Data Analytics & Business Intelligence

Analytics dashboards, reporting automation, KPI tracking and decision-support tools built directly on live operational data.

I don't just make charts. I understand how the business runs, organize the data behind it, automate the reporting and build the systems that help teams decide faster.

Finance and operations first
Retail sales, payments and multi-branch performance are the work I started in. The tools came later.
Messy data, organized
Exports from different systems cleaned, matched and merged into one dataset people can trust.
Systems, not one-off charts
Reports that rebuild themselves from live data instead of a spreadsheet someone updates by hand.

Everything below is interactive and runs on fictional sample data.

01
KPI dashboards
One screen for revenue, margin, orders and fulfillment, by branch.
02
Data pipelines (ETL)
Exports from many systems cleaned and merged into one source of truth.
03
Financial analysis
Budget vs actual, margins and supplier cost variance that point to action.
04
Reporting automation
Sheets and Apps Script workflows that build the weekly report for you.
05
Sales & customers
Funnel conversion, attribution and segments that show where sales come from.
06
Operations tracking
Orders, payments and bottlenecks visible before customers chase them.

01Business performance

KPI dashboards people actually open.

The problem: Numbers live in different spreadsheets, so nobody sees the whole business until month-end.
What I build: One live dashboard for revenue, margin, orders and fulfillment, filterable by branch and period.
What you gain: Managers spot a slipping branch or margin this week, not after the quarter closes.

Retail performance · FY 2026

Sample data

Total revenue

₱89.0M

7.8%vs last year

Gross profit

₱36.1M

11.6%vs last year

Profit margin

40.6%

1.4 ppvs last year

Avg. order value

₱15,650

4.6%vs last year

On-time fulfillment

91.4%

1.8 ppvs last year

Monthly revenue and gross profit

RevenueGross profit

All branches: monthly revenue and gross profit (sample data)
Period	Revenue	Gross profit
Jan	₱6,073,000	₱2,482,000
Feb	₱5,809,000	₱2,381,000
Mar	₱6,455,000	₱2,652,000
Apr	₱6,878,000	₱2,771,000
May	₱7,543,000	₱3,079,000
Jun	₱7,152,000	₱2,875,000
Jul	₱6,722,000	₱2,729,000
Aug	₱7,387,000	₱3,009,000
Sep	₱7,572,000	₱3,067,000
Oct	₱7,712,000	₱3,152,000
Nov	₱8,926,000	₱3,633,000
Dec	₱10,728,000	₱4,294,000

Sales by channel

All branches, share of revenue

Revenue

₱89.0M

Sales by branch

Select a branch to filter the dashboard

Order fulfillment

On time91.4%

Late8.6%

5,684 orders this year

On-time rate by month

Jan · 91.6%

Feb · 91.9%

Mar · 92.6%

Apr · 93.0%

May · 90.1%

Jun · 90.1%

Jul · 91.1%

Aug · 91.0%

Sep · 91.4%

Oct · 89.7%

Nov · 92.3%

Dec · 92.3%

02Data transformation

From five messy exports to one table you can trust.

The problem: Orders, payments and customers sit in different files and formats, full of duplicates and gaps.
What I build: ETL pipelines that pull every source, clean and standardize it, check it against your rules and load it for reporting.
What you gain: Reports built on one consistent dataset, so the numbers match no matter who runs them.

Extract → Transform → Load

Sample data

Excel exportorders.xlsx128
Google SheetsPayments log96
CSV filecustomers.csv240
DatabasePOS sales164
Order recordsManual forms14

Staging area0 rows

OrderCustomerDateAmountPaidCheck

ord-1042 dela cruz, JUAN 03/02/2618,500—

ORD-1043Ana ReyesFeb 3 2026₱12.4k—

ORD-1044missing2026-02-049800—

ORD-1042Juan Dela Cruz2026-02-0318500.00—

ORD-1045M. SANTOS4 FebN/A—

ORD-1046Carlo Tan02-05-202625,000—

report_orders

waiting for data

Orders dashboard

Order value: —
Paid: —
To review: —

extract

Extract

Pull records from every source into one staging area, exactly as they are.

5 sources, 5 formats642 raw rows in staging

03Financial analysis

Profitability you can act on, branch by branch.

