Reports & Dashboards

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Recent Tasks

Controller Schedule Report

Automated the reporting process for a Lighting Control company. We developed a custom reporting solution that reads in multiple lengthy text files and outputs a slimmed down report with only the information that is relevant to the company and the job. This automated process saves the company multiple hours per job in report generation while also improving and standardizing their output.

Employee Survey Summary

Worked with a Contract Component Manufacturer to help them analyze and communicate the results of their Employee Survey in an informative succinct way. The end result was an interactive series of charts and graphs tailored for each question type and department. This allowed the client to deliver the workbook to each department head in a way that was helpful and specific to their data.

Market Research Data Analysis Tool

This Market Research firm collected data from survey results. They needed to create metrics reports correlating the data in different ways. PivotTables were developed to create customized reports and macros were written to import new raw data and automatically update the reports.

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.

Client Services Custom Spreadsheet

Developed a custom Client Services Custom Spreadsheet for a Property Management company. The workbook automatically and instantly populates tabs that list every Client that requests a particular service. Additionally, if a client no longer requires that particular services their information is automatically and instantly removed from the tab. This process allows the client to maintain and distribute up to date work orders to employees with absolutely no work.

Enhanced Time Clock Output

Generated individual Employee Timecards and created an Aggregate Payroll Report for a roofing company. The custom tool we wrote reads the output of the client’s time clock software to create a workbook containing time cards for each employee that properly handles lunches, per diem, over time and double time. Additionally a report showing the hours worked on each day for each job is created for their accounting department.

Revenue Forecasting

Developed a Revenue Forecasting tool for a Charity based on previous contributions, history of donors and trends. This tool allows the foundation to repeat this process for future years with minimal effort.

Daily Leasing Tracker

Developed a Lease Tracker for a Student Housing leasing company. The custom solution tracks leases signed as well as other daily activities that may or may not lead to a signed lease such as showings and calls. The workbook generates PDF reports to share with the company owners as well as daily stats that are beneficial to both the management and the staff.

Human Resource Earnings Report & Tax Letter Tool

This is a tool with 2 major functions: Earnings reporting for selected employees and creating tax letters for US/Ex-pat employees reporting annual earnings in Microsoft Word. Both of these functions were completed manually prior to the tool development, taking a lot of time and prone to human error. Each of the tools now complete the tasks in less than 2 minutes.

Automated Income Statement for School System

This school system needed to save time generating their financial statements. They were stuck having to manually type out their income statement, which was causing their finance department to waste numerous hours. We stepped in and provided them with a slick income statement that automates this process for them. We even built the tool in a way that they will be able to maintain themselves for years to come.

Historical Data Integration

The customer is a reinsurance broker. The tool enables cycling thru an existing directory structure, opening existing template, extracting applicable data and populating the data on a new claim or premium template. There are thousands of files so this saves a lot of time and prevents human errors.

Specialty Drug Speaker Program Attendee Stats Reports

This pharmaceutical company wanted to track attendee statistics for speaker programs based on speaker type (MD/non-MD). This custom made tool imports program data, correlates results and exports dashboard to PowerPoint slides by region.

Event Planning Availability Tool

The customer is a corporate event planner. This comprehensive tool collates responses from hotels and venues regarding availability and pricing of guest rooms, meeting rooms, food and beverage rooms and concession lists. It creates reports for comparison at the Executive level, Meeting Room info, Food and Beverage info and Concessions. It also can separate the hotel responses based on dates or locations.

Corrosion Spreadsheet

Added in additional functionality to an existing Corrosion calculating and reporting workbook for a Water System Engineering company. We replicated the existing functionality in order to add in an additional corrosion factor. The integration of the new factor is seamless allowing the client to keep their calculation and reporting consistent while also enhancing their capabilities and precision.

Projected Commission Database

The customer is a corporate event planner. This tool allows them to track upcoming meetings and calculate projected commission based on numerous factors and commission %s. Can automatically create reports for individual salespeople with only specific data showing.

Collections Tool

This construction and HVAC company was interested in improving their process for tracking and following up on unpaid invoices. They use SAGE accounting software to track their invoices but they had over $1.5M in invoices that were over 30 days old and their current method for following up on these outstanding invoice was either reprinting and mailing the invoices or calling the vendors one-by-one. This process was not happening because it was so tedious. We completely redesigned their process by allowing them to export to full list of outstanding invoices and automated emails (via Microsoft Outlook) to the vendors either based on outstanding duration or full list of outstanding invoices per vendor. The tool also applies credits that were input in the SAGE software against invoice balances so proper remaining balances are calculated. Reports on credits which cannot be matched to invoices in the system are created. Using this tool to create collections emails can now be done by someone without any Excel knowledge and the process is simple enough that it will be simply completed on a monthly basis.

