Automated Excel Reporting DashboardJonathan Hodges
If someone on your team rebuilds the same report every week, you're paying for the same work over and over.
I replace hand-built reports with an Excel dashboard that pulls in your data and recalculates in one click. Revenue, margin, targets and trends, all driven by formulas, so nothing gets pasted and nothing drifts.
What you get
A dashboard built on Power Query and live formulas, with no pasted values
KPI definitions everyone agrees on, so there's one version of the truth
Clear inputs: you know exactly what to change and what not to touch
A one-page refresh guide
Packages
One Dashboard, $600: one dashboard from one data source, plus a refresh guide (7 days). Linked Dashboards, $1,500: up to 3 linked dashboards, 3 sources, auto-refresh and KPI definitions (10 days). Reporting Hub, $3,500: up to 6 dashboards, a monthly report template, a data dictionary and handoff training (21 days).
I've built 20 financial and performance dashboards connected to live accounting data. Send me an export of your data (no passwords needed) and I'll confirm scope first.
Jonathan's other services
Starting at$600
Duration1 week
Tags
Dashboard Design
Microsoft Excel
Data Visualizer
Financial Reporting
Power Query
Service provided by
Jonathan Hodges Magnolia, USA
Automated Excel Reporting DashboardJonathan Hodges
Starting at$600
Duration1 week
Tags
Dashboard Design
Microsoft Excel
Data Visualizer
Financial Reporting
Power Query
If someone on your team rebuilds the same report every week, you're paying for the same work over and over.
I replace hand-built reports with an Excel dashboard that pulls in your data and recalculates in one click. Revenue, margin, targets and trends, all driven by formulas, so nothing gets pasted and nothing drifts.
What you get
A dashboard built on Power Query and live formulas, with no pasted values
KPI definitions everyone agrees on, so there's one version of the truth
Clear inputs: you know exactly what to change and what not to touch
A one-page refresh guide
Packages
One Dashboard, $600: one dashboard from one data source, plus a refresh guide (7 days). Linked Dashboards, $1,500: up to 3 linked dashboards, 3 sources, auto-refresh and KPI definitions (10 days). Reporting Hub, $3,500: up to 6 dashboards, a monthly report template, a data dictionary and handoff training (21 days).
I've built 20 financial and performance dashboards connected to live accounting data. Send me an export of your data (no passwords needed) and I'll confirm scope first.
Jonathan's other services
$600