Advanced Google Sheets Dashboard for Membership, Inventory, Financial Reconciliation

UpworkAENot specifiedintermediateScore: 50
Google SheetsAccounting
Title: Advanced Google Sheets Dashboard for Clinic Membership, Inventory, and Financial Reconciliation (Wellness / Longevity Clinic) Job Overview: We operate a premium longevity and wellness clinic based in Dubai with a membership model, supplements, treatments, and clinical consumables (e.g. IVs, peptides, NAD, wellness products). Our current financial tracking is messy due to multiple revenue streams and stock usage across providers. We are looking for an expert to build a clean, automated Google Sheets (or Airtable) dashboard that reconciles memberships, treatments, inventory usage, and profitability in one system. This is NOT a basic spreadsheet task. We need a scalable operational dashboard suitable for a growing clinic business. Core Objective: Create a single source of truth dashboard that automatically tracks: Membership revenue Treatment usage Product and consumable stock Free influencer allocations One off sales Provider level usage Real time profitability Scope of Work: 1. Membership Revenue Ledger Track all active members Monthly membership fee (fixed or tiered) Payment status (paid, overdue, failed) Start date and renewal tracking Revenue per month (MRR) 2. Treatment & Usage Log (Daily Input Sheet) Date Patient / Member name Provider (doctor, nurse, therapist) Treatment performed Products / consumables used (dropdown linked to inventory) Automatic cost of goods calculation per treatment 3. Inventory & Consumables Tracker Stock levels (NAD, supplements, peptides, IV drips, etc.) Cost per unit Batch tracking (optional if feasible) Auto deduction when treatments are logged Low stock alerts 4. Influencer & Complimentary Product Tracker Track free products given to influencers / ambassadors Assigned marketing value (AED) Monthly total marketing cost via product allocation 5. One Off Sales Tracker Retail supplement sales Standalone treatments Packages Revenue vs cost vs margin per sale 6. Automated Financial Dashboard (Executive View) Clean visual dashboard showing: Monthly recurring revenue (MRR) Total revenue (membership + one off) Cost of goods used Gross profit Profit per member Profit per treatment Inventory consumption trends Revenue leakage indicators 7. CEO / Investor Friendly Dashboard Layer (Highly Preferred) Integration with Looker Studio or visual dashboard inside Google Sheets for: High level financial overview Growth metrics Operational clarity for leadership Technical Requirements: Expert level Google Sheets skills (advanced formulas, automation, data validation) Experience building financial dashboards and inventory systems Ability to create clean UX and scalable structure Strong logic design and automation mindset Nice to Have (Preferred but not mandatory): Experience working with clinics, wellness centers, or subscription businesses Experience with Airtable or Notion databases Looker Studio dashboard integration Automation using Zapier or Make (optional future phase) Deliverables: Fully functional automated Google Sheet dashboard Clean and intuitive layout Instruction guide (Loom video walkthrough preferred) Editable and scalable structure for future growth Important Notes: Our clinic operates on a membership + treatment + supplement model, so reconciliation accuracy is critical. This system will be used daily by management and must be reliable, automated, and easy to maintain. To Apply: Please include: 1. Examples of dashboards you have built (especially inventory or financial dashboards) 2. Your approach to structuring this type of system 3. Estimated timeline 4. Confirmation you can handle automation and complex reconciliation logic Budget: Flexible based on experience and quality. We prefer a high quality, scalable solution over a basic template. Location: Remote (experience with healthcare, wellness, or clinic dashboards is a strong advantage)
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Spent: $2,726.82Rating: 5.0Verified