Reporting & Data Automation
Contact for pricing
About this service
Summary
Process
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.
Skills and tools
Business Analyst
Data Analyst
Data Modelling Analyst
Google Sheets
Microsoft Excel