Freelance Dashboard v1.0

Excel KPI Dashboard for freelance activity tracking.

Features:
- Revenue, time and client tracking
- Dynamic KPIs and pivot tables
- Interactive charts and slicers
- VBA automation macros
- Professional design

.gitignore

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+# Excel temp files
+~$*
+*.tmp
+
+# Excel lock files
+*.xlk
+
+# Windows reserved names
+nul
+con
+prn
+aux
+
+# Windows system files
+Thumbs.db
+Desktop.ini
+
+# Backups
+*.bak
+*_backup_*.xlsm
+
+# Local config
+.mcp.json
+.claude/

LICENSE

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+MIT License
+
+Copyright (c) 2025 Alexis Trouve
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

README.md

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+# 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
+
+1. Open `FreelanceDashboard.xlsm`
+2. Enable macros when prompted
+3. Add your data in Data_Clients, Data_Temps, Data_Revenus
+4. Press `Alt+F8` and run `RefreshDashboard` to update
+
+## Author
+
+Alexis Trouve - alexistrouve.pro@gmail.com
+
+## License
+
+MIT License - See [LICENSE](LICENSE) file

src/ThisWorkbook.cls

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+VERSION 1.0 CLASS
+BEGIN
+  MultiUse = -1  'True
+END
+Attribute VB_Name = "ThisWorkbook"
+Attribute VB_GlobalNameSpace = False
+Attribute VB_Creatable = False
+Attribute VB_PredeclaredId = True
+Attribute VB_Exposed = True
+Option Explicit
+
+' =============================================================================
+' ThisWorkbook Module
+' Description: Auto-refresh on workbook open
+' =============================================================================
+
+Private Sub Workbook_Open()
+    ' Automatic refresh when workbook opens
+    QuickRefresh
+End Sub

src/mod_Charts.bas

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+Attribute VB_Name = "mod_Charts"
+Option Explicit
+
+' =============================================================================
+' Module: mod_Charts
+' Description: Creates Charts for the Freelance Dashboard
+' =============================================================================
+
+Sub CreateCharts()
+    Dim wsDash As Worksheet
+    Dim wsTCD As Worksheet
+    Dim cht As ChartObject
+
+    On Error GoTo ErrorHandler
+
+    Set wsDash = ThisWorkbook.Sheets("Dashboard")
+    Set wsTCD = ThisWorkbook.Sheets("TCD_Data")
+
+    ' Delete existing charts
+    On Error Resume Next
+    For Each cht In wsDash.ChartObjects
+        cht.Delete
+    Next cht
+    On Error GoTo ErrorHandler
+
+    ' Chart 1: Pie Chart - Revenue by Client
+    Set cht = wsDash.ChartObjects.Add( _
+        Left:=wsDash.Range("D3").Left, _
+        Top:=wsDash.Range("D3").Top, _
+        Width:=250, _
+        Height:=200)
+
+    With cht.Chart
+        .SetSourceData Source:=wsTCD.PivotTables("TCD_CA_Client").TableRange1
+        .ChartType = xlPie
+        .HasTitle = True
+        .ChartTitle.Text = "CA par Client"
+        .HasLegend = True
+        .Legend.Position = xlLegendPositionRight
+    End With
+
+    ' Chart 2: Column Chart - Revenue by Month
+    Set cht = wsDash.ChartObjects.Add( _
+        Left:=wsDash.Range("D12").Left, _
+        Top:=wsDash.Range("D12").Top, _
+        Width:=250, _
+        Height:=200)
+
+    With cht.Chart
+        .SetSourceData Source:=wsTCD.PivotTables("TCD_CA_Mois").TableRange1
+        .ChartType = xlColumnClustered
+        .HasTitle = True
+        .ChartTitle.Text = "CA par Mois"
+        .HasLegend = False
+    End With
+
+    ' Chart 3: Bar Chart - Hours by Project
+    Set cht = wsDash.ChartObjects.Add( _
+        Left:=wsDash.Range("H3").Left, _
+        Top:=wsDash.Range("H3").Top, _
+        Width:=250, _
+        Height:=200)
+
+    With cht.Chart
+        .SetSourceData Source:=wsTCD.PivotTables("TCD_Heures_Projet").TableRange1
+        .ChartType = xlBarClustered
+        .HasTitle = True
+        .ChartTitle.Text = "Heures par Projet"
+        .HasLegend = False
+    End With
+
+    Exit Sub
+
+ErrorHandler:
+    MsgBox "Error creating charts: " & Err.Description, vbCritical, "Error"
+End Sub

