Expert guide
Case Study: Finance Excel Dashboard Automation
Automated board-ready dashboards cut month-end pack time from 22 hours to 4
The challenge
A finance team copied GL exports into twelve linked workbooks. Errors in manual pivots delayed board reporting by days.
Our solution
We standardized data loads with Power Query, built executive dashboards, and added VBA distribution for PDF packs with variance commentary placeholders.
Results
18 hours saved each month on reporting
Variance errors reduced with single source of truth
Board pack delivered two business days earlier
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