
Reporting & Data Automation
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About this service
Summary
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.