Custom Excel & Google Sheets Dashboards & Trackers
New to Contra
Custom Excel & Google Sheets Dashboards & Trackers
Inventory & Reorder Tracker | Excel Dashboard
An Excel-based inventory management system designed for small businesses that need a simple way to track stock and plan purchases.
Features include:
Product and inventory tracking
Automatic low-stock and out-of-stock alerts
Suggested reorder quantities
Inventory value calculations
Supplier information and stock summaries
The dashboard updates automatically when inventory information changes, helping business owners make better purchasing decisions.
Portfolio demonstration using fictional business data. Not a paid client project.
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Customer & Lead Tracker | Excel Dashboard
An Excel-based customer management system designed for small service businesses.
This workbook helps organize customer inquiries, track potential jobs, monitor estimates, and manage follow-ups in one place.
The dashboard automatically summarizes active leads, outstanding estimates, pipeline value, and completed sales.
Portfolio demonstration using fictional customer data. Not a paid client project.
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Small Business Cash Flow Tracker | Excel Dashboard
A custom Excel spreadsheet designed to help small business owners understand where their money is going.
This dashboard includes:
Income and expense tracking
Automatic cash flow calculations
Monthly financial summaries
Organized transaction records
A clear overview of business finances
The goal is to make financial tracking simpler, reduce manual calculations, and help business owners make informed decisions.
Portfolio demonstration built using fictional financial data, not for a paying client.
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Contractor Operations Dashboard | Excel Demo
A sample Excel dashboard designed to help small contractors organize and monitor their business.
The workbook includes job tracking, revenue summaries, payments, expenses, outstanding balances, and profit calculations.
Built as a portfolio demonstration using fictional business data, not for a paying client.
Detail-focused data and documents, done right every time.
New to Contra
Detail-focused data and documents, done right every time.
I enjoyed working on this spreadsheet project because it gave me the opportunity to organize detailed financial data into a clear and easy-to-read format.
The project involved managing information such as stock names, symbols, shares, purchase prices, cost basis, current prices, market values, gains and losses, dividends, and annual yields. I appreciated the importance of keeping the data organized and consistent so the information could be reviewed quickly and easily.
This project demonstrates my attention to detail, data organization, and ability to create clean, structured spreadsheets. I enjoy taking detailed information and turning it into an organized resource that is easy to understand and use.
#DataEntry #MicrosoftExcel #SpreadsheetManagement #DataOrganization #AttentionToDetail
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I enjoyed working on this spreadsheet project because it gave me the opportunity to organize detailed financial data into a clear and easy-to-read format.
The project involved managing information such as stock names, symbols, shares, purchase prices, cost basis, current prices, market values, gains and losses, dividends, and annual yields. I appreciated the importance of keeping the data organized and consistent so the information could be reviewed quickly and easily.
This project demonstrates my attention to detail, data organization, and ability to create clean, structured spreadsheets. I enjoy taking detailed information and turning it into an organized resource that is easy to understand and use.
#DataEntry #MicrosoftExcel #SpreadsheetManagement #DataOrganization #AttentionToDetail
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I enjoyed working on this research and data organization project! It gave me the opportunity to focus on accuracy, consistency, and attention to detail while organizing business information into a clear and easy-to-use spreadsheet.
This project involved tracking company names, locations, categories, research links, and project status in an organized format. I especially liked seeing the information come together into a structured system that makes it easy to track progress and find the information needed.
Projects like this are a great example of the type of work I enjoy—taking information and turning it into an organized, useful resource.
#DataEntry #WebResearch #GoogleSheets #DataOrganization #AttentionToDetail
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I enjoyed working on this data entry project because it allowed me to focus on accuracy, organization, and attention to detail. I organized important company information into a clear, easy-to-read spreadsheet, including phone numbers, company names, mailing addresses, website links, and contact information.
This project demonstrates my ability to accurately enter and organize data while maintaining a consistent format. I take pride in creating clean, well-organized documents that make information easy to find and use.
AI Product Owner - Specialty in building websites and tools
AI Product Owner - Specialty in building websites and tools
I drove data-backed decisions across the supply chain, product development, and executive reporting functions. Early on, I conducted comprehensive market and supplier research—building automated pricing models to benchmark vendors and calculate cost variances. When tasked with stepping up to independently manage inventory and vendors, I engineered a suite of automated forecasting tools and dashboards using Excel, Google Sheets, VLOOKUP, and BigCommerce data. These tools visualized real-time production status (W3s), predicted imminent stock-outs using color-coded heatmaps, and tracked high-volume sales. I synthesized this complex operational data into three streamlined, daily dashboards presented directly to the CEO, while also modeling emergency sourcing scenarios to ensure we maintained 100% order fulfillment during production delays.
Led a team of developers in creating an event planning application website and mobile application that allowed users to create, search, and view other users' events. It also had social media sharing capabilities and mass email invitation features.