You will get Budget Planner & Dashboards (Google Sheets)
Project details
I will design a 100% original Monthly Budget Planner in Google Sheets, built from scratch with a clean, modern layout and fully functional formulas. This commercial-ready digital product combines a familiar budgeting flow with unique dashboards, guided scorecards, and automated calculations to help users effortlessly track income, expenses, savings, and cash flow.
The planner prioritizes clarity, usability, and visual feedback, making it ideal for both beginners and advanced users. Features include dynamic charts, checkbox interactions, and budget vs actual tracking, giving users a clear view of their financial standing throughout the month. An example budget is included for instant usability.
This project showcases expertise in Google Sheets design, spreadsheet modeling, financial logic, and data visualization, with a strong focus on originality, usability, and scalability for commercial purposes.
Tools & Platform:
✅ Google Sheets (fully compatible)
✅ Advanced formulas and spreadsheet logic
✅ Dynamic charts and visual dashboards
The planner prioritizes clarity, usability, and visual feedback, making it ideal for both beginners and advanced users. Features include dynamic charts, checkbox interactions, and budget vs actual tracking, giving users a clear view of their financial standing throughout the month. An example budget is included for instant usability.
This project showcases expertise in Google Sheets design, spreadsheet modeling, financial logic, and data visualization, with a strong focus on originality, usability, and scalability for commercial purposes.
Tools & Platform:
✅ Google Sheets (fully compatible)
✅ Advanced formulas and spreadsheet logic
✅ Dynamic charts and visual dashboards
Data Tool
Google SheetsWhat's included $50
These options are included with the project scope.
$50
- Delivery Time 2 days
- Number of Revisions 3
- Number of Graphs/Charts 4
- Number of Variations 1
- Data Source Connectivity
- Interactive/Animated Visuals
Frequently asked questions
7 reviews
(6)
(0)
(0)
(1)
(0)
This project doesn't have any reviews.
GW
Giselle W.
Jun 2, 2026
100 Needed for Reading/Response Project - Vine (May-June 2026)
Olorunshogo made the entire process smooth and easy with a positive attitude and efficient work.
SO
Stephanie O.
Apr 19, 2026
Manual Mobile App Tester (Android)
Great work
TS
Ty S.
Apr 11, 2026
Data Analyst for Marketing and Branding Insights
LD
Linda D.
Apr 5, 2026
Beta Testers Needed for Personal Financial Planning App (15-30 mins)
Thank you for your prompt and thoughtful feedback as a beta tester for Moola.
AG
Alex G.
Jan 16, 2026
Google Sheets CRM / Lead Tracker Redesign (Visual Refresh Only — Data & Logic Locked)
About Olorunshogo Joseph
Google Sheets & Excel Expert | Spreadsheet Automation | KPI Dashboards
88%
Job Success
Abuja, Nigeria - 8:05 am local time
I help founders, operations teams, finance professionals, HR departments, and service businesses build Google Sheets and Excel systems that automate reporting, simplify workflows, and deliver executive-ready KPI dashboards for better decision-making.
Recent Results:
✓ Built a player performance analysis and ranking system for a youth soccer team, replacing manual player evaluations with structured scoring and automated reporting that helped coaches make more objective development decisions.
✓ Redesigned a Google Sheets CRM and lead tracking system for a sales-focused business, transforming cluttered spreadsheets into a clean, modern interface while preserving 100% of the existing formulas, data, and reporting logic.
✓ Built executive KPI dashboards for small businesses, replacing manual spreadsheet reporting with automated dashboards that improved visibility into sales, operations, and business performance.
Whether you need to automate reporting, organize business operations, or replace complex manual spreadsheets, I build systems that are reliable, scalable, and easy for your team to maintain long after delivery.
From workflow automation and smart formulas to clean KPI dashboards and structured reporting systems, I design spreadsheets that teams can trust and maintain without constant fixes.
Services I Offer
✅ Custom Spreadsheet Systems
I build spreadsheet systems that organize business operations, automate repetitive work, and make day-to-day management easier.
Examples include:
• CRM & Lead Management Systems
• Trackers
• Client management systems
• Inventory & stock tracking
• Budgeting templates
• Project trackers
• Business reporting systems
✅ KPI Dashboards & Data Visualization
I design clean, interactive dashboards in Google Sheets, Excel, and Looker Studio that transform raw data into clear business insights.
Whether you're tracking sales, finance, staffing, operations, HR, or performance metrics, I build dashboards that are easy to understand, maintain, and share.
✅ Spreadsheet Automation
I automate repetitive spreadsheet tasks to eliminate manual work and improve reporting accuracy.
This includes:
• Google Apps Script automation
• Excel VBA automation
• Google Form Automation
• Google Forms → Google Sheets workflows
• Scheduled reports
• Email trigger automation
• PDF generation
• Workflow automation using Zapier
✅ Data Cleaning, Structuring & Validation
I clean, organize, validate, and consolidate messy data from multiple sources to create reliable datasets that support reporting and analysis.
Services include:
• Data cleanup
• Duplicate removal
• Validation rules
• Data transformation
• Spreadsheet restructuring
• Data consolidation
✅ Advanced Excel & Google Sheets Solutions
I build scalable spreadsheet solutions using advanced formulas, dynamic reporting, and efficient data models.
Including:
• XLOOKUP
• VLOOKUP
• INDEX & MATCH
• QUERY
• FILTER
• ARRAYFORMULA
• SUMIF / SUMIFS
• IMPORTRANGE
• Pivot Tables
•Named Ranges
•Data Validation
• Power Query
✅ Spreadsheet Audits & Optimization
I can review, troubleshoot, optimize, and rebuild existing files to improve speed, accuracy, usability, and long-term maintainability.
Tools & Technologies
• Google Sheets
• Microsoft Excel
• Google Apps Script
• Power Query
• Looker Studio
• Google Forms
• Zapier
Why Clients Work With Me
✔️ Build reliable spreadsheet systems, not just spreadsheets.
✔️ Reduce manual work through smart automation.
✔️ Create dashboards that support better business decisions.
✔️ Deliver clean, scalable solutions that are easy for non-technical teams to use.
✔️ Communicate clearly, meet deadlines, and provide dependable support throughout every project.
If you need Google Sheets or Excel systems that streamline operations, automate reporting, and provide clear KPI visibility, send me a message. I will be happy to review your workflow and recommend the best solution.
Warm Regards,
Joseph
Steps for completing your project
After purchasing the project, send requirements so Olorunshogo Joseph can start the project.
Delivery time starts when Olorunshogo Joseph receives requirements from you.
Olorunshogo Joseph works on your project following the steps below.
Revisions may occur after the delivery date.
Requirement Gathering
Confirm the features, layout, and purpose of the budget planner. Collect any branding preferences or reference examples.
Planning & Structure Design
Define sheet structure, categories, and dashboard layout. Plan formulas, charts, and interactive elements.