Dashboard KPI Excel - Suivi activite freelance
| docs | ||
| plans | ||
| scripts | ||
| src | ||
| templates | ||
| .gitignore | ||
| .mcp.json | ||
| CLAUDE.md | ||
| convert_to_pdf.py | ||
| DATA_MODEL.md | ||
| FORMULAS.md | ||
| LICENSE | ||
| md_to_html.py | ||
| md_to_pdf_final.py | ||
| md_to_pdf_fpdf.py | ||
| md_to_pdf_simple.py | ||
| PLAN.md | ||
| README.md | ||
| TECHNICAL_REFERENCE_EN.md | ||
| TECHNICAL_REFERENCE_EN.pdf | ||
| TECHNICAL_REFERENCE.md | ||
Freelance Dashboard
Excel KPI Dashboard for freelance activity tracking - Revenue, time tracking, clients with pivot tables, charts and VBA automation.
Features
- Structured Data Tables - Clients, time entries, revenue tracking
- Dynamic KPIs - Total revenue, hourly rate, active clients, top client
- Pivot Tables - Revenue by client, by month, hours by project
- Interactive Charts - Pie chart, bar charts, trends
- Slicers - Filter by client and period
- VBA Automation - One-click refresh, rebuild dashboard
- Professional Design - Clean layout, conditional formatting
File Structure
| Sheet | Content |
|---|---|
| Dashboard | Main view with KPIs, charts and slicers |
| Data_Clients | Client list (ID, name, sector, start date) |
| Data_Temps | Time entries (date, client, project, hours) |
| Data_Revenus | Revenue entries (date, client, amount, type) |
| Config | Settings (year, default rate, objectives) |
| TCD_Data | Pivot tables data |
KPIs
- Total Revenue
- Current Month Revenue
- Total Hours
- Average Hourly Rate
- Number of Active Clients
- Top Client (by revenue)
- Hours This Week
- Unique Projects Count
VBA Macros
| Macro | Description |
|---|---|
RefreshDashboard |
Recalculates formulas and refreshes pivot tables |
QuickRefresh |
Silent refresh (no message) |
RebuildAll |
Rebuilds entire dashboard from scratch |
CreatePivotTables |
Creates/recreates pivot tables |
CreateCharts |
Creates/recreates charts |
CreateSlicers |
Creates/recreates slicers |
ApplyDesign |
Applies professional formatting |
Screenshots
Coming soon
Requirements
- Microsoft Excel 2016+ (or Microsoft 365)
- Macros enabled for VBA features
Usage
- Open
FreelanceDashboard.xlsm - Enable macros when prompted
- Add your data in Data_Clients, Data_Temps, Data_Revenus
- Press
Alt+F8and runRefreshDashboardto update
Author
Alexis Trouve - alexistrouve.pro@gmail.com
License
MIT License - See LICENSE file