Workbooks and dashboards that refresh themselves, so your team stops rebuilding the same report by hand every week.
Many finance processes still run on exports, copy and paste, and formulas only one person understands. I rebuild them into structured, documented workbooks and dashboards. My long-running work in this area includes automated portfolio reporting dashboards for a US investor, the subject of my book Spreadsheet Ledger Life.
What is included
- Cleanup and restructuring of messy spreadsheets into consistent data tables
- Formula-driven Excel and Google Sheets models with clear inputs and outputs
- Power Query connections that pull and reshape data automatically
- Power BI dashboards for sales, payroll, margin and cash metrics
- Payroll, sales and SKU-level analysis from exported system data
- Templates your team can reuse, with a short written guide
- Structured data collection from financial statements and public filings
How it works
- See the current process. You show me the report and how it is produced today.
- Small sample. I rebuild one part so you can verify the numbers against your own.
- Build and test. The full workbook or dashboard is built and reconciled to source data.
- Hand over. You receive the file, a short guide and support while your team gets used to it.
A good fit if
- A weekly or monthly report takes hours to assemble
- Only one person understands the spreadsheet the business depends on
- You want to see sales, payroll or margin trends without asking for a report
- You have data in several systems that never appears in one place
Common questions
Excel or Power BI: which should I choose?
If your team lives in spreadsheets and the report is used by a few people, Excel is usually enough. Power BI suits dashboards shared more widely or built on larger data sets. I will recommend the simpler option that does the job.
Will I be able to maintain it?
Yes. I avoid unnecessary complexity, label inputs clearly and provide a written guide.
Do you provide investment advice?
No. Portfolio dashboards organize and present data. They are not recommendations.
Related
Dashboards are most useful on top of reliable monthly books and a clear reporting pack.
Tired of rebuilding the same report?
Send a short note about your business and where things stand. I will reply with a clear scope and next step. No sensitive documents are needed at this stage.