StillHammer
3a2fb2187e
Dashboard KPI Excel pour suivi d'activite freelance Fichiers inclus: - Documentation (README, PLAN, DATA_MODEL, FORMULAS) - Template Excel avec tables de donnees - Plan d'implementation pour agent - Configuration MCP VBA Server 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
264 lines
7.0 KiB
Markdown
264 lines
7.0 KiB
Markdown
# Freelance Dashboard - Instructions pour Claude
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## Projet
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Freelance Dashboard - Dashboard KPI Excel pour suivi d'activite freelance.
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## Status: En attente de developpement
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## MCP VBA Server
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Ce projet utilise **VBA MCP Server v0.6.0+** pour l'automatisation.
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### Outils Disponibles pour Excel
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| Outil | Description | Usage |
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|-------|-------------|-------|
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| `get_worksheet_data` | Lit donnees d'une feuille | Lecture donnees |
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| `set_worksheet_data` | Ecrit donnees/formules | Peupler tables, KPIs |
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| `list_excel_tables` | Liste les Excel Tables | Verifier structure |
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| `create_excel_table` | Cree table structuree | Tables donnees |
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| `insert_rows` | Insere lignes | Ajouter entrees |
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| `delete_rows` | Supprime lignes | Nettoyer donnees |
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| `insert_columns` | Insere colonnes | Modifier structure |
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| `delete_columns` | Supprime colonnes | Modifier structure |
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| `inject_vba` | Injecte module VBA | Macro refresh |
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| `validate_vba` | Valide syntaxe VBA | Verifier code |
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| `run_macro` | Execute macro VBA | Lancer refresh |
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| `open_in_office` | Ouvre Excel visible | Voir resultat |
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| `create_backup` | Cree backup fichier | Avant modifications |
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### Chemin du fichier
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```
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C:\Users\alexi\Documents\projects\freelance-dashboard\templates\FreelanceDashboard.xlsx
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```
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---
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## Structure du Projet
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```
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freelance-dashboard/
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├── README.md # Documentation principale
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├── PLAN.md # Plan projet (7 phases, 9h)
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├── DATA_MODEL.md # Schema des 3 tables
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├── FORMULAS.md # Toutes les formules Excel
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├── CLAUDE.md # CE FICHIER
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├── docs/
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│ └── MCP_VBA_GUIDE.md # Guide utilisation MCP
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├── templates/
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│ └── FreelanceDashboard.xlsx
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└── scripts/
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```
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---
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## Workflow de Developpement
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### Phase 1: Structure Fichier (MCP VBA)
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```python
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# Creer les donnees clients
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data_clients = [
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["ClientID", "Nom", "Secteur", "DateDebut"],
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["CLI001", "Acme Corporation", "Tech", "15/01/2024"],
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["CLI002", "Tech Solutions", "Tech", "01/03/2024"],
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["CLI003", "Marketing Pro", "Marketing", "10/06/2024"],
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["CLI004", "E-Shop Plus", "E-commerce", "22/09/2024"],
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["CLI005", "Finance Group", "Finance", "05/11/2024"],
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]
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set_worksheet_data("templates/FreelanceDashboard.xlsx", "Data_Clients", data_clients)
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# Creer la table structuree
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create_excel_table("templates/FreelanceDashboard.xlsx", "Data_Clients", "A1:D6", "tbl_Clients", has_headers=True)
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```
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```python
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# Creer les donnees temps
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data_temps = [
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["Date", "ClientID", "Projet", "Heures", "Description"],
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["02/01/2025", "CLI001", "Site Web", 3.5, "Maquettes"],
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["02/01/2025", "CLI002", "API Backend", 6.0, "Endpoints"],
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["03/01/2025", "CLI001", "Site Web", 4.0, "Integration"],
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["03/01/2025", "CLI003", "Campagne SEO", 2.5, "Audit"],
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["06/01/2025", "CLI002", "API Backend", 7.0, "Tests"],
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# ... plus de donnees
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]
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set_worksheet_data("templates/FreelanceDashboard.xlsx", "Data_Temps", data_temps)
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create_excel_table("templates/FreelanceDashboard.xlsx", "Data_Temps", "A1:E11", "tbl_Temps", has_headers=True)
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```
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```python
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# Creer les donnees revenus
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data_revenus = [
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["Date", "ClientID", "Montant", "Type"],
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["15/01/2025", "CLI001", 2500, "Facture"],
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["20/01/2025", "CLI002", 4200, "Facture"],
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["25/01/2025", "CLI003", 1800, "Facture"],
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# ... plus de donnees
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]
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set_worksheet_data("templates/FreelanceDashboard.xlsx", "Data_Revenus", data_revenus)
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create_excel_table("templates/FreelanceDashboard.xlsx", "Data_Revenus", "A1:D8", "tbl_Revenus", has_headers=True)
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```
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### Phase 2: Formules KPIs (MCP VBA)
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```python
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# Ecrire les KPIs sur l'onglet Dashboard
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kpis = [
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["CA Total", "=SUM(tbl_Revenus[Montant])"],
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["Heures Totales", "=SUM(tbl_Temps[Heures])"],
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["Taux Horaire Moyen", "=B1/B2"],
