Optimize Financial Advisory with Airtable: Streamline Your Dashboard

Optimize Financial Advisory with Airtable: Streamline Your DashboardOptimize Financial Advisory with Airtable: Streamline Your Dashboard

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Olusola Akanni

• May 2

Airtable: Advisor Dashboard for a Financial Advisory Business

Financial advisors were drowning in spreadsheets with no clear view of their clients or pipeline. I designed an Airtable dashboard that centralizes client data, tracks advisory stages, and surfaces what needs attention all in one clean, automated workspace.

Airtable AI Automation

Robin Holesinsky

pro

• May 9

Unpopular take: most design portfolios are interchangeable.

Same grid. Same gradient. Same dashboard in the middle of the hero.

We just shipped a hero with lightning bursts shooting into the screen. Not because it was safe. Because 90% of designers wouldn't ship it.

Safe design doesn't get remembered. It gets scrolled past.

motion dashboard hero

Révolté

pro

• May 8

What if your spreadsheets could think?

Meet Prisme — the no-code BI tool that turns raw data into live, shareable dashboards. No SQL. No dev needed. Just your data, finally alive. 🟧🟦

saas branddesign saasbranding

Anshu kakkar

• May 9

🚀 Built a Fully Automated Transaction Entry Tracker-Finance System in Excel (VBA + UserForm) Excited to share a project I recently completed using Microsoft Excel automation. 🔹 UserForm-based transaction entry 🔹 Income & Expense tracking with dependent categories 🔹 Automatic Entry ID, Date, Month & Year capture 🔹 Expense logic enforced (negative values) 🔹 Clean, user-friendly UI with color-coded actions 🔹 One-click save with data validation 🔹 Structured backend for dashboards & reports This solution transforms Excel from a simple spreadsheet into a finance tracking system... The project was designed with: Data accuracy User experience Scalability for dashboards & reporting Training & real-world usability in mind. #ExcelAutomation #VBA #UserForm #FinanceTracking #ExcelProjects #DataManagement #LearningByDoing #microsoft

Data Visualization Microsoft Excel Excel VBA Form Design

Geethasree Naguboina

pro

• May 12

The dependent category logic combined with automatic negative value enforcement for expenses is exactly the kind of guardrail that prevents data entry errors before they reach the dashboard — most trackers skip this and end up with messy backends that break reporting. The...