Portfolio and case studies
Business systems designed to make the next decision better.
Each project below explains the problem, step by step solution, and the improvement made in the client's life. And the final visuals!
Commission Dashboard
See how this Excel dashboard helps a broker track payments and deliveries, calculate commission, and review amounts in one place.
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Income & Expense Dashboard
See how this Excel dashboard helps a business owner understand where his money goes, track savings, and review income and expenses in one place.
Open case study →Inventory Dashboard
Planned stock movement, reorder alerts, stock valuation and product-level performance monitoring.
Follow the project →Invoice & Payment Tracker
A professional invoicing workflow with customer records, invoice status and payment follow-up visibility.
Discuss a similar system →Complete Business Tracker
A connected operating workbook planned to combine customers, sales, invoices, expenses and management reporting.
View the learning roadmap →Three-Statement Financial Model
A future case study connecting assumptions with income statement, balance sheet, cash flow and scenario analysis.
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