Samples
Attached are some examples of simple tools that we've created over the years.
PowerBI
(Note: There may be a delay when loading. When loaded this is fully interactive.)
Excel 2007 and above required:
Excel Functions - this guide shows examples of some popular functions
Fuel Surcharge Calculator
Home Loan Refinance Calculator - comparison tool to show possible net savings by refinancing
Adobe Acrobat required:
Brokerage Company Dashboard - example of a brokerage dashboard
Bookkeeping Company Dashboard - example of a bookkeeping dashboard