I will build a dashboard for financial and operational reporting

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Jeanette E.

About this gig

Information spread across spreadsheets makes performance hard to see. I build a clear, easy-to-update Excel dashboard that brings your key financial and operational metrics into one report.


What's included:

  • Formula-driven KPIs that update when you add data
  • Clear charts and a management summary
  • Revenue vs target, profit margin, jobs completed, on-time rate, cost per job and more
  • Instructions and KPI Definitions tabs explaining every figure.


Best for:

Small businesses, especially logistics, service and operations teams. Currency and dates set to your region.


How it works:

  1. Order or message me your KPIs and data
  2. I confirm scope and build your dashboard
  3. You receive the Excel file with instructions, ready to update


Why work with me? 

10 years' experience in business management, financial services and commercial

operations. I understand the importance of accurate reporting and practical

business insights.


Your data is kept confidential. Please remove passwords and sensitive personal data.

Get to know Jeanette E.

Jeanette E.

Helping businesses turn data into clear insights

  • FromUnited Kingdom
  • Member sinceOct 2026
  • Avg. response time1 hour
  • Languages

    English
Business management with 10+ years' experience across financial services and commercial operations, specialising in reporting, financial controls and business analysis. My experience includes developing KPI and management reports, improving billing and commission controls, supporting budgeting and forecasting, and delivering systems and process improvements, including CRM and data migration. I help businesses organise their data, simplify reporting and gain clearer visibility of financial and operational performance through practical Excel dashboards, trackers and reporting tools.