Quote Template

Quote Template Report Project Background We added features to the current master sheet quoting template to allow for increased functionality and added capabilities. Industry Construction Quoting Tool, Proposal Tool, Pricing,...

Table Lookup Indirect References

Table Lookup Indirect References Retainer / Support Project Background We provided hourly Excel/VBA support to the client as requested until the designed block of hours is used or until the client communicates the project is completed. Industry Hospitality Hourly...

Data Comparison Tool

Data Comparison Tool Power Query Project Background We created a solution that allows for selections of the file folder and the transaction file to then produce a table that shows discrepancies by card number between the two sources. Industry Restaurant Point of Sale,...
Customized Report

Customized Report

Customized Report Designed for You. Built for You. All in Excel. Microsoft Excel Consulting Background The client is a dentist office that needed an easy way to show treatment financing options. Previously, they used a paper template with handwritten notes on it. They...
Quote & Proposal Generator

Quote & Proposal Generator

Quote / Proposal Generator Robust. Easy to Use. All in Excel. Microsoft Excel Consulting Background The client needed something easy and modern. The client needed an easy way to maintain a database with pricing, descriptions, and headings. They wanted a tool that cut...

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