What's included

• Initial Consultation & Scope Definition

  We start with a 45-min call to discuss your reporting needs, key metrics, data sources, and desired frequency of reports. I summarize the discussion in a shared document.

• Data Preparation & Structure

  I analyze and clean your data, ensuring proper formatting, consistency, and structure. I also set up formulas, pivot tables, and cross-sheet calculations to automate the process.

• Report Creation & Automation

  I build a clear, well-structured report that provides actionable insights and updates dynamically based on your data inputs. You get two revision rounds: Round 1: Review the structure and usability. Round 2: Final tweaks and minor refinements.

• Training & Handover (Optional)

  If needed, I can walk you through how to maintain and update your reports so you can confidently use them going forward.