Executive KPI dashboards
One screen, the metrics that drive a decision, and a target for each one so a number means something.
United States · New York City · Excel dashboards
Hire an Excel dashboard expert in New York City.
Dashboards for New York clients are usually presentation layers over something that has already been reconciled, not the reconciliation itself. The hard part is agreeing what adjusted EBITDA or net exposure means across eleven portfolio companies before anything gets charted.
Abhishek
Abhishek Singh
Akhilesh
Prahalad
Shakti
Meet the specialists behind your project.
A remote team of Excel and spreadsheet specialists. You work directly with the person building your file, from the first question to the final handover. More about us.
- FreeScoping & estimate
- 24hTypical reply
- 100%Files & IP yours
A typical job here
Build a portfolio-level reporting pack over a consolidation layer.
Usually 14–22 hours at our standard rate. You get that estimate in writing first, and we stop and ask before going past it.
| Build a portfolio-level reporting pack over a consolidation layer | 14–22 hours |
|---|
SERVICE AREANew York City, New York
TYPICAL HOURS14–22 hours
ESTIMATE TURNAROUNDWithin one working day
Why New York City specifically
Where this work comes from.
Clients for this are typically in Midtown, the Financial District, Long Island City and Downtown Brooklyn, across investment and asset management, commercial real estate, media, and professional services firms billing by the hour. Deal models, portfolio packs and month-end consolidations that have to survive review.
For the wider picture of what we see in this market — the recurring problems, the source systems, how the time difference plays out — the New York City guide covers it properly rather than repeating it on every service page.
01
02
Estimate first
14–22 hours is typical here. You get a number in writing before we start.
Then the work
Unlocked files, documentation, recorded handover.
Full guide
Everything we do in New York City.
This page covers one service. The city guide covers the whole picture, including the problems we see most in this market.
Excel experts in New York CityScope
What a excel dashboard expert does for you.
Two of the things this covers most often for New York City clients. The excel dashboards page sets out the full scope and method.
Operational drill-downs
The detail view for the person doing the work, connected to the same source as the summary so they never disagree.
- 01
Agree the metrics
Each metric gets a written definition. This is where most of the disagreement lives, and it is cheaper to resolve now.
- 02
Build and hand over
Documentation, an update procedure, and a walkthrough recording so the file outlives the handover call.
Need to check a feature before hiring? Read Microsoft’s official Excel help and learning for formulas, PivotTables, importing data and troubleshooting.
Questions
Excel dashboard expert in New York City — questions.
Answers for this service in this market, including the ones that might cost us the job.
Ask us something elseOur figures come from eleven different entities. Can a dashboard handle that?
Only once the consolidation underneath it is sound. We would normally scope the consolidation first and the dashboard second — a chart over inconsistent inputs is a faster way to be wrong, and we would rather say that than sell you the easier half.
Can you work with my existing file?
Yes, and it is usually the better starting point. Your existing workbook encodes a lot of knowledge about how the business actually works.
How do you handle a model that has to be audit-ready?
We keep assumptions in one place, avoid hard-coded numbers inside formulas, add reconciliation checks that fail loudly, and write a short update procedure that lives in the file. None of that is exotic — it is just discipline that gets skipped when a model grows under deadline pressure.
Related
Other specialists for New York City.
Most projects touch more than one of these. We scope them together rather than selling them separately.
Same service elsewhere
Excel dashboard expert in other cities.
Start with the problem
Need a excel dashboard expert in New York City?
Send the workbook or describe the problem. An hours estimate back within a day, at no cost and no obligation.
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