Messy Data. Clear Decisions.
THE BRIEF
Turn an inconsistent invoice export into a useful management report while keeping every source row traceable.
THE WORK
Standardized service and status labels, converted valid currency strings, checked required fields and dates, and separated duplicate or invalid records for review.
THE RESULT
25 source rows reconciled into 20 accepted invoices and 5 exceptions. Accepted invoice value: $9,625. Unpaid invoice value: $2,125. These are sample invoice totals, not cash collected or client performance results.
DELIVERABLES
Editable Excel workbook with a formula-driven summary dashboard, original CSV, cleaned CSV, and exception log. Raw inputs and review items remain separate from accepted records.
EXPLORE THE WORK
https://paul-rodriguez-portfolio.vercel.app/assets/service-kit/index.html#reporting
Self-initiated portfolio project using synthetic business data. AI-assisted production with source and calculation checks.