Excel dashboards and automated reports
=REFRESH(report)
Signs you need excel dashboards & reports
- 1Monday morning is report-building timeEvery single week.
- 2Leadership wants one pageYou send twelve tabs.
- 3Charts break when data growsRanges were hard-coded.
- 4Numbers differ from the accounting systemBecause exports are pasted by hand.
How we handle it
Data model
Raw exports loaded by Power Query into clean tables.
KPI design
The handful of measures that matter, defined once.
Dashboard
Charts, slicers and tables laid out for quick reading.
Refresh
One-click or scheduled refresh from source files.
What you get
- Dashboard workbook
- Power Query data model
- KPI definitions sheet
- Refresh instructions
- Recorded walkthrough
$15 per hour. You get a written estimate of the hours before any work starts, and a timesheet with every invoice. See pricing.
Excel dashboards & reports FAQ
If your audience lives in Excel and the data fits, Excel is quicker and cheaper. We will say if you have outgrown it.
Yes, from exports or connectors, refreshed with one click.
Yes — see Google Sheets dashboards.
Get a free estimate — $15/hour
Jay replies within one business day with a written scope and an estimate of hours at $15 per hour. No obligation.
Often booked together
Google Sheets dashboards
Live KPI and sales dashboards built inside Google Sheets.
Open →S12r2Excel financial models
Three-statement models, budgets and projections for lenders and investors.
Open →S12r3Month-end close & financial statements
A documented close and financial statements you can hand to a lender or board.
Open →Get an estimate for excel dashboards & reports
Tell us what is going on. You get a written estimate of hours at $15 per hour within one business day.