Services • Dashboards & Reporting
Copy. Paste. Rebuild. Gone. One dashboard, every angle.
Interactive Excel dashboards built from the data you already have. The whole business on one screen, any detail one click away, and every number current.
You already have the numbers. Can you actually get to them?
Revenue lives in one system. Expenses in another. Last year’s figures are buried in a workbook nobody’s opened since January. Every time someone asks how the business is doing, somebody rebuilds the same charts from scratch. By month. By region. By division. By salesperson. And the moment the report is finished, someone asks the one question it doesn’t answer.
The bottom line: The data isn’t the problem. Getting to it is.
Structured
Every data file is imported to a central location, which feeds every chart, table, and report. No separate files to keep in sync.
Automated
Dynamic array formulas rebuild every view the moment the data changes. No chart ranges to update, no formulas to copy down.
Tailored
Slicers and dropdowns put your data in your control. Take a bird’s-eye view, or examine the smallest detail.
How I Build It
What data is needed?
Primary Data
Data From Your Systems
Your data starts wherever you record it today:
- Revenue and expenses from QuickBooks or your SQL database
- Sales from your Amazon or Shopify storefront
- Cases, jobs, or leads logged in an Excel spreadsheet
- Activities and deals recorded in your CRM
Metadata
Categories and Dropdowns
The lists that turn raw rows into the views you want:
- Divisions, departments, and regions
- Products, services, and customers
- Employees and salespeople
- Targets, budgets, and fiscal periods
Where does it come from?
Primary Data
Pulled In and Cleaned Up
Power Query connects to each source, cleans the data, and combines it into a searchable structure. Refresh weekly, monthly, or the morning of the board meeting.
Metadata
Maintained in One Place
Divisions, products, and targets live in simple lists. Add a region or a new product line, and it flows into every report.
Structure
Data Behind the Scenes
Imports and calculations live behind the scenes, apart from the dashboard. Refreshing the data never breaks the report sitting on top of it.
What do you need to do with it?
Dashboards
This Year, Against Last Year
Your key numbers charted month by month, with prior years layered in for context. Not just a number sitting by itself.
Reports
One Formula, Any Depth
A single formula builds each report. User-accessible parameters allow the same view to show company-wide totals or drill down to reveal the results of one division, product, or salesperson.
Custom Output
Ranked, Sorted, Ready
Top performers. Budget vs. actual. Variance to last year. Whatever the room wants to see. All built from the same data as everything else.
Automated Communication
Delivered on Schedule
Need it in someone’s inbox? Reports can generate and email themselves on a schedule you set.
Ideal for
Executives, managers, and team leads who need to know how the business is doing and need to show someone else. And the analysts handed a new question “for the executive meeting in ten minutes” . . . who need every answer one click away.
FAQs
Do I need to know Excel to use this?
No. Slicers and dropdowns are the whole interface. Everything behind it is built for you, not by you.
What happens when we add a product, a region, or an employee?
It shows up. The dashboard reads from a list, not a fixed set of tabs. If it's in the data or added to the metadata, it's on the dashboard.
Can it pull straight from our systems?
Often, yes. Power Query can connect to databases, folders of exported files, and many online platforms. Where a direct connection isn't possible, a regular export works just as well.