The business clarity you need, built for you.
ExcelMyBusiness helps leaders replace messy workflows, manual reporting, and spreadsheet chaos with clean systems, executive dashboards, automation, and operating clarity.
Built for the systems behind better decisions.
ExcelMyBusiness is a premium consulting partner for teams that need clarity, structure, and reliable execution.
ExcelMyBusiness supports the work that often sits between sales operations, revenue operations, analytics, reporting, CRM process, and custom business tools.
The goal is not to deliver another generic template. The goal is to understand how your business operates, design the right structure, and build something polished enough to use with confidence.
Excel, Google Sheets, CRM systems, dashboards, and automation are tools. The value is the operating clarity they create.
Less noise. More leverage.
- Executive-level thinking with hands-on implementation.
- Custom work built around the way your team actually operates.
- Clean deliverables designed to save time, reduce friction, and improve decision-making.
High-value support for revenue and operations teams.
Simple categories. Deep execution. Designed for teams that need senior-level help without full-time headcount.
RevOps and reporting systems
Pipeline visibility, KPI structure, executive reporting, sales process cleanup, and operating dashboards leadership can trust.
Custom Excel and Google Sheets builds
Forecast models, pricing tools, planning systems, trackers, templates, and workflows designed around your exact business need.
Automation and workflow design
Manual reporting reduction, Apps Script, VBA, process redesign, reusable operating tools, and cleaner execution rhythms.
Strategic enough for leadership. Practical enough for daily use.
The work is not just “build a file.” It is understanding the decision, designing the system, and making the final output easy to use.
Business-first diagnosis
We start with the operational problem, not the tool. The build follows the business need.
Clean system design
Data, logic, workflows, and outputs are structured so the solution is simple to maintain and easy to trust.
Polished execution
The final deliverable should feel clear, usable, and executive-ready — not like a rough internal workaround.
Custom problem-solving with senior-level execution.
For teams that want someone who can understand the business, structure the solution, and build the thing.
Operator mindset
Solutions are built around real workflows, team behavior, and business decision-making — not just technical requirements.
Technical fluency
Excel, Google Sheets, automation, dashboards, CRM reporting, and analytics can all be connected into one cleaner operating layer.
Premium delivery
Clear communication, thoughtful structure, and high-quality execution for work that matters to leadership.
A focused path from messy problem to usable system.
Simple, direct, and built to keep the work moving.
Discover
Clarify the problem, stakeholders, workflow, data, and desired business outcome.
Design
Map the structure, logic, outputs, and operating flow before the build begins.
Build
Create the dashboard, model, workflow, automation, or reporting system.
Refine
Polish the final output so it is clear, reliable, and ready for adoption.
Practical execution backed by a long track record.
Trusted for custom work that has to be done right.
Real feedback from clients who relied on ExcelMyBusiness for practical execution, strong communication, and business-ready solutions.
Pete is terrific at asking about business purpose upfront and understanding requirements. He keeps us well informed and provides interim looks to ensure everything is on the right track. We highly recommend his expertise.
The team at Excel My Business has an incredible ability to quickly grasp the desired outcome and deliver reporting and insights that weren't thought possible. Their responsiveness makes them feel like a partner, not a third party.
Pete has a unique ability to understand requests and turn around solutions quickly. There are many smart practitioners, but few with such high service levels and fair pricing. We will continue to work with Pete as we grow.