Interactive Excel Pre-Sales Dashboard

@rabbiawebjuggler

As an experienced data analyst specializing in Excel, I have the technical prowess and attention to detail needed to overhaul and optimize your pre-sales dashboard in a way that maximizes its efficiency. My comprehensive understanding of key Excel features such as Power Query, Pivot Tables, and Advanced Formulas enables me to work effectively even with large datasets while providing you faster turnaround times. Through my data analysis skills, I will streamline your existing system, eliminating any redundant columns and standardizing key fields for better tracking. Moreover, having developed sales dashboards and CRM tracking sheets previously, I understand the importance of accurate KPIs and clear workflow stages in ensuring smooth operations. In addition to creating an interactive dashboard that presents vital information like lead type, system, and salesperson neatly categorized, I will also optimize your file's performance by avoiding heavy/slow formulas. Ultimately, my aim is not only to build a professional management tool for you but also ensure a seamless turnaround by minimizing any manual intervention with the help of automation & controls (data validation, conditional formatting etc). With me, you'll receive a fully restructured Excel file that is easy to use, logically documented, and ready for immediate implementation. Let's turn your pre-sales task tracking process into one that propels colossal workflow benefits!

@snehamehta525

Hello, Greetings of the day! I have a vast experience of working in Advanced Excel and I have completed many projects based on Advanced Excel. I have read your requirements and I can complete your project within time frame with proper and efficient work. I am a full time Freelancer and available to start your project immediately. I have an experience of below skills •⁠ ⁠Changing Raw Data into Presentable Data which can be easily under stood. •⁠ ⁠Use of Advanced Excel Formula •⁠ ⁠Data, Power Query, Tables & Formatting •⁠ ⁠Conditional Formatting •⁠ ⁠Advanced Charting •⁠ ⁠Pivot Tables & Pivot Reporting •⁠ ⁠VBA & Macros •⁠ ⁠Data Analysis •⁠ ⁠Anova analysis in Excel •⁠ ⁠Statistic & Modeling using Excel •⁠ ⁠Forecasting & Trend Analysis & many more …. I am ready to work on a Sample file also if required. Please initiate the chat so that we can discuss more about project and start the project. Thanks & Regards Sneh

@kabirchy

Hello, I can rebuild your Excel file into a clean, structured, and fully interactive pre-sales dashboard with strong performance and automation. I have experience creating CRM-style Excel systems and KPI dashboards, focusing on clarity, speed, and maintainability. What I’ll deliver: Structure: • Separate sheets for Database, Calculations, and Dashboard • Clean, standardized fields (Lead Type, Status, Engineer, etc.) • Removal of duplicates and unnecessary columns System improvements: • Clear workflow stages (Lead → Quote → Submittal → Engineering → Closed) • Controlled status tracking using dropdowns • Improved task and lifecycle tracking logic Dashboard: • Interactive KPIs (leads, conversions, workload, performance) • Breakdown by type, system, engineer, and time • Monthly trends and overdue tracking Automation: • Data validation and conditional formatting • Automatic KPI calculations • Clean, optimized formulas for large datasets I’ll ensure the file remains fast and easy to use, even as data grows. You’ll receive a fully structured Excel file and a short walkthrough explaining how everything works. Best regards, Khorshed

@GdevDataSceince

Hi there,I am a Data Scientist is a professional responsible for extracting actionable insights and knowledge from large volumes of data Microsoft applications Development. I can write clean, Excel, Word, Access, PowerPoint, Power BI, Outlook and creating VBA macros. Excel: Advanced Array Formulas, Charts, Pivot Tables, Pivot Charts, Mail Merge, VBA Macros, Excel Macros, Capabilities, Spreadsheets. Email through Outlook and Gmail, Add-in, Customized Macros. My top priority is to provide a high quality of work, I am willing to fully devote my time and energy to improve the service offered, with timely, accurate and professional results, building trust and a long term relationship with customer is my main objective. https://www.freelancer.com/u/GdevDataSceince Choosing me for this project not only means benefiting from my extensive skills in Excel and data analysis but also entrusting your sales data with someone who values precision and confidentiality. Let's begin working together on this valuable project to deliver lasting results that will positively impact your business. Thanks Gdev