src/mod_Design.bas

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+Attribute VB_Name = "mod_Design"
+Option Explicit
+
+' =============================================================================
+' Module: mod_Design
+' Description: Applies professional design to the Dashboard
+' Color Palette:
+'   - Primary (Blue): #2C3E50 / RGB(44, 62, 80)
+'   - Accent (Green): #27AE60 / RGB(39, 174, 96)
+'   - Neutral (Gray): #ECF0F1 / RGB(236, 240, 241)
+'   - Alert (Red): #E74C3C / RGB(231, 76, 60)
+' =============================================================================
+
+Sub ApplyDesign()
+    Dim wsDash As Worksheet
+
+    On Error GoTo ErrorHandler
+
+    Set wsDash = ThisWorkbook.Sheets("Dashboard")
+
+    ' Colors
+    Dim bleuFonce As Long, vert As Long, grisClair As Long, rouge As Long
+    bleuFonce = RGB(44, 62, 80)
+    vert = RGB(39, 174, 96)
+    grisClair = RGB(236, 240, 241)
+    rouge = RGB(231, 76, 60)
+
+    ' Euro symbol
+    Dim euroSymbol As String
+    euroSymbol = Chr(128)
+
+    With wsDash
+        ' Hide gridlines
+        ActiveWindow.DisplayGridlines = False
+
+        ' Light gray background
+        .Cells.Interior.Color = grisClair
+
+        ' Dashboard Title (A1:C1)
+        .Range("A1:C1").Merge
+        With .Range("A1")
+            .Font.Name = "Calibri"
+            .Font.Size = 24
+            .Font.Bold = True
+            .Font.Color = bleuFonce
+            .HorizontalAlignment = xlLeft
+            .VerticalAlignment = xlCenter
+            .RowHeight = 40
+        End With
+
+        ' Section header "KPIs Principaux" (A3)
+        With .Range("A3")
+            .Font.Name = "Calibri"
+            .Font.Size = 14
+            .Font.Bold = True
+            .Font.Color = bleuFonce
+        End With
+
+        ' KPI Labels (A4:A9)
+        With .Range("A4:A9")
+            .Font.Name = "Calibri"
+            .Font.Size = 11
+            .Font.Color = bleuFonce
+        End With
+
+        ' KPI Values (B4:B9)
+        With .Range("B4:B9")
+            .Font.Name = "Calibri"
+            .Font.Size = 16
+            .Font.Bold = True
+            .Font.Color = bleuFonce
+            .HorizontalAlignment = xlRight
+        End With
+
+        ' Number formats
+        .Range("B4").NumberFormat = "# ##0 [$" & euroSymbol & "-40C]"
+        .Range("B5").NumberFormat = "# ##0 [$" & euroSymbol & "-40C]"
+        .Range("B6").NumberFormat = "0.0 ""h"""
+        .Range("B7").NumberFormat = "0.00 [$" & euroSymbol & "-40C]""/h"""
+        .Range("B8").NumberFormat = "0"
+        .Range("B9").NumberFormat = "0.0 ""h"""
+
+        ' Top Client (A11:B11)
+        With .Range("A11")
+            .Font.Name = "Calibri"
+            .Font.Size = 11
+            .Font.Color = bleuFonce
+        End With
+        With .Range("B11")
+            .Font.Name = "Calibri"
+            .Font.Size = 14
+            .Font.Bold = True
+            .Font.Color = vert
+        End With
+
+        ' Statistics Section (A13:B16)
+        With .Range("A13")
+            .Font.Name = "Calibri"
+            .Font.Size = 14
+            .Font.Bold = True
+            .Font.Color = bleuFonce
+        End With
+        .Range("A14:A16").Font.Color = bleuFonce
+        .Range("B14:B16").Font.Bold = True
+        .Range("B14:B15").NumberFormat = "DD/MM/YYYY"
+
+        ' Column widths
+        .Columns("A").ColumnWidth = 25
+        .Columns("B").ColumnWidth = 18
+        .Columns("C").ColumnWidth = 3
+        .Columns("D:G").ColumnWidth = 12
+        .Columns("H:J").ColumnWidth = 12
+        .Columns("K:L").ColumnWidth = 15
+
+        ' Light borders around KPIs
+        With .Range("A4:B9").Borders
+            .LineStyle = xlContinuous
+            .Weight = xlThin
+            .Color = RGB(189, 195, 199)
+        End With
+
+        With .Range("A11:B11").Borders
+            .LineStyle = xlContinuous
+            .Weight = xlThin
+            .Color = RGB(189, 195, 199)
+        End With
+
+        With .Range("A14:B16").Borders
+            .LineStyle = xlContinuous
+            .Weight = xlThin
+            .Color = RGB(189, 195, 199)
+        End With
+
+        ' Row heights
+        .Rows("1").RowHeight = 40
+        .Rows("2").RowHeight = 10
+        .Rows("3:16").RowHeight = 22
+    End With
+
+    MsgBox "Design applied successfully!", vbInformation
+    Exit Sub
+
+ErrorHandler:
+    MsgBox "Error applying design: " & Err.Description, vbCritical, "Error"
+End Sub

