Drowning in spreadsheets? Flying blind on financials?

Most small businesses are stuck pulling reports manually from Excel, QuickBooks, CRMs, and more — wasting hours and still not trusting the numbers. It’s hard to make smart decisions when your data is disconnected, outdated, or just plain messy.

If you're frustrated by slow reporting, unclear metrics, or firefighting with guesswork — you're not alone.

Automated Dashboards That Give You Clarity and Control

I help small and mid-sized businesses clean up their data and build powerful, automated dashboards using Power BI — so you can actually see what’s going on with your money, sales, and operations.

Whether it’s financial tracking, sales performance, or team productivity, I build scalable dashboards that work with the tools you already use — like Excel, QuickBooks, Google Sheets, HubSpot, and more.

Offerings

Package Includes:

  • Discovery & KPI alignment

  • Data cleanup and integration

  • 1–2 interactive Power BI dashboards (finance, sales, or ops)

  • Automated data refresh (no more manual exports)

  • Video walkthrough & light documentation

Pricing:

Fixed Price: $2,500 | Est. Delivery: 2–4 weeks

(Optional) Ongoing support: $300 / month

You Don’t Need a Big BI Team. You Need the Right One.

I’m Jake Lender — a data consultant with years of experience helping teams make better decisions using clean data and simple dashboards. I’ve built reporting solutions for Fortune 500 companies and executive recruiters alike — and now I work directly with growing businesses who need clarity without complexity.

Business Results

  • Boosted revenue by 7% across 500 contracts through pricing analytics and Power BI dashboards

  • Delivered 8% increase in candidate quality by building KPI tracking apps for recruiting teams

  • Cut manual reporting time by 60% through automation and streamlined data workflows

Professional Experience

  • Former Business Analyst at Lumen Technologies (Fortune 500 telecom company)

  • BI Consultant at Green Key Resources (Forbes “Best Staffing Firm” 2024)

  • 3+ years designing financial, sales, and ops dashboards for growing companies

Tech Stack

  • Tools: Power BI, SQL, Python, Excel, Google Sheets

  • Platforms: Salesforce

  • Expertise in automating reports, aligning KPIs, and enabling non-technical teams to get clear insights

Ready to Fix Your Reporting?

Let’s talk about your current setup and what better reporting could look like. No pitch — just a short discovery call to see if we’re a fit.