@nareshk44

I understand that your existing Excel sheet is in need of a major overhaul, and as an Excel expert with a knack for reorganizing unwieldy data, I'm confident that I can streamline your pre-sales process and transform your sheet into a powerful management tool. Having perfected my skills in Power Query, Pivot Tables, and Advanced formulas, I can ensure clean and optimal data structures along with comprehensive task tracking and lead lifecycle management. Having worked on several sales dashboards and CRM tracking sheets in the past, I bring along an acute understanding of the dynamics involved in workflows and KPI reporting. This will enable me to effectively tailor your dashboard to highlight all the critical data points such as total number of leads by various categories like type, system, and assigned individuals alongside conversion rates and pre-sales team KPIs ensuring complete visibility into your operations. Moreover, my commitment to automate processes through effective data validation, formatting and KPI calculations promises to eliminate manual intervention and any broken links - all while maintaining file efficiency even with large data sets. With me onboard, you can entrust this project to deliver a finely structured Excel file with a fully interactive dashboard which seamlessly integrates your needs with intuitive controls. Choose me to unlock the true potential of

@MZITSERVICES

Hi there, I am A.R.M. MASUD, with a strong data science background. I am pleased to present this proposal for data visualization and dashboard development services. I specialize in transforming raw data into meaningful, interactive visual representations that provide actionable insights. I leverage cutting-edge tools such as Power BI, Tableau, Looker Studio, and other visualization platforms to create custom dashboards and data visualizations tailored to your unique business needs. I aim to empower your organization with intuitive, user-friendly, and insightful data analytics solutions. I design and develop dynamic dashboards featuring interactive charts, graphs, and reports. I create tailored reports that reflect key performance indicators (KPIs), trends, and metrics based on business objectives. I integrate data from multiple sources, including Excel files and APIs. I build fully functional interactive dashboards with real-time or scheduled data updates and custom visualizations, charts, graphs, and KPIs tailored to your business requirements. https://www.freelancer.com/u/MZITSERVICES Thank you for considering your dashboards development project. I am confident that our expertise and commitment to excellence will add significant value to your business operations. Thanks A.R.M. MASUD

@ShivaniGoyalsai

Hi I have 15+ years of experience in Excel, VBA and business intellience includes data processing ETL, data modelling, data analysis and data visulaisation. I can transform your existing Excel tracker into a clean, structured, and fully automated pre-sales management tool. I’ll restructure your data into clear layers (Database, Calculations, Dashboard), remove redundancies, and standardize all key fields. I’ll also enhance the workflow by implementing proper lead lifecycle stages, controlled status tracking, and efficient task management logic. On top of that, I’ll build a professional interactive dashboard covering lead insights, conversion rates, team KPIs, workload distribution, and performance trends. The file will include data validation, conditional formatting, and optimized formulas to ensure accuracy and smooth performance even with large datasets. You’ll receive a fully functional, analysis-ready Excel model along with a short handover for easy adoption. Thanks Shivani

@mobasherreza10

Hi there, I noticed you need a complete restructure and optimization of your Excel pre sales task tracking and leads management sheet, including data cleaning, separation of raw data, calculations, and dashboard, standardized fields, workflow stages, status controls, an interactive dashboard with KPIs (total leads, conversion rates, on time delivery, workload distribution), automation via data validation and conditional formatting, and performance optimization. I have extensive experience building sales dashboards and CRM trackers in Excel, including a recent project where I restructured a lead management sheet for a manufacturing client, used Power Query to clean and consolidate data, built pivot table based dashboards with slicers, and added automated KPI calculations that reduced manual reporting time by 80%. I can deliver a clean, documented file with separate sheets for database, calculations, and dashboard. Please share your current file so I can assess the data structure. Best regards, Mobasher Reza

