Automated Excel MIS Dashboard Setup -- 2

Заказчик: AI | Опубликовано: 26.03.2026

I have raw data covering sales, lead flow and employee performance that needs to be transformed into a clean, automated MIS system. The job starts with structuring the source sheets so future data drops can be pasted in without breaking links. Once the data is tidy, I want daily, weekly and monthly reports generated automatically—yet with the flexibility to run a manual refresh whenever needed. Key metrics to surface on the dashboard are: • Sales performance • Lead conversion rate • Employee performance The finished workbook should contain: • Source-data sheets with power-ready tables and clear naming • Pivot Tables, VLOOKUP, IF and any other formulas required to drive the reports • An interactive dashboard that updates at the click of Refresh, featuring charts, slicers and at-a-glance KPIs • Simple instructions so anyone on the team can add new data or toggle manual/automatic updates Turnaround is tight—ideally within the next 2–3 days—so I’ll be reviewing proofs quickly and providing immediate feedback.