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English
$
USD
I will build a financial dashboard in excel or google sheets
Carlos L.
About this gig
You have the data. What you do not have is a way to see what it is telling you.
I build financial dashboards that turn your raw numbers into decisions: revenue trends, margins, cash flow, KPIs, and the alerts that tell you when something needs attention.
WHAT MAKES MINE DIFFERENT
I am a pricing analyst in banking and I lecture in data science at Universidad del Valle de Guatemala. I do not build pretty charts on top of wrong math. I check that the numbers reconcile before I make them look good, and I tell you when your source data has a problem instead of hiding it behind a nice color palette.
WHAT YOU GET
- A working file in Excel or Google Sheets, your choice
- Every formula visible and documented, no hidden or locked cells
- No macros unless you specifically want them, so it works everywhere
- A short written walkthrough of how to use and update it
WHAT I NEED FROM YOU
Your data in any format (Excel, CSV, Google Sheets, even a messy export) and a sentence about the decision you want to make with it.
Not sure which package fits? Message me first and I will tell you honestly which one is right, or that you do not need me at all.
Get to know Carlos L.
Carlos L.
Financial Analyst and Data Automation Specialist
- FromGuatemala
- Member sinceFeb 2025
Languages
Spanish, English
I build the financial analysis most small businesses cannot afford in-house.
My background is banking: pricing analyst and solutions engineer. I also teach data science and AI at Universidad del Valle de Guatemala.
What I do:
- Financial dashboards in Excel and Google Sheets
- Reporting automation with KNIME
- Client profitability and pricing models
- Cash flow and break-even models
Every file has its formulas visible and documented. You will understand how it works, not just get a result.
FAQ
Do you work in Excel or Google Sheets?
Both. Tell me which one your team actually uses. If you are not sure, Google Sheets is usually the better choice for small teams because it is easier to share and version.
My data is a mess. Is that a problem?
No, and it is the normal case. Data cleaning is included from the Standard package up. If your data is messy and you only need Basic, message me first and I will quote it.
Will I be able to update it myself?
Yes. That is the point. Every formula is visible and I include a written walkthrough. If it needs me to maintain it, I built it wrong.
Can you sign an NDA?
Yes, send it before you order and I will sign it.
