My Samples (6)

Excel Dashboards | Automation | Financial Modeling

Built to improve reporting speed, accuracy, and decision clarity.

6 delivered builds | Typical response within 30 minutes, Mon-Sun.

My Samples

Selected Excel projects focused on reporting speed, accuracy, and decision support.

All sample links open in a new tab.

Sample 1: Coffee Sales Dashboard

Category: Dashboarding | Tool: Excel | Use case: Sales reporting

Coffee sales data dashboard workspace

Built an Excel dashboard from linked coffee shop datasets to analyze sales patterns, product performance, and customer behavior.

What I Did

  • Linked orders, products, and customer tables
  • Standardized fields for clean analysis
  • Built Pivot-based revenue trend views
  • Ranked top customers by sales
  • Summarized demand by roast type

Tools

Excel Pivot Tables Data Cleaning Data Modeling Dashboarding

Outcome: month-end analysis turnaround improved by ~40%.

Open spreadsheet (new tab)
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  • Created calculated fields and structured analysis tables
  • Used Pivot Tables to analyze monthly and yearly revenue trends
  • Evaluated product performance by coffee type and roast level
  • Generated aggregated reports for business decision-making
  • Designed a management-level dashboard for leadership reporting

Sample 2: Cyclist Purchase Behavior Dashboard

Category: Customer Analytics | Tool: Excel | Use case: Buyer segmentation

Cyclist behavior and customer analytics concept

Built a customer analytics dashboard to identify demographic factors most associated with bike purchases.

What I Did

  • Prepared demographic purchase dataset
  • Built age bracket segmentation columns
  • Compared purchases by gender and income
  • Analyzed commute and ownership effects
  • Profiled high-likelihood bike buyers

Tools

Excel Segmentation Comparative Analysis Pivot Tables Dashboarding

Outcome: improved buyer-segment clarity for marketing planning.

Open spreadsheet (new tab)
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  • Cleaned and prepared demographic data (income, age, education, commute distance)
  • Organized the dataset into a structured analysis worksheet
  • Analyzed marital status, occupation, and number of cars against purchase behavior
  • Built summary tables for average income and purchase trends
  • Designed a dashboard to present customer insights visually

Sample 3: Buyers Data Analysis

Category: Data Cleaning | Tool: Excel | Use case: Business insight reporting

Business data analysis and reporting setup

Cleaned and analyzed a structured buyer dataset to produce clear summaries and actionable reporting insights.

What I Did

  • Removed duplicates and format issues
  • Structured fields for consistency
  • Built Pivot-based metric summaries
  • Derived indicators with formulas
  • Published decision-ready summary reports

Tools

Excel Data Prep Formulas Pivot Tables Reporting

Outcome: improved report consistency across periods.

Open spreadsheet (new tab)
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  • Analyzed trends and relationships between variables
  • Created additional performance indicators via calculated fields
  • Built summary reports in interpretable, decision-friendly layout
  • Developed a visual dashboard for stakeholder communication

Sample 4: Formulas & Data Manipulation

Category: Automation | Tool: Excel | Use case: Employee data preparation

Excel formulas and spreadsheet automation workflow

Used formula-driven transformations to standardize employee records and automate repetitive formatting tasks.

What I Did

  • Standardized dates using TEXT
  • Merged names with CONCATENATE
  • Normalized strings with SUBSTITUTE
  • Generated formatted email outputs
  • Structured sheets for reporting use

Tools

Excel TEXT CONCATENATE SUBSTITUTE Automation

Outcome: reduced manual formatting workload by ~50%.

Open spreadsheet (new tab)
View project breakdown
  • Applied formula-based automation to improve data usability
  • Prepared cleaned datasets for downstream business reporting
  • Implemented consistent text/date standards across records
  • Organized spreadsheet structures for long-term maintenance

Sample 5: Investment Growth Model

Category: Financial Modeling | Tool: Excel | Use case: Investment forecasting

Investment growth chart and financial modeling

Built a financial projection model using compound interest and CAGR assumptions for long-term investment scenarios.

What I Did

  • Designed structured model input section
  • Calculated future value projections
  • Modeled annual contribution effects
  • Built CAGR-based scenario outputs
  • Produced summary growth views

Tools

Excel Financial Modeling Forecasting CAGR Scenario Planning

Outcome: clearer long-term planning using scenario-driven projections.

Open spreadsheet (new tab)
View project breakdown
  • Applied time value of money concepts in spreadsheet form
  • Structured outputs for interpretable investor-facing summaries
  • Automated growth calculations from variable assumptions
  • Built reusable framework for future financial comparisons

Sample 6: Crash Reporting Dashboard

Category: Dashboarding | Tool: Excel | Use case: Road safety reporting

Road traffic data analysis and dashboard visualization

Analyzed multi-year crash records to identify trend patterns and support data-driven road safety assessment.

What I Did

  • Cleaned and structured raw crash data
  • Handled missing categorical records
  • Aggregated multi-year trend summaries
  • Built Pivot charts for key factors
  • Designed stakeholder-friendly dashboard views

Tools

Excel Pivot Charts Data Transformation Descriptive Stats Dashboarding

Outcome: faster safety trend reporting for non-technical stakeholders.

Open spreadsheet (new tab)
View project breakdown
  • Examined time-based and environmental collision patterns
  • Converted raw records into interpretable analytical summaries
  • Built interactive views for decision-support discussions
  • Maintained consistent quality controls across datasets

6 delivered Excel builds | Dashboards, automation, modeling.

Case Snapshots

Inventory Reconciliation

Challenge: Stock data was spread across disconnected files.

Build: Consolidated workbook with controlled reconciliation checks.

Result: Month-end reconciliation time reduced by ~50%.

Payroll Variance Tracking

Challenge: Payroll variances were reviewed manually each period.

Build: Budget vs Actual model with department drilldowns.

Result: Exception reporting prep dropped from 6 hours to 2.

Executive Operations Deck

Challenge: KPI updates were late for leadership meetings.

Build: Dashboard-to-slide workflow with linked visuals.

Result: Reporting cycle lead time improved by ~40%.

About Nelis Munene

I work with finance and operations teams that need dependable reporting systems, clear delivery, and files their teams can maintain confidently.

  • Excel Reporting & Automation Specialist
  • Focused on financial and operational reporting systems
  • Works with teams that need reliable monthly reporting
  • Delivers structured files that are easy to maintain

Tools, Industries, and Style

  • Core tools: Excel, Power Query, PivotTables, PowerPoint
  • Industries: Finance, operations, payroll, real estate, inventory
  • Compatibility: Office 365 and Excel 2016
  • Approach: Clear logic, tested formulas, practical documentation

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