@chintuag

Dear Customer, I’m interested in your requirement for an interactive Excel dashboard. With experience in data analysis and dashboard design, I can convert your data into a clear, dynamic, and user-friendly report for better decision-making. Approach: Understand KPIs, data sources, and user needs Clean and structure data efficiently Build a professional dashboard with charts and clear layout Add interactivity using slicers, dropdowns, and dynamic visuals Test for accuracy, performance, and ease of use Key Features: Interactive filters and automated updates Clean, visually appealing design Easy navigation for non-technical users Scalable and adaptable structure Why Me: Strong Excel expertise (Pivot Tables, XLOOKUP, formulas) Focus on usability and insights Timely delivery and clear communication Timeline can be finalized after requirement discussion. I’d be happy to discuss further and share a quick sample if needed. Regards

@matheussilva114

Hi there, THE CHALLENGE is to seamlessly optimize and restructure the existing Excel sheet for pre-sales task tracking and leads management into a professional management tool. The project entails removing redundant columns, standardizing fields, enhancing task tracking logic, and developing an interactive dashboard with automation controls. Ensuring smooth performance with large data sets and clean, documented logic while meeting the specific requirements for expert Excel skills and experience in sales dashboards and CRM tracking sheets will be crucial in delivering a high-quality solution. Regards, Matheus

@Microlent

What you’re looking for is essentially turning your current sheet into a structured, system-like tool rather than just improving formatting. I’d start by rebuilding the data layer properly—separating raw data, calculations, and dashboard so everything becomes clean, scalable, and easy to maintain. From there, I’d standardize the workflow (Lead → Quote → Submittal → Engineering → Closed) with controlled status fields and improve task tracking logic. For the dashboard, I’d design it around clear KPIs conversion rates, team performance, workload distribution—using efficient pivots and Power Query so it stays fast even with large data. I’ve worked on similar sales tracking and KPI dashboards where the main focus was turning unstructured sheets into reliable management tools, so this aligns well with my experience. Happy to review your current file and suggest a clean structure before rebuilding it. Best, Jenifer

@sudhir0112

Hi, I’m Sudhir, I can help restructure your existing Excel file into a clean, efficient, and fully functional management tool with a professional dashboard. I’ll organize the data into proper sheets (database, calculations, dashboard), remove redundancies, and standardize fields for consistency. I’ll also implement clear workflow stages, dropdown-based status control, and improve task tracking logic. The dashboard will cover key KPIs like lead conversion, team performance, on-time delivery, and workload distribution with interactive filters. I’ll ensure smooth performance using optimized formulas, Power Query (if needed), and proper validation/automation. You’ll receive a clean, well-documented file along with a quick handover session.

@naqibmashal22

Hi, I can transform your current Excel file into a clean, structured, and fully automated pre-sales management system. My approach is to first rebuild the data structure by separating database, calculations, and dashboard layers, removing duplicates, and standardizing all key fields. I will then implement a clear lead lifecycle (Lead → Quote → Submittal → Engineering → Closed) with controlled dropdowns for consistency. Using Power Query, Pivot Tables, and advanced formulas, I will automate KPI calculations, conversion rates, and team performance metrics. Conditional formatting will highlight overdue tasks and delays in real time. Finally, I will design a professional, interactive dashboard with slicers to track leads, performance, workload, and monthly trends—optimized for speed and ease of use. You will receive: * Fully restructured and optimized Excel file * Separate Database, Calculation, and Dashboard sheets * Interactive KPI dashboard * Automated, error-free formulas * Clean documentation + handover support I have strong experience building CRM-style dashboards and KPI systems. Ready to start immediately. Best regards

@Danzy262

Hi, I’ll rebuild your Excel into a clean, high-performance pre-sales tracking system with a professional dashboard and full automation. What you’ll get: * Restructured file (Database, Calculations, Dashboard sheets) * Clean data model with standardized fields and no redundancy * Full workflow tracking (Lead → Quote → Submittal → Engineering → Closed) * Drop-down driven status control + data validation * Interactive dashboard (leads, conversion rates, KPIs, workload, trends) * Conditional formatting (overdue, delays, alerts) * Optimized formulas + Power Query for speed and scalability * Documented logic + quick handover walkthrough My approach: * Normalize raw data → build calculation layer → design dashboard * Use pivots + efficient formulas (no slow/volatile functions) I’ve built CRM-style Excel tools and KPI dashboards for operations tracking. Timeline: 2–3 days Rate: $4/hour Ready to start immediately!

