Excel Automation & Business Dashboards
Transform your data chaos into powerful, automated Excel solutions that save hours of manual work and provide real-time insights for better business decisions.
What I Create for You
I build sophisticated Excel workbooks that go far beyond basic spreadsheets. From automated data processing to interactive dashboards, I help businesses streamline their workflows and gain valuable insights from their data.
📊 Interactive Dashboards
- Real-time KPI tracking and visualization
- Dynamic charts that update automatically
- Conditional formatting for instant alerts
- Drill-down capabilities for detailed analysis
- Professional, branded design
âš¡ VBA Automation
- One-click data import and processing
- Automated report generation
- Email integration for automatic distribution
- Data validation and error handling
- Custom user forms and interfaces
📈 Advanced Analytics
- Financial modeling and forecasting
- Scenario analysis and what-if modeling
- Trend analysis and pattern recognition
- Statistical calculations and reporting
- Performance tracking and benchmarking
🔄 Data Integration
- Multi-source data consolidation
- Database connectivity and queries
- Web data scraping and APIs
- Automated data refresh schedules
- Data cleansing and transformation
Industry Solutions
Financial Services
Example: Credit union loan tracking dashboard with automated risk assessment, payment schedules, and portfolio performance metrics.
Sales & Marketing
Example: CRM dashboard with lead tracking, conversion analysis, sales forecasting, and automated commission calculations.
Operations Management
Example: Inventory management system with reorder alerts, supplier performance tracking, and cost analysis automation.
HR & Payroll
Example: Employee performance tracking with automated review schedules, training compliance, and payroll calculations.
Technical Capabilities
Formula Engineering
- Complex nested formulas (INDEX/MATCH, XLOOKUP)
- Array formulas and dynamic arrays
- Advanced statistical functions
- Financial calculations (NPV, IRR, PMT)
- Date/time calculations and scheduling
Visualization & UX
- Interactive charts and sparklines
- Slicers and timeline controls
- Conditional formatting rules
- Data validation and drop-downs
- Professional template design
Development Process
1. Requirements Analysis
We discuss your current workflow, pain points, and desired outcomes. I'll review your existing data sources and reporting needs.
2. Solution Design
I create a detailed plan showing the dashboard layout, data flows, and automation features that will solve your specific challenges.
3. Development & Testing
Build the Excel solution with robust formulas, VBA code (if needed), and thorough testing with your actual data.
4. Training & Documentation
Deliver complete documentation and provide training to ensure your team can effectively use and maintain the solution.
Pricing & Packages
Basic Automation
- Single worksheet with formulas
- Basic dashboard (5-7 metrics)
- Standard charts and formatting
- Data validation setup
- User guide included
- Delivery: 3-5 days
Professional Dashboard
- Multi-sheet workbook
- Interactive dashboard with slicers
- Advanced formulas and pivot tables
- Automated data refresh
- Custom formatting and branding
- Video tutorial included
- Delivery: 5-7 days
Enterprise Solution
- Full VBA automation
- Multi-source data integration
- Advanced analytics and forecasting
- Custom user interface
- Email automation features
- Live training session
- Delivery: 7-10 days
Why Choose My Excel Services?
🎯 Business-Focused
I understand business processes and create solutions that align with your actual workflow and goals.
🔧 Robust & Reliable
All solutions include error handling, data validation, and protection to ensure long-term reliability.
📚 Knowledge Transfer
Complete documentation and training ensure your team can maintain and expand the solution.
âš¡ Immediate ROI
Automated solutions typically save 5-20 hours per week, paying for themselves quickly.
Frequently Asked Questions
Can you work with my existing Excel files?
Absolutely! I can enhance and automate your current spreadsheets while preserving your existing data and structure.
Do you provide training on the new system?
Yes! All packages include documentation, and higher tiers include video tutorials or live training sessions.
What if I need changes later?
I offer ongoing support and can make modifications as your business needs evolve. Maintenance packages are available.
Can you integrate with our other software?
Yes! I can connect Excel to databases, web APIs, and other business applications to automate data flow.
Will the solution work on different Excel versions?
I ensure compatibility with Excel 2016 and newer. I'll specify any version requirements upfront.
Ready to Automate Your Excel Workflows?
Stop spending hours on manual data work. Let's create an automated solution that saves time and provides better insights.