I will diagnose your business performance and deliver executive insights
Business Diagnostics, Financial Modeling, and AI Automation
About this Gig
Most business owners already have plenty of data. The hard part is knowing what it's actually telling you.
I'll review your business data and turn it into a clear, practical assessment of whats going well, what may need attention, and where you may have opportunities to improve.
Depending on the package, I can look at revenue, profitability, customers, KPIs, operating trends, unusual changes, risks, and other performance indicators.
You'll get straightforward findings, supporting evidence, prioritized recommendations, and visual analysis where included.
Standard and Premium include an executive summary, and Premium adds a 30/60/90-day action plan.
Excel, CSV, and Google Sheets work best. If your data is especially large, messy, specialized, or spread across several systems, message me before ordering so I can confirm the scope.
I focus on giving you something you can actually use to make decisionsnot just another dashboard or report.
Expertise:
Business Insights
•
Trends
Technology:
Excel
•
Google Sheets
•
Power BI
•
Power Query
Programming language:
DAX
My Portfolio
FAQ
What kind of data can you work with?
I work best with organized business data in Excel, CSV, or Google Sheets. This can include sales, revenue, expenses, customers, products, KPIs, and operating data. If your files are unusually large, messy, or spread across several systems, message me first so I can confirm the scope.
What will I actually receive?
You’ll receive a clear business-focused analysis of your data, including key findings, risks, opportunities, and practical recommendations. Standard and Premium also include an executive summary, and Premium includes a 30/60/90-day action plan.
Do you build dashboards too?
Visual analysis is included in Standard and Premium. If you need a more detailed or reusable dashboard beyond the package scope, message me before ordering and I can confirm whether it should be handled as an add-on or a separate project.
Can you clean messy data?
Light cleanup needed for the analysis is fine. Significant data cleanup, restructuring, combining many sources, or repairing incomplete datasets may require additional scope. If you’re unsure, send me a message before ordering.
Will you tell me exactly what decisions to make?
I’ll identify what the data shows, explain why it may matter, and provide practical recommendations. Final business decisions are always yours, and I’ll make important assumptions or limitations clear rather than presenting uncertain conclusions as facts.
Is my business data kept confidential?
I treat customer information as confidential and only use the files you provide to complete the agreed work. Please don’t send passwords, payment-card data, Social Security numbers, medical records, or other highly sensitive information that isn’t necessary for the project.

