You will get I will build a custom financial dashboard in Excel for your small business
Project details
You will get a fully automated financial dashboard in Excel, built
specifically for your small business — no formulas to write, no manual
calculations, no spreadsheet expertise required.
I have over 10 years of experience in data operations and financial
reporting, working with companies like Vodafone and Altice. I now bring
that same level of accuracy and structure to small business owners who
need clear, reliable financial visibility without the corporate price tag.
You enter your monthly numbers — revenue, costs, expenses, and targets —
and the dashboard does the rest. Every KPI updates automatically. Every
month is compared against your goal. Your best and worst months are
flagged instantly.
The file is delivered with a full instructions tab so you or your team
can update it independently every month — no need to contact me again
unless you want to.
What you get is not just a spreadsheet. It is a decision-making tool
that tells you, at a glance, whether your business is on track.
specifically for your small business — no formulas to write, no manual
calculations, no spreadsheet expertise required.
I have over 10 years of experience in data operations and financial
reporting, working with companies like Vodafone and Altice. I now bring
that same level of accuracy and structure to small business owners who
need clear, reliable financial visibility without the corporate price tag.
You enter your monthly numbers — revenue, costs, expenses, and targets —
and the dashboard does the rest. Every KPI updates automatically. Every
month is compared against your goal. Your best and worst months are
flagged instantly.
The file is delivered with a full instructions tab so you or your team
can update it independently every month — no need to contact me again
unless you want to.
What you get is not just a spreadsheet. It is a decision-making tool
that tells you, at a glance, whether your business is on track.
Data Entry Type
Data Cleansing, Error DetectionData Entry Tool
Microsoft Excel, Microsoft OfficeWhat's included
| Service Tiers |
Starter
$50
|
Standard
$75
|
Advanced
$120
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 5 days |
Number of Revisions | 1 | 2 | 3 |
Number of Hours of Work | 2 | 5 | 7 |
Formatting & Clean Up | |||
Graph & Table Creation |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$15 - $20
Additional Revision
+$15Frequently asked questions
About Juliana
Excel & Data Specialist | PT-BR & PT-PT Expert
Caldas da Rainha, Portugal - 11:41 am local time
If your business still runs on messy spreadsheets, manual copy-paste, or reports that take hours to put together, I can help.
I am a native speaker of both Brazilian Portuguese and European Portuguese — which also allows me to work in text proofreading, linguistic quality control, and voice recording in both variants.
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WHAT I BUILD FOR YOU
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✅ Automated Excel dashboards with real-time KPI tracking
✅ Power Query pipelines that clean and transform raw data automatically
✅ Financial reports, sales trackers, and billing control spreadsheets
✅ Operational databases for clients, inventory, or performance data
✅ Weekly/monthly reports that update themselves — no manual work
✅ Excel templates connected to SAP, CRM, or other business tools
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PORTUGUESE PROOFREADING & VOICE
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✅ Text review and quality control in PT-BR and PT-PT
✅ Voice recording in Brazilian Portuguese — clear, natural, service-oriented tone
✅ Written content production in both variants
✅ Degree in Communication with editorial production experience
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MY BACKGROUND
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🔹 Vodafone Portugal — KPI reporting, billing control, CRM/SAP data management across 80+ daily operations
🔹 Altice Portugal — Excel automation, business client data processing, SAP RMCA + Siebel CRM
🔹 TNL-Contax (5 years) — Billing generation, capacity planning, and productivity reporting using Excel
🔹 Fininvest Finance (3 years) — Quality analytics, credit operations monitoring, performance data
🔹 BYTE / Microsoft Educational Center — IT instructor, teaching Excel and Microsoft tools at beginner to advanced levels
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MY TOOLS
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Microsoft Excel (Advanced) · Power Query · Power BI · SQL Server
SAP RMCA · Siebel CRM · KPI Dashboards · Data Cleaning · Process Automation
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WHY WORK WITH ME
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I don't just build spreadsheets — I build systems you can actually use and maintain without my help. Every deliverable comes documented, organized, and ready to scale as your business grows.
I've worked in environments where Excel errors meant billing mistakes for thousands of customers. That's the level of accuracy I bring to every project.
📍 Based in Portugal · Available immediately · Responsive and reliable
🎓 Currently completing a Master's degree + specializations in Power BI, SQL Server & AI Engineering
Let's talk about your data — or your Portuguese content. Message me and tell me what's taking too long in your business right now.
Steps for completing your project
After purchasing the project, send requirements so Juliana can start the project.
Delivery time starts when Juliana receives requirements from you.
Juliana works on your project following the steps below.
Revisions may occur after the delivery date.
Data Review & Structure
I review the data you provide, check for gaps or inconsistencies, and organize it into a clean input structure ready for automation.
Dashboard Build
I build the full Excel dashboard with KPIs, monthly performance table, goal tracking, and strategic highlights — all connected by automatic formulas.