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I developed an Excel-based project tracking and reporting workbook to bring project status, milestones, timelines, budgets and resource information into one place. I organised the underlying data, calculated project completion and budget variances, and used formulas, PivotTables and charts to create a clear reporting dashboard. The final output made it easier to monitor progress, identify projects requiring attention and provide a concise view of overall portfolio performance.
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Excel PivotTable — Sales Summary
Client had raw sales data (14 rows across UK/USA, split by quarter) and needed it turned into something actually usable. I cleaned it up and built a PivotTable that breaks total sales down by rep and country, with grand totals for both.
What I did:
Structured the raw data into a proper table (consistent headers, currency formatting)
Built a PivotTable summarizing Sum of Sales by Last Name and Country
Used SUMIFS so the totals update automatically if the source data changes — nothing hardcoded
Checked every formula for errors before delivery
Delivered as a working .xlsx file, ready to plug into a bigger report or dashboard.
If you've got messy sales/ops data sitting in a spreadsheet and need it turned into something you can actually read at a glance, this is exactly the kind of thing I can help with.
Excel Data Entry & Financial Records
I provide accurate and organized Excel data entry and financial record management services.
✅ Excel data entry
✅ Financial records
✅ Data organization
✅ Expense & income tracking
✅ Basic reporting
If you need clean and organized financial data, feel free to contact me.
💼 Financial Records & Reporting
I help businesses organize their financial information and maintain clear records.
✅ Income & expense records
✅ Monthly financial summaries
✅ Excel financial reports
✅ Data checking and organization
✅ Professional and accurate records
Need help organizing your financial data? Feel free to contact me.