Excel intelligence systems
Advanced dashboards, formulas, VBA and executive reporting for finance, operations and growth teams.
Available for new projectsReplies within a day
Data Analyst & BI Developer · Power BI · Tableau · SQL · Python
Dashboards that make the decision obvious.
I build Power BI and Tableau dashboards, clean data models and reporting automation for founders, finance teams and operators who are tired of guessing from spreadsheets.
- 23Dashboards in this portfolio
- 11 / 12Power BI / Tableau
- 2018Working with data & reporting since
- 1–3 daysTypical dashboard delivery
Tools: Power BI, DAX, Power Query, Tableau, SQL, Python, Excel, VBA, n8n, SPSS, R, PowerPoint, Word & PDF.
Positioning
Who I help, what I fix, and why it holds up.
Fit check · 60 seconds
Who I help
- Founders & operatorswho need one trustworthy view of revenue, pipeline and operations instead of ten spreadsheets.
- Finance & FP&A teamswho want P&L, variance and forecast reports that refresh themselves and reconcile.
- Agencies & consultancieswho need a reliable BI developer to deliver client dashboards on time, every time.
Problems I solve
- Reports that take days to assemble by hand every month
- Numbers that disagree depending on who pulled them
- Dashboards nobody opens because they answer the wrong question
- Data locked in exports, CRMs and billing tools with no model behind it
Why clients hire me
- Modelled properlyStar schemas, date tables, DAX measures and row-level security done the way Microsoft and Tableau recommend, so the numbers hold up.
- Built for the readerEvery page starts from the decision a manager has to make. Clear hierarchy, sensible defaults, drill-through when it matters.
- Communicated clearlyScope, timeline and price confirmed up front. Previews while I build. Flag notes with every delivery.
- Operations backgroundYears inside U.S. title-insurance operations alongside BI work, so I understand process, reconciliation and audit trails.
Featured work
Six dashboards that show how I think.
Each one is a documented case study: the business problem, the modelling approach, what the report contains and what it tells the reader. All built end-to-end on realistic sample data.
Power BI
P&L Statement with Calculation Groups
MTD, QTD, YTD, prior year and variance % applied to every P&L line from one set of base measures.
Power BI
Customer Churn Drivers
Telecom-style churn KPIs with the Key Influencers AI visual showing which factors drive customers to leave.
Power BI
SaaS Subscription Revenue Forecast
MRR, active subscribers, churn and plan mix with a built-in forecast and confidence band.
Tableau
Used-Car Market Explorer
GaariBazaar market explorer: listings, median price and sold % with a Top-N model parameter and interactive filters.
Tableau
Sales Pipeline & Rep Performance
Pipeline review: won amount, win rate, weighted pipeline and sales-cycle days by segment.
Tableau
Air Quality Monitoring
Station map, city ranking, monthly PM2.5 trend and a daily calendar of unhealthy days.
Services
Senior-level work, without the agency price tag.
Choose a single service or an integrated engagement that combines data modelling, build and ongoing reporting.
08 / services
Power BI & data modelling
Data model design, DAX metrics, report automation, row-level security and stakeholder-friendly interfaces.
Python automation
Workflow automation, web scraping, ETL pipelines and API integrations that eliminate repetitive tasks.
SQL & data engineering
Query optimisation, analytics views, transformations and robust reporting layers that stay fast.
Research & strategic reports
Market studies, feasibility analysis and decision-ready reports with structured, referenced insights.
Presentations & documents
Investor and leadership decks, plus polished Word and PDF documents: reports, templates, manuscripts and forms.
Virtual assistance retainers
Operational support for communications, calendar, CRM and recurring process execution for founders and operators.
Consulting & advisory
Strategy sessions for data roadmaps, automation opportunities and growth reporting design.
- 01Project-basedFixed scope, milestone delivery, transparent revisions.
- 02Monthly retainerPriority support, recurring reporting, continuous optimisation.
- 03Consulting sprintShort, high-intensity engagements for architecture and decisions.
- 04HybridAdvisory plus execution for teams that need both.
All work
Find the dashboard closest to your problem.
23 Power BI and Tableau dashboards across finance, sales, customer analytics, SaaS, operations, energy, healthcare and the public sector. Search by technique or industry, then open the case study.
11 Power BI · 12 Tableau
Tool
Category
Showing 23 of 23 projects
Power BI
Dynamic Sales Analysis
Field parameters let users switch metric and dimension themselves; KPI cards, trends and drill-through to order detail.
Power BI
P&L Statement with Calculation Groups
MTD, QTD, YTD, prior year and variance % applied to every P&L line from one set of base measures.
Power BI
Customer Churn Drivers
Telecom-style churn KPIs with the Key Influencers AI visual showing which factors drive customers to leave.
Power BI
Marketing ROI What-If Simulator
Spend, leads, conversions and ROI by channel, plus a what-if slider to model budget changes before committing.
Power BI
Banking Portfolio with Row-Level Security
Accounts, balances and loans; each branch manager sees only their own branch through RLS.
Power BI
SaaS Subscription Revenue Forecast
MRR, active subscribers, churn and plan mix with a built-in forecast and confidence band.
Power BI
Power Distribution with Anomaly Detection
Daily consumption by site with automatic anomaly detection to flag unusual spikes and dips.
Power BI
Customer Cohort Retention Matrix
Customers grouped by first-purchase month with a retention heatmap built on DAX cohort logic.
