I’m looking for an experienced Excel specialist to build an automated performance dashboard for my estate agency group.
We have six Sales offices and six Lettings offices, and I want to track daily performance metrics from two data sources: 1. Call logs (exported from our phone system) 2. Reapit CRM reports (valuations, viewings, instructions, offers, sales agreed, exchanges, etc.)
The aim is to have one Excel workbook that I can easily update each day by pasting in new data or refreshing Power Query connections. The dashboard should automatically show: • Individual Negotiator activity (calls, talk time, performance vs target) • Office-level summaries for each of the 12 branches • Department-level views (combined Sales and Lettings totals) • A simple front page with clear charts, slicers (Office / Negotiator / Date), and key KPIs.
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What I Need: • Build an Excel-based dashboard with dynamic visuals and KPIs • Automate data refresh (via Power Query or macros) • Create clean dashboards for: • Individual negotiators • Each office (6 Sales, 6 Lettings) • Department summaries (Sales & Lettings) • Use a clean blue and white theme with easy navigation • Include a short guide or Loom video showing how to update the data daily
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Skills Required: • Advanced Excel (Power Query, PivotTables, Dashboard Design) • Strong visual layout and performance reporting experience • Familiar with CRM or sales data structures (Reapit experience a plus) • VBA experience (nice to have but not essential)
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