Excel Financial Dashboard Specialist — Fixed $150 Project

Excel Financial Dashboard Specialist — Fixed $150 Project I’m looking for an Excel specialist to build Version 1 of an integrated personal + business financial dashboard from a detailed design brief that is already complete. This is primarily a build/execution project, not a financial-planning or dashboard-design project. The workbook architecture, required tabs, metrics, visual direction, formulas, and dashboard components have already been outlined. The completed Excel workbook will include 8 interconnected tabs, including a CEO Dashboard, Personal Finances, Business Dashboard, Home Stewardship, Credit Strategy, Strategic Opportunity Fund, Trends, and Reference Data. The dashboard should automatically pull from the underlying tabs and provide a clean executive-level view of the overall financial ecosystem. Key skills needed: strong Excel formulas and cross-sheet linking, charts and KPI cards, conditional formatting, dropdowns/data validation, clean dashboard formatting, and the ability to follow a detailed specification carefully. This is Version 1, so I am intentionally keeping the scope focused. Advanced features such as Power Query, QuickBooks imports, automated bank feeds, scenario modeling, HELOC tracking, and advanced SBA calculators are not part of this project. Deliverable: One polished, functional .xlsx workbook built according to the supplied design brief, with formulas and dashboard links tested before delivery. Budget: $150 fixed price Target completion: Within approximately one week of project start Estimated scope: Approximately 15–20 hours for an experienced Excel builder When applying, please include 1–3 examples of financial dashboards or similarly complex Excel workbooks you have personally built and briefly describe your experience building interconnected dashboards with formulas, KPIs, and charts.