Donald Catalani
Custom Excel & Google Sheets Dashboards & Trackers
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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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