Customized Report in Microsoft Excel

Customized Report in Microsoft Excel

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 or Proposal Generator in Microsoft Excel

Quote or Proposal Generator in Microsoft Excel

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...
Scoreboard in Microsoft Excel

Scoreboard in Microsoft Excel

Scoreboard Visual. Performance Snapshot. All in Excel. Microsoft Excel Consulting Background The client needed a simple way to see a snapshot of their performance. The scoreboard allowed for simple daily input on a separate tab in the Microsoft Excel file. The...
Dashboard in Microsoft Excel

Dashboard in Microsoft Excel

Dashboard Better Decisions. Better Visuals. All in Excel. Microsoft Excel Consulting Background The client is a consulting firm that needed an easy way to view sales and margin performance over time. They needed to be able to filter down by consultant and project. Why...

Pin It on Pinterest