Dashboards & reporting
Multi-store franchise reporting
One reporting view across 22 locations, with a repeatable refresh process.
Client outcome
Clients
What clients say.
Client feedback and selected outcomes across finance, operations, and ecommerce. Public Upwork reviews are attributed; other client identities remain withheld.
Talha took ownership from the first call. He was responsive, clear, and delivered the working Google Sheets model we needed.
Rameez F.
Crypto trading model · Financial services provider · 2023
Summary of Upwork client feedback
He was patient and professional while cleaning up a slow Google Sheet and building a CRM our team could use.
Melody F.
CRM & employee management · Executive assistant · 2023
Summary of Upwork client feedback
“Talha is a master in Excel.”
Tayyab S.
Friends Plastic Trade · Manager Operations · 2021
Upwork client review
“Excellent work, Talha, as always.”
Long-term client
Ongoing engagement · 2026
Upwork client review
Some feedback is summarised to protect client privacy. Direct quotes are kept verbatim.
Selected outcomes
Results from the work.
Client outcomes are anonymized. Representative outcomes are labeled and show the type of system we build.
Finance reporting
Finance reporting pack
Monthly P&L, cash flow, and margin reporting refreshed from one reporting model.
Client outcome
Finance automation
AR/AP reconciliation
A repeatable AR/AP pack with a clear exception view for unmatched items.
Client outcome
Ecommerce reporting
Shopify reporting
Sales, margin, and stock risk in one view instead of separate exports.
Client outcome
Automation
Weekly report automation
A one-click report replaced the weekly cycle of copying, formatting, and exporting.
Client outcome
Data cleanup
Spreadsheet to database
Messy Excel and CSV files became a documented, queryable dataset.
Representative outcome
Dashboards & reporting
Sales performance dashboard
Pipeline, conversion, and revenue visible together by sales owner.
Representative outcome
Dashboards & reporting
Marketing performance dashboard
Spend, leads, cost per lead, and channel performance in one view.
Representative outcome
Next step
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