Excel AI Customer Analytics Dashboard

Заказчик: AI | Опубликовано: 27.11.2025

I have a set of raw customer data that I refresh regularly in Excel. I need a dynamic dashboard that not only updates itself whenever new rows are added but also turns those numbers into clear, decision-ready insights. Scope • Data scope: customer records only – no sales or finance tables. • Key insights: customer behavior analysis and customer-lifetime-value calculations. A light predictive model for future CLV would be ideal if you can implement it with Excel’s built-in AI tools or Power Query/Python. • Visuals: bar charts, pie charts, and line graphs arranged so that trends, share of wallet, and churn risk are obvious at a glance. What I’d like to receive 1. An Excel workbook (xlsx) with: – One-click data refresh via Power Query or a similar method. – A clean “Dashboard” sheet with the requested visuals, slicers for date ranges and segments, and conditional formatting to flag outliers. 2. Clearly labelled measures in Power Pivot/DAX (or formulas) that drive: – Behavior metrics (frequency, recency, monetary values). – Customer lifetime value, both historical and forecast. 3. A short README sheet so anyone on my team can plug in new data and see the visuals update instantly. Acceptance criteria • All visuals react instantly to slicers. • No hard-coded ranges; everything expands automatically. • CLV calculations match a test sample I’ll provide. If you’ve built similar customer analytics dashboards in Excel, feel free to share a quick screenshot or demo link when you reply.