Transforming Business Data Into Strategic Insights
Excel Dashboards • QuickBooks Consulting • Financial Templates
I’m Shawn Cevette, founder of Pivot Edge Analytics. I help small business owners and individuals turn messy financial data into clear, actionable dashboards, without hiring a full-time analyst.
Whether you need a pre-built Excel template, a custom dashboard build, or QuickBooks setup and consulting, every solution is built around your actual numbers.
FMVA Certified • QuickBooks ProAdvisor Gold • CFA Level I Candidate
Featured Products
Most small business owners don't know their actual profit margin. This dashboard changes that. Track revenue, COGS, and expenses by month — and see your Gross Profit, Operating Margin, and Net Profit update automatically based on your reporting period.
Set your fiscal year, reporting period, and margin targets on the Instructions tab. Enter transactions in the Data tab. Everything else — summaries, KPIs, and charts — updates automatically.
What's included: dynamic reporting by YTD, LTM, Fiscal Year, or Last Quarter; automated KPIs (Revenue, Gross Profit, Operating Margin, Net Profit); user-defined margin targets; interactive charts; category-based transaction tracking; and a print-ready dashboard.
Know exactly where every dollar goes. This dashboard tracks income and expenses across every category — with automated charts, monthly summaries, and a savings rate calculation that updates in real time as you enter transactions.
Enter each transaction with a date, type, category, and amount. The dashboard handles everything else — monthly totals, expense breakdowns, net savings, and visual trend charts.
What's included: transaction-based input, automated income vs. expense charts, category spending breakdown, net savings and savings rate metrics, multi-year support, and a color-coded savings indicator.
The fastest path to debt freedom starts with knowing your numbers. This dashboard compares three payoff strategies side by side — Snowball, Avalanche, and Standard — so you can see exactly which method saves the most money and gets you debt-free the fastest.
Enter your debts once. Set your strategy, extra payment amount, and start date. The dashboard automatically calculates monthly balances, rolling minimum payments, interest charges, and your projected debt-free date — no manual updates needed.
What's included: automated Snowball, Avalanche, and Standard strategy comparison, dynamic projection engine, visual payoff timeline, interest savings calculator, summary by account, and a print-ready dashboard.
Custom Dashboards & QuickBooks Consulting
Need something built for your specific business, or help getting your QuickBooks books in order? Pivot Edge Analytics offers custom dashboard builds and QuickBooks consulting for small businesses that need more than a template.
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Light personalization of one of our pre-built templates, updated to match your data, formulas, or branding. Quick wins without starting from scratch.
Starts at $49
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Full-featured dashboard tailored to your business. Built to your specifications with up to 3 tabs, custom formulas, data visualizations, and clean structure, ready to use from day one.
Starting at $149
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A premium, built-from-scratch solution for complex needs: financial models, scenario analysis, KPI tracking systems, or multi-dashboard reporting. Deliverables and timeline vary by scope.
Pricing starts at $249
Not sure where to start?
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Have a specific financial dashboard challenge or need a light customization to one of our existing templates? This targeted session covers rapid assessment and problem-solving for one issue, formula, or dashboard component, plus a short post-call summary.
From $29
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A 60-minute discovery call to map out your custom dashboard needs — whether for personal finance, business tracking, or reporting 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
Not sure which service is right for you?
Book a free 30-minute discovery call. We’ll look at what you’re working with and figure out whether a template, a custom dashboard build, or QuickBooks consulting is the right fit, no pressure, no obligation.
Contact Us
Have a question about a template or service? Ready to book a consultation?
Drop us a line and we’ll get back to you within 1-2 business days. Or skip the form and book a free 30-minute discovery call directly - link below.
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