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.
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Python Data Science | Visualizations & ML
Python Data Science | Visualizations & ML
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Product designer and Framer Expert for AI & SaaS teams
Product designer who ships. 15+ years building 0→1 products
Product designer who ships. 15+ years building 0→1 products
AI Engineer | AI Consultant | Data Scientist
AI Engineer | AI Consultant | Data Scientist
Let's Make Something Together!
Let's Make Something Together!
Data analysis, Data visualization and reporting
Fractional RevOps consultant for SaaS CRM & retention
This anonymized RevOps mockup shows a renewal forecasting model that combines timing, probability, pipeline value, and cohort renewal performance. The goal is to help teams understand what revenue is committed, what is likely, what is still pipeline, and where retention trends may need attention.
This type of view supports better renewal planning, leadership reporting, and forecast conversations by making upcoming revenue, customer cohorts, and renewal risk easier to review in one place.
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This anonymized RevOps mockup demonstrates a 180-day renewal pipeline model designed to help teams identify upcoming renewals, segment risk, track expansion opportunities, and prepare more accurate forecasts. I use this type of structure to help SaaS and service-based teams move from reactive renewal management to a more predictable, CRM-driven operating cadence.
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An anonymized RevOps dashboard mockup showing how leadership can track ARR growth, renewal performance, portfolio ownership, customer health, and revenue risk in one view. This example reflects my approach to building clean executive reporting that turns scattered CRM data into clearer renewal decisions, better forecasting, and stronger operational visibility.
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This anonymized RevOps workflow mockup shows how renewal readiness can be operationalized through CRM triggers, task creation, risk alerts, field updates, and follow-up ownership. The goal is to prevent renewals from falling through the cracks by making key actions visible, repeatable, and easier for teams to execute consistently.
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