Microsoft Power Dashboard for Pub Banking

@schoudhary1553

As the CEO and Founder of Digital Screencast, a full stack developer with over 7 years' experience in specializing in web automation and data processing, I am confident that I have the skill set required to build your Microsoft Power Dashboard for your pub banking system. My expertise extends to Excel Power Query, Power Automate, and Microsoft 365, making me an ideal candidate for your project. I am highly skilled in creating efficient and user-friendly automated systems that can eliminate manual efforts while boosting accuracy, just like what you need for your daily banking processes. In addition, my extensive knowledge of data analysis, processing, as well as data visualization tools such as Power BI will help me create a custom-made dashboard to meet your precise requirements. My aim is always to ensure the utmost satisfaction of my clients. I offer not only technical expertise but a reliable and client-focused approach that emphasizes the development of lasting relationships. With my strategic thinking and problem-solving skills combined with an ability to build robust and flexible solutions with date-selective features—as you require—I believe I am the best fit to transform your current manual spreadsheets into an automated dashboard system that fosters efficiency and provides real-time visibility. Partnering with me on this project would warrant a successful outcome and a positive experience.

@AwaisChaudhry

Hi [ClientFirstName], I’ve read your scope and I’m confident I can build a seamless Microsoft 365 based automated daily banking and revenue dashboard for your pub. I’ll design an easy data-capture flow using Microsoft Forms (mobile-friendly) feeding SharePoint/OneDrive, then use Power Query to pull FOH and accommodation data, merge by date, and calculate expected cash, variances, and total revenue without hard-coded months. The dashboard will be fully date-driven with an MTD view, month selector, and instant month switching, delivering both daily breakdowns and trends in Power BI or Excel. Power Automate will handle automatic variance alerts by email, plus optional weekly summaries, and a weekly cash count reconciliation that highlights discrepancies. I’ll provide short handover notes and a tested sample dataset to ensure you’re up and running quickly. I estimate the project at 650 GBP with a realistic timeline of about 7-10 days to deliver a polished, fully working system with clear usage steps. Please provide any existing sample data structure you currently use (even if informal) and confirm whether you want the system to push alerts to a specific distribution list in addition to you. Best regards,

@Microlent

Hello, this is exactly the kind of setup where Microsoft 365 shines—simple staff input, zero spreadsheet chaos, and automatic checks that tell you when something’s off before it becomes a problem. From your scope, the goal is clear: one date-driven source of truth that merges FOH and accommodation data, calculates variances automatically, and gives you instant MTD visibility without rebuilding reports every month. How I’d build this * Mobile-friendly Microsoft Forms for FOH and accommodation daily entry * Central SharePoint/OneDrive data store with clean historical retention * Excel Power Query to merge data by date and calculate cash/PDQ variances, total revenue, and MTD metrics * A single Excel or Power BI dashboard with month selector, daily breakdowns, trends, and optional targets * Power Automate alerts for any non-£0 cash or PDQ variance, plus optional weekly summaries * Weekly cash count logic to reconcile expected vs actual and flag discrepancy dates Relevant experience Power Query (advanced transformations), Power Automate alerts, Microsoft Forms workflows, M365-only automation, and retail-style daily reconciliation dashboards. A few quick questions: 1. Roughly how many FOH entries per day (single till or multiple)? 2. Do you want Power BI or Excel for the dashboard UI? 3. Who should receive variance alerts—owner only or manager too? Best, Jenifer

@Tanmoy236

Warm greetings! I specialize in Microsoft 365 automation and dashboard solutions, combining Power Query, Power Automate, and Excel/Power BI to deliver accurate, real-time reporting. With 9+ years of experience and a team of 62 professionals, I build fully automated revenue tracking systems tailored to hospitality operations. Here's how I can help: * Capture FOH and accommodation data via mobile-friendly Microsoft Forms, stored in SharePoint/OneDrive * Merge and process data in Excel Power Query, calculating cash & PDQ variances, total daily revenue, and MTD KPIs * Build an interactive, date-driven Excel or Power BI dashboard with daily breakdowns, trends, month selectors, and optional revenue targets * Implement Power Automate alerts for any discrepancies and optional weekly summaries * Include weekly cash count comparison and highlight variance dates * Deliver a fully tested system with short handover notes for easy maintenance To align perfectly, could you clarify the desired frequency for MTD updates—immediate after FOH/accommodation entry or once per day—and if you prefer email alerts only for non-zero variances above a certain threshold?

