72 lines
2.0 KiB
Markdown
72 lines
2.0 KiB
Markdown
# Freelance Dashboard
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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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## Features
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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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## File Structure
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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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- 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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*Coming soon*
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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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MIT License - See [LICENSE](LICENSE) file
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