Transforming Business Data Into Strategic Insights
Custom Excel Templates • Dashboards • Strategic Insights
Welcome to Pivot Edge Analytics — where finance meets clarity. I’m Shawn, a financial analyst with a Master’s in Finance, helping individuals, startups, and small businesses turn complex data into actionable insights.
Whether you’re looking for professional Excel templates, custom dashboards, or tailored financial solutions, I deliver tools that are both technically sound and easy to understand.
Custom Excel & Financial Solutions, Tailored to You
Whether you need a one-time financial model or an ongoing dashboard setup, Pivot Edge Analytics offers flexible, personalized services to meet your exact needs. From basic Excel automation to strategic reporting packages, we make sure every solution is insightful, scalable, and ready to use.
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Light personalization of one of out pre-built templates, updated to match your data, formulas, or branding. Quick wins withing starting from scratch.
Starts at $49
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Full-featured dashboard tailored to your situation. Excel tool with up to 3 tabs, built to your specs, with formulas, visuals, and clean structure.
Starting at $149
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A premium, built-from-scratch solution for advanced needs: financial models, scenario analysis, or multi-dashboard tracking systems.
Deliverables vary by scope. Pricing starts at $249
Need Something More Tailored?
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Have a specific spreadsheet challenge or want a light customization to one of our existing templates? This 15-20 minute consultation includes a rapid assessment and problem-solving for 1 issue, formula or dashboard component, and a short post-call summary.
From $29
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A 60-minute discovery call to map out your custom Excel needs — whether for personal finance, business tracking, or dashboard automation. Includes a needs assessment and solution roadmap, as well a post-call summary. Quotes are available for larger builds.
From $79
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A deep-dive 60-90 minute strategic session, exploring your specific business use case. We’ll identify KPIs, inputs, data sources, and design preferences. Includes a post-call summary and a proposal for the full build. Consultations at this level include a $50 credit to be used toward any build over $299.
From $149
Let’s Find the Right Fit — Free 15-Minute Call
Not sure which template or service is right for you?
Book a free 15-minute discovery call and we’ll help you find the perfect fit — no pressure, just clarity.
Contact Us
Have questions? Ideas? Or just love talking spreadsheets?
We’d love to hear from you. Whether you’re curious about a specific template, need a custom solution, or want to collaborate — drop us a line. We’ll get back to you as soon as possible (usually within 1-2 business days).
Your info stays private — no spam, ever.
Would you rather call or email us? Reach out directly.
