I’m looking for an experienced Excel specialist to build an automated performance dashboard for my estate agency group.
We have six Sales offices and six Lettings offices, and I want to track daily performance metrics from two data sources: 1. Call logs (exported from our phone system) 2. Reapit CRM reports (valuations, viewings, instructions, offers, sales agreed, exchanges, etc.)
The aim is to have one Excel workbook that I can easily update each day by pasting in new data or refreshing Power Query connections. The dashboard should automatically show: • Individual Negotiator activity (calls, talk time, performance vs target) • Office-level summaries for each of the 12 branches • Department-level views (combined Sales and Lettings totals) • A simple front page with clear charts, slicers (Office / Negotiator / Date), and key KPIs.
⸻
What I Need: • Build an Excel-based dashboard with dynamic visuals and KPIs • Automate data refresh (via Power Query or macros) • Create clean dashboards for: • Individual negotiators • Each office (6 Sales, 6 Lettings) • Department summaries (Sales & Lettings) • Use a clean blue and white theme with easy navigation • Include a short guide or Loom video showing how to update the data daily
⸻
Skills Required: • Advanced Excel (Power Query, PivotTables, Dashboard Design) • Strong visual layout and performance reporting experience • Familiar with CRM or sales data structures (Reapit experience a plus) • VBA experience (nice to have but not essential)
Penulis Konten Telegram Category: Article Rewriting, Article Writing, Content Creation, Copywriting, Ghostwriting, Social Media Copy, Social Media Management, Social Media Marketing Budget: min $100000 USD
AI Reels & Shorts Editor Category: After Effects, AI Audio To Audio, AI Chatbot Development, AI Content Creation, AI Design, Video Editing, Video Production, Video Services Budget: ₹100 - ₹400 INR
28-Feb-2026 11:03 GMT
Transport Fleet Management Website Category: API Development, Django, HTML, JavaScript, Node.js, PHP, Web Development, Web Design Budget: ₹12500 - ₹37500 INR
28-Feb-2026 11:02 GMT
Type Printed Pages to Sheets Category: Copy Typing, Data Entry, Data Management, Data Processing, Excel, Google Sheets, Transcription, Typing Budget: $250 - $750 USD
Karangan Sekolah Menengah Kehidupan Category: Article Writing, Blog Writing, Copywriting, Creative Writing, Editing, Writing Tutoring Budget: $250 - $750 USD
28-Feb-2026 10:58 GMT
Shopify Store Build & Setup Category: Copywriting, HTML, Product Descriptions, Product Management, SEO, Shopify, Shopify Development, Shopify Templates, Web Design Budget: ₹1500 - ₹12500 INR
Bijiman busy - 28/02/2026 05:44 EST Category: Accounting, Business Consulting, Business Strategy, Finance, Financial Modeling, Market Research, Project Management Budget: $250 - $750 USD
28-Feb-2026 10:56 GMT
120-Page Mixed Data Entry Category: Data Cleansing, Data Entry, Data Management, Data Processing, Database Management, Excel, Proofreading, Word Budget: ₹1500 - ₹12500 INR
