You will get A Tailored Excel template to Project Business Performance
Project details
I design custom Excel templates tailored to how small businesses actually operate. Rather than generic spreadsheets, I build clean, easy-to-use tools that help track finances, budgets, and performance more efficiently and accurately. This includes utilization of formulas to automate accurate data through just a simple copy and paste from whatever accounting software extract your business uses.
With a background in operations, bookkeeping support, and reporting, I focus on creating practical Excel solutions that give a clear and concise snapshot of the business performance, this can be tailored to whatever data you'd like to project. Whether it be Profit and loss, expenses vs budget, utilization within the business, trends from previous months, asset usage. Anything can be done, just provide your extract report, and explain what data you would like visible.
I create a reliable Excel system that supports better decision-making without unnecessary complexity.
With a background in operations, bookkeeping support, and reporting, I focus on creating practical Excel solutions that give a clear and concise snapshot of the business performance, this can be tailored to whatever data you'd like to project. Whether it be Profit and loss, expenses vs budget, utilization within the business, trends from previous months, asset usage. Anything can be done, just provide your extract report, and explain what data you would like visible.
I create a reliable Excel system that supports better decision-making without unnecessary complexity.
Project Type
Data Entry, Virtual Assistance, OtherWhat's included
| Service Tiers |
Starter
$40
|
Standard
$100
|
Advanced
$180
|
|---|---|---|---|
| Delivery Time | 1 day | 1 day | 3 days |
Number of Revisions | 1 | 2 | 3 |
Optional add-ons
You can add these on the next page.
Additional Revision
+$30
Same day Delivery
+$50About Charlotte
Virtual Assistant, proficient administrator, scheduler.
Strathmore, Australia - 6:38 am local time
Specializes in building clear, practical Excel templates and reporting tools to help businesses track finances, operations, and performance more efficiently. Analytical thinker, strong attention to detail, and creating systems that improve visibility, accuracy, and decision-making while meeting deadlines.
Steps for completing your project
After purchasing the project, send requirements so Charlotte can start the project.
Delivery time starts when Charlotte receives requirements from you.
Charlotte works on your project following the steps below.
Revisions may occur after the delivery date.
Client purchases Project and Sends data
After purchasing the project, client will then send through the data and the requirements they are after. I will then review the request and data, then confirm if the pricing selected matches the request of the client.
Work begins on project
During this time, the client will receive updates and snippets of the works in progress. The works will be completed to the initial expected scope, any extras required will be addressed in reviews.