Voluntary Carbon Market
Built an interactive scenario planning dashboard that models call center cost-per-appointment under different operational assumptions — enabling leadership to test 20+ variables and forecast financial outcomes in real time.
Cost per Appointment Scenario Planning Model
Built an interactive scenario planning dashboard that models call center cost-per-appointment under different operational assumptions — enabling leadership to test 20+ variables and forecast financial outcomes in real time.
Dashboard Migration & Reporting Standardization
Unified fragmented Tableau and Excel reports into a single Power BI environment with standardized KPIs across 4 departments.
CRM Automation Overhaul
Redesigned HubSpot and Salesforce workflows, built automated triggers, and created a pipeline visibility dashboard for a mid-size agency.
Financial Reporting System
Built an automated data pipeline and Power BI dashboards for revenue, margin, and channel performance across a multi-channel e-commerce brand.
Data Quality Audit & Remediation
Conducted a structured data quality audit across 8 dimensions, built cleanup scripts and prevention automations for a company drowning in data debt.
Operations Reporting Redesign
Integrated data from ClickUp, Salesforce, and spreadsheets via APIs and Zapier into a centralized operations dashboard.
Carbon Credit Tracking & ESG Dashboard
Built a portfolio-level dashboard for a carbon project developer — tracking credits from estimation through verification and sale.
More case studies being added
I'm actively building new portfolio pieces across industries including SaaS, logistics, and financial services. Check back soon or reach out directly to discuss your project.