Online Tutorial for Data Analysis and Automation
A six-page Google Sheets dashboard for small wealth and advisory firms: 500 fictional sample accounts, 16 KPI cards, 18 chart panels and 15 slicers covering AUM, advisory fees, net flows and client retention – a reporting template, not advisory software.
A six-page Google Sheets dashboard for tax advisory practices: 500 sample engagements, 4 KPI cards, 18 chart panels and 15 filter chips covering advisory fees, filing status, notices, refunds and hours – with a clear note that it is not tax software and gives no tax advice.
A six-page Google Sheets dashboard for accounting and CPA practices: 500 sample engagements, 16 KPI cards, 17 chart panels and 15 slicers covering fees, realization, write-offs, WIP and client mix – with an honest note on what it is not.
Track side-hustle income, expenses, hours, payment status, tax set-aside estimates and take-home value in one editable Google Sheets view.
Plan and review events with annual, monthly, and daily views and a structured Events sheet in this Google Sheets calendar template.
Review 10 kitchen remodeling KPIs with MTD/YTD, target and prior-year comparisons, scorecard cards, trends, definitions and monthly inputs.
Review 15 elevator maintenance KPIs with MTD/YTD scorecards, targets, prior-year comparisons, trends, group analysis, inputs and editable definitions.
A six-tab Google Sheets reporting template for primary schools: 16 KPI cards, 21 charts and gauges, 15 slicers, native pivot tables and a Record ID lookup. Class-level data only – no pupil names, dates of birth, contact details, SEN or safeguarding fields anywhere in the file.
A six-page Google Sheets dashboard for home care agencies: 950 sample visits, 16 KPI cards, 18 charts and 15 slicers covering visits, caregivers, travel miles, payer mix and billed value – with an honest note on what it holds and what it is not.
A six-tab Google Sheets reporting workbook for medical device plants – 950 sample manufacturing orders, 18 charts, 15 slicers and an order lookup page. Static reporting only: no ERP link and no regulatory or QMS capability.