We invite you to explore some of our prior projects!
Portfolio
Customer Return Dashboard in Excel
Customer Return Dashboard is an excel macro-enabled workbook that helps you to display and easily analyze customer returns for your business. It enables displaying data for particular period for your entire business or filter it by user, particular customer or product. It summarizes number of returns, their dollar amount and quantity of each product returned. The dashboard can process manually added data or can be connected directly to you server and display data in real time which makes it very powerful tool!
Customer Profitability Dashboard
Customer Profitability Dashboard is an excel macro-enabled workbook that helps you to display and easily analyze profitability of your customers. It enables you to display data for particular period for your entire business or filter it by particular customer or geo. It shows purchase patterns of your customers and top selling products. The dashboard can process manually added data or can be connected directly to you server and display data in real time which makes it very powerful tool!
Product Margin Report
Product Margin Report is macro-enabled workook which saves time generating periodic reports. It combines Sales and Cost of Goods Sold ledger reports into one. The tool was created for accounting department of the electronic components distribution business. It is used monthly as a controlling tool and for sales reps commission calculation. Client estimated monthly time savings ranging from 3 to 6 hours / month.
Amazon Order Upload Tool
Amazon Order Upload Tool is an excel macro-enabled workbook that enables you to create new customer’s addresses and import all your Amazon orders at once into your system. We designed the tool for the customer service department of one of our clients that struggled with growing Amazon sales. The client estimated monthly time savings of around 25-30 hours per month.
POS Report Distribution Tool
POS Report Tool is an excel macro-enabled workbook that allows you to generate reports and distribute them to a targeted audience in seconds! We designed the tool for the accounting department of the distribution business. Our client struggled with the manual effort put into generating and distributing monthly sales reports to the manufacturers. The client estimated monthly time savings of around 4 hours per month.