Solo founder operating-rhythm dashboard
A solo SaaS founder needs a one-page dashboard pulling MRR, churn, runway, and CAC from her existing spreadsheets, updated monthly.
Business Financial Dashboard
Tier 3 · Accounting & Finance · $500 · 18-22 hrs · 21 day turnaround
Listed price is the project base price. A 3% payment processing fee is added at checkout. The full total is charged upfront when you place your order.
Build a one-page financial summary dashboard in Excel or Google Sheets from provided financial data with charts.
A vetted high school student will build you a single-page financial dashboard in Excel or Google Sheets that summarizes your business performance at a glance. You provide your financial data (revenue, expenses, cash position, metrics); the student structures it into KPI tiles and 3-5 charts so you can see health and trends without digging through spreadsheets.
Deliverables
- One-page financial dashboard
- Key KPI tiles
- 3-5 supporting charts
What's included
- Single business
- Static data input
- Editable dashboard
Not included
- Live data connections
- Power BI/Tableau builds
- Predictive analytics
What you'll get
A folder or sheet containing your financial data: monthly or quarterly revenue figures, expense categories, current cash balance, accounts receivable/payable totals, and any custom metrics you track (e.g., customer count, units sold, margin by product line). Data can be in CSV, Excel, or a Google Sheet you share.
The student audits your data for completeness, designs the one-page layout, builds KPI summary tiles (e.g., YTD revenue, cash on hand, burn rate), creates 3–5 charts (trend lines, comparison bars, or pie breakdowns), formats for readability, and tests all formulas so values update when you change the source data.
A completed Excel workbook or Google Sheets file with one dashboard tab, a clean data-entry tab for your inputs, and a reference sheet documenting each KPI and chart formula. File is fully editable: change any number and charts refresh automatically.
Your $500 payment stays in escrow until you confirm the dashboard displays all your KPIs correctly, charts render without errors, and the layout fits on a single printed or screen view.
Common use cases
Restaurant owner morning check-in
A restaurant owner needs a one-page dashboard with covers, average check, prime cost percentage, and labor percentage updated weekly from POS exports.
Bookkeeper deliverable for SMB clients
A bookkeeper needs a reusable dashboard template she can produce monthly for each of her 8 SMB clients alongside the QuickBooks reports.
E-commerce seller weekly snapshot
An online retailer selling across Shopify and Amazon needs to see orders, revenue, refund rate, and inventory turnover in one place every Monday morning. The student builds a dashboard pulling month-to-date and last-30-day comparisons so the owner spots dips in conversion or stock issues before they spiral.
Freelance service provider project profitability review
A consultant running multiple client projects wants to track billable hours logged, invoiced amounts, expenses per project, and gross margin by client. The dashboard breaks down which clients and project types are most profitable, helping the freelancer decide where to focus next quarter.
Co-working space operator occupancy and revenue dashboard
A co-working venue manager needs a daily view of desk occupancy rate, membership revenue, event income, and operating expenses. The student creates tiles showing current month vs. prior month and a trend chart so the manager can spot seasonal dips and adjust pricing or promotions quickly.
Frequently asked questions
Can I use this dashboard if my financial data is spread across multiple sheets or files?
Yes. Provide all your sheets or files at the start; the student will consolidate and map the data into a single clean input tab, then build the dashboard on top of it. This consolidation is included in the scope.
What if I want to change a metric or add a new chart after the student delivers the dashboard?
The dashboard is fully editable, so you can move tiles or modify formulas yourself. However, if you want the student to redesign the layout, add a fourth or sixth chart, or introduce a new KPI tile, that counts as a revision and may incur additional cost depending on complexity; discuss with your PM.
Does the dashboard pull live data from my bank or accounting software?
No. This project builds a static, manual-entry dashboard: you input or paste your financial figures into the data tab, and the charts and KPIs update instantly. Live connections to QuickBooks, Stripe, or your bank are out of scope; consider Power BI or Zapier if you need real-time syncing.
How many rows of historical data should I provide?
Provide at least 6–12 months of monthly data so the student can build meaningful trend lines and comparisons. If you only have 2–3 months, charts will still work but won't show strong seasonal patterns.
Will the student use Excel or Google Sheets, and does it matter for my use case?
The student will use whichever platform you prefer or specify. Excel is better for offline work and heavy-duty formulas; Google Sheets is better for sharing and mobile access. Let your PM know your preference at the start of the project.
Ready to get your project started?
Select a scope and let your Shamrck PM handle the rest. Pay the full total upfront at checkout, then review and approve the completed deliverable. Approval does not trigger a new charge.
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