Services

Providing Everything You Need

Struggling with messy spreadsheets that take hours to update?
Need better visibility into your project data?
Want dashboards that executives actually use?

Estimate costs

Targeted data cleanup or report improvement: $500 – $1,000
Automation or streamlined reporting workflow: $750 – $1,500
Dashboard or summary view: $1,000 – $2,000

Final scope and cost would depend on the complexity of the data and desired outcomes.

Any work will be clearly defined in advance before proceeding.

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Services explained...

What Is a Data Audit?

A data audit is a short, focused review of how your business currently uses data for reporting and decision-making. I examine one existing spreadsheet, report, or workflow to identify inefficiencies, inconsistencies, and missed insights — then provide practical, low-risk recommendations for improvement.

What I Review

✔ One core spreadsheet, report, or dashboard
✔ How data is collected and updated
✔ Manual steps and bottlenecks
✔ Data consistency and reliability
✔ How easy the information is to interpret

(No access to sensitive systems required)

Common Issues I Find

Reports that require manual cleanup each time
Data spread across multiple files
Inconsistent dates, formats, or calculations
Time spent building reports instead of using them
Limited visibility into trends or performance

What You Get

✔ A clear summary of current issues
✔ Identification of quick wins
✔ Recommendations to simplify reporting
✔ Ideas to improve clarity and reliability
✔ Optional next steps — no obligation

Delivered as a short written summary with plain-English explanations.

Time & Effort

Your time: ~15–30 minutes
Delivery: Within a few days
Scope: Fixed and focused

Dashboard Builds

A dashboard build turns your existing data into a clean, easy-to-read visual summary of key metrics. Instead of sorting through multiple spreadsheets or static reports, you get a single, organized view that highlights performance, trends, and areas needing attention.

Dashboards are customized to your business and may include:

Project or job performance summaries
Revenue and cost tracking
Operational performance metrics
Trend and comparison views
Executive-level reporting snapshots

The goal is clarity — so you can see what’s happening at a glance and make decisions with confidence.

Reporting Automation

Spend less time building reports — more time using them.

Reporting automation eliminates repetitive manual steps in your current reporting process. If your team copies data between files, updates formulas weekly, or rebuilds reports from scratch, automation can significantly reduce that workload.

This may include:

Automatic data updates
Consolidating multiple spreadsheets into one system
Standardizing calculations and formats
Removing manual copy-paste steps
Creating repeatable reporting workflows

The result is faster, more reliable reporting with fewer errors and less stress.

KPI Tracking Setup

Know exactly what to measure — and how to measure it.

KPI tracking setup helps define and organize the key performance indicators that matter most to your business. Many teams collect data but lack clarity around which metrics truly drive performance.

This service includes:

Identifying meaningful KPIs aligned with your goals
Standardizing definitions and calculations
Creating a structured tracking system
Ensuring consistency across reports
Establishing baseline performance benchmarks

With proper KPI tracking in place, leadership gains clearer visibility into progress, trends, and decision points.