Spreadsheet System Optimization for Business Insights

Job Description: We are seeking a skilled freelancer to enhance and optimize our current spreadsheet system for tracking class data. Our goal is to make the system more insightful, visually engaging, and actionable for our business planning. Current Setup: We use spreadsheets to track class data, including the category of the class, the instructor, and the location. Each year has its own dedicated sheet. A summary sheet aggregates data from the yearly sheets, providing total counts for the year. Scope of Work: We’d like to expand the capabilities of this system by introducing new graphs, charts, and insights, including: Graphs and Charts: A graph showing the number of classes taught at each location, broken down by year and month. A chart summarizing how many classes each instructor has taught over a specific period. A performance graph comparing monthly totals to previous years to determine if we are ahead or behind schedule. Additional Insights for Business Planning: A breakdown of class categories taught each year (e.g., a pie or bar chart). Location performance trends to highlight high-performing or underperforming locations. Instructor workload distribution to help balance schedules and prevent burnout. Seasonal trends to identify peak and slow periods for better resource allocation. Dynamic Dashboards: An interactive dashboard summarizing key metrics (e.g., classes per location, instructor performance, year-over-year growth). Expected Deliverables: Updated spreadsheets with automated calculations, summaries, and visualizations. Easy-to-use graphs and charts for ongoing analysis. A dashboard (if feasible) to provide at-a-glance insights into class performance. Documentation or a brief walkthrough of the updates to ensure the system is user-friendly and sustainable. Skills Required: Advanced proficiency in Excel (or Google Sheets) with expertise in: Pivot tables Graphs and charts Conditional formatting Formulas for automation Experience with creating interactive dashboards (optional but preferred). Ability to analyze data and recommend actionable insights. Ideal Candidate: The ideal freelancer is detail-oriented, has strong problem-solving skills, and can translate raw data into meaningful insights. Previous experience working with data visualization or business planning tools is a plus.