Demand, inventory, and sales forecasting.
Build forecasts and planning tools that make assumptions clear and help teams prepare for what comes next.
Business Analytics Consulting
Clearer analysis and planning tools for better business decisions.
I help businesses understand what is happening across sales, demand, inventory, cost, margin, and operations—and use that information to plan what comes next. The result might be a custom analysis, forecast, planning tool, or recurring report that is easier to understand and update.
Planning and forecastingSales and margin analysisInventory and operationsExcel, Power Query, Python, and AI
Ways I Can Help
Start with the question you need answered.
You do not need to know which tool or type of report to ask for. Start with what the business is trying to understand, decide, forecast, or improve. We can work backward from there.
Sales, cost, and margin questions.
Find the products, customers, channels, costs, or outside factors that are driving business performance.
Custom reports that are easier to update.
Bring scattered data together, reduce repetitive spreadsheet work, and present the results in a form people can use.
Business Questions
Examples of what the work can help answer.
The best project is usually organized around a real decision, not a piece of software. These are examples, not a limit on what can be explored.
What is driving sales?
Compare products, customers, channels, regions, promotions, seasonality, and other factors to see what is changing and why.
What should we expect next?
Build a demand, inventory, or sales forecast with visible assumptions and a clear comparison to actual results.
Where are costs and margins changing?
Connect sales, volume, price, and cost data to identify where profitability is improving or being squeezed.
Where are the inventory risks?
Find products at risk of stocking out, carrying too much inventory, or needing a closer look at reorder assumptions.
Do outside factors matter?
Explore whether weather, holidays, promotions, market changes, or other outside information helps explain performance.
Can this report be easier to produce?
Reduce repeated cleanup, copy-paste, and formula work while keeping the numbers checked and the process understandable.
Example Work
See what a useful answer can look like.
These examples show how sales, forecast, inventory, shipping, and business performance data can become a clear report or planning tool. They use sample data only and do not contain client, employer, or proprietary information.
View largerSales and Forecasting
Sales and Forecast Review
+6.4% sample gap identifiedSample resultMonthly sales reviewUse caseReport + workbookDeliverable
A clear review that shows where sales are ahead of or behind plan, how the forecast is changing, and which differences need an explanation.
View largerShipping Performance
Late Shipment and Service Analysis
94.8% sample on-time rateWeekly shipping reviewDashboard + priority list
A weekly view that shows where shipments are late, which routes or carriers are contributing, and what the team should review first.
View largerInventory Planning
Inventory Risks and Reorder Priorities
42 sample items prioritizedInventory planning reviewWorkbook + priority list
A planning workbook that turns a long item list into clear priorities, making stockout risk, excess inventory, and reorder decisions easier to discuss.
View largerBusiness Performance
Weekly Business Performance Report
11 hrs/wk sample effort savedLeadership reviewPerformance report + checks
A concise report that combines important measures, trend movement, data checks, and weekly findings into something leaders can read quickly.
Sample work using fictional data. These examples do not contain client or employer information, private files, formulas, prompts, automation code, or business methods.
Have a similar reporting or planning question?Send a short description of what you need to understand, improve, forecast, or stop doing manually.
Start a ProjectWhat You Might Receive
A useful result, not a pile of technical work.
Depending on the question, a project might produce a custom report or dashboard, a forecast or planning model, cleaned and combined data, or a repeatable way to update an existing report. Final files include the instructions needed to understand and maintain the work.
Core tools for analysis and automation.
- Excel and Power QueryBuild practical analysis, forecasts, reporting tools, data models, and repeatable updates in tools business teams already use.
- PythonClean, combine, analyze, and automate larger or more complicated datasets when spreadsheet-only work becomes inefficient.
- AI-assisted analysis and developmentUse AI to explore data, accelerate analysis, build and test solutions, and document the work—with important outputs still checked by a person.
FAQ
Useful details before you email.
A few practical answers about project fit, pricing, and remote work.
What kinds of projects are a good fit?
Projects are a good fit when there is a real business question, a person who can explain the data and review the result, and a clear reason the answer matters. Examples include forecasting, sales or margin analysis, inventory planning, recurring reports, and spreadsheet work that takes too much manual effort.
How are projects priced?
Most multi-week projects fall in the $5,000–$12,000 range, depending on the data involved and what the project needs to produce. If the problem needs more investigation before it can be priced, the first step may be a smaller paid review. Every paid project begins with a written description of the work, price, and timing.
Can the work happen remotely?
Yes. Work is remote-first. In the first email, describe what you are trying to understand or improve, how the answer will be used, and what data or files are available. When possible, start with a small sample that has sensitive information removed.
What Happens Next
A straightforward path from question to finished work.
Email comes first. If the project appears to fit, the next step is to agree on what needs to be answered, what you will receive, the timing, and the price.
Describe the question
Tell me what you are trying to understand, improve, forecast, or stop doing manually.
Review the data
We identify what information is available, what is missing, and what a useful answer should include.
Agree on the project
You receive a written project outline showing what you will receive, the timing, price, and payment terms before work begins.
Build and review
You review a draft result, then receive the final files and clear instructions for continued use.
Wondering what a recurring report costs your team each year?Use the free calculator for a quick estimate before you email.
Try the Free CalculatorNext Step
Tell me what you are trying to solve.
A short email is enough to start. Describe the business question, why it matters, and the data or files you already have. If known, include the desired timing and rough budget range. The first reply will confirm whether a call, smaller paid review, or project proposal makes sense.