@dgled

Hello, You’ll receive a fully automated Microsoft 365 banking and revenue system that replaces manual spreadsheets and gives you clear, real-time control of your pub’s daily performance. Your staff will submit simple mobile-friendly Microsoft Forms for FOH and accommodation. The data will flow automatically into SharePoint/OneDrive and feed a structured Excel model powered by Power Query. Every day will be merged by date, with automatic calculations for expected cash, cash variance, PDQ variance, total revenue, wet sales, and accommodation revenue — all historically retained and fully date-driven. You’ll have a clean dashboard (Excel or Power BI) showing: • Month-to-Date KPIs at a glance • Daily breakdown with clearly highlighted variances • Revenue trends and cumulative MTD • Instant month selector (no separate monthly files) • Optional MTD vs target tracking Power Automate will send you immediate email alerts whenever a cash or PDQ variance is not £0, including the date, amount, and issue type. You can also receive a weekly summary if desired. For weekly cash counts, you’ll simply enter the physical cash held and the dashboard will instantly compare expected vs actual, highlighting discrepancy dates. You’ll receive a fully tested, ready-to-use system built entirely within Microsoft 365, plus clear handover notes so you remain fully in control going forward. This will give you accuracy, visibility, and peace of mind — every single day. Best regards, Dov

@sareheshak

Certified in Business Analytics, and hold an MBA, with strong hands-on experience in Microsoft 365 automation. I can build a fully automated Power Query and Excel solution that captures daily pub and accommodation data, calculates variances, delivers a date-driven MTD dashboard, and triggers automatic alerts for discrepancies.

@techplusintl

Hi there, ★★★ .NET / Power Automate Expert ★★★ 5+ Years of Experience ★★★ To complete the automated daily banking and revenue dashboard project, I will follow a structured approach: 1. Data Capture Setup (10 hours) - Create Microsoft Forms for FOH and accommodation daily entries. 2. Data Automation & Processing (15 hours) - Use Excel Power Query to pull and merge data, calculating expected cash, cash variance, PDQ variance, and total daily revenue. 3. Dashboard Creation (20 hours) - Design a dynamic dashboard in Excel or Power BI with MTD KPIs, daily breakdowns, and trends. 4. Alerts Configuration (5 hours) - Set up automatic email alerts using Power Automate for cash and PDQ variances. 5. Testing and Handover (5 hours) - Test the system with sample data and provide handover notes for usage and maintenance. What I need from you: 1. Access to your Microsoft 365 environment (including SharePoint/OneDrive). 2. Clarification on any specific design preferences for the dashboard. 3. Sample data for testing purposes. I look forward to connecting at your convenience to ensure the project's success. Best Regards, TechPlus Team

@Herculesz

Hi I can build a fully automated Microsoft 365–based revenue and variance dashboard that merges FOH and accommodation data, eliminates manual spreadsheets, and delivers accurate daily and MTD insights. The key technical challenge is maintaining a single, date-driven dataset without hard-coded months, and I solve this using structured Microsoft Forms inputs, SharePoint storage, and Power Query transformations that auto-merge and calculate all variances. Your dashboard will present clear MTD KPIs, trends, daily breakdowns, and optional target tracking, all switchable via a simple month selector. Power Automate will send real-time alerts for any PDQ or cash variance and can generate an optional weekly summary. Weekly cash counts will be compared against expected totals so discrepancy dates are instantly visible. I specialize in Power Query and Power Automate for hospitality-style workflows, ensuring the system runs smoothly with minimal staff involvement. Thanks, Hercules

@devendrathakur12

Hello, I specialize in Microsoft Power Platform and I’ve built and customized large scale daily finance dashboards for pubs and retail teams. The main challenge here is removing manual sheets while still keeping staff entry very simple and numbers 100% accurate. I’m certified in Microsoft Power Query, Power Automate, and Excel analytics, and I will solve this by using Microsoft Forms + SharePoint + Power Query with clean date-driven logic and zero heavy VBA. You’ll get instant MTD clarity, fewer mistakes, and automatic alerts before small issues grow. A few questions I’d love to understand: Do tills and PDQ totals always close same day? Do you want wet sales split later? Who receives variance emails? Should accommodation link to any booking export? This will save you daily time and protect revenue. Best regards, Dev S.

