Customized Report

Customized Report

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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

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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

Scoreboard

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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

Dashboard

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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...

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