Xero & Excel Finance Dashboard
Employer not named by the sourceRemote
Frontier is not the employer and does not collect applications.
About this role
PHP, Accounting, Excel, Salesforce.com, Tableau, Data Visualization, Power BI, Google Data Studio · I want a single, interactive view of our company’s finances that automatically merges the figures we invoice through Xero with the reservation + milestone data we log in our Excel sheet. Management should be able to open the dashboard and instantly see three core indicators:
• Total revenue to date • Outstanding payments still to be collected • A clear breakdown of reservation and subsequent milestone payments
A combined layout of charts and supporting tables is essential—visual snapshots for quick decisions, backed by drill-down numbers when deeper detail is needed. Data must refresh without manual copy-pasting; a direct, secure connection to both Xero and the Excel workbook (hosted on OneDrive/SharePoint or similar) will be part of the hand-off.
Deliverables 1. Fully functioning dashboard file or web app, ready for non-technical users. 2. Connection scripts/queries that pull live data from both sources. 3. Brief hand-over notes or short Loom video explaining how to refresh and adjust filters.
Acceptance criteria • Metrics match Xero and Excel within ±0.5% at time of delivery. • Loading time under 10 seconds on a standard office laptop. • Visuals render corre