@brayanstiven5

Hi, there, I specialize in Microsoft Power Query and Power Automate and have a proven track record in creating automated dashboards. With over 5 years of experience in data processing and automation, I assure you of a seamless solution for your daily banking and revenue reporting needs. Leveraging Microsoft 365 tools, I will build a dynamic and user-friendly dashboard to enhance efficiency and accuracy in your pub's financial management. ✅ By integrating Microsoft Forms for data capture and storing it in SharePoint/OneDrive, I will ensure a simple and efficient process for staff to input daily data accurately. ✅ Using Excel Power Query, I will automate data processing, calculate daily revenue totals, and retain historical data for comprehensive analysis. ✅ The dashboard will display real-time Month-to-Date (MTD) KPIs, daily breakdowns, and revenue trends with interactive features like a month selector for easy navigation. ✅ Implementing Power Automate, I will set up automatic email alerts for cash or PDQ variances, ensuring prompt notifications for discrepancies. ✅ Additionally, the system will include a weekly cash count feature to track actual vs. expected cash. Looking forward to working with you. Best Regards

@OutsourceMan

⭐⭐⭐⭐⭐ Dear Valuable Client, CnELIndia, in collaboration with Raman Ladhani, can fully deliver your automated daily banking and revenue dashboard within Microsoft 365. We will create mobile-friendly Microsoft Forms for FOH and accommodation data capture, stored securely in SharePoint/OneDrive. Using Excel Power Query, we’ll automatically merge and process the data to calculate expected cash, variances, and total daily revenue, retaining historical records without hard-coded months. A dynamic Excel or Power BI dashboard will provide MTD KPIs, daily breakdowns, trends, and optional revenue targets with instant month switching. Power Automate will trigger real-time email alerts for any variances and weekly summaries. We’ll provide a tested system with short handover notes, ensuring your staff can easily maintain and use it. Our expertise in Microsoft 365 automation, Power Query, Power Automate, and hospitality data ensures accurate, fully automated reporting.

@TheSecondSource

Warm Hello! We are a team of 62 professionals with over 9 years of experience in Microsoft 365 automation, Power Query, and Power Automate. We can build a fully automated daily banking and revenue dashboard tailored to your pub’s FOH and accommodation operations, eliminating manual spreadsheets and providing real-time Month-to-Date (MTD) insights. Here's how we can help: Create mobile-friendly Microsoft Forms for staff to enter FOH sales, cash, PDQ, and accommodation revenue, storing data in SharePoint/OneDrive. Build Power Query workflows to automatically merge daily FOH and accommodation data, calculate expected cash, variances, total daily revenue, and retain historical data with dynamic, date-driven logic. Design a dashboard in Excel or Power BI showing MTD KPIs, daily breakdowns, trends, variance highlights, month selector, and optional revenue target comparison. Configure Power Automate alerts for any cash or PDQ variance ≠ £0, including detailed email notifications and optional weekly summaries. Include weekly cash count reconciliation and highlight discrepancy dates, ensuring accurate real-time reporting. Deliver a fully tested system with sample data and concise handover notes for easy maintenance. Could you clarify how many FOH staff entries occur per day, and whether you’d like the dashboard to be Excel-based only or Power BI for richer visualization? Also, are there any specific KPIs or custom calculations beyond cash/PDQ variance you want included?

@laurajojones

Hello, I specialize in Microsoft 365 automation and can build a fully automated daily banking and revenue dashboard that removes manual spreadsheet work while giving you accurate, real-time Month-to-Date visibility across your pub and accommodation operations. Your workflow is well suited to a Forms → SharePoint → Power Query → Dashboard pipeline, and I will design it so staff data entry is simple, mobile-friendly, and consistent while all processing and reconciliation happens automatically in the background. I will create structured Microsoft Forms for FOH and accommodation entries, connect them to SharePoint storage, and develop robust Power Query transformations that merge data by date, calculate expected cash, PDQ variance, daily totals, and maintain rolling historical records without hard-coded months. The dashboard will be fully date-driven with a month selector, dynamic KPIs, variance highlighting, trend views, and optional revenue-vs-target tracking. You will be able to switch months instantly without separate files or manual adjustments. Using Power Automate, I will implement discrepancy alerts and optional weekly summaries so you are notified immediately when figures don’t reconcile. The weekly cash count comparison will also be built into the model to pinpoint variance dates clearly. You will receive a tested, production-ready system with sample data and concise handover notes so it remains easy to maintain and extend. Best regards, Laura

@shanec35

Hello, I have carefully analyzed your project requirements and I have built Microsoft 365–only automation dashboards for hospitality and retail businesses. Recently, I delivered an automated daily banking and MTD revenue system using Microsoft Forms, Excel Power Query, SharePoint, and Power Automate, replacing manual spreadsheets and adding variance alerts for cash and PDQ. For your pub, I will design simple mobile-friendly Forms for FOH and accommodation entries, store data in SharePoint/OneDrive, and use Power Query to merge data by date, calculate cash and PDQ variances, total revenue, and retain full historical records. I will build a fully date-driven Excel or Power BI dashboard with month selection, MTD KPIs, daily breakdowns, trends, and optional targets. Power Automate will trigger instant variance alerts and optional weekly summaries, plus support the weekly cash count comparison. I am available to begin work immediately and can start this week. I am committed to delivering a reliable, easy-to-use system with clear documentation and fast, high-quality execution. Thank you for your time. Best regards, Elenilson

