Excel & Power BI Specialist

Your numbers,
finally clear.

Custom financial dashboards and reporting systems that give small business owners a clear picture of their performance — in minutes, not hours.

See Live Examples
10+
Hours saved per month
48hr
Average delivery time
100%
Remote & async
Portfolio

Real examples,
ready to explore

Click "Open Interactive Demo" to explore the live dashboard with working filters, charts, and slicers.

Revenue
$462k
↑ 8.4% vs LY
Gross Profit
$190k
41.2% margin
Net Profit
$83.6k
18.1% margin
Expenses
$271k
vs $142k budget
Revenue & Profit Trend
Expense Breakdown
opex
Interactive Dashboard
Maple Street Cafe — FY 2025 Financial Dashboard
A fully interactive business dashboard with live data. Filter by month, toggle chart types, and drill into any metric — this is exactly what clients receive alongside their Excel file.
Live FiltersKPI CardsRevenue & P&LCash FlowExpense Breakdown
Included with Growth plan
Every Delivery Includes
Custom Excel workbook with live formulas
Interactive HTML dashboard (like the demo above)
Loom walkthrough video explaining everything
2 revision rounds + ongoing support
Standard Delivery
What Every Client Gets
No generic templates. Every dashboard is purpose-built for your business, your numbers, and the metrics that matter to your industry.
Tailored to your business48hr turnaround
View Pricing →
Maple Street Cafe — Interactive Dashboard Demo
Filter by Month
Revenue View
Chart Style
DataBridge
Total Revenue
Selected period
↑ 8.4% vs LY
Gross Profit
↑ Healthy
Net Profit
↑ Profitable
Total Expenses
COGS + Operating
vs $142k budget
Revenue & Profit Trend
Expense Breakdown
Monthly DetailFiltered
MonthRevenueGrossNetMargin
Total
Operating Expenses
Cash Flow Balance
DataBridge · Maple Street Cafe FY 2025
What We Build

Dashboards built for your business

Every dashboard is custom-built in Excel and Power BI — no generic templates, no bloated software.

Financial Dashboard

Track revenue, expenses, profit margins and cash flow at a glance. Know exactly where your money is going every month.

KPI Operations Tracker

Monitor the metrics that actually matter to your industry — built specifically for how your business operates.

Sales Pipeline Tracker

See your leads, conversion rates and revenue forecast in one place. Stop guessing what's in your pipeline.

Cash Flow Forecast

See 30, 60 and 90 days ahead. Plan payroll, investments and expenses with confidence instead of guesswork.

Inventory & Stock Tracker

Automate reorder alerts, track stock levels and eliminate the guesswork around inventory management.

Custom Financial Models

Pricing calculators, break-even analysis, startup cost models — built to answer your specific business questions.

How It Works

Simple process,
powerful results

From first conversation to finished dashboard, we keep it straightforward.

01

Free discovery call

We spend 20 minutes understanding your business, your current setup, and where you're losing time or visibility.

02

Custom proposal

You receive a clear scope, timeline and fixed price — no surprises, no hourly billing creep.

03

Build & deliver

We build in Excel and connect to Power BI, then walk you through it via a Loom recording so you understand every part.

04

Ongoing support

Monthly maintenance retainers available — we keep your dashboard updated as your business evolves.

Business Overview — FY 2025
Revenue
$48.2k
↑ 8.4%
Profit
$14.6k
↑ 8.1%
Margin
30.3%
↑ 2.1%
Pricing

Straightforward, fixed pricing

No hourly rates, no surprise invoices. You know exactly what you're getting before we start.

Starter
Single Dashboard
Perfect for businesses that need one clear view of their numbers.
$250 one-time
+ optional $75/mo maintenance
  • One custom Excel dashboard
  • Up to 3 data sources
  • Loom walkthrough video
  • 2 rounds of revisions
  • 7-day email support
Most Popular
Growth
Full Reporting Suite
A complete dashboard system with Power BI visuals and interactive HTML dashboard.
$650 one-time
+ optional $150/mo maintenance
  • Up to 4 connected dashboards
  • Power BI visual reports
  • Interactive HTML dashboard
  • Live onboarding call
  • 30-day support included
Custom
Financial Model
Complex forecasting, scenario modeling and custom financial tools.
$900+ from
Scoped per project
  • Break-even & forecast models
  • Scenario planning tools
  • Pricing & margin calculators
  • Investor-ready outputs
  • Full documentation
Results

What clients say

"

Before DataBridge I was spending Sunday evenings manually pulling together reports. Now I open one file and know exactly where the business stands in five minutes.

MR
Mike R.
Owner, Residential Contracting Co.
"

I finally understand my cash position. The 90-day forecast alone has changed how I think about hiring and equipment decisions. Absolutely worth every penny.

SL
Sarah L.
Founder, Boutique Fitness Studio
"

The sales pipeline dashboard paid for itself in the first month. We could see exactly where deals were stalling and fixed our follow-up process immediately.

TK
Tom K.
Director, Commercial Real Estate
Get Started

Ready to see your business clearly?

Book a free 20-minute audit. We'll look at your current setup and show you exactly what a custom dashboard could do for you.