Power BI
RFM Customer Segmentation
Recency, Frequency and Monetary scores segment customers into Champions, Loyal, At-Risk and Lost.
Power BI
Advanced DAX Window Functions
OFFSET, WINDOW, INDEX and RANK for month-over-month change, running totals and top performers.
Power BI
Order-to-Delivery Logistics
Two role-playing date tables, lead-time measures, on-time % and carrier performance.
Tableau
Used-Car Market Explorer
GaariBazaar market explorer: listings, median price and sold % with a Top-N model parameter and interactive filters.
Tableau
App Retention Cohorts
Signup cohorts with months-since-signup retention triangle and drop-off analysis.
Tableau
Event Halls Bookings Calendar
Bookings Gantt, clash list, calendar heat map and hall utilisation for a marquee business.
Tableau
Patient Satisfaction Survey
Patient Voice survey: respondents, agree %, average score and NPS by clinic and age group.
Tableau
Cinema Box-Office Dashboard
Revenue, tickets, average price, members and set-share across cinema cities.
Tableau
Web Analytics Overview
Period-compare KPI tiles for sessions, transactions and revenue with a change-tile metric switch.
Tableau
Smart Meter Energy Monitoring
Network load profile: average and peak kWh, load factor and network share by feeder.
Tableau
Sales Pipeline & Rep Performance
Pipeline review: won amount, win rate, weighted pipeline and sales-cycle days by segment.
Tableau
Census Demographics Map
Census 2017 vs 2023: population growth and density per km² by district.
Tableau
NGO Programme Impact
Fundraising board: total received vs pledged, unique donors and target attainment by programme.
Tableau
Air Quality Monitoring
Station map, city ranking, monthly PM2.5 trend and a daily calendar of unhealthy days.
Tableau
Dairy Farm KPI Scorecard
Executive scorecard: revenue, milk collected, margin, wastage and capacity use by region.
No project matches that yet.Try a broader term, or tell me what you need and I'll point you to the closest example.
Technical expertise
The stack behind the dashboards.
Modelling first · visuals second
Analytics & BIPower BIDAXExcelTableau
Automation & engineeringPythonETLAPIsn8n
Data & queryingSQLPostgresMySQLData models
Research & communicationSPSSRReportsDecks
How it works
Simple to start. Easy to work with.
04 steps · no surprises
01
Share your goal
Message me on Upwork, WhatsApp or email. Tell me the outcome you want and I'll confirm scope, timeline and price.
02
I build and update you
I start right away and keep you posted with progress and previews, so there are no surprises.
03
Review and revise
You review the delivery and I refine it until it's exactly right and ready to use.
04
Decisions, faster
You walk away with a clean, decision-ready system, and a partner for the next project.
Client reviews
What clients say after delivery.
785+ projects delivered · 4.8★ average rating · 332 client reviews · 100% on-time delivery
★★★★★
I wanted to tell the story of parents whose children were having medical issues to clinicians. I wrote down what they said and created a narrative, but the way you designed the core concepts made it a thing of beauty and easy for the reader to consume. I just stared at the finished product.
★★★★★
Excellent turnaround time! Very responsive. This was our first time working together, and I now definitely consider him to be an excellent team member. If you are looking for a great go-to person to get the work done, do not hesitate.
★★★★★
I have worked with this provider for the second time and I am very satisfied with both the quality of work and the level of cooperation. He is responsive to feedback, implements revision requests effectively, and also contributes valuable ideas. Deliveries are reliable, timely, and always on schedule. Overall, a very fair price-performance ratio.
★★★★★
Have used him 3 times and each delivery never disappoints! I highly recommend him. Very responsive and great to work with. He even suggested I go a different route with something I wanted him to work on — I took his advice and it turned out better than expected! I will definitely be using him again in the future for any of my needs.
★★★★★
Amazing work. Exceptional quality and consistently strong communication — high-quality outcomes and excellent communication throughout. Outstanding performance from start to finish.
Ready to turn your data into decisions?
Tell me your goal and I'll reply with a clear plan, timeline and quote, usually within a few hours.
Discuss your projectRatings and project counts are my all-time freelance-marketplace track record. Reviews are verbatim, light spelling cleanup only.
About
An analytics partner who treats your numbers like they matter.
I combine strategy, analytics, automation and operations execution to help businesses make better decisions with less friction. From U.S. title-insurance operations to global freelance delivery, I've built a reputation on speed, clarity and trust. Every project is designed for outcomes, not vanity metrics.
Mission: deliver executive-grade analytics and automation that increase speed, confidence and profitability. Values: clarity, reliability, craftsmanship, accountability and measurable business impact in every delivery.
- 2018 — 2021Operations foundationBuilt process rigour in U.S. title-insurance and operational reporting environments.
- 2022Global client expansionLaunched an international delivery model through freelance marketplaces and direct client channels.
- 2023 — 2025Premium positioningGrew a base of repeat international clients with consistently high-rated, on-time delivery.
- 2026+Studio evolutionExpanding into end-to-end analytics systems, AI-assisted reporting and consulting retainers.
Discuss your project
Tell me the decision you need to make. I'll tell you what to build.
Upwork for escrow-protected contracts, or WhatsApp and email for a direct brief. Send a sample of your data and the questions you need answered; I reply with scope, timeline and a fixed quote.