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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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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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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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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