines planning, documentation, reporting and data dashboards into one system. The workbook should be visually appealing m(using our brand colors/theme), easy to use and designed for professionals who may only have basic to intermediate Excel knowledge. Required Features Interactive Dashboard The dashboard should automatically display key statistics including: Individual counselling sessions Group counselling sessions Classroom lessons delivered Students seen Caseload overview Parent/carer contacts Referrals Follow-up reminders Time spent in different activities Monthly and yearly summaries Caseload Management Student list Grade level Presenting concerns Support tier Status Referral information Follow-up dates Notes Individual Session Log Each session should allow documentation of: Date Student Grade Presenting concern Session focus Intervention used Duration Outcome Follow-up required Notes Group Session Log Group name Session topic Students attending Number of participants Session duration Activities completed Outcomes Follow-up notes Time Tracker The workbook should allow users to record time spent across different responsibilities including: Individual counselling Group counselling Classroom lessons Parent consultation Teacher consultation Meetings Administration Professional development Crisis response Automatic calculations and summaries are required. Curriculum Map - One of the major components will be a curriculum planning section that includes: Year level Month Week Theme Learning objectives Resource used Delivery status Notes Ideally this information should integrate with the dashboard where appropriate. Functionality The workbook should include: Professional design Easy navigation Linked worksheets Drop-down menus Conditional formatting Automatic formulas Filters Dashboard charts Protected formulas where appropriate Clean layout suitable for commercial distribution Important - We require full commercial rights to the completed workbook. The finished workbook should be fully editable and supplied without passwords or restrictions. To Apply - Please include: Examples of advanced Excel work you have created. Dashboards or planning systems you have built. Estimated timeframe. Any recommendations you believe would improve this project. NOTE - We are hoping to build a long-term working relationship with the right developer. In addition to this project, there will be opportunities for ongoing work, including updates, new features, additional planners and other Excel-based tools for our educational platform.