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I have raw sales data coming in every month and need it turned into a clean, reliable reporting package. Your main task is to build an Excel-based solution that automatically generates a polished monthly sales report, then translate the key insights into an engaging PowerPoint deck I can share with management. In Excel I expect: • Dynamic dashboards or pivot-driven worksheets that summarise monthly sales at a glance • Clear charts and tables with slicers so I can filter by month if needed • Formulas, Power Query or macros where they make updating the file as simple as dropping in the next CSV In PowerPoint: • A concise slide deck that pulls the most important visuals from the Excel file • Consistent styling and placeholder text so I can swap in new numbers every month without redesigning slides Deliverables 1. Master Excel workbook with automated monthly sales report 2. Linked or copy-safe PowerPoint template populated with the first month’s data 3. Short hand-off note (or Loom video) explaining how to refresh both files Acceptance criteria – All figures in the deck update correctly when the source data is replaced – No hard-coded month names; everything flows from the raw data sheet – Visuals remain readable on a standard 16:9 slide at full screen If this sounds straightforward for you and you’re comfortable leveraging Excel functions, PivotTables, or Power Query alongside slick PowerPoint design, I’d love to see examples of similar reporting packs you’ve built.
Project ID: 40664257
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Active 3 days ago
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13 freelancers are bidding on average ₹862 INR/hour for this job

Hello, I'm John K. — MSc Economics & Statistician with 15+ years and 1,000+ projects (4.9⭐). I specialize in academic writing, data analysis, document formatting, and business content. You have a project that needs a skilled, reliable professional. Whether it's research, writing, data analysis, editing, or design, I'll deliver high-quality, original work on time. How I'll approach it: 1️⃣ Review your requirements and materials 2️⃣ Clarify scope, timeline, and deliverables 3️⃣ Execute with attention to detail and accuracy 4️⃣ Deliver polished, ready-to-use files 5️⃣ Revise as needed until you're satisfied What you'll receive: ✅ High-quality work tailored to your needs ✅ Clean, professional deliverables ✅ On-time completion ✅ Free revisions I'm ready to start
₹750 INR in 40 days
4.7
4.7

Thank you for considering my proposal. I have gone through the requirements in detail. I can build a repeatable Excel-to-PowerPoint monthly sales reporting package that minimizes manual work and keeps management reporting consistent. With 10+ years of experience, I specialize in Excel automation, Power Query, PivotTables, dashboards, data visualization and PowerPoint reporting. As a Chartered Accountant (ICAI) and CPA, I understand how to turn raw sales data into concise management insights. I have uploaded samples of similar Excel dashboards, automated reporting packs and PowerPoint presentations completed by me earlier in my profile. I’ll create an automated Excel workbook with dynamic dashboards, pivots, slicers and refreshable calculations, allowing new CSV data to flow through with minimal effort. I’ll then build a professional 16:9 PowerPoint template using key Excel visuals, with dynamic placeholders and no hard-coded month names. I’ll also provide a clear refresh guide/video and validate the complete workflow with sample updates. Payment & delivery assurance: ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Timely delivery ✅ 100% commitment to project completion I’m ready to deliver a professional, scalable monthly reporting system that saves time and keeps management reporting presentation-ready.
₹750 INR in 40 days
3.6
3.6

Hi, I can build your automated Excel monthly sales reporting workbook and a clean PowerPoint presentation template linked to the key insights. My approach will be to first review your raw CSV structure, reporting goals, and required management views. Then I’ll create a refresh-friendly Excel workbook using PivotTables, Power Query, formulas, charts, and slicers, followed by a polished PowerPoint deck using the main visuals and summary insights. I’m comfortable with: * Excel dashboards * Power Query * PivotTables and slicers * Advanced formulas * Excel charts * Monthly sales reporting * PowerPoint business decks * Data visualization * Refreshable report templates * Basic macros if needed Deliverables: * Master Excel reporting workbook * Automated monthly sales dashboard * Clean charts and KPI summaries * PowerPoint template populated with first month’s data * Linked or copy-safe visuals * No hard-coded month structure * Refresh instructions or short Loom walkthrough I’ll focus on making the report easy to update every month, visually clear for management, and reliable so Excel and PowerPoint numbers stay aligned. Best regards Ankit
₹750 INR in 40 days
2.7
2.7

