Executive KPI Dashboard
One page your leadership actually reads. Headline numbers top-left, trend beneath, and a variance view that shows where the month went — refreshing off the raw data sheet behind it.
Most business spreadsheets started as somebody's quick fix and were never designed. We build the version you'd have made if you'd had the time — and the version your team can't accidentally break.
The spreadsheet you're using probably works — until the person who built it is on leave. Here's what we do differently.
Input cells are unlocked and validated. Everything else is protected, so nobody overwrites a formula with a typed-in number and quietly corrupts the report.
Named ranges instead of D2:D21, a documented inputs sheet, and notes on the assumptions. The next person can pick it up without a handover call.
Built on Tables so ranges expand on their own. Add rows and every total, PivotTable and chart follows — no re-pointing formulas each period.
Every one of these starts from your process, not a template shop download. These are illustrative of the shape and standard of the work.
One page your leadership actually reads. Headline numbers top-left, trend beneath, and a variance view that shows where the month went — refreshing off the raw data sheet behind it.
Variance the moment the numbers land, with overspends turning red on their own. Roll up by department, drill into any line, and compare against last period without rebuilding a thing.
Live stock levels with reorder points that flag themselves before you run out. Scan-in movements, supplier lead times, and a reorder list you can send straight to the supplier.
A Gantt that draws itself from your start and end dates — no dragging bars. Overdue tasks go red against TODAY(), and resource load shows who you've quietly over-committed.
A few of the other workbooks clients come to us for.
Pick the line items, the document builds itself and exports to a branded PDF.
13-week rolling view with scenario toggles, so "what if they pay late" takes a second.
Hours in, costed and coded out — ready to hand to payroll without re-keying.
Weighted forecast by stage, with the deals that have gone quiet surfacing themselves.
Who's booked, who's free, and where next month is already over-sold.
Two exports in, a matched/unmatched report out. The month-end job nobody wants.
Expiring certifications and renewals that raise their hand a month before, not after.
If you can describe the process, we can usually build it. Ask.
Show us the current file and how you actually use it. Including the bits you know are wrong.
We write down what it will do and what it won't, with a fixed price. No surprises.
You see it early and often. Changing your mind at this stage is expected, not billed as extra.
Walkthrough session, documentation, and the file is yours. No licence, no lock-in.
Everything above is built with the skills taught in Excel Essentials. Some clients train first, then only outsource the hard ones.