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You will get Project and Process Management Dashboard & Analytics
Project details
Leverage Monday.com to gain insights from your financial statements. With our tailored boards and dashboards, you can effortlessly visualize everything from your monthly Profit & Loss (P&L) to robust analytical tools, enabling you to make informed decisions. Assess your budget against actual revenues, review year-on-year trends, and segment data seasonally for more precise planning.
Our design ensures seamless integration:
Easily upload your monthly P&L
A few clicks yield rich charts and data
Compatibility with any accounting, ERP, or CRM system
Dashboards Included:
1️⃣ Current Year P&L Overview
2️⃣ P&L Targets vs. Actuals
3️⃣ Annual P&L Comparative Analysis
4️⃣ Quarterly P&L Year-on-Year Comparison
5️⃣ Customizable KPI Dashboard tailored to your preference
Beyond mere visualization, our dashboards equip you with actionable strategies for tangible results.
Comprehensive Package Features:
Step-by-step video tutorials for each board and dashboard
Automated dashboard email notifications (exclusive for enterprise clients)
Advanced pivot analyses and reports (exclusive for enterprise clients)
Our design ensures seamless integration:
Easily upload your monthly P&L
A few clicks yield rich charts and data
Compatibility with any accounting, ERP, or CRM system
Dashboards Included:
1️⃣ Current Year P&L Overview
2️⃣ P&L Targets vs. Actuals
3️⃣ Annual P&L Comparative Analysis
4️⃣ Quarterly P&L Year-on-Year Comparison
5️⃣ Customizable KPI Dashboard tailored to your preference
Beyond mere visualization, our dashboards equip you with actionable strategies for tangible results.
Comprehensive Package Features:
Step-by-step video tutorials for each board and dashboard
Automated dashboard email notifications (exclusive for enterprise clients)
Advanced pivot analyses and reports (exclusive for enterprise clients)
Target Country
WorldwideWhat's included $250
These options are included with the project scope.
$250
- Delivery Time 5 days
- Number of Projects 4
- General Project Consulting
- Define Project Goals
- Define Deliverables & KPIs
- Establish Schedule & Milestones
- Project Reports
Optional add-ons
You can add these on the next page.
Fast 3 Days Delivery
+$80
Revisions
+$25
6 reviews
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BM
Bosley M.
Apr 29, 2024
Photographer for Studio/Lifestyle Photos
GP
Gus P.
Apr 17, 2024
Legal & Financial Data Integration Specialist
GS
Gary S.
Mar 11, 2024
1 hour consultation
Jerrod is a bright man. During the 1 hour we spoke, Jerrod provided more information than expected. It was a valuable investment in our business.
DL
Daniel L.
Feb 13, 2024
Excel Forecasting Work
Jerrod was amazing to work with. Highly recommend!
CF
Camille F.
Jan 5, 2024
Interactive Excel Builder
I had the pleasure of working with Jerrod on the creation of a sales scorecard and lead generation report, and I couldn't be more pleased with the results. Jerrod demonstrated a high level of expertise, delivering an excellent tool for tracking sales activities. His attention to detail was evident, and he went above and beyond by recommending additional supportive documents that have proven invaluable to our overall sales strategy. Communication was seamless, and Jerrod's collaborative and client-focused approach made the entire experience enjoyable. I highly recommend Jerrod for anyone seeking a skilled professional for sales analytics and reporting—truly exceptional work!
About Jerrod
Consultant | Strategy | Finance | Business Intelligence
62%
Job Success
Baltimore, United States - 5:47 pm local time
With 8 years of industry experience, I have successfully supported numerous clients across various sectors, including finance, technology, retail, and manufacturing. I possess a deep knowledge of financial modeling, forecasting, risk assessment, and performance evaluation. Whether you need assistance with modeling, reporting, financial planning, investment analysis, or financial statement analysis, I am equipped to provide you with comprehensive solutions tailored to your specific needs.
In addition to financial analysis, I excel in strategic planning and development. I can help you devise effective strategies that align with your organization's goals, optimize operational processes, and identify new business opportunities. Through a combination of industry research, competitor analysis, and market trends evaluation, I can assist in creating actionable strategies that drive sustainable growth and enhance your competitive advantage.
Moreover, I have a proven track record in business intelligence, using data-driven insights to empower decision-making. By leveraging cutting-edge tools and techniques, I can extract meaningful information from complex datasets, develop insightful reports and dashboards, and deliver actionable recommendations. My expertise in data visualization allows me to present complex information in a clear and concise manner, enabling you to make well-informed business decisions.
I pride myself on my professionalism, attention to detail, and commitment to delivering high-quality results within agreed-upon timelines. I am an excellent communicator, and I prioritize understanding your unique requirements to ensure the solutions I provide are tailored to your specific needs.
Whether you are a small startup, a growing business, or an established enterprise, I am here to help you drive success through financial analysis, strategic planning, and business intelligence. Let's collaborate and transform your challenges into opportunities. Contact me today to discuss how we can work together to achieve your goals.
Outside of business work, I’m an excellent photographer (jdrphotos.com for more detail) and social media content manager.
Looking forward to connecting with you soon!
Steps for completing your project
After purchasing the project, send requirements so Jerrod can start the project.
Delivery time starts when Jerrod receives requirements from you.
Jerrod works on your project following the steps below.
Revisions may occur after the delivery date.
Requirements
We will send you a digital intake form. Complete the form and schedule an initial consultation call
Kickoff Call
We will have a discovery call to understand your business requirements, define goals, set expectations and answer all of your questions.