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I designed and developed a professional Microsoft Excel workbook for managing customer invoices, supplier bills, incoming payments and outgoing payments. The system includes automated outstanding-balance calculations, receivable and payable aging reports, overdue tracking, monthly reporting and a visual dashboard to help small businesses monitor cash flow and payment activity.
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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.
Customer Analytics Dashboard:-
Built a professional Excel & Google Sheets dashboard to analyze customer performance, revenue, invoices, growth, and retention using interactive charts, KPIs, and data visualization.
Sales Report - Excel Portfolio Project: Create a professional sales report in Excel using formulas, tables, currency formatting, summary calculations, and a product- wise sales chart. This project demonstrates my skills in Excel, Data entry, Data analysis, and reporting.
