Excel Automation

Saving clients thousands of hours by automating workflows.

2023 Technology Sales Performance Dashboard

This dashboard empowers the sales and operations teams to: Optimize Inventory: By tracking seasonal peaks in specific sub-categories. Reduce Costs: By analyzing the high shipping costs relative to profit and investigating the heavy reliance on Standard Class shipping. Target Marketing: By focusing efforts on the "Consumer" segment and high-performing regions like Asia Pacific.

Individual Performance Scorecard & KPI Tracker

This dashboard tells a clear story: Quantity vs. Quality. The employee is working hard—exceeding hours and appointment counts—but is likely rushing through interactions or failing to adhere to protocols, resulting in poor Quality and Behavior scores. This tool allows a manager to move from generic feedback to specific coaching: "You have the work ethic (High TOS/Talk), now we need to slow down slightly to improve your Quality score."