We turn your business data into information you can use.
Your business constantly generates data that needs to be understood. Yet small business owners often don’t have access to experts in Microsoft Excel, business analysis, or process improvement. This is where Pivotal Sheets comes in. We develop custom spreadsheets that help you correctly interpret your data so you can make confident business decisions.
Common Spreadsheet Needs
Have one or more of these common spreadsheet needs?
Business Analysis Spreadsheets
Not sure what your data is saying? You need an accurate spreadsheet than you can rely on to make decisions. You could probably develop a spreadsheet yourself, but you don’t have the time. We sift through your data and make sense of it so you don’t have to.
Excel / Macros / VBA Automation
You need to “run the numbers” and track a few things. We help you design, create, and automate your model, quote tool, dashboard, report, or tracking spreadsheet in Microsoft Excel so you don’t have to.
Process can make or break a business. We help you design, document, train, implement, test, and monitor a new process. We focus on designing the right strategy, implementing it, and measuring it.
Collect and store your data so it can easily be tracked, reviewed, and archived. Setting up a solid foundation home for your data provides you with countless ways to use it and share it across your business and other applications.
Cloud Based App Integrations
When you’re ready to dive into more powerful tools, we will setup and configure cloud based applications like Salesforce, Quickbooks, Quickbase, Odoo and others. This includes the integration of these tools with existing business spreadsheets to facilitate a seamless transition, minimize data entry, and maintain continuity between the legacy and new systems.
Custom Spreadsheet Solutions
You are clearly very good at something that is very valuable. If setting up spreadsheets, writing macros, deploying databases, or writing simple apps is not it, allow me to help so that you can focus on doing what brings you most value.
Finding a software that is built specifically for exactly what you do is close to impossible. If it does exist, it’s usually not inexpensive. Generic software that is flexible is great, but it still requires a lot of setup and may not be any less expensive. Chances are that you have some very powerful tools available at your fingertips right now. Tools that will cost you nothing once setup.
In addition, software such as a complete ERP system can be very powerful, but very overwhelming, and again not inexpensive. My preference is to start slow and tackle your most pressing issues first. This allows me to learn about you and your needs, it allows you to learn about me, and most importantly it minimizes initial investment by not committing to something that is not the right solution.
Allow me to setup your first spreadsheet and then you own it forever. If you like it, great, it’s yours; if it’s not quite right, let’s make it better, if it doesn’t work at all… I’ll make sure that when we meet to discuss your needs, we understand the scope such that this will not happen. Your alternative is a 30-day trial that requires 60 days to figure out that there are some limitations that will not work for what you need.
If/when you’re ready to dive into something more powerful – i.e. Salesforce, Quickbooks – I would be happy to help as well. I have setup and configured cloud based applications like Salesforce, Quickbooks, Quickbase, Odoo and others. In some cases that included integration of these tools with existing business spreadsheets to facilitate a seamless transition, minimize data entry, and maintain continuity between the legacy and new systems.
If you’re interested in discussing next steps, please let me know:
Some of the solutions that we’ve supported with custom spreadsheets.
- Purchase Management
- Asset Tracking
- Inventory Management
- Shipping Receiving
- Configure, Price and Quote
- Estimate and Quote Management
- Order Management
- Hours Tracking
- Resource Management
- Punch Lists
- Cash Flow
- Expense Tracking
- Double Entry Journals
We help B2B and B2C customers (small biz 1-10 employees) transition to larger (ERP) solutions when ready.
“Excellent work, a messy old 5,500 lines of data Google Sheet quickly and efficiently sorted and visualized just how I wanted. Thanks, Recommended!”
“I gave them an idea of what I wanted the Google Sheet to do and they were able to create it. For any issue that popped up, they communicated quickly and clearly. An all-around great experience.”
“We asked for a complete spreadsheet with forms, complicated formulas, master sheet and a dashboard with different charts. Results are very useful, complete and fast.”
“Amazing work, very patient, very innovative, understands communication and executed well. I will definitely use him from now on. He also took a project that was a little different than what most people order and it was no issue to get it done.”
Frequently Asked Questions
- How do I get started?
- Simply hit the “Request a Quote” button on our website and provide us with your contact information. We will discuss your needs and the best way to accomplish your project. Allow me to set up your first spreadsheet and then you own it forever. If you like it, great, it’s yours; if it’s not quite right, let’s make it better.