The problem: Revenue looks healthy, but nobody can say which branch, cost line or supplier is eating the margin.
What I build: Financial views that put revenue, costs, budget and supplier invoices side by side, with variances called out.
What you gain: Clear next steps: which costs to cut, which quotes to re-bid, which branch needs attention.

Profit & loss · All branches

Sample data

Revenue

₱21.7M

1.1%vs budget

Gross profit

₱8.80M

2.1%vs budget · 40.6% margin

Operating expenses

₱4.98M

0.7%vs budget

Operating income

₱3.83M

17.7%operating margin

Revenue vs operating expenses

RevenueGross profitOperating exp.

JulAugSep

Month-over-month revenue

−6.0%

+9.9%

+2.5%

Budget vs actual

Revenue1.1% down
Actual ₱21.7MBudget ₱21.9M
Gross profit2.1% down
Actual ₱8.80MBudget ₱8.99M
Operating expenses0.7% down
Actual ₱4.98MBudget ₱5.01M

Branch profitability

Operating margin, Q3

Quoted vs actual supplier cost

Display fixtures3.5%

Packaging & boxes12.2%

Courier & insurance17.9%

Store supplies2.7%

Restock batch 143.6%

QuotedActual, over quoteActual, under quote

Margin gap between branches

South runs at 9.6% operating margin against 22.1% at Central. Its running costs take 27.5% of revenue: start with staffing hours and rent.

Supplier costs over quote

Courier & insurance came in +17.9% over the quote. Across all lines invoices were ₱24K above quotes: worth a re-bid.

Behind budget

Revenue is 1.1% below budget for Q3. The weakest month was Jul (−6.0% month on month).

04Reporting automation

The weekly report that builds itself.

The problem: Someone spends hours every week copying branch sheets together, fixing typos and rebuilding the same summary.
What I build: Google Sheets and Apps Script workflows that import, validate, de-duplicate, merge and summarize on one click or on a schedule.
What you gain: The same report every time, in minutes, with bad entries flagged instead of silently included.

Sheets / Excel
Data validation
Apps Script
Consolidated report
Export / dashboard

fxWeekly sales · 3 branch sheets

ADateBOrderCCustomerDAmountEPaidFNote

Raw_Import is emptyPress “Run demo automation” to pull in three branch sheets.

CentralNorthSouthRaw_ImportConsolidatedNeeds review

Demo · no real data sent

Idle0%

Waiting for a run…

The consolidated payment summary appears here when the run finishes.

05Sales & customers

Where sales come from, and where they leak.

The problem: Leads come in from ads, walk-ins and referrals, but nobody can say which ones turn into sales.
What I build: Funnel, attribution and customer-segment reporting on top of the order data the team already enters.
What you gain: Marketing spend goes to channels that convert, and follow-ups focus on the stage where deals stall.

Sales pipeline

Sample data

Hover or tap a stage to explore it

Stage 4 of 4

Won

Count: 97
Step conversion: 45.8%
From lead: 7.8%0.7 pp up
Avg. days in stage: 2.0
Revenue won: ₱2,134,000

Sales attribution

Ad-influenced38%
Organic31%
Referral19%
Untagged12%

Sales vs target

Central104%
North92%
South81%

Customer segments

New46%
Returning31%
VIP8%
At risk15%

Order value & repeat buying

Avg. order value

₱16,300

Repeat rate

27.4%

Weekly average over the last 6 weeks

06Operations tracking

Every order, payment and delay in one view.

The problem: Order status lives in chat threads and notebooks, so delays and unpaid balances surface only when a customer calls.
What I build: Order tracking that follows each job from deposit to release, with payment status, balances and stage timing.
What you gain: Bottlenecks and overdue balances show up early, and any staff member can answer “where is my order?”

Order tracker · today

Sample data

Watching for updates…

Pending2

In production2

Quality check3

Ready1

Released1

Swipe the board sideways to see every stage.

ORD-5016

P. Uy

Custom order · 3 items · North

Partial

Quality check · waiting 2.5 days

Order total: ₱31,000
Paid: ₱15,500
Balance: ₱15,500

PendingMar 2
In productionMar 3
Quality checkMar 4

Outstanding balances

₱102,650

4 paid
4 partial
1 unpaid

Bottleneck

2 orders have waited 2+ days in Quality check, 2 more elsewhere.