@raheelkxoftech

Greetings, What you’re ultimately looking for is not just a dashboard, it’s financial control, accuracy, and visibility without operational friction. In hospitality environments, manual spreadsheets often create blind spots that lead to unnoticed cash variances, delayed banking reconciliation, and unreliable Month-to-Date reporting. My role is to design a system that removes those risks while remaining extremely simple for staff to use. With over 15 years delivering Microsoft 365 automation solutions, I specialize in building finance-grade reporting ecosystems using Forms, Power Query, and Power Automate eliminating manual handling while ensuring data integrity and auditability. Project Complexity: This is a mid-level build technically, but high-impact from a business standpoint. The real success factor is designing a resilient data model and governance structure so the system remains reliable months and years from now. Key risks I typically protect clients from: • Staff adoption failure due to overly complex input methods • Broken queries as datasets grow • Month-end reporting inconsistencies • Alert fatigue from poorly tuned automations • Lack of audit trail for cash discrepancies My approach prioritizes durability, clarity, and executive-level visibility not just a functional spreadsheet. Let’s discuss your timeline and I can outline the architecture I’d recommend. Rahim

@Feriver

Hello, I understand that you need a fully automated daily banking and revenue dashboard for your pub using Microsoft 365 tools. My approach will leverage Microsoft Forms for FOH and accommodation data entry, storing all inputs in SharePoint/OneDrive. Power Query will consolidate the data, calculate expected cash, variances, total daily revenue, and retain historical records automatically. Power BI or Excel will then present an MTD dashboard with daily breakdowns, trend charts, variance highlights, and a month selector. Power Automate will generate instant alerts for any cash or PDQ discrepancies and optional weekly summaries. The system will be fully tested, date-driven, and include concise handover notes for ongoing maintenance. I have extensive experience in Power Query, Power Automate, and M365 automation, particularly for hospitality and retail settings. The final solution will eliminate manual spreadsheets, ensure accuracy, and provide real-time insights with minimal staff effort. Thanks, Asif

@tukabwanausi

Hi, I see you're dealing with manual spreadsheet work every day and need a system that catches variances before they become bigger problems. Running a pub with rooms means FOH and accommodation data come in at different times, and you need everything to line up automatically. I'd set up two Microsoft Forms (FOH end-of-day, accommodation morning entry) feeding into SharePoint. Power Query would pull both sources, merge by date, and calculate expected cash, variances, and totals. The Excel dashboard would have a dropdown month selector so you can switch between any month instantly. Power Automate would check for non-zero variances every morning and email you the specifics (date, amount, cash or PDQ). Weekly cash count pulls from another form and flags which dates don't match. I built something similar for a retail client with three locations doing daily sales and banking. The variance alerts caught a £200 discrepancy in week two that would have taken weeks to find manually. If you want to see how this works? I can build a working prototype with sample data for one week so you can test it on your phone and see what your staff would use daily. Mituka

@miscman

As a full stack developer specializing in Microsoft 365, I’m confident I have the technical skills you need to create your automated daily banking and revenue dashboard. I’ve worked extensively with Excel Power Query, which aligns perfectly with your project’s data merging and processing requirements. My proficiency in Microsoft Forms, SharePoint/OneDrive, and Power Automate is also a great fit for your scope of work. In addition to my technical skills, I bring valuable hospitality experience to the table. Having worked on multiple projects that involved streamlining processes within the restaurant and retail sectors, I have an understanding of the specific needs and challenges you face as a pub owner. This makes me uniquely positioned to design a user-friendly data capture process that's simple for your staff and effective for you. Finally, my ability to deliver robotic automations while ensuring clear scopes and iterative deliveries will ensure we're always on the same page and fully aligned to get your project done right. By choosing me, you'll gain an exceptional Power Query expert who's not just reliable but also adaptable - ready to meet your evolving needs head-on. Trust me with your project - let’s build a dashboard that exceeds all expectations!

@RusianD

Hi there, I can build a clean, fully automated Microsoft 365–only daily banking and revenue dashboard that removes manual spreadsheets and gives you clear, reliable MTD visibility. The setup would use Microsoft Forms for simple staff input, Excel Power Query to merge and calculate FOH and accommodation data by date, and a date-driven Excel or Power BI dashboard with month selectors, trends, and clearly highlighted variances. I’ll also implement Power Automate alerts so you’re notified immediately if cash or PDQ doesn’t balance, plus optional weekly summaries and a proper weekly cash-count reconciliation. The result will be an easy-to-run system that’s accurate, scalable across months, and simple to maintain, with clear handover notes so you’re never dependent on manual fixes. I hope this helps. Ruslan D