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I built two Excel systems for executive support work. The first is an expense tracker with a live budget versus actual breakdown, category tagging, and a dynamic chart that flags overspending automatically. The second is an investor relations and fundraising tracker, covering a full pipeline dashboard, funnel by stage, and a follow up log so no investor touchpoint is missed. Both use formulas, dropdowns, and conditional formatting rather than static entries, so the numbers stay accurate as new data comes in. Built to demonstrate reporting and data management support for founders and executives
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Income & Expense Control | Excel Dashboard
I developed a professional Excel dashboard as a portfolio practice project to demonstrate my skills in financial data management, income and expense tracking, and business reporting.
Project Features:
Automated income and expense calculations.
Financial dashboard with key performance indicators (KPIs).
Transaction tracking and organization.
Expense analysis by category.
Financial charts and visual reporting.
Net income calculation.
Project Results (Sample Data):
Total Income: $46,200
Total Expenses: $9,090
Net Result: $37,110
Tools: Microsoft Excel
Skills: Data Analysis, Accounting, Financial Reporting, Data Entry.
This project demonstrates my ability to organize financial records, analyze business performance, and create clear financial reports using Microsoft Excel.
Note: This is a portfolio demonstration using fictional financial data.
Great work 👏🏻
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