Excel Dashboard Redesign

  • Status: Closed
  • Prize: $30
  • Entries Received: 1
  • Winner: Overseashelp

Contest Brief

BACKGROUND:

I have an Investment Portfolio Dashboard which is meant to display the following information to investors:

1. Health of the portfolio
2. Risk of the Portfolio
3. Performance of the Portfolio

The respective business is a loan / advance issuing company.

SOLUTION:

The current layout has been attached in a dummy spreadsheet. The issues that we have and which need to be addressed are:

1. Layout is not optimal
2. Individual elements not grouped logically
3. There is no flow in how the items are organised
4. Its very busy and difficult to read at a glance

WHAT WILL THE BEST ENTRY LOOK LIKE:

The winning entry will effectively demonstrate:
- Innovation
- Creativity
- Simplicity
- Clarity

The tool will be used by investors and potential investors so it is vital that it looks good and clearly communicates what we need it to.

Please design the solution in Excel, as the model is fed by calculations and needs to accept dynamic content. The excel dashboard must be presentation ready.

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“Very proactive freelancer, great energy and very creative. Went the extra mile to satisfy and add value, highly recommended!”

Profile image WesleyJeftha, Australia.

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Public Clarification Board

  • pposhiya3669
    pposhiya3669
    • 6 years ago

    You need design with JPG format or Excel file?

    • 6 years ago
    1. WesleyJeftha
      Contest Holder
      • 6 years ago

      Design in Excel please...

      • 6 years ago
  • labibshah
    labibshah
    • 6 years ago

    Graphs and charts are the visual elements; what kind of else visuals are required to you?

    • 6 years ago
    1. WesleyJeftha
      Contest Holder
      • 6 years ago

      All I need is a design that fixes the layout and readability of the sample provided

      • 6 years ago
  • AUNKHAN12
    AUNKHAN12
    • 6 years ago

    The best representation of dashboard is tables with graphic charts, its better clear and easily understanding. I need more detail and the sporting files for this dashboard, please visit my profile first....

    • 6 years ago
    1. WesleyJeftha
      Contest Holder
      • 6 years ago

      Hi there, we have charts in other parts of the spreadsheet that the client is totally satisfied with, we just need to cleanup the presentation of the numbers on the dashboard

      • 6 years ago
  • tushars92
    tushars92
    • 6 years ago

    I can develop this dashboard with more analytic term. Therefore, I need more details. Kindly contact me.

    • 6 years ago
    1. WesleyJeftha
      Contest Holder
      • 6 years ago

      Hi there Tushar, thanks for responding, I dont need any work done on the logic / analytical layer, this project is simply about making the dashboard look nice and easy to read

      • 6 years ago
  • Godskid
    Godskid
    • 6 years ago

    Hi. Would you also like the functions (calculation) inserted in the necessary cells?

    • 6 years ago
    1. WesleyJeftha
      Contest Holder
      • 6 years ago

      Hi there, the calculations are working perfectly, its literally just the presentation and visual representation of the data

      • 6 years ago

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