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Excel services
VBA and macros
One-click reporting, imports, exports, formatting, reconciliation, PDF creation, and controlled user workflows.
Power Query
Repeatable data import, cleanup, merge, transformation, refresh, and exception reporting.
Dashboards
KPI cards, trends, due/overdue flags, slicers, charts, and management summaries.
Financial models
Forecasts, cash flow, DCF, pricing, sensitivity, scenario analysis, and valuation outputs.
Fleet maintenance tracker
An expandable workbook for vehicles, mileage, oil changes, tire rotations, brake inspections, transmission service, miles remaining, and due/overdue dashboard alerts. Formulas remain visible, cells stay editable, and new vehicles can be added without hidden protection.
Additional use cases
Accounts receivable analysis
Customer, invoice, open balance, current, 1–30, 31–60, 61–90, and 90+ aging columns.
Inventory and operations
Stock movement, reorder logic, production planning, warehouse controls, and exception lists.
Data cleanup
Standardize dates, codes, names, duplicates, missing values, and validation exceptions.
Recurring management reports
Refreshable weekly or monthly packs with formulas, pivot tables, charts, and source references.