Unpaid orders stay in Pending until a deposit arrives.

Branch comparison

Central3 open
₱56,250 due
North2 open
₱15,500 due
South3 open
₱30,900 due

Featured work

Where this comes from.

Real projects and concepts drawn from finance, retail and operations work. Each is labelled for what it is, and client names are withheld.

Illustration

Real work · details generalized

Spreadsheet reporting automation

Challenge: Branch sales and payment records sat in separate sheets that had to be combined, filtered and summarized by hand for every report.

My approach: Google Sheets workflows driven by Apps Script that consolidate branch data, filter the records a report needs, build payment summaries and export the finished report.
Technologies: Google SheetsGoogle Apps ScriptExcel
Business value: Reports built the same way every time, without copying rows between sheets.

Central

North

South

Concept with sample data

Concept · based on real retail operations

Multi-branch retail reporting

Challenge: Comparing sales, payments and revenue across branches meant pulling separate reports and lining them up by hand.

My approach: One set of definitions for revenue, payments and outstanding balances across every branch, so they can be compared side by side and tracked over time.
Technologies: Google SheetsExcelPostgreSQLCustom dashboards
Business value: A single comparable view of branch performance instead of reports that don't quite match.

CustomersOrdersPaymentsLayawayRepairsReports

Mockup, not the real interface

In production · client anonymized

Retail Service Operations Portal

Challenge: The business ran on separate Excel calculators, a Google Form and manual tracking. Orders, layaways, repairs and stock lived in different places.

My approach: A single system of record for customers, orders, payments, layaways, repairs and inventory, with reporting on the same live data: ad attribution, margin tracking and an operational dashboard.
Technologies: Next.jsTypeScriptPostgreSQLPrisma
Business value: Staff work in one system, and management reports read the data staff already enter instead of a separate spreadsheet.

Read the full case study

Quoted

Actual

Margin

Sample figures

Real work

Quotation & profitability analysis

Challenge: Quotes were priced by hand in multi-step spreadsheets, and nobody could see what an order really earned once supplier invoices arrived.

My approach: Quote pricing with markup rules, a cost snapshot frozen when a quote becomes an order, supplier invoices reconciled against it, and profit and margin tracked per order. Supplier Excel exports in different layouts are normalized before pricing.
Technologies: PostgreSQLSQLExcel importsNext.js
Business value: Margin is visible per order, and cost overruns show up against the original quote.

Read the full case study

Tools & technologies

The everyday toolkit.

Tools I use in real work, and what for. Each card shows a typical line of the work.

Microsoft Excel
Cleaning exports, lookups, pivot summaries and pricing calculators.
=SUMIFS(Sales[Amount], Sales[Branch], "North")
Google Sheets
Shared trackers, payment logs and team reports everyone can edit.
=QUERY(Orders!A:F, "select B, sum(E) group by B")
Google Apps Script
Automating imports, validation, consolidation and exports.
ScriptApp.newTrigger('buildWeeklyReport').timeBased().everyWeeks(1)
PostgreSQL
Reporting queries and SQL functions behind live dashboards.
SELECT branch, SUM(total) FROM orders GROUP BY branch;
Custom dashboards
Role-based reporting screens built into business web apps.
<KpiCard metric="revenue" groupBy="branch" />

Also in the stack: SQL functions, SheetJS for Excel imports, Prisma and Next.js for the dashboards themselves.

Spending too long putting reports together?

Tell me how your data flows today. I'll suggest what to automate first and what a dashboard should show.

Start a conversation See all work

Next expertise

Customer Experience

View Expertise

Finance and operations first

Messy data, organized

Systems, not one-off charts

What I can build

KPI dashboards

Data pipelines (ETL)

Financial analysis

Reporting automation

Sales & customers

Operations tracking

KPI dashboards people actually open.

From five messy exports to one table you can trust.

Profitability you can act on, branch by branch.

The weekly report that builds itself.

Where sales come from, and where they leak.

Every order, payment and delay in one view.

Where this comes from.

Spreadsheet reporting automation

Multi-branch retail reporting

Retail Service Operations Portal

Quotation & profitability analysis

The everyday toolkit.

Microsoft Excel

Google Sheets

Google Apps Script

PostgreSQL

Custom dashboards

Spending too long putting reports together?