Excel Performance Boost

Guinevere Tavares

(0)

Starting at

$

150

About this service

Summary

I deliver powerful business analysis tools that transform raw data into actionable insights. From dynamic sales performance dashboards to customized workflow templates, my solutions streamline your sales process, optimize decision-making, and drive sustainable growth. With tailored Excel automation, you’ll achieve greater efficiency and clarity in your data management, empowering your team to excel.

Process

1. Initial Consultation and Information Gathering
We discuss your needs and gather all relevant data and documentation to fully understand your business.
2. Analysis and Solution Design
I analyze the data and design custom Excel solutions tailored to your specific goals and challenges.
3. Development and Testing
The solutions are developed and rigorously tested with your data to ensure accuracy and usability.
4. Client Review and Feedback
I present the solutions for your review, making adjustments based on your feedback to ensure they meet your expectations.
5. Final Delivery and Presentation
I deliver the final solutions and provide a brief walkthrough to ensure you’re comfortable using them.

FAQs

  • Can the dashboards and templates be customized for my specific business needs?

    Yes, all dashboards and templates are fully customizable to match your unique business requirements and objectives.

  • How secure is my data when working with you?

    I prioritize data security with strict confidentiality measures, ensuring that your sensitive information is handled safely throughout the project.

  • Will I need ongoing support to maintain these solutions?

    My solutions are designed to be user-friendly and sustainable, but I’m available for ongoing support if you need further assistance.

  • How do you ensure the accuracy of the data and reports?

    I use advanced Excel techniques and rigorous testing to ensure that all data and reports are accurate, reliable, and error-free.

  • What is the typical delivery time?

    Delivery time ranges from 2 to 5 days, depending on the complexity of the database and the level of customization required. I will provide an estimated timeline after reviewing your data and requirements.

What's included

  • Sales Performance Dashboard

    An interactive dashboard that tracks and visualizes sales data in real-time, segmented by region, product, or team. It includes critical KPIs such as revenue, sales volume, conversion rates, and trend forecasts.

  • Financial Projection Template

    An automated Excel template designed to forecast revenue, costs, and profits based on various sales scenarios. It includes dynamic charts and sensitivity analysis to aid in strategic planning.

  • Customer Segmentation Analysis

    A data analysis tool that categorizes customers based on purchasing behavior, preferences, and lifetime value. This provides insights for targeted marketing campaigns and retention strategies.

  • Sales Pipeline Workflow Template

    A structured Excel template that maps out the entire sales process, from lead generation to deal closure. It helps in identifying bottlenecks and optimizing the sales funnel for better efficiency.

  • KPI Tracking Dashboard

    A comprehensive dashboard that consolidates key performance indicators across various business functions. This tool enables stakeholders to monitor progress, identify trends, and make data-driven decisions for continuous improvement.

Duration

1 week

Skills and tools

Data Modelling Analyst
Data Scientist
Data Analyst
Data Analysis
MATLAB
Microsoft Excel
pandas
Tableau

Industries

Finance
Business Intelligence
Sales

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