Case List Enhancements & Reports

Enhanced an existing Case List workbook for a boutique matrimonial law firm. With formatting, data validation and a bunch of slick real-time reports, we created the ability for the client to get a feel for what parts of their business to focus on and what aspects they should shift away from.

Estimate Status Tracking & Correspondence Tool

This construction and HVAC company was interested in improving their process for tracking the subcontractor estimates requested on each job. Their current method was was using paper and pencil and estimates were forgotten and bid due dates were being missed due to the inefficiencies in their process. We completely redesigned their process by allowing them to setup subcontracted parts and each subcontractor for each part for each project. The tool informs the user via pop-ups of bid due dates that are past and almost due in order for the user to check the part/subcontractor statuses. Summary reports for each project and outstanding reports for estimates that were not received per job or per subcontractor can be created. Emails (via Microsoft Outlook) can be automatically created from the tool when a bid due date has changed, a general contractor sends additional drawings/specifications, estimates have not been received or the estimates (job) has been cancelled. After jobs estimates have been given the to the general contractor, if the job is won, the details are moved to the Job Tracking workbook to be tracked separately. Updating and running any aspect of the tool can now be done by someone without any Excel knowledge and all of the inefficiencies and lost data of the previous process is eradicated.

Orders Spreadsheet Enhancements

Enhanced a Google Sheet for a Newspaper Sales company by creating a series of reports and graphs. We were able to allow our client to continue to work with their google sheet while we made the modifications in the shared sheet on off hours.

Rate Calculator Tool for a Leading Heathcare Provider

Excel-based tool which allows the end user to answer a series of form-based questions to arrive at the fair market value for a particular service provider and service.  The administrative side of the tool allows for easy updates to the source data and policies, and the output of the tool provides line item detail on the recommended rates.

Property Budget Automation Tool for a Real Estate Property Management Firm

An Excel-based system which asks the end user a series of form questions to dynamically create a custom budget proposal template, and then calculates all applicable metrics based on additional user input on the specifics of the property.

Automated Client Onboarding Report

Created a Custom client status communication report for a tech company. This report is used to communicate the Client’s onboarding status on a weekly basis. The template allows for easy entry of data, creating bullet points and charts to verbally and visual communicate progress. The report can then be produced as a professional looking PDF to email to the client.

Sales Inventory & Tracking

Created a Custom Sales Inventory & Tracking workbook for a New Development Real Estate Company. This workbook allows the client to combine their Sales, Inventory & Reporting all in one place. The sales manager receives sales activity reports from each sales agent which he is then able to load directly into our tool. He is then able to track the sales progress as well as report commissions, inventory and metrics as needed.

Mortgage Refinance Loan Calculator

Create a custom refinance calculator for a lending company. The tool we developed allows the loan officers to quickly show the client up to 5 different refinance loan options. The loan officer can then generate a PDF from the loan calculator to give the client. This PDF only contains certain sections, excluding internal only information. This tool allows the loan officers to quickly show their clients pertinent loan information and also provides them with a document that they can give the client with details about what was discussed as well as the loan officer’s contact information.

Risk management dashboard and reconciliation file for a large insurance company

Custom created file to import RAW data files from various selected reports and automatically load the data in the developed structure, compare to the prior month, and generate dashboards and reporting on current and overdue receivables. Built in flexibility to allow for various report formats and structures, and to allow for those reports to change overtime without the need for further development.

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.

Specialty Drug Speaker/Attendee Analytics Dashboard

Specialty drug speaker program dashboard which shows speaker and attendee analytics. Exports dashboard charts and data to PowerPoint.

Specialty Drug Speaker Program Comprehensive Dashboard

Specialty drug speaker program analysis dashboards of speaker, attendee, spending and ROI statistics. Exports charts and data to PowerPoint.

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.

Sales Pipeline Tool

Create a custom workbook for a Joint Replacement company for maintaining sales in their pipeline. The workbook is set up to allow for quick entry/update of data while on the phone with their sales team as well as allowing them to look at metrics across all clients.

Provide weekly reports to illustrate sales, cost and margin analysis for a Technology Retail Consulting Company

We developed a custom tool to produce reports for the company based on a weekly extract of their sales & costs. The company preferred that we run the reports for them every week. Each week they would email the data files and we would run the tool we built and send back the resulting reports.

Project Tracking and Reporting

Audit and modify an existing Excel workbook to allow for material tracking and reporting

Budget Automation for Food Costs

Create a budget tracking and analysis tool for food costs

Income Change Graph

Create a net income graph with PDF of change over 3 years.

