You will get a very interesting sales report dashboard
Project details
You will get a report dynamic report and dashboard that will self-update once you add sales data for a new month; the previous month dynamically updates. The performance of the top 3 sales managers dynamically updates as well. The report also shows the top 5 customers that patronize the business in a particular month and the top employee in that period.
The dataset was cleaned and analyzed using Power Query and saved to the data model. I later used DAX to create some calculated columns and later loaded it to Pivot Table to create various charts and graphs, which I used to prepare the dashboard. The method and tools make the dashboard dynamic and easy to update.
The dataset was cleaned and analyzed using Power Query and saved to the data model. I later used DAX to create some calculated columns and later loaded it to Pivot Table to create various charts and graphs, which I used to prepare the dashboard. The method and tools make the dashboard dynamic and easy to update.
Data Tool
Microsoft ExcelWhat's included
| Service Tiers |
Starter
$30
|
Standard
$60
|
Advanced
$100
|
|---|---|---|---|
| Delivery Time | 1 day | 3 days | 5 days |
Number of Revisions | 2 | 5 | 7 |
Number of Graphs/Charts | 2 | 5 | 6 |
Data Source Connectivity | |||
Web Embedding | - | - | - |
Interactive/Animated Visuals | - | - | - |
Optional add-ons
You can add these on the next page.
Additional Graph/Chart
(+ 1 Day)
+$10
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About Yusuf
Professional Accountant | Business & Financial Data Analyst | Power BI
69%
Job Success
Surulere, Nigeria - 2:30 pm local time
I’m a professional accountant and a certified Power BI Data Analyst with strong expertise in financial reporting, data visualization, and business analysis. With several years of experience supporting SMEs, care homes, and startups across Canada, the UK, and Nigeria, I help businesses make informed decisions through reliable accounting and powerful data insights.
- My Core Services:
- Financial Reporting:
-Income Statement / Profit & Loss (Monthly, Quarterly, Yearly)
- Balance Sheet
- Cash Flow Statement
- Statement of Equity
- Trial Balance, General Ledger, Journal Entries
- Notes to the Accounts
Specialized Reports:
- Forecast & Budget Projections
- PPP (Paycheck Protection Program) Reports:
- P&L for PPP
- Quarterly Comparison
- Decline Analysis
- Projected Financials for Loan Applications or Investors
Accounting & Reconciliation:
- Bank & Credit Card Reconciliation
- VAT, GST, 1099 Reporting
- Financial Clean-up & Catch-up Bookkeeping
Data Analysis & Visualization:
- Dynamic Dashboards (Power BI, Excel)
- Business & Sales Reporting
- Budget vs Actual Tracking
- Financial KPIs, Variance & Trend Analysis
Tools & Standards:
- Power BI | Advanced Excel | QuickBooks | Zoho Books | Sage
- IFRS, IAS, and US GAAP-compliant reporting
Why Choose Me?
- 10+ years in accounting, bookkeeping, and financial analysis
- Real-world experience with Canadian and UK businesses
- Accuracy, clarity, and presentation tailored to your audience (banks, investors, auditors, executives)
- Data-driven mindset with a focus on helping you make smarter business decisions
Whether you need to clean up your books, prepare reports for funding, or build visual dashboards that reveal insights, I deliver with precision and professionalism.
Let’s talk about how I can help you simplify your finances and drive smarter decisions.
Steps for completing your project
After purchasing the project, send requirements so Yusuf can start the project.
Delivery time starts when Yusuf receives requirements from you.
Yusuf works on your project following the steps below.
Revisions may occur after the delivery date.
Step 2
Have an Initial meeting with the client on the objective to be achieved before starting the project