Palmetto Business Automation

Excel & reporting cleanup

Workbook cleanup and report repair

Fix messy spreadsheets, merge exports, remove duplicates, standardize formulas, and make reporting easier to trust.

Power Automate workflows

Repeat tasks that run themselves

Automate approvals, reminders, file movement, and status updates so the same work does not get done by hand every week.

Dashboards & reporting

Simple views with the numbers that matter

Build practical dashboards in Power BI or simple web interfaces so owners can see revenue, inventory, and performance at a glance.

Monthly report cleanup

Problem

Reports were being copied from multiple exports and cleaned by hand every month.

Build

Automated cleanup logic with standardized output sheets and consistent formatting.

Result

Less manual work, fewer mistakes, and a cleaner report handoff.

Multi-export dashboard

Problem

Decision-making depended on several exports that never lined up the same way.

Build

Combined spreadsheets into a single view with clear totals and trend tracking.

Result

Leadership could review one dashboard instead of hunting through files.

Power Automate approval flow

Problem

Approvals were getting lost in email threads and manual follow-up messages.

Build

Created a workflow with approvals, reminders, and clean status tracking.

Result

Faster turnaround and fewer tasks falling through the cracks.

Lead / contact tracker

Problem

Contacts were spread across spreadsheets and inboxes, making follow-up hard.

Build

Built a simple tracking view with status fields, notes, and next-step reminders.

Result

The team knew who needed attention and what happened next.

Inventory / concession tracker

Problem

Busy event sales were being tracked manually, which made inventory visibility difficult.

Build

Built a lightweight order and inventory workflow with easier reporting.

Result

More visibility for stock and sales, with less clipboard work.

Owner dashboard

Problem

Owners needed a quick way to review the business without opening several files.

Build

Designed a summary dashboard focused on the numbers that drive the business.

Result

One simple view that supports clearer decisions.

Small business owners

Need cleaner reporting, better visibility, and a simpler way to understand what is happening in the business.

Service-area businesses

Need scheduling, reporting, dispatch, and status tracking that works across field work and office work.

Local contractors

Need job tracking, estimates, change management, and a better way to move information between the field and office.

Office managers

Need repeatable processes for approvals, reports, document handling, and day-to-day coordination.

Booster clubs and concessions

Need simple order, inventory, and reporting systems that keep lines moving during busy events.

Teams using Excel as their main system

Need less copy and paste, fewer duplicate files, and a better path from spreadsheet chaos to a cleaner workflow.