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["Nb Clients", "=COUNTA(tbl_Clients[ClientID])"],
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["Heures Semaine", "=SUMIFS(tbl_Temps[Heures],tbl_Temps[Date],\">=\"&TODAY()-WEEKDAY(TODAY(),2)+1)"],
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]
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set_worksheet_data("templates/FreelanceDashboard.xlsx", "Dashboard", kpis, start_cell="A1")
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```
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### Phase 3-5: TCD, Graphiques, Design (Excel UI)
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Ces elements doivent etre crees dans Excel UI:
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- Tableaux Croises Dynamiques
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- Graphiques (barres, camembert, combo)
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- Slicers
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- Mise en forme conditionnelle
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- Layout final
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### Phase 6: VBA Refresh (MCP VBA - Optionnel)
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```python
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code = '''
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Sub RefreshDashboard()
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Application.CalculateFull
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Dim ws As Worksheet
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For Each ws In ThisWorkbook.Worksheets
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Dim pt As PivotTable
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For Each pt In ws.PivotTables
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pt.RefreshTable
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Next pt
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Next ws
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MsgBox "Dashboard actualise!", vbInformation
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End Sub
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'''
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validate_vba(code, file_type="excel")
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inject_vba("templates/FreelanceDashboard.xlsm", "mod_Refresh", code)
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```
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---
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## Commandes Rapides
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### Lire donnees
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```python
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get_worksheet_data("templates/FreelanceDashboard.xlsx", "Data_Clients")
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get_worksheet_data("templates/FreelanceDashboard.xlsx", "Data_Temps")
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```
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### Ajouter entree temps
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```python
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# Ajouter une ligne
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insert_rows("templates/FreelanceDashboard.xlsx", "Data_Temps", position=12, count=1)
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set_worksheet_data("templates/FreelanceDashboard.xlsx", "Data_Temps",
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[["10/01/2025", "CLI001", "Nouveau Projet", 2.5, "Description"]],
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start_cell="A12")
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```
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### Lister les tables
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```python
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list_excel_tables("templates/FreelanceDashboard.xlsx")
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```
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### Ouvrir pour voir
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```python
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open_in_office("templates/FreelanceDashboard.xlsx")
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```
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### Executer macro
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```python
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run_macro("templates/FreelanceDashboard.xlsm", "RefreshDashboard")
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```
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---
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## Limitations MCP VBA
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| Ce qui marche | Ce qui ne marche pas |
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|---------------|---------------------|
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| Ecrire donnees | Creer TCD |
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| Creer Excel Tables | Creer graphiques |
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| Ecrire formules | Design visuel |
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| Injecter VBA | Creer slicers |
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| Executer macros | Mise en forme conditionnelle |
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---
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## Lien avec TimeTrack Pro
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```
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TimeTrack Pro (Access) Freelance Dashboard (Excel)
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│ │
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│ get_worksheet_data │
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└──────────────────────────►│
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Export donnees
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```
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### Export manuel
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1. Lire donnees Access: `get_worksheet_data("TimeTrackPro.accdb", "tbl_Temps")`
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2. Ecrire dans Excel: `set_worksheet_data("FreelanceDashboard.xlsx", "Data_Temps", data)`
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### Macro d'import (V2)
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```vba
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Sub ImportFromTimeTrack()
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' Connexion ADODB vers TimeTrackPro.accdb
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' Import automatique des donnees
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End Sub
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```
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---
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## Fichiers Cles
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| Fichier | Quand l'utiliser |
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|---------|------------------|
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| `DATA_MODEL.md` | Schema tables + donnees demo |
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| `FORMULAS.md` | Toutes les formules KPIs |
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| `PLAN.md` | Layout, couleurs, phases |
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| `docs/MCP_VBA_GUIDE.md` | Guide etape par etape |
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---
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## Design
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### Palette Couleurs
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| Usage | Hex |
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| Primaire (bleu fonce) | #2C3E50 |
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| Accent (vert) | #27AE60 |
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| Neutre (gris) | #ECF0F1 |
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| Alerte (rouge) | #E74C3C |
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### KPIs a afficher
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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 semaine
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---
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## Contact
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Alexis Trouve - alexistrouve.pro@gmail.com
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