Prepare for GitHub mirror - English README, LICENSE MIT, clean gitignore
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Desktop.ini
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# Backups
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.vba_backups/
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*.bak
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*_backup_*.xlsm
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# Claude Code
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# Local config
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.mcp.json
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.claude/
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# MCP config (contains no secrets but local)
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# .mcp.json
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21
LICENSE
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21
LICENSE
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MIT License
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Copyright (c) 2025 Alexis Trouve
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Permission is hereby granted, free of charge, to any person obtaining a copy
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of this software and associated documentation files (the "Software"), to deal
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in the Software without restriction, including without limitation the rights
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to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
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copies of the Software, and to permit persons to whom the Software is
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furnished to do so, subject to the following conditions:
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The above copyright notice and this permission notice shall be included in all
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copies or substantial portions of the Software.
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
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AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
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LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
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OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
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SOFTWARE.
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97
README.md
97
README.md
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# Freelance Dashboard
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Dashboard KPI Excel - Suivi d'activite freelance
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Excel KPI Dashboard for freelance activity tracking - Revenue, time tracking, clients with pivot tables, charts and VBA automation.
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## Vision
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## Features
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Dashboard visuel pour suivre son activite freelance (temps, revenus, clients) en un coup d'oeil.
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- **Structured Data Tables** - Clients, time entries, revenue tracking
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- **Dynamic KPIs** - Total revenue, hourly rate, active clients, top client
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- **Pivot Tables** - Revenue by client, by month, hours by project
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- **Interactive Charts** - Pie chart, bar charts, trends
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- **Slicers** - Filter by client and period
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- **VBA Automation** - One-click refresh, rebuild dashboard
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- **Professional Design** - Clean layout, conditional formatting
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**Public cible:** Freelances, independants
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**Lien portfolio:** Complementaire a TimeTrack Pro (Access = saisie, Excel = visualisation)
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## File Structure
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## Status
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| Phase | Description | Status |
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|-------|-------------|--------|
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| 1 | Structure fichier + tables | En attente |
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| 2 | Formules KPIs | En attente |
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| 3 | Tableaux croises dynamiques | En attente |
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| 4 | Graphiques | En attente |
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| 5 | Dashboard layout + slicers | En attente |
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| 6 | Design polish + donnees demo | En attente |
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| 7 | Tests + documentation | En attente |
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## Fonctionnalites V1
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- [x] Saisie des donnees (heures, revenus, clients)
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- [x] KPIs principaux (CA, heures, taux horaire moyen)
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- [x] Graphiques dynamiques
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- [x] Filtres par periode / client / projet
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- [x] Mise en forme pro
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## Structure du fichier
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| Onglet | Contenu |
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|--------|---------|
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| Dashboard | Vue principale avec KPIs et graphiques |
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| Data_Temps | Table des entrees de temps |
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| Data_Revenus | Table des paiements recus |
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| Data_Clients | Liste clients avec infos |
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| Config | Parametres (annee, taux par defaut) |
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| Sheet | Content |
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|-------|---------|
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| Dashboard | Main view with KPIs, charts and slicers |
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| Data_Clients | Client list (ID, name, sector, start date) |
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| Data_Temps | Time entries (date, client, project, hours) |
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| Data_Revenus | Revenue entries (date, client, amount, type) |
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| Config | Settings (year, default rate, objectives) |
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| TCD_Data | Pivot tables data |
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## KPIs
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- CA Total
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- CA Mois en cours
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- Heures totales
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- Taux horaire moyen
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- Nb clients actifs
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- Top client
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- Heures cette semaine
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- Total Revenue
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- Current Month Revenue
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- Total Hours
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- Average Hourly Rate
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- Number of Active Clients
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- Top Client (by revenue)
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- Hours This Week
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- Unique Projects Count
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## VBA Macros
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| Macro | Description |
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|-------|-------------|
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| `RefreshDashboard` | Recalculates formulas and refreshes pivot tables |
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| `QuickRefresh` | Silent refresh (no message) |
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| `RebuildAll` | Rebuilds entire dashboard from scratch |
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| `CreatePivotTables` | Creates/recreates pivot tables |
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| `CreateCharts` | Creates/recreates charts |
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| `CreateSlicers` | Creates/recreates slicers |
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| `ApplyDesign` | Applies professional formatting |
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## Screenshots
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*(A venir)*
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*Coming soon*
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## Auteur
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## Requirements
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- Microsoft Excel 2016+ (or Microsoft 365)
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- Macros enabled for VBA features
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## Usage
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1. Open `FreelanceDashboard.xlsm`
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2. Enable macros when prompted
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3. Add your data in Data_Clients, Data_Temps, Data_Revenus
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4. Press `Alt+F8` and run `RefreshDashboard` to update
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## Author
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Alexis Trouve - alexistrouve.pro@gmail.com
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## License
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Proprietary - Demo Project
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MIT License - See [LICENSE](LICENSE) file
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