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Geethasree Naguboina
pro
Hyderabad, India
Excel & Data Analytics | Dashboards, KPI & Reporting
105
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Excel & Data Analytics | Dashboards, KPI & Reporting
5
I used to spend hours cleaning messy Excel files manually. Now? I use AI tools to cut that time in half โ and deliver better results to my clients. Here's how AI has changed my freelance data workflow: ๐น Faster data cleaning Instead of manually hunting for duplicates and formatting errors, I use AI to flag inconsistencies instantly. What used to take 2 hours now takes 30 minutes. ๐น Smarter dashboard structure Before building any dashboard, I use AI to help me think through what metrics actually matter for that specific business โ not just what looks good. ๐น Better client communication I use AI to help me write clearer project summaries and delivery notes โ so clients understand exactly what they're getting and why it matters. But here's what AI can't replace: โ Understanding what a CA firm actually needs vs what a D2C brand needs โ Knowing when a number looks wrong before the formula catches it โ The judgment that comes from actually working with real business data AI is a tool. The thinking is still yours. If you're a small business owner or CA firm drowning in Excel data โ I can help you turn it into something you can actually use. DM me or check my portfolio ๐ geethasree-data-support-cr241o7.gamma.site (http://geethasree-data-support-cr241o7.gamma.site)
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The difference between a report and a dashboard Most people use these words interchangeably. They're not the same thing. A report tells you what happened. A dashboard shows you what's happening. The difference: Report โ static, detailed, built for documentation Dashboard โ dynamic, visual, built for decisions The mistake I see most often: People build dashboards that are actually just reports. The result? โ Decision makers scroll through pages of data โ Numbers are outdated by the time anyone reads them โ No one knows what to act on The fix is simple: A report answers: "What happened last month?" A dashboard answers: "What do I need to do right now?" When you design for the right purpose: Reports become clear records. Dashboards become decision tools. One looks back. The other drives forward.
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Most people think a spreadsheet and a dashboard are the same thing. They're not. A spreadsheet is where data lives. A dashboard is where decisions happen. The difference: Spreadsheet โ raw, editable, flexible, built for input Dashboard โ structured, visual, built for reading and decisions The mistake I see most often: People try to do both in the same sheet. The result? Decision makers see too much raw data Numbers get accidentally edited No one knows what to trust The fix is simple: Keep your data layer and your presentation layer separate. Raw data in one sheet. Dashboard in another. One is for building. One is for reading. When you separate them, updates become clean, mistakes become rare, and your reports actually get used. A spreadsheet stores your data. A dashboard tells its story.
4
6
253
4
Executive Excel Dashboard for Business Reporting
4
13
Business Analyst
(4)
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Nguyet T.
Finland
Business Research & Process Specialist | Insights & Analysis
$1k+
Earned
1x
Hired
5.0
Rating
6
Followers
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Business Research & Process Specialist | Insights & Analysis
0
Market Research for Contra
0
2
0
Outcome & Deliverable Library
0
3
0
Business Process Owner
0
3
0
PrimeFlow Business Market Research
0
76
Business Analyst
(1)
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Andy Luo
Washington, USA
Bridging the gap between data analysis and market
$50k+
Earned
1x
Hired
5.0
Rating
27
Followers
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Bridging the gap between data analysis and market
8
Budget Execution Analysis PowerBI Visualization
8
237
2
Agile and Technical System Diagram Designing
2
41
2
Recommendation System: Planning & Management
2
28
1
Bitcoin Price Prediction Using ML
1
25
Business Analyst
(1)
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Taziem Uddin
Lahore, Pakistan
I install done-for-you analytics in high-ticket businesses.
$10k+
Earned
2x
Hired
2
Followers
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I install done-for-you analytics in high-ticket businesses.
