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Business & Finance · Studypool

Project Request – Corporate Company Report & Financial Dashboard

I have a management meeting and I need a professional company presentation package prepared urgently.

I need:

  • A professional Word report
  • A professional Excel financial dashboard

The work must be at a corporate / board meeting level, not a simple internal report.

Deliverables

1. Word plan or milstone (Corporate Style)

The report should include:

  • Company overview
  • How the company started
  • Current operational process
    (Import → Packaging → Distribution → Sales)
  • Product categories
    (Dry / Chilled / Frozen)
  • Challenges faced
  • Implemented solutions
  • Future business plan for the Oman market
  • Import strategy from Sudan & Egypt
  • Sales & distribution strategy

Important: If any information is missing, leave editable placeholders for me to complete later.


2. Excel Financial Dashboard

The Excel sheet should include:

  • Revenue
  • Expenses
  • Profit / Loss
  • Import costs
  • Packaging costs
  • Transportation costs
  • Inventory
  • Collections / Receivables

The dashboard must also include:

  • Bar chart for expenses
  • Pie chart for cost distribution
  • Line chart for income vs expenses trends

Design Requirements

The presentation must be:

  • Professional and corporate
  • Clean and visually organized
  • Suitable for management presentation
  • Concise and well-structured
  • Include charts, visuals, and flowcharts

Required Work Process / Milestones

Milestone 1 – Data Collection

  • Company information
  • Sales data
  • Expenses
  • Products
  • Operational process

Milestone 2 – Word Draft

  • Company overview
  • Current operations
  • Challenges
  • Future strategy

Milestone 3 – Excel Dashboard

  • Financial data entry
  • Organizing financial categories

Milestone 4 – Charts & Visuals

  • Expense charts
  • Profit analysis
  • Monthly performance charts

Milestone 5 – Final Design

  • Professional formatting
  • Flowcharts
  • Layout enhancement

Milestone 6 – Final Review

  • Final revision
  • Leave editable sections for me
  • Ready-to-present final version

Important

I need the final files to be presentation-ready for senior management / board-level review, not just basic documents. (Excel, word)