Custom Financial Model

Analyze COGS and overhead costs, and generate product unit pricing and profit margins

Bike Share Data Analysis

Provide interesting metrics from a set of metadata along with supporting reports which included a training session to go over the methodology used

File Formatting & Automation for TV & Film Production Company

Starting with an existing workbook, enhance formatting, provide reports and rework some of the columns and data. We then conducted a Webinar to go over the solution and to give suggestions for various printing layouts.

Rewrote a Construction Company’s Invoicing workbook by replacing formulas and linked worksheets with macros

The company had an existing series of linked workbooks for Invoicing and an Invoicing Summary. It was very large, slow and unstable. We replaced the same functionality with one workbook that was faster, smaller and stable. Because of the new structure the client was able to enhance their reporting and pass the task of managing the workbook to another Employee.

Payroll Processing

Enhanced an existing workbook’s capabilities and automated much of its functionality including the ability to import files, export csv function and macros replacing manual processes.

Cash Confirmation Package Reporting Tool

Tool created for a hedge fund that imports a series of client files. The tool gives the user the ability to indicate which client should have a corresponding document created. The output generates 5 word documents per each selected client.

Reformatting Add-In

Created a custom Add-In for a Private Equity Firm. This Add-In allows the employees to reformat reports that are generated out of their legacy system. We developed a custom menu item in their Excel toolbar. When the menu is clicked, a ribbon section opens up where they can choose which report they have open and the Add-In will reformat the report and save it with a custom name.

Master Scoring Worksheet for a Non Profit Supporting Small Businesses

We created a tool that allows the client to cut and paste in survey results received via email. By structuring the tool to allow for a simple copy/paste, the client no longer needs to reenter data or import each individual file. The workbook then automatically aggregates the data and performs metrics and displays the results in a easy to read report with graphs.

Weekly Tracking Report with Consolidation

Created a solution for Foreman to supply Weekly Tracking sheet that are uploaded to a master workbook where they are stored in a database. The master workbook has a Dashboard including various canned reports, ability to select timeframes for each report and also generates P&L.

Inventory Tracking

Replace an existing Inventory tracking set of workbooks with a custom solution in one workbook with reports. We then added functionality to auto run the existing reports and then save in a stand-alone reformatted workbook with no link, buttons or formulas.

Inspection Template and PDF report

Created an Excel workbook for collecting inspection data. The tool keeps track of required fields, performs data auditing and allows for photo upload.

Payroll Entry & Summary Tool

Created a custom Payroll Entry and Reporting Tool for an Oil & Gas and Refining & Construction Services business

Excel Estimator

Replace an old process built in lotus with an updated enhanced version in Excel.

Annual Consolidation & Reporting Tool

Developed estimating and tracking tool that consolidates and reports on data from a third party

Budgeted vs. Actual Report Generation Tool for a Train/Locomotive Repair Company

Combine two reports to create a Budgeted vs Actual Report to show to Management which highlights projects are running over budget and ones that are operating at a gain.

Reformat Transcript Data

Reformat an existing spreadsheet by adding a summary and reworking the entry sheets.

Target List added to Reformatting Add-In

Add a new reformatting routine to an the existing Reformatting Add-In for a Private Equity Firm

Trader Dashboards Automation

Automate an existing workbook by replacing many existing formulas and lookups with Macros. Additionally ensured that all charts & graphs are refreshed with the latest data when updated.

Inventory Audit Enhancements

Spruce up an existing Inventory Audit spreadsheet for auto totals and comparisons of inventory vs order + shipments

Oil and Gas Project Deal Tracker, Importing and Reporting Tool

This energy company was interested in improving their process for tracking their oil and gas deals. Their current method was cumbersome and depended upon Excel power-users within the company to update it accordingly. We completely redesigned their data and built a customized interface using dynamic forms to help them input their data (including images, maps and curves). We also developed an “import” function that allows them to quickly process information from an outside source. The tool is easy to update, can import deal info from other sources, and aggregates summary info. Updating and running any aspect of the tool can now be done by someone without any Excel knowledge.

Sales Rep Tracker for Industrial Manufacturing Company

This industrial company was interested in creating a new and improved way for their sales staff to input their data into a spreadsheet that made it easier to maintain and analyze. The main problem was that they were using several different workbooks that each had to be individually maintained. We were able to develop a customized routine that took out their manual processes and connected the workbooks together.

Ad-Hoc Financial Work for Venture Capital Company

This venture capital company needed some financial modeling help with one of their client workbooks. With a Monday deadline approaching, they sought out our help on Friday afternoon. We were able to deliver their project back in time for their deadline.

Financial Model

Rush Financial Modeling Work for an acquisition holding company of middle market business completed in a weekend

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

Customer Management Tool for Premiere Small Business Educational Program Globally

Data from multiple workbooks detailing financial results of small business participants on an annual and quarterly basis were consolidated into a database with a slick dashboard. User can pull up summary details on the desired small business participant and can view the corresponding metrics with ease via the Dashboard.