@praveenveera277

You already have the raw ingredients in place, so this is really about turning a messy tracking sheet into a proper management tool that leadership can trust. I can restructure the workbook into a clean database-calculations-dashboard model, standardize the key fields, tighten the task and lead-stage logic, and remove the redundancy that’s slowing the file down. From there, I can build an interactive dashboard that gives clear visibility into lead flow, conversion rates, engineer workload, on-time delivery, overdue items, and monthly trends without relying on fragile manual steps. I’d use a mix of Power Query, pivot-based summaries, and optimized formulas so the file stays maintainable and performs smoothly even as the data grows. I can also keep the logic documented and make the handover straightforward for your team.

@Alikhan275

Hi, I carefully reviewed your project and understand that your current Excel sheet needs to be fully restructured into a clean, efficient, and professional management tool with a proper dashboard. The main focus will be on organizing your data into a clear structure (database, calculations, and dashboard), removing redundancies, and standardizing all fields for smooth tracking. I will also improve the workflow by implementing clear stages from Lead to Closed with proper status control. A professional interactive dashboard will be created to give clear insights into leads, conversion rates, team performance, KPIs, and workload distribution. All calculations will be automated with clean formulas, data validation, and conditional formatting to ensure accuracy and ease of use. The final file will be optimized for performance, easy to manage, and ready for daily use without manual effort. A short handover explanation can also be provided to ensure smooth usage. If you’d like, I can review your current file and suggest a quick structure approach before starting. Available to start immediately. Feel free to message me to discuss further. Thanks.

@dmytrok83

Hello, As a Full Stack and AI Chatbot Developer, my skillset is primed to meet your meticulous Excel project with precision and efficiency. I have mastered the full Excel suite, from Power Query to Pivot Tables to Advanced Formulas, guaranteeing optimized data structures and enhanced system processes. In fact, I have extensive experience building dashboards just like the one you require for effective sales tracking and streamlined lead management. Take my AI-powered SAT/ACT platform as an example; it entailed personalized tracking, real-time feedback (akin to your KPI reporting), and efficient task delegation - a parallel to your 'assigned engineer' focus. Notably, my collaboration with teams like Stanford PhDs-creating an E-learning platform for test prep-indicates my adaptability and ability to work in a dynamic environment where specific processes need to be well-structured. Understanding the nuances of all aspects of your business delivery is paramount for impactful solutions-filing adequate sales records is never enough! My ability to build holistic systems-from Excel data handling (PowerQueries and formulas) to automation validation and control solutions-guarantees that your file remains with logical connections, clear workflow stages, improved status controls, crucial data validations and conditional formatting. Moreover, I understand the importance of performance optimization in large-scale tasks as yours. My fitness coachi Thanks!

@sufyand1

Hello there, I specialize in advanced Excel solutions and can transform your current sheet into a clean, scalable, and fully automated pre-sales management system. I will restructure your data into a proper database model, optimize workflows, and implement controlled status tracking with dynamic drop-downs. Using Power Query, Pivot Tables, and advanced formulas, I’ll build a high-performance, interactive dashboard with clear KPIs and conversion insights. The final file will be fast, error-free, and easy for management to use without manual effort. I’ll also provide documentation and a handover session to ensure smooth adoption. Let’s turn your Excel into a professional decision-making tool.

@melikatfz

Hi there, Managing pre-sales tasks and lead tracking through Excel can quickly become overwhelming without a streamlined system, leading to inefficiencies and missed opportunities. Our solution: Transform your existing sheet into a robust, fully optimized Excel-based management tool that enhances data clarity, boosts automation, and delivers real-time insights through a professional dashboard. Here are my questions to tailor the solution to your exact needs: 1. Do you prefer specific visualization tools or charts within the dashboard? 2. Are there any additional KPIs or metrics you'd like to track beyond those mentioned? Drop me a message so we can get started right away!