Automation + Reporting: Zapier / Excel & Power BI Dashboards
Starting at
$
150
About this service
Summary
If your data is everywhere and reports take hours, I’ll turn it into a simple, automated flow.
I connect your forms and tools (Jotform, Typeform, ClickFunnels, Monday.com) with Zapier / Make.com / n8n, then build Excel / Power BI dashboards so you can see leads, sales, and performance at a glance.
What I can do for you:
Automate data collection from forms and funnels
Build Excel / Power BI dashboards for leads, sales, or projects
Prepare PDF/PowerPoint summaries you can send to clients or management
Clean and structure your data so reports update with minimal effort
You’ll get a workflow that runs in the background and clear reports you can trust.
What's included
1️⃣ Automated Data Workflow
I’ll connect your tools (forms, CRMs, spreadsheets, apps) using Zapier, Make.com, or n8n so your data flows automatically without manual copy-paste.
2️⃣ Custom Excel or Power BI Dashboard
You’ll get a clean, easy-to-read dashboard that shows key metrics (leads, sales, performance, or operations) and updates automatically as new data comes in.
3️⃣ Ready-to-Share Report (Excel / PDF / PowerPoint)
I’ll deliver a polished report or presentation you can share with your team or clients, including clear charts, summaries, and insights.
Duration
2 days
Skills and tools
Industries
Accounting & Tax
Financial Infrastructure & Markets
Analytics