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I designed and developed a professional Microsoft Excel inventory-management workbook for small retail businesses. It helps users organise products, purchases, sales, suppliers, customers and stock adjustments in one structured system. The workbook includes automated calculations, stock-status monitoring, low-stock alerts, reports and a visual dashboard for tracking inventory and sales performance.
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I designed a Business Intelligence and financial reporting solution that transforms scattered data from multiple sources into centralized, validated, and decision-ready information.
The solution automates the complete reporting workflow: connecting and consolidating data, cleaning and standardizing information, applying business rules, building a structured data model, calculating financial KPIs, and generating executive dashboards and recurring reports.
Instead of manually combining spreadsheets and preparing reports every reporting period, the workflow creates a repeatable data pipeline that reduces manual work while improving consistency, traceability, and visibility.
Key capabilities include:
Multi-source data consolidation
Automated ETL and data transformation
Data validation and quality controls
Power Pivot data modeling
Financial KPI calculations
Interactive executive dashboards
Automated and scheduled reporting
Exception and duplicate detection
Audit trails and process traceability
Technologies: Excel, Power Query, Power Pivot, VBA, DAX, SQL/CSV data sources and automated reporting workflows.
The goal of the project is not simply to create a dashboard, but to build the automated data process behind it — turning raw information into reliable insights that can support faster business decisions.
All information, companies and metrics displayed in this case study are fictional demo data created exclusively for portfolio purposes.
Researched and qualified founders of early-stage startups using verified sources. I analyzed founder roles, buyer authority, startup background, persona and segment fit, and organized the results into a structured Excel database with supporting evidence.
I made this Nexabank Financial Dashboard for my client.
Which one is looking better?
Let me know your thoughts.
3 voted
43%
4 voted
57%
7 votes
Closed
Option 2 for me — it feels cleaner and easier to scan, while keeping the KPIs and charts visually clear. Both are well structured, but Option 2 feels more presentation-ready.