src/mod_Refresh.bas

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+Attribute VB_Name = "mod_Refresh"
+Option Explicit
+
+' =============================================================================
+' Module: mod_Refresh
+' Description: Main refresh and rebuild macros for the Dashboard
+' =============================================================================
+
+Sub RefreshDashboard()
+    ' Main refresh macro - recalculates formulas and refreshes pivot tables
+    Application.ScreenUpdating = False
+    Application.Calculation = xlCalculationManual
+
+    On Error GoTo ErrorHandler
+
+    ' 1. Recalculate all formulas
+    Application.CalculateFull
+
+    ' 2. Refresh all Pivot Tables
+    Dim ws As Worksheet
+    Dim pt As PivotTable
+
+    For Each ws In ThisWorkbook.Worksheets
+        For Each pt In ws.PivotTables
+            pt.RefreshTable
+        Next pt
+    Next ws
+
+    ' 3. Refresh external connections (if any)
+    On Error Resume Next
+    Dim conn As WorkbookConnection
+    For Each conn In ThisWorkbook.Connections
+        conn.Refresh
+    Next conn
+    On Error GoTo ErrorHandler
+
+    Application.Calculation = xlCalculationAutomatic
+    Application.ScreenUpdating = True
+
+    MsgBox "Dashboard refreshed!" & vbCrLf & _
+           "- Formulas recalculated" & vbCrLf & _
+           "- Pivot tables updated", vbInformation, "Refresh Complete"
+    Exit Sub
+
+ErrorHandler:
+    Application.Calculation = xlCalculationAutomatic
+    Application.ScreenUpdating = True
+    MsgBox "Error during refresh: " & Err.Description, vbCritical, "Error"
+End Sub
+
+Sub QuickRefresh()
+    ' Silent refresh without message box
+    On Error GoTo ErrorHandler
+
+    Application.ScreenUpdating = False
+    Application.CalculateFull
+
+    Dim ws As Worksheet
+    Dim pt As PivotTable
+    For Each ws In ThisWorkbook.Worksheets
+        For Each pt In ws.PivotTables
+            pt.RefreshTable
+        Next pt
+    Next ws
+
+    Application.ScreenUpdating = True
+    Exit Sub
+
+ErrorHandler:
+    Application.ScreenUpdating = True
+End Sub
+
+Sub RebuildAll()
+    ' Rebuilds entire dashboard from scratch
+    On Error GoTo ErrorHandler
+
+    Application.ScreenUpdating = False
+
+    ' Call other macros
+    CreatePivotTables
+    CreateCharts
+    CreateSlicers
+    ApplyDesign
+
+    Application.ScreenUpdating = True
+    MsgBox "Dashboard rebuilt entirely!", vbInformation
+    Exit Sub
+
+ErrorHandler:
+    Application.ScreenUpdating = True
+    MsgBox "Error during rebuild: " & Err.Description, vbCritical, "Error"
+End Sub

src/mod_Slicers.bas

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+Attribute VB_Name = "mod_Slicers"
+Option Explicit
+
+' =============================================================================
+' Module: mod_Slicers
+' Description: Creates Slicers for interactive filtering
+' =============================================================================
+
+Sub CreateSlicers()
+    Dim wsDash As Worksheet
+    Dim wsTCD As Worksheet
+    Dim sc As SlicerCache
+    Dim sl As Slicer
+    Dim pt As PivotTable
+
+    On Error GoTo ErrorHandler
+
+    Set wsDash = ThisWorkbook.Sheets("Dashboard")
+    Set wsTCD = ThisWorkbook.Sheets("TCD_Data")
+
+    ' Delete existing slicers
+    On Error Resume Next
+    Dim existingSC As SlicerCache
+    For Each existingSC In ThisWorkbook.SlicerCaches
+        existingSC.Delete
+    Next existingSC
+    On Error GoTo ErrorHandler
+
+    ' Slicer 1: ClientID on TCD_CA_Client
+    Set pt = wsTCD.PivotTables("TCD_CA_Client")
+
+    Set sc = ThisWorkbook.SlicerCaches.Add2( _
+        pt, _
+        "ClientID", _
+        "Slicer_ClientID")
+
+    Set sl = sc.Slicers.Add( _
+        wsDash, _
+        , _
+        "ClientID", _
+        "Client", _
+        wsDash.Range("K1").Left, _
+        wsDash.Range("K1").Top, _
+        150, _
+        180)
+
+    sl.Style = "SlicerStyleLight1"
+
+    ' Connect slicer to other pivot tables
+    On Error Resume Next
+    sc.PivotTables.AddPivotTable wsTCD.PivotTables("TCD_CA_Mois")
+    On Error GoTo ErrorHandler
+
+    ' Slicer 2: Date on TCD_CA_Mois
+    Set pt = wsTCD.PivotTables("TCD_CA_Mois")
+
+    On Error Resume Next
+    Set sc = ThisWorkbook.SlicerCaches.Add2( _
+        pt, _
+        "Date", _
+        "Slicer_Date")
+
+    If Not sc Is Nothing Then
+        Set sl = sc.Slicers.Add( _
+            wsDash, _
+            , _
+            "Date", _
+            "Periode", _
+            wsDash.Range("K10").Left, _
+            wsDash.Range("K10").Top, _
+            150, _
+            150)
+
+        sl.Style = "SlicerStyleLight2"
+    End If
+    On Error GoTo ErrorHandler
+
+    MsgBox "Slicers created successfully!", vbInformation
+    Exit Sub
+
+ErrorHandler:
+    MsgBox "Error creating slicers: " & Err.Description, vbCritical, "Error"
+End Sub
+
+Sub ClearSlicerFilters()
+    ' Clears all slicer filters
+    Dim sc As SlicerCache
+
+    On Error Resume Next
+    For Each sc In ThisWorkbook.SlicerCaches
+        sc.ClearManualFilter
+    Next sc
+    On Error GoTo 0
+End Sub