Your acceptance criteria are exactly where reporting packs usually break: figures that update when the source is swapped, no hard-coded month names, everything flowing off the raw data sheet. I build for that from the start instead of retrofitting it later. On the Excel side, raw CSVs land in one staging sheet and Power Query feeds the data model from there. Every downstream table, chart and slicer points at the model, and month labels are derived from the date column rather than typed anywhere. Dropping in next month's CSV and hitting Refresh is the entire update procedure. The deck is a PowerPoint template with the Excel charts linked, so a workbook refresh carries through to the slides. Placeholders stay placeholders. Everything is laid out for 16:9 at full screen. On comparable work: I've built a data warehouse with a star schema and window functions feeding a reporting layer, plus reproducible Python analyses of real datasets taken through to documented findings and charts. My strength is the engineering behind a report rather than presentation design, so what you get is a deck that survives every refresh on a clean, consistent template, not a bespoke visual identity. Rs. 850/hr. The workbook and refresh mechanics come first, then the deck built on top of it.
₹850 INR in 40 days
1.6
1.6

Hi, I can build the complete monthly sales reporting workflow you described: a clean Excel dashboard/reporting workbook plus a management-ready PowerPoint deck that can be refreshed when new monthly source data is provided. I understand that the key requirement is not simply creating charts once, but making the reporting process reusable month after month. I can deliver: • Automated monthly sales reporting workbook • Dashboard with KPIs, tables and clear charts • Filtering by month where required • A refreshable structure without hard-coded month names • 16:9 PowerPoint management presentation using the key insights • Simple hand-off instructions for updating both files Before finalizing the automation method, I would review the structure of your source Excel/CSV data and use the most reliable approach for that dataset. I am available to start immediately and can provide an initial working version for review before final delivery.
₹1,000 INR in 10 days
0.0
0.0

Hello, I can build a clean, automated Excel reporting pack that turns your monthly sales CSV into a management-ready dashboard and PowerPoint presentation with minimal manual work. My background includes extensive experience with Excel, Power Query, PivotTables, formulas, Power BI, data analysis and dashboard design. In my recent Excel course-production work, I have built structured business datasets, KPI reporting, automated calculations and dashboard-style outputs designed to remain easy to refresh and maintain. For your project I would create: • A structured raw-data/import layer • Power Query or an appropriate refresh process for new monthly CSVs • Dynamic PivotTables and sales KPIs • Slicers for month and other useful dimensions • Professional charts and summary tables • A 16:9 PowerPoint template using the key management insights • No hard-coded month names • Clear handover instructions for refreshing both files I would avoid unnecessary macros unless they provide a genuine benefit. The goal is that each month you simply replace/add the source data, refresh, and the reporting package updates reliably. My first step would be to review one sample CSV and confirm the KPIs and management views you need before building the master workbook. Best regards, Alaa Mostafa Excel & Business Intelligence Specialist
₹1,000 INR in 40 days
0.0
0.0

This project immediately caught my attention because it is exactly the type of work I do best. The need for a "clean, reliable reporting package" that automatically generates a polished monthly sales report aligns perfectly with my skills. I can create dynamic dashboards and pivot-driven worksheets in Excel, ensuring your data is summarized at a glance with clear charts and tables. The PowerPoint deck will be engaging and consistently styled for easy updates each month. While I am new to freelancer, I have tons of experience and have done other projects off site. My expertise includes Excel functions, Power Query, and effective PowerPoint design, ensuring your reports are both functional and visually appealing. If this sounds like what you're looking for I'd love to hear more about your project. Regards, Warrick Van Eeden
₹750 INR in 7 days
0.0
0.0

Hi, I can build the monthly Excel sales report and a clean PowerPoint deck that is easy to refresh each month. My approach would be: - Set up a master Excel workbook with raw data, cleaned data, PivotTables/charts, slicers, and a dashboard view. - Use formulas, Power Query, or macros only where they make the refresh process reliable. - Create a 16:9 PowerPoint template with the key charts and summary slides from the workbook. - Include a short hand-off note explaining how to replace the next CSV and refresh the report/deck. I have experience with Excel dashboards, sales analysis, reporting templates, and PowerPoint-ready summaries. I can start as soon as you share the first data file.
₹750 INR in 8 days
0.0
0.0

Hi —— I can build this as a one-time reusable reporting package an Excel workbook that imports the agreed monthly sales format refreshes PivotTables slicers charts and KPI summaries plus a polished PowerPoint template populated once from the supplied sample period. I will reconcile dashboard totals to source data keep refresh steps documented and structure the deck so future months can be updated without an ongoing service contract. The presentation will focus on the agreed management insights rather than copying every chart. My Excel Python MATLAB and presentation portfolio includes automated reporting and clear executive visualization. Delivery is 7 calendar days after receiving sample files brand assets and KPI definitions including one focused revision. Please confirm the number of source files stable headers target slide count brand template and whether you need one sample deck or automatic PowerPoint generation.
₹850 INR in 15 days
0.0
0.0

Ahmedabad, India
Member since Aug 22, 2026
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