Operations Automation

Excel → Dashboard

Your business runs on spreadsheets that only one person understands.

Discuss This AutomationTypical build: 3–5 weeks
Cartoon illustration for Excel → Dashboard
The problem

How this works today — manually.

Numbers live in spreadsheets that are updated by hand, emailed around, and broken by one wrong formula. By the time a report reaches you, the data is already old — and nobody is fully sure which version is correct.

The automated solution

The same workflow — running itself.

Every step below happens automatically, in seconds, without anyone touching a spreadsheet.

Why it's worth it

What this means for your business.

Automation isn't about fancy tech. It's about time, energy and money staying where they belong — in your business.

No more report-building days

Reports that took hours of copy-paste now generate and deliver themselves on schedule.

Decisions on live numbers

See today's sales, stock and cash position today — not next Monday when the sheet is updated.

One version of the truth

No more final_v3_REAL.xlsx. Everyone looks at the same live data, always.

Energy spent on insights

Your team analyses the numbers instead of assembling them.

The difference

Before vs. after.

Before
  • Hours of manual data entry
  • Multiple conflicting versions
  • Broken formulas
  • Reports built by hand every week
  • Decisions made on stale data
After
  • Data syncs automatically
  • Single source of truth
  • Validated, consistent numbers
  • Reports generate themselves
  • Live view of the business
How it works

Step by step, end to end.

  1. 01

    I map your spreadsheets

    I identify what data matters and where it comes from.

  2. 02

    Sources are connected

    Tools, sheets and exports feed a central database automatically.

  3. 03

    Data is cleaned

    Validation rules catch duplicates and errors on the way in.

  4. 04

    Dashboard goes live

    Your key numbers, updated in real time, accessible to the team.

  5. 05

    Reports run on schedule

    Weekly and monthly reports are generated and delivered automatically.

Scope

What I can automate.

Every item below can be included — or added later as your needs grow.

  • Data source integration
  • Automatic syncing
  • Data validation
  • Central database
  • Live dashboard
  • Role-based access
  • Scheduled reports
  • Export to Excel/PDF
Technology

Built on proven tools.

No experimental tech in production. Just reliable, well-supported platforms.

  • React
  • Node.js
  • PostgreSQL
  • Google Sheets
  • AWS

Have a similar problem?

Message me on LinkedIn or X and we'll talk through it.