StillHammer
0442c8f995
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
72 lines
2.0 KiB
Markdown
72 lines
2.0 KiB
Markdown
# 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
|