Settlement Allocation Tool created for Mass Tort Healthcare Litigation Settlement for a Law Firm

Created a Mass Tort Litigation Tool which classified incident types per claimant over time to depict various scenarios for settlement values based upon insurance coverages available

Graduates Dashboard for a Non Profit Supporting Small Businesses

Created a Summary Dashboard of graduates to an Entrepreneurial Program providing resources to business owners in violence affected countries. We audited and enhanced formulas in the underlying data, added structure, and formatted workbook to improve clients tracking of key metrics.

Accounts Receivable Report Automation for top Real Estate Law Firm

This law firm was spending several hours each month assembling an Accounts Receivable report by exporting data from their accounting system and manually manipulating it to fit their desired format. We built a workbook that connected directly into their database to automatically pull the information and programmed a macro to format the report, all with a click of a button.

Specialty Drug Automated Tool Update for Healthcare Communications firm

Updated VBA-automated Excel tool which creates PowerPoint slide dashboard (Charts/Graphs) for a specialty pharmaceutical drug customer

Create a custom standalone Healthcare Deductible Bill Invoice tool for an Insurance Company

We replaced a semi-manual process for creating Deductible Billing invoices with a standalone automated Deductible Billing PDF generating tool for a specialty Insurance Company. Now our client only needs to upload an input Excel file to generate a formatted Deductible Billing Invoice PDF file that is customer ready. The invoice produces a summary page along with billing details and includes the calculated amount due while still allowing for manual entry of the Previous Paid amount.

Healthcare Loss Run Tool generating various styles of PDF reports from a Loss Run

We created a Loss Run Generation Tool for a specialty Insurance Company that automated the process of generating a formatted Loss Report by Insured by Policy Number in a PDF file that is customer ready. Now our client only needs to upload a Loss Run (Excel file) to the Loss Run Generation Tool, select their desired style of PDF reports (Self Insured Retention, standalone Deductible, …), and where they want to save it and then can generate the report. Additionally, the client no longer needs to go through the manual process for creating For Reference Only claim reports as this has been included as an additional output of the Tool. The PDF Reports from the Tool include automated text replacement, conditional record inclusion along with both detail and summary sections.

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.

Reinsurance Treaty Template for Large Financial Services Parent Group and their Global Subsidiaries

Created a template for inputting Reinsurance Treaty Details on a per contract basis. The template includes varying functionality for Quote Share, Excess of Loss and Aggregate Stop Loss Treaties along with a robust database of Reinsurer Names and their corresponding Groups, Domiciles, Syndicate #s, and FEIN #s. User does not need to have any Excel knowledge to enter information in this template. Other key features of this template include: ability for the client to update dropdowns and change any parent names post acquisition, pushing out updates to all users via a google spreadsheet, printer-ready summaries for Letter, A3 & A4 paper at the push of a button and automatically converting original currencies to US $ based on the conversion rate at the effective date of the treaty. This is done via web scraping the rates from oanda.com.

Importing and Reporting Tool for Reinsurance Treaty Templates for Large Financial Services Parent Group and their Global Subsidiaries

This tool allows insurers and reinsurers to upload all completed Reinsurance Treaty Templates. The tool then produces 2 large data sets and corresponding PivotTables for the user to aggregate and slice the information themselves along with a sophisticated dashboard including canned reports that can be easily altered by Broker, Reinsurer, Treaty Type, Line of Business, and so forth.

FAQ
How can I pay?

We accept payments via check and all major credit cards.

‎How much is due upfront?

We require full payment for the deliverable prior to getting started on the work.

Who does the actual 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.

Can you handle Financial Models?

We love Financial Models and we audit them to.

How do you handle data and confidentiality?

We know how crazy important and valuable your data is! That is why we have a host of ways of dealing with this:

  1. We handle your data with the utmost care and do NOT share it with anyone
  2. We can sign an NDA if desired
  3. 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.
Do you teach classes or give webinars?

On-demand Video Tutorials are for sale in our Shop. Additionally, we offer custom group training which is held via Webinar (GoToMeeting). We do our best to accommodate in-person group training dependent upon your desired scheduling and location.

Can I have a 1-on-1 session for you to show me how to do my work better?

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.

How do I know we are on the same page?

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.

Is troubleshooting included?

Absolutely!  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.

Will the cost of my project change mid-way through if it takes more time to complete ‎the work than anticipated?

No way! The cost of your project will NOT change regardless of how long it takes us to complete the work. The only time the cost will change is if you have some tweaks/enhancements to the original Scope of Work during the development process. Should this happen, we will send you a revised Proposal (Scope of Work and Quote) for your review and approval before moving forward.

How is pricing determined?

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.

Can you do my homework?

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.

Is rush delivery available?

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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