Excel dashboard design consultant

Hire an Excel dashboard design consultant.

I'm the Excel dashboard design consultant companies bring in to redesign their dashboards and reports, so the numbers your team works so hard to produce actually get read and acted on.

Joshua Cottrell-Schloemer · 3× Microsoft Excel MVP · helped brands like Microsoft, Kellogg's, Philips, Novo Nordisk

I'm Joshua Cottrell-Schloemer, a 3× Microsoft Excel MVP, and Big Excel Energy is my one-person Excel design studio. I redesign Excel dashboards, reports, and templates so they look finished, and I turn spreadsheets nobody reads into reports people actually open.

What the work looks like

Excel dashboards that feel like a product.

A dashboard should feel like a product, not a grid with decorations. That is the standard I mean when I talk about hierarchy, spacing, typography, and charts working as one system.

Polished teal sales and marketing dashboard designed natively in Microsoft Excel
Example design study. Native Excel, designed around the decisions the page needs to support.See more examples →
Ways to work together

Services & pricing

Most teams come here for a proper design engagement. The smaller routes below are deliberately narrow, not cheaper versions of a rebuild. There's one more route that isn't in the list below. If the real problem is a workbook that runs a process rather than a report nobody reads, that's a spreadsheet-to-software build and not a redesign.

From $5,000

Dashboard design consulting

Strategy and design for data-heavy products and reporting systems. For teams that need dashboards, reports, or a full brand-consistent reