I will build an editable excel budget, forecast or business dashboard

I build an editable Excel tool for your business: a budget, a simple forecast OR a dashboard, agreed before work starts.

This package covers one XLSX workbook with up to 3 worksheets, one client-supplied table of up to 500 rows, up to 10 distinct formula rules applied across agreed ranges, and up to 3 charts. One consolidated revision and a short editing guide are included. Delivery: 5 days.

Inputs are entered once in a clear input area. Formula results use black text; assumptions, units and checks are labelled. Sections can be grouped where useful. I use AI-assisted workflows with human review and test the agreed calculations before handover.

You provide a clean, anonymised data table, calculation rules and your Excel version. No VBA/macros, APIs, live data connections, sensitive personal records, tax/investment advice or guaranteed business outcomes.

Portfolio previews use fictional data and are not paid client work. The illustrated multi-year model is a demo, not the scope of this basic package. FMVA training is in progress, not a completed certification. Please message me before ordering.