A dashboard pack for weekly reviews
A single source of truth and shorter weekly meetings
BeforeSeveral files, several versions of the numbers
AfterOne shared dashboard
- Excel / Power Query
- Power BI
Example project · Automation
An automated weekly operations summary
The weekly report produced in minutes instead of hours
Example project: it illustrates a typical assignment and its expected results, without describing a specific client.
Minutes instead of hours to produce the report
Every Monday sent automatically, no chasing
The goal
Produce and send a weekly update without copy-pasting.
Before / after
Before
- Hours of compiling every week
- A different format every time
- Reports sometimes sent late
After
- Report generated in minutes
- The same format every week
- Sent automatically at a fixed time
The approach
- Building a structured tracker
- Automatic summary: KPIs, tasks, blockers
- Scheduled delivery every week
More examples
CRM clean-up and sales pipeline tracking
A clean pipeline and fewer forgotten leads
BeforeDuplicates and inconsistent fields
AfterDeduplicated, standardised database
- SQL
- Excel / Power Query
- Power Automate
AI workflows for writing tasks
Summaries, extraction and updates done automatically
BeforeSummaries written by hand
AfterDrafts generated automatically, ready to review in minutes
- n8n
- Python
- Notion