An automated weekly operations summary
The weekly report produced in minutes instead of hours
BeforeHours of compiling every week
AfterReport generated in minutes
- Excel
- Power Automate
Example project · Dashboard
A dashboard pack for weekly reviews
A single source of truth and shorter weekly meetings
Example project: it illustrates a typical assignment and its expected results, without describing a specific client.
1 source of truth
Shorter weekly meetings focused on decisions
The goal
Give the team a clear weekly view of activity and KPIs.
Before / after
Before
- Several files, several versions of the numbers
- Manual preparation before every meeting
- Debates about whether the data was right
After
- One shared dashboard
- Data refreshed automatically
- Meetings focused on decisions
The approach
- Defining KPIs with the managers
- Cleaning and merging the data sources
- Building a refreshable dashboard
- Creating an export-ready pack for the meeting
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