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The Ultimate Excel Accounting Dashboard: Review & Feature, Fix or Focus Request [Gold & Silver] (Patreon)

Published:
2025-04-02 14:52:45
Imported:
2026-09

Videos

  • 445862590.mp4

Downloads

Content

The training we have for this week that I have shared with you was about the The Ultimate Excel Accounting Dashboard. If you have not seen it yet, you can view it right here on YouTube.Now that the training has been released, I am looking for your feedback to make this even better, just for you, our incredible Patreon Members.

So, what Feature can I add for you? Did you find an issue you want me to fix? Or is there a particular area you would like me to focus on?

Please comment your ideas and feedback to any  of these below and I will do my best to not only create an updated workbook but release a private training video next Monday, right here on Patreon.

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Comments

Majok

Kindly add a [Date Range] section to generate reports for [monthly, 1st quarter, 2nd quarter, 3rd quarter, 4th quarter, this year, last year] or from dd/mm/yyyy to dd/mm/yyyy. Add a Query or date range button similar to what we had in “Income Statement Zoom In On Haver. ”

Excel For Freelancers

Hi Majok, thanks for your comment. I just finished recording this training hower I did add a new report that is separated and totalled by quarters so that will help a great deal. Thanks again for your continued support. In the future, please try to add your suggestions as soon as the video releases so that I can make sure to include your amazing ideas. thanks again for your continued support.

Tina Lee

I can see adding a user form to add transactions and an integration with the statement analyzer. I know the user form is doable. What about the other?

Excel For Freelancers

Hi and thanks so much Tina. Yes a great idea indeed. Adding a userform for transactions is a great idea for this. Lots of potential no doubt. A lot of these features are already in my Ultimate ERP - Updated training and template here: https://www.patreon.com/posts/92377792 I hope this helps and thanks so much.