src/mod_TCD.bas

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+Attribute VB_Name = "mod_TCD"
+Option Explicit
+
+' =============================================================================
+' Module: mod_TCD
+' Description: Creates Pivot Tables for the Freelance Dashboard
+' =============================================================================
+
+Sub CreatePivotTables()
+    Dim ws As Worksheet
+    Dim pt As PivotTable
+    Dim pc As PivotCache
+
+    On Error GoTo ErrorHandler
+
+    ' Create TCD sheet if it doesn't exist
+    On Error Resume Next
+    Set ws = ThisWorkbook.Sheets("TCD_Data")
+    On Error GoTo ErrorHandler
+
+    If ws Is Nothing Then
+        Set ws = ThisWorkbook.Sheets.Add(After:=ThisWorkbook.Sheets(ThisWorkbook.Sheets.Count))
+        ws.Name = "TCD_Data"
+    End If
+
+    ' Clear the sheet
+    ws.Cells.Clear
+
+    ' TCD 1: Revenue by Client
+    Set pc = ThisWorkbook.PivotCaches.Create( _
+        SourceType:=xlDatabase, _
+        SourceData:="tbl_Revenus")
+
+    Set pt = pc.CreatePivotTable( _
+        TableDestination:=ws.Range("A1"), _
+        TableName:="TCD_CA_Client")
+
+    With pt
+        .PivotFields("ClientID").Orientation = xlRowField
+        .PivotFields("ClientID").Position = 1
+        With .PivotFields("Montant")
+            .Orientation = xlDataField
+            .Function = xlSum
+            .NumberFormat = "# ##0 $"
+            .Name = "CA Total"
+        End With
+    End With
+
+    ' TCD 2: Revenue by Month
+    Set pt = pc.CreatePivotTable( _
+        TableDestination:=ws.Range("E1"), _
+        TableName:="TCD_CA_Mois")
+
+    With pt
+        .PivotFields("Date").Orientation = xlRowField
+        .PivotFields("Date").Position = 1
+        With .PivotFields("Montant")
+            .Orientation = xlDataField
+            .Function = xlSum
+            .NumberFormat = "# ##0 $"
+            .Name = "CA Mensuel"
+        End With
+    End With
+
+    ' Group dates by month and year
+    On Error Resume Next
+    pt.PivotFields("Date").DataRange.Cells(1).Group _
+        Start:=True, End:=True, _
+        Periods:=Array(False, False, False, False, True, False, True)
+    On Error GoTo ErrorHandler
+
+    ' TCD 3: Hours by Project
+    Set pc = ThisWorkbook.PivotCaches.Create( _
+        SourceType:=xlDatabase, _
+        SourceData:="tbl_Temps")
+
+    Set pt = pc.CreatePivotTable( _
+        TableDestination:=ws.Range("I1"), _
+        TableName:="TCD_Heures_Projet")
+
+    With pt
+        .PivotFields("Projet").Orientation = xlRowField
+        .PivotFields("Projet").Position = 1
+        With .PivotFields("Heures")
+            .Orientation = xlDataField
+            .Function = xlSum
+            .NumberFormat = "0.0"
+            .Name = "Total Heures"
+        End With
+    End With
+
+    ws.Activate
+
+    MsgBox "3 Pivot Tables created successfully!", vbInformation, "TCD Created"
+    Exit Sub
+
+ErrorHandler:
+    MsgBox "Error creating Pivot Tables: " & Err.Description, vbCritical, "Error"
+End Sub