You will get Financial Dashboard in Excel or Google Sheets
Project details
will create a fully automated and interactive financial dashboard in Excel or Google Sheets that saves you time and gives you clear insights into your business performance. Why Me ✔ 7+ years of experience in finance and operations ✔ Excel Advanced + SAP + Monday expertise ✔ Proven track record: automated processes saving 10h/month ✔ International background working with 100+ team members across 3 countries
Data Entry Type
Error DetectionData Entry Tool
ERP Software, Google Docs, Google Sheets, Microsoft Excel, Microsoft OfficeWhat's included
| Service Tiers |
Starter
$200
|
Standard
$320
|
Advanced
$400
|
|---|---|---|---|
| Delivery Time | 5 days | 5 days | 5 days |
Number of Revisions | 1 | 2 | 3 |
Formatting & Clean Up | - | - | - |
Graph & Table Creation | - | - | - |
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SV
Sarah V.
Sep 10, 2024
Part time Talent Scout for payever - Tech Startup from Germany
MW
Michael W.
Mar 6, 2023
Part time Talent Scout for payever - Tech Startup from Germany
About Ana Rita
Strategic Finance Leader | Financial Controller | Treasury, FP&A & Int
Porto, Portugal - 3:26 pm local time
With experience across accounting, audit, treasury, and financial operations, I work with founders and leadership teams to build scalable financial systems, optimize cash, and support international growth—without unnecessary complexity or bureaucracy.
I’m not a “spreadsheet-only” finance person. I operate at the intersection of:
Finance + Strategy + Operations + Technology
That means I don’t just report numbers — I design the financial engine behind them.
Steps for completing your project
After purchasing the project, send requirements so Ana Rita can start the project.
Delivery time starts when Ana Rita receives requirements from you.
Ana Rita works on your project following the steps below.
Revisions may occur after the delivery date.
Requirements Gathering
We’ll start by collecting all necessary information from you — business goals, KPIs, data sources, reporting needs, and design preferences. You’ll provide sample data and any existing templates or reports.
Data Review & Preparation
I’ll review your data to ensure it’s clean and structured correctly. If needed, I’ll transform or consolidate the data to prepare it for dashboard integration.