Portfolio

Real dashboards and models I've built.

A sample of the work I do for founders and leadership teams — from performance dashboards to investor-ready financial models. Each example is a short case story: the problem, what we built, and the outcome.

Power BI · Executive View

Performance Dashboard

Tools: Power BI, DAX, data modelling

The leadership team couldn’t see which regions and products truly drove profit because performance data was spread across multiple spreadsheets and reports.

Problem — Monthly reports were scattered across files, making it hard to see revenue, returns, and regional performance in one place.
What I did — Built a multi-page executive Power BI dashboard with clean DAX measures and a unified data model bringing revenue, orders, returns, and geography into a single view.
Outcome — Leadership gained a single source of truth, could quickly spot profit-driving regions and SKUs, and saw return-trend issues weeks earlier before they became margin problems.

Power BI · Profitability

Product-Level Profitability Dashboard

Tools: Power BI, SQL / Excel source data

The founder suspected some products were destroying margin despite healthy sales, but had no clear SKU-level view of profitability and returns.

Problem — Strong top-line revenue hid unprofitable SKUs, and the team couldn’t see which items to fix, re-price, or discontinue.
What I did — Connected SQL / Excel data into Power BI, rebuilt the profitability logic with return-rate and discount impact, and created SKU-level views for revenue, margin, and bundle performance.
Outcome — The business identified SKUs with negative margin, made confident pricing and discontinuation decisions, and used new bundle insights to push more profitable product combinations.

Excel · Financial Modelling

5-Year Funding & Strategy Model

Tools: Excel, structured assumptions, scenario logic

A growing startup was preparing for investor and board conversations but lacked a clear model that linked hiring plans, revenue scenarios, and cash runway.

Problem — The founders couldn’t see how different growth and hiring decisions would affect cash runway, funding needs, and investor conversations.
What I did — Built an investor-ready 5-year Excel model with linked P&L, Cash Flow, Balance Sheet, headcount plan, and scenario logic for base, stretch, and conservative growth cases.
Outcome — The team could clearly explain runway under each scenario, connect hiring and cost decisions to funding requirements, and reuse the model in board packs and investor meetings.

Every engagement is tailored — these examples are there to show the level of clarity, structure, and storytelling I bring to the numbers. The actual shape of your dashboard or model depends on your product, team, and data reality.

Want to see whether something like this would work for your business?

Book a Free Discovery Call

We'll look at your current reports and spreadsheets, talk through what you actually need to decide each month, and see whether a model, dashboard, or FP&A support makes sense.

Prefer to browse in your own time? Connect on LinkedIn for more snippets and examples.