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I will build an excel KPI dashboard with targets, variance and trends
Ashutosh S
Level 1
Über diesen Service
Need to know what is on track, what is slipping, and why?
I am a Senior Accountant and CMA Inter Qualified with 8+ years of experience in management reporting. I build corporate Excel KPI dashboards that transform raw performance figures into clear Target vs. Actual variance views.
What You Get:
- Executive KPI Cockpit: High-impact cards for revenue, margins, run-rate, and operating metrics.
- Target vs. Actual Analysis: Visual variance tracking with conditional alert highlights.
- Dynamic Filters: Interactive slicers and timeline controls by month, department, or product line.
- 1-Click Refresh: Easily paste new data and watch the entire KPI suite update in seconds via Power Query.
Why Work With Me?
My accounting background ensures practical reporting logicnot decorative filler. Formulas are clean, transparent, and structured for executive review.
Note: For company-wide dashboards, see my Interactive Excel Dashboard gig.
Send me your KPI list and sample data to get started!
Lerne Ashutosh S kennen
Ashutosh S
Senior Accountant and CMA Inter Qualified, Financial Models and BI Dashboards
Level 1
- AusIndien
- Mitglied seitJan. 2016
- Letzte Lieferung4 Wochen
Sprachen
Englisch, Hindi, Marathi
Senior Accountant and CMA Intermediate qualified professional with 8+ years of hands-on experience in financial modeling, cost accounting, Power BI analytics, and advanced Excel automation. Having delivered 400+ custom financial and operational projects across the US, UK, and India, I specialize in transforming complex raw datasets into boardroom-ready 3-statement models, dynamic KPI executive dashboards, cash flow forecasts, and automated reconciliations. Every engagement is delivered with absolute data integrity, audit-ready formulas, and institutional presentation standards.
Mein Portfolio
FAQ
How do I update the dashboard each month?
I build the workbook with a dedicated, clean "Data Input" tab or Power Query refresh pipeline. You simply paste your new monthly figures and click "Refresh All- all KPI cards, charts, and variances update instantly.
Can I track different types of KPIs (e.g. Sales, Financials, Ops)?
Yes. I design custom KPI views tailored to your exact business metrics: revenue targets, gross margins, customer acquisition costs, inventory turnover, employee productivity, or project completion rates.
Can the dashboard alert me when a KPI is below target?
Yes! I build conditional formatting indicators (Green = On Target, Yellow = Caution, Red = Critical Gap) so management can spot underperformance in seconds.
Will it work on both Windows and Mac Excel?
Yes, my KPI dashboards use native Excel dynamic formulas and standard slicers compatible with Microsoft 365, Excel 2016+, and Excel for Mac.
Can you connect the KPI dashboard to my accounting software or CRM?
Yes. Using Excel Power Query, I can connect the dashboard directly to CSV/Excel exports from QuickBooks, Xero, Salesforce, HubSpot, Stripe, or any database so that future monthly updates take just one click.
Can you calculate variance bridges (Price, Volume, Mix)?
Yes. In the Premium tier, I build automated variance bridge models that break down variance into revenue drivers (price changes vs volume sold vs product mix) or cost drivers, giving you complete FP&A insight.