1
No More Mondays: $1M+ Traced, Deal by Deal
1
3
1
No More Mondays: Built From Scratch, One Warehouse
1
19
2
No More Mondays: Ask Your Data, Get Answers in Seconds
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24
1
No More Mondays: The Same Close Rate, Told Two Ways
1
31
Business Analyst
(1)
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Amy Frank
Phoenix, USA
Business systems & internal tools | Salesforce Certified
33
Followers
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Business systems & internal tools | Salesforce Certified
1
Failure Mode Explorer | Operational Risk Diagnostic Tool
1
8
0
Operations Clarity Check | Business Operations Diagnostic Tool
0
16
0
KPI Scope Builder โ Decision-First KPI Planning
0
9
0
Business Priorities Sprint:ย Decision Support for Founders
0
7
Business Analyst
(8)
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Zuraiz Zia โ๏ธ
Lahore, Pakistan
Creative Partner | Motion Direction & PM
5.0
Rating
103
Followers
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Creative Partner | Motion Direction & PM
2
Data Professionals Survey Dashboard
2
6
2
Space Mission Insights Dashboard Development
2
6
3
HyperRep Product Launch Video Creative Direction
3
5
3
Road Safety Accident Analysis Dashboard
3
3
Business Analyst
(2)
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Peter Chinaka
pro
Edmonton, Canada
Project & Automation Specialist
10
Followers
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Project & Automation Specialist
0
Product Owner at ServiceRocket
0
27
0
Agile Product Management at Mozilla MDN
0
48
0
Implementation of a HMIS for a major hospital
0
22
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AI Lead Qualification & CRM Automation I built a production AI system that enriches, scores, and qualifies leads using Apollo, PDL, and Claude AI โ writing decisions and talking points back to HubSpot. How It's Used: A Sales Rep creates a HubSpot contact. n8n detects it, enriches via Apollo/PDL, runs Claude AI scoring, writes results back in under 60s. Qualified leads trigger Slack alerts. Key Highlights โ 5-agent pipeline: Research, Qualification, Routing, Engagement, Feedback โ Parallel enrichment + Claude AI analysis โ n8n: HubSpot trigger โ Vercel โ CRM writeback + Slack โ Configurable ICP settings โ no code needed Outcomes โ End-to-end HubSpot โ AI โ CRM in under 60s โ 4-dimension scoring with feedback loop โ Live ops dashboard Stack - Python ยท Vercel ยท Supabase ยท n8n ยท Claude API ยท Apollo ยท PDL ยท HubSpot ยท Slack ยท React
1
0
130
Business Analyst
(3)
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Deborah Afolarin
pro
Winnipeg, Canada
Data Analysis | Marketing Analysis | Business Analysis
6
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Data Analysis | Marketing Analysis | Business Analysis
0
A rapidly growing healthcare provider was experiencing a 28% appointment no-show rate, fragmented booking and follow-up processes, limited real-time scheduling visibility, heavy administrative workloads, and insufficient analytics for capacity planning. I analyzed existing scheduling and care-coordination workflows, identified process gaps, mapped key stakeholders, and gathered business, functional, non-functional, data, security, compliance, and EMR integration requirements. I also developed process maps, user stories, acceptance criteria, business rules, and requirements documentation, while using Power BI to analyze appointment data. Based on the findings, I recommended a centralized scheduling platform featuring self-service booking, automated reminders, telehealth access, operational dashboards, and no-show risk indicators. The project delivered implementation-ready documentation and data-driven recommendations designed to reduce missed appointments, improve clinic utilization, streamline administrative processes, strengthen patient engagement, and support scalable growth.
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The online retail store is facing reduced customer engagement and conversion rates despite launching several new online marketing campaigns. This project is done to conduct a detailed analysis and identify areas for improvement in their marketing strategies. The objective is to demonstrate Power BI, SQL, and Python skills required for Data Analyst roles, including data exploration, cleaning, sentiment analysis, business analysis, and reporting.
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UrbanHaul is a rapidly scaling last-mile delivery platform operating across major urban markets and multiple delivery categories. As growth accelerated, leadership lacked a centralized, data-driven view of rider performance, operational efficiency, and service quality. This project delivers a two-dashboard analytics solution built in Power BI: Executive / Operations Overview Dashboard for strategic decision-making Rider Performance Dashboard for operational management Together, these dashboards transform raw delivery data into actionable insights that support performance optimization, cost control, service consistency, and sustainable growth.
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27
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Bike Sharing Demand Analysis for Capital Bikeshare
0
3
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(3)
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