P&L Google Spreadsheet for tracking expenses, income, and calculating net profit
22 USD Project Goal:
Create a user-friendly, visually appealing, and scalable P&L (Profit & Loss) Google Sheet for tracking expenses, income, and calculating net profit. The sheet should include a summary dashboard and detailed sheets for data analysis by month and category.
Main Requirements
1. Structure of the Sheet
1. Summary Sheet (Dashboard):
• Display total income, expenses, and net profit by month.
• Breakdown of income and expenses by categories (with visual charts/graphs).
• Ability to select time intervals (e.g., filter by quarters or years).
• Dynamic updates when data is added.
2. Monthly Sheets:
• Sheet names: Month_Year (e.g., January_2025).
• Columns:
• Date: Date of the transaction.
• Transaction Type: Income or expense.
• Category: Selection from a dropdown list (e.g., advertising, salaries, rent, others).
• Description: Brief description of the transaction.
• Amount: Size of income/expense.
• Monthly totals: Total income, expenses, and net profit for the month.
2. Scalability
• Ability to add new sources of income (e.g., new partners).
• Ability to add new expense categories without changing formulas.
• Automatic inclusion of new data in the summary dashboard.
3. Visualization
• Use of charts/graphs to display:
• Dynamics of income and expenses.
• Percentage distribution of expenses by categories.
• Share of each partner in total revenue.
• Color scheme to enhance perception (e.g., green for income, red for expenses).
4. Usability
• Dropdown lists for selecting category and transaction type.
• Formulas for automatic calculation of totals (e.g., summing income, expenses, and calculating profit).
• Intuitive interface.
5. Access and Permissions
• Shared access to the sheet with editing capabilities (for you) and viewing (for other users, if needed).
Functional Requirements
1. Automation of Calculations:
• Total sums of income, expenses, and profit by month.
• Automatic integration of data from monthly sheets into the summary dashboard.
2. Flexibility:
• Ability to filter data by categories, sources of income, and time.
• Easy addition of new rows with data.
3. Aesthetics and Usability:
• Attractive color scheme and data structuring.
• Visually clear interface, minimizing the need for manual calculations.
4. Scalability:
• The sheet should support growth in data volume without degrading performance.
Additional
• A brief user guide will be required on how to add data, new categories, and set up filters.
• The sheet should be tested for usability and accuracy of calculations.
Deadline: 2-3 working days.
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2 days45 USD
543 2 0 2 days45 USD
Hello.
I have been working in IT for over 10 years.
I can offer you to create a program in Java, with a user-friendly interface, that will work on any OS, perform any operations quickly and efficiently - without human errors. Accuracy 100% :)
I would be happy to help.
Please write to me privately to discuss the details.
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3 days45 USD
102 3 days45 USD
Hello, I have experience working with Excel. I can create tables according to your requirements.
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7 days89 USD
591 9 0 7 days89 USD
Hello Boris.
I suggest doing it a little differently. Use Google Sheets as a Database, and create a convenient dashboard in Looker Studio with all the metrics you need. But if not, everything can also be done in Google Sheets.
I don't know what datasets you have, but if there are advertising expenses, then using https://www.windsor.ai/?fpr=vd it will be possible to set up automatic exports for expenses and other indicators from Google Ads and Facebook Ads accounts.
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1 day22 USD
144 1 day22 USD
Good afternoon. I have been working with MS Excel for over five years, I will do everything efficiently and in the shortest possible time while meeting all requirements.
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2 days45 USD
185 2 days45 USD
Hello Boris!
Having significant experience in creating such tables,
I guarantee quality execution.
Thank you for the detailed brief. I am ready to implement it.
I will create a clear, understandable, and convenient P&L report.
I invite you to discuss the details in correspondence.
I hope for fruitful cooperation!
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3 days33 USD
561 15 0 3 days33 USD
Good day! I will do everything quickly, efficiently, and taking into account your wishes.
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2 days45 USD
2991 73 4 2 2 days45 USD
Good day! I have a lot of experience working with ET, so I can complete your task quickly, and most importantly - with quality! Feel free to reach out!!
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2 days22 USD
3621 113 7 1 2 days22 USD
Hello.
I have extensive experience working with Google Sheets and Excel.
I also create scripts for the aforementioned programs.
Check out my portfolio and reviews.
Freelancehunt
I have familiarized myself with the project. I am ready to help with the implementation.
Write to me - we will discuss the details.
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А какой механизм регистрации хозяйственных операций вашей деятельности, но основании которых будут строится отчетные формы, Вы предусматриваете?
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