Excel & Power BI Specialist

Your numbers,
finally clear.

Custom financial dashboards and reporting systems that give small business owners a clear picture of their performance — in minutes, not hours.

Book a Free Audit See Live Examples
10+
Hours saved per month
48hr
Average delivery time
100%
Remote & async

Real examples,
ready to explore

Every deliverable below was built for a real business scenario. Click to interact, download, or explore.

📊 Dashboard
📈 P&L
💵 Cash Flow
🎯 KPIs
Q1
Q2
Q3
Full Yr
Total Revenue
$86,500
$98,200
$103,400
$462,100
Gross Profit
$52,300
$59,400
$62,600
$190,400
Net Profit
$17,800
$22,100
$23,900
$83,600
Net Margin
20.6%
22.5%
23.1%
18.1%
Excel Workbook
5-Sheet Financial Dashboard
A fully connected Excel workbook with 292 live formulas across 5 sheets. Change any input and every KPI, chart, and total updates instantly.
5 Sheets 292 Formulas P&L + Cash Flow KPI Tracker
Download Excel File $900–$1,200 value
Every Delivery Includes
Custom Excel workbook with live formulas
Interactive HTML dashboard for clients
Loom walkthrough video explaining everything
2 revision rounds + 30-day support
Standard Delivery
What Every Client Gets
No generic templates. Every dashboard is purpose-built for your business, your numbers, and the metrics that actually matter to your industry.
Tailored to your business 48hr turnaround
Maple Street Cafe — Interactive Dashboard Demo

Dashboards built for your business

Every dashboard is custom-built in Excel and Power BI — no generic templates, no bloated software.

Financial Dashboard

Track revenue, expenses, profit margins and cash flow at a glance. Know exactly where your money is going every month.

KPI Operations Tracker

Monitor the metrics that actually matter to your industry — built specifically for how your business operates.

Sales Pipeline Tracker

See your leads, conversion rates and revenue forecast in one place. Stop guessing what's in your pipeline.

Cash Flow Forecast

See 30, 60 and 90 days ahead. Plan payroll, investments and expenses with confidence instead of guesswork.

Inventory & Stock Tracker

Automate reorder alerts, track stock levels and eliminate the guesswork around inventory management.

Custom Financial Models

Pricing calculators, break-even analysis, startup cost models — built to answer your specific business questions.

Simple process,
powerful results

From first conversation to finished dashboard, we keep it straightforward.

01

Free discovery call

We spend 20 minutes understanding your business, your current setup, and where you're losing time or visibility.

02

Custom proposal

You receive a clear scope, timeline and fixed price — no surprises, no hourly billing creep.

03

Build & deliver

We build in Excel and connect to Power BI, then walk you through it via a Loom recording so you understand every part.

04

Ongoing support

Monthly maintenance retainers available — we keep your dashboard updated as your business evolves.

Business Overview — FY 2025
Revenue
$48.2k
↑ 8.4%
Profit
$14.6k
↑ 8.1%
Margin
30.3%
↑ 2.1%

Straightforward, fixed pricing

No hourly rates, no surprise invoices. You know exactly what you're getting before we start.

Starter
Single Dashboard
Perfect for businesses that need one clear view of their numbers.
$499 one-time
+ optional $149/mo maintenance
  • One custom Excel dashboard
  • Up to 3 data sources
  • Loom walkthrough video
  • 2 rounds of revisions
  • 7-day email support
Get Started
Custom
Financial Model
Complex forecasting, scenario modeling and custom financial tools.
$1,800+ from
Scoped per project
  • Break-even & forecast models
  • Scenario planning tools
  • Pricing & margin calculators
  • Investor-ready outputs
  • Full documentation
Get a Quote
Results

What clients say

"

Before DataBridge I was spending Sunday evenings manually pulling together reports. Now I open one file and know exactly where the business stands in five minutes.

MR
Mike R.
Owner, Residential Contracting Co.
"

I finally understand my cash position. The 90-day forecast alone has changed how I think about hiring and equipment decisions. Absolutely worth every penny.

SL
Sarah L.
Founder, Boutique Fitness Studio
"

The sales pipeline dashboard paid for itself in the first month. We could see exactly where deals were stalling and fixed our follow-up process immediately.

TK
Tom K.
Director, Commercial Real Estate
Get Started

Ready to see your business clearly?

Book a free 20-minute audit. We'll look at your current setup and show you exactly what a custom dashboard could do for you.

Book Free Audit hello@databridge.co