A client in the United States recently came to me with a challenge: they had strong credit and sales data, but no way of turning it into meaningful performance reporting. Their goal was to:
Combine year-on-year results into one view
Break down performance monthly and quarterly
Compare sales representatives against retailers
Create a reliable baseline for future KPIs
In short, they had the data — but not the insights.
The Solution
Using Power Query and VBA, I built out a Profit & Loss (P&L) dashboard that transformed their raw figures into clear, actionable reporting.
Power Query handled the heavy lifting on data prep, cleaning, and shaping.
VBA automation made refreshing and updating the reports seamless.
The final deliverable included dashboards and tables showing monthly and quarterly performance across reps and retailers.
The client can now track how each member of staff is performing, spot trends across their retailer network, and build KPIs on a solid foundation.
Why This Matters
Many businesses collect sales and credit data, but without structured reporting it’s difficult to know what’s really happening. By combining Excel’s built-in tools with automation, we were able to:
Save time on manual reporting
Ensure consistent, accurate performance outputs
Give leadership the clarity to set targeted KPIs
This is a great example of how Excel can be taken beyond the basics — into a tool that not only stores information but drives decision-making.
Want Something Similar?
If you’re looking to turn your raw data into dashboards, reports, and KPIs, get in touch. I specialise in building custom Excel solutions that combine the tools you already know with automation and AI where it makes sense.