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About
This is straightforward build work. All specifications are complete. You are not designing or strategizing. You are building from detailed written instructions.
What You Will Build:
4 Google Sheets Templates:
Lead Pipeline Tracker (stage-based CRM, summary dashboard, alert flags)
KPI Command Dashboard (7 metrics, 4-week trend view, alert system)
4 PDF/Word Documents:
5. Client Onboarding Checklist (multi-section, checkbox-based, fillable)
6. Weekly CEO Rhythm (daily schedule framework, printable)
7. Decision Escalation Matrix (4-category matrix, landscape layout)
8. Org Role Structure (role cards, gap analysis, industry examples)
Specifications Provided:
Every template has a complete written specification including:
Exact column/row structure
All formulas (written out completely)
Conditional formatting rules
Color codes (hex values provided)
Example data (pre-populated for 5 industries)
Formatting specifications (fonts, sizes, spacing)
You do not need to make any design or content decisions. Everything is specified.
Quality Standards:
Clean, professional appearance (NOT basic default spreadsheet styling)
Consistent formatting across all 8 templates
All formulas must work correctly (tested before delivery)
Conditional formatting must trigger correctly
PDF documents must be print-ready (8.5" × 11")
Google Sheets must work on both Google Sheets and Excel
All dropdown menus must function correctly
All pre-populated example data must be realistic and accurate
Brand/Style Requirements:
Primary color: Dark blue (#1F4E79)
Secondary color: Light blue (#D9E1F2)
Alert color: Orange (#FCE4D6)
Success color: Green (#C6EFCE)
Warning color: Red (#FFC7CE)
Font: Arial or Calibri throughout
Professional business tool aesthetic (NOT colorful or decorative)
Deliverables:
2 Google Sheets files (shared via Google Drive, also exported as .xlsx)
4 PDF files (print-ready, also provided as editable .docx source)
All files named exactly as specified
Delivered via Google Drive shared folder
File Naming Convention:
+ .gsheet
+ .gsheet
+ .docx
+ .docx
+ .docx
+ .docx
Timeline:
I need all 8 templates completed within 3 business days.
This is launch-critical work. On-time delivery is required.
Who I Am Looking For:
Required skills:
Advanced Google Sheets (complex formulas, conditional formatting, data validation)
Professional document design (Word/Google Docs to PDF)
Attention to detail (you follow specifications exactly)
Business document experience (you understand what professional looks like)
Fast turnaround (3 days, no exceptions)
Preferred experience:
Built business dashboards or financial templates before
Designed professional PDF documents for business use
Worked with US-based clients on business tools
How To Apply:
To be considered, your proposal must include:
Portfolio link or samples showing at minimum:
One Google Sheets dashboard you built (with formulas and conditional formatting)
One professional PDF document you designed
Your timeline - How many days to complete all 8 templates?
Your process - How will you handle questions if a specification is unclear?
One sentence answering this: What makes a Google Sheets dashboard professional vs basic?
One sentence answering this: Describe one complex Google Sheets formula you have built and what problem it solved.
Proposals without portfolio samples will not be considered.
Additional Notes:
All work must be original (no purchased templates)
You will sign a basic NDA before receiving specifications
Revisions included
Communication via Upwork messages only
Payment released upon delivery and approval of all 8 templates: PASS/FAIL
This Is A Test Project.
If quality is high and delivery is on time, there is additional work available immediately (more templates, additional modules, ongoing builds).
To Apply:
Send proposal with portfolio samples.
Answer the screening question in your proposal or it will be ignored.
I will respond to qualified proposals within 24 hours.
Contract duration of 3 to 6 months.
Mandatory skills: Google Sheets, Microsoft Excel, Data Visualization
Languages
- English
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