Food & Beverage
Tracking key metrics in different spreadsheets on various web platforms?
Our spreadsheet reporting experts can import key data from multiple sources
to generate recipes, batch sheets, and QA/Inventory control forms automatically.
to generate recipes, batch sheets, and QA/Inventory control forms automatically.
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Inventory Audit Charts
Enhanced an existing Inventory Report that we have created for a fruit company previously. We added a series of charts and graphs to help the client analyze the data already being captured.
Automated Revenue file for Artisanal Food Manufacturer
Excel-based revenue tracker which allows for sales to be entered either manually or automated via distributor data export files. Supports sales exports from Shopify and Goldbely and can be customized for any CSV data file. The system differentiates between retail and wholesale orders and between different business channels, tracks customer data, and summarizes all revenue by product, by month, by payment type, by source, and by status, and compares current year performance to last year to date. VBA is used to ensure system speed, efficiency, and data validity, saving the end user hours per week in manual entry and countless headaches due to human error.
Labor/Scheduling Enhancements
Enhanced an existing Scheduling tool for a Restaurant. We modified the existing Spreadsheet to enforce California Break Rules. The updated version of the scheduling tool will alert the scheduler if the Employee does not have the minimum break schedule as required by CA law. This allows the client to immediately know if an adjustment needs to be made before the final schedule is release to the Employees. Additionally we generated a break report which lists each Employee scheduled for that day and a space for the Employee to sign indicating that they did in fact take the required breaks. This not only allows our Client to be sure they are remaining in compliance it also gives them a mechanism for recording that they have done so.
Sales Dashboard and Reporting Tool for Food & Beverage Distributor
Added significant flexibility, accuracy, and reporting ability to the client’s original sales database. Automated the input of certain distributor monthly sales data, added validation to all manual entries, created dynamic roll-ups for accurate reporting, and built in controls to allow for easy updates each year and as new product categories and clients are added. Created a reporting dashboard to present relevant summary data to executives via dynamic charts.
Automated Revenue file for Artisanal Food Manufacturer
Excel-based revenue tracker which allows for sales to be entered either manually or automated via distributor data export files. Supports sales exports from Shopify and Goldbely and can be customized for any CSV data file. The system differentiates between retail and wholesale orders and between different business channels, tracks customer data, and summarizes all revenue by product, by month, by payment type, by source, and by status, and compares current year performance to last year to date. VBA is used to ensure system speed, efficiency, and data validity, saving the end user hours per week in manual entry and countless headaches due to human error.
Inventory Tracking Tool with Barcode Scanner
Created a Custom Inventory tracking workbook for a Cannabis retailer. The workbook allows for barcodes to be scanned for incoming products. The quantities are tallied and descriptions of products are maintained.
Forecasting Model for Country Club
Enhanced the Country Club’s existing Financial Model to help the Club make educated decisions as to whether or not to deploy potential future projects to the club. They user now just needs to enter a few figures to see the impact of improvements to the Country Club and how those projects will impact their financials
Restaurant Financials Deck
In person review and brainstorming session followed by creation of Financial Models for Business Plan Deck for opening a restaurant in Manhattan
Bakery Employee Attendance Tracking
Rework an existing Bakery Employee Attendance Tracking Excel workbook to be more user friendly, more relevant and more professional looking. Updated the formatting and added in a macro to assist adding new employees across the quarterly sheets which are used to track Vacation, Personal and Sick days.
Automated Financial Variance Report for Hotel
This hotel client had financial software that allowed them to export large amounts of data, but they needed help structuring it into views that gave them insight into their business. Over the course of 3 phases, we helped by creating a customized routine that manipulated and formatted the data into an easy-to-use file that helped them analyze their financial metrics (rooms sold, average price, weekly change, etc.) by showing different views of the data.
Custom Financial Model
Analyze COGS and overhead costs, and generate product unit pricing and profit margins
Inventory Audit Enhancements
Spruce up an existing Inventory Audit spreadsheet for auto totals and comparisons of inventory vs order + shipments
Budget Automation for Food Costs
Create a budget tracking and analysis tool for food costs
We accept payments via check and all major credit cards.
We require full payment for the deliverable prior to getting started on the work.
We have a fleet of spreadsheet ninjas that come from various backgrounds (Engineering, Computer Programming, Math, Finance, …) and know how to beat up a spreadsheet. Based on your task, we will pair you with the most suitable ninja for your request.
We love Financial Models and we audit them too.
We know how crazy important and valuable your data is! That is why we have a host of ways of dealing with this:
- We handle your data with the utmost care and do NOT share it with anyone
- We can sign an NDA if desired
- You can send us your files without all of the data. We may just ask you to include a couple of dummy rows of sample data. We can then create a solution for you using your dummy data. When we deliver the solution, we can provide instructions for pasting in your actual data or we can do this virtually for you over a GoToMeeting or we can come to your office and take care of this.
We do not offer general group training. That said, we can absolutely give you a 1-on-1 session to help you move through your work(books) much better! Typically these will be held remotely via call/GoToMeeting. Other options include:
- Our on-demand Video Tutorials are for sale in Tools. Additionally, we have great partners that handle slick on demand training options. Reach out if you want an introduction to these partners.
- Outsource the work to us!! Just Submit a Task.
Yep! That’s what we are here for. This can be done via Webinar (GoToMeeting) or in-person dependent up your desired scheduling and location.
Before assembling a Proposal (Scope of Work and Quote) for you, we will flesh out any Q&A over emails, calls, GoToMeetings ‎or a combination of them. We will then outline the Scope of Work for your review and approval before moving forward.
The payment for your deliverable* includes post-completion troubleshooting and/or explanation within 20 business days upon receiving the final deliverable to ensure you are happy with the result.
*For those projects where deployment has special characteristics (such as a big number of users, different systems, special IT security requirements) and in those cases additional time may be indicated in the ballpark estimate for that and sometimes agreed to be charged by the hour with the client.
We have been receiving and turning around Excel requests daily for the past 7 plus years. So, we have seen it all and know the skill needed, how long it is going to take us to turn around the work, the questions necessary and all the other nuts and bolts to get the work done. Thus, our pricing is generated based on these factors and will be included in your Proposal.
We are willing to give students a webinar to teach any pertinent skills to the subject matter, but we are NOT able to do the work for you. Should you decide to go the webinar route, we can work with you to assemble an appropriate list of topics to help you tackle the subject matter as best possible.
We apologize for the inconvenience and we feel for you as we have been there when it comes to daunting homework assignments! Please check out our Cheat Sheets and Getting Started Video Tutorials as a way to help ease some spreadsheet pain throughout those rigorous classes.
Of course it is! We can most certainly accommodate your tight timeframe. If desired, when we send over your Proposal we can include 2 Quotes, one for rush delivery and one for non-rush. This way you can weigh your options with price and completion date.
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