Make recurring reports easier to produce.
Combine exports, reduce repeated cleanup, check the numbers, and create a documented update process.
Business Analytics Consulting
Reports you can update. Plans you can explain.
Turn recurring spreadsheet work into a report, forecast, or analysis your team can use and update.
Analytics Manager-led consulting with 8+ years of hands-on experience.
Example workFictional sample data
See sample reports 
From inputs to a finished reportChecked numbers, visible assumptions, findings, and review notes.
Reporting and automationPlanning and forecastingSales and margin analysisExcel, Power Query, Python, and AI
Ways I Can Help
Start with the work you need to improve.
Start with the recurring task or business question. We’ll choose the tools and define the deliverables together.
Build a forecast with visible assumptions.
Develop sales, demand, or inventory models, compare the plan with actual results, and examine different assumptions.
Understand what is driving performance.
Connect sales, costs, margins, and operational data into a focused analysis with findings for the next review.
Example QuestionsMore questions a project can answer.
Which products or customers are driving the change?
Compare sales, price, volume, and margin by product, customer, or channel to identify differences that need a closer review.
What should we plan for next?
Build a sales, demand, or inventory forecast with visible assumptions and a comparison to actual results.
Where are the inventory risks?
Review stockout risk, excess inventory, and reorder assumptions to create a focused priority list.
Can reporting be easier to produce?
Review recurring cleanup, combination, and checking steps, then build a repeatable update process.
An analysis may also examine seasonality, promotions, weather, or other outside factors when they are relevant.
Example Work
See the reports and planning tools.
Explore sample reports for sales, shipping, inventory, and business performance. Select any example to read it in detail.
Fictional sample dataView largerSales and Forecasting
Sales and Forecast Review
Where are sales ahead of or behind plan?
Report + workbook · Monthly sales review
A monthly review with sales trends, forecast changes, plan comparisons, and notes on the largest differences.
Shipping Performance
Late Shipment and Service Analysis
Where are shipments falling behind?
View report
Inventory Planning
Inventory Risks and Reorder Priorities
Which inventory items need attention?
View reportBusiness Performance
Weekly Business Performance Report
What changed, and what needs a closer look?
View reportExamples use fictional data and do not represent client results.
Have a similar reporting or planning question?Send a short description of what you need to understand or what takes too much time to update.
Discuss a ProjectWhat Happens Next
From first email to finished work.
Most multi-week projects fall around $5,000–$12,000. Each is quoted individually, with scope, timing, price, and payment terms agreed in writing.
Describe the work
Explain the report, forecast, or analysis you need help with. No files are required in the first email.
Review scope and data
We identify the available information, missing inputs, and what the finished work needs to answer.
Agree in writing
Your project outline defines the deliverables, timing, price, and payment terms before work begins.
Build, review, and hand over
Review a draft, then receive the final files and instructions for use or updates.
A smaller paid review may come first when the data or scope needs more investigation.
What You Receive
Finished files and instructions for using them.
Your agreed report, workbook, forecast, or reporting process comes with:
- Checked outputs and visible assumptionsReview of the key numbers and the inputs or assumptions behind them.
- Instructions for continued useClear steps for using the finished work and updating recurring tools.
Tools chosen for the work.
- Excel and Power QueryReports, workbooks, forecasts, data models, and repeatable updates in familiar business tools.
- PythonData cleanup, combination, analysis, and automation when the data or work outgrows a spreadsheet-only process.
- AI-assisted analysis and developmentSupport for analysis, development, testing, and documentation. I review the calculations, assumptions, and final outputs.
FAQ
Project fit and remote work.
What kinds of projects are a good fit?
Good fits include recurring reports, data cleanup, forecasting, sales or margin analysis, and inventory planning. A project needs a clear business question and a person who can explain the data and review the finished work.
Can the work happen remotely?
Yes. Work is remote-first. Start with a short description; no files are required in the first email. If a sample is useful later, remove sensitive information before sharing it.
Next Step
Describe the report, forecast, or analysis you need.
A few sentences about the current work and the result you need are enough to start. Add timing and a budget range if you know them. I’ll suggest whether a call, paid review, or project proposal makes sense.