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💼 Finance Team Dashboard
Reduced 6 hours of manual reporting to 15 minutes using Power Query automation.
🏗️ Construction Cost Tracker
Automated cost roll-ups across 12 regions using Excel VBA macros.
🛒 E-commerce Sales Report
Built dynamic dashboards pulling live CSVs from Amazon FBA exports.
Free Download: 7 Excel Automations That Save 20+ Hours/Week
Get the exact VBA + Power Query setups used in real businesses. No fluff. Instant PDF.
Free: 12-Month Cash Flow Forecaster
See your cash runway in 30 seconds. Red alert if <30 days.
Proven Automation Examples
Real Excel solutions deployed across finance, operations, and sales teams. All dashboards feature advanced automation, interactive visualizations, and proven time-saving results.
Collections Tool
AR dashboard that prioritizes collection efforts with automated action analysis, top delinquent accounts tracking, and aging bucket categorization.
Unapplied Payments Reporting
Multi-chart dashboard tracking deductions, unallocated posts, promise-to-pay commitments, and daily collectable overdue movements with trend analysis.
Mass Emailing Tool for Dunning
Automated email campaign system for collections with customizable templates, tracking, and follow-up scheduling directly from Excel.
Lead & Scorecard for OTC
Order-to-Cash performance dashboard with visual KPI scorecards, trend indicators, and operational metrics across the entire O2C cycle.
Market Performance & Productivity Tracker
Comprehensive sales and productivity monitoring system with regional breakdowns, target vs. actual analysis, and team performance metrics.
KPI Reporting Dashboard
Executive-level KPI dashboard with trend analysis, period-over-period comparisons, and automated variance highlighting across all key business metrics.
Organizational "Mojo" Scorecard
Unique dashboard quantifying employee engagement and organizational health through multiple data points, satisfaction metrics, and cultural indicators.
Excel vs. Robotics vs. AI vs. Software
See how small businesses can achieve the same automation power at a fraction of the cost. Excel-based solutions often provide 80–90% of the efficiency of AI or Robotics tools — at 10–20% of the price.
| Project | Approach | Cost (USD) | Time Savings | Complexity | ROI |
|---|---|---|---|---|---|
| Inventory & Replenishment Tracker | Excel | $50–$150 | Medium | Low | High |
| Third-Party Software | $300–$1,000/year | High | Medium | Low | |
| AI / Generative Tools | $400–$1,200 | High | Medium | Medium | |
| Robotics / RPA | $500–$1,500 | Very High | High | Medium | |
| Cash Flow & Runway Tracker | Excel | $50–$120 | Medium | Low | High |
| Third-Party Software | $200–$800/year | High | Medium | Low | |
| AI / Generative Tools | $300–$900 | High | Medium | Medium | |
| Robotics / RPA | $400–$1,200 | Very High | High | Medium | |
| Sales Dashboard | Excel | $40–$100 | Medium | Low | High |
| Third-Party Software | $250–$700/year | High | Medium | Low | |
| AI / Generative Tools | $300–$800 | High | Medium | Medium | |
| Robotics / RPA | $400–$1,000 | Very High | High | Medium |
💡 Excel offers unmatched flexibility and cost-efficiency for small businesses. In most cases, it delivers up to 90% of the benefits of automation tools at a fraction of the cost.
About Me
With 20+ years of experience in multinational environments and 10+ years specializing in Excel automation, I've developed dashboards, templates, and reporting tools across banking, insurance, pharmaceutical, consumer goods, and HORECA industries.
Industries
- Pharmaceutical
- Banking
- Insurance
- Consumer Goods
- HORECA
Roles & Experience
- Accounts Receivable Specialist
- Reporting Analyst
- Subject Matter Expert
- Operations Manager
- Merger Consultant
- Internal Controller
- Financial Data Analyst
- Fraud Detection Specialist
- Automation Specialist
Technical Skills
- Power Query (Advanced)
- VBA & Macros
- Complex Formulas & Functions
- Interactive Dashboards
- Data Visualization
- Process Automation
- Financial Modeling
- Report Generation
Frequently Asked Questions
No! I handle all the technical work. You just need to explain what you want to achieve, and I'll build the solution. I provide documentation so you can use and maintain the tools, but no programming knowledge is required on your end.
Simple dashboards typically take 3-5 days. Complex automation projects with multiple integrations usually take 1-3 weeks. After our free consultation, I'll provide a detailed timeline estimate based on your specific requirements.
Absolutely. I can enhance your current files, integrate multiple spreadsheets, or build entirely new solutions from scratch. During the consultation, we'll review your existing files and determine the best approach.
All projects include comprehensive documentation and a support period. I also offer ongoing support packages for updates, modifications, or new feature additions. Your dashboards are built to be maintainable and scalable.
I've built solutions for banking, insurance, pharmaceutical, consumer goods, HORECA, construction, and e-commerce industries. If your business uses Excel for data management or reporting, I can help automate it—regardless of industry.
Projects typically range from $500-$3,000 depending on complexity. Most clients see ROI within the first month through time savings alone. During our free consultation, I'll provide a detailed quote based on your specific needs and calculate your expected ROI.
Ready to automate your reporting?
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Answer 3 quick questions. We'll review your files and show exactly how to save 20+ hours/week.
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