Shivam Mehra
Accounting & Excel Spreadsheet Specialist
New to Contra
Shivam is ready for their next project!
Financial Planning Dashboard
Created a clean and professional financial planning dashboard in Google Sheets to track and analyze personal finances in one place.
Key features:
• Income, expenses & savings tracking
• Budget vs. actual expense analysis
• Monthly financial summaries
• Savings rate & budget variance calculations
• Savings goals with progress tracking
• Automated financial calculations
• Interactive charts for quick financial insights
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14
Sales & Purchase Management System
A complete Excel/Google Sheets-based system designed to manage and monitor day-to-day sales and purchase activities in one organized workbook.
The system records sales and purchase transactions, separates cash and credit transactions, tracks customer receipts and supplier payments, and automatically calculates GST, total amounts, due dates, outstanding balances, and payment status.
It also includes a management dashboard with key financial summaries and visual reports, including sales vs. purchases, accounts receivable aging, credit sales payment status, and sales by payment method.
This project demonstrates my ability to build organized, automated spreadsheet systems for accounting, bookkeeping, financial tracking, and business reporting.
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33
Automated Sales Tracker
A Google Sheets-based sales tracking system designed to organize and analyze sales data efficiently. The workbook records sales transactions and automatically summarizes key business information, including total sales, monthly sales, sales by state, sales by category, top customers, and salesperson performance.
The automated summaries and dashboards make it easier to monitor sales trends, identify top-performing customers and salespeople, and turn transaction data into useful business insights.
This project demonstrates my skills in Google Sheets, spreadsheet automation, data organization, formulas, data analysis, and dashboard reporting.
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30
Automated Inventory Management System
A Google Sheets-based inventory management system designed to make stock tracking simple and automated. It records Stock In and Stock Out transactions, automatically calculates current stock levels and inventory value, and connects products with their transaction history.
The system also includes a low-stock alert to quickly identify products that need restocking, along with organized reports and a dashboard for monitoring inventory performance.
This project demonstrates the use of formulas, automated calculations, dropdowns, data management, and dashboard reporting to turn raw inventory data into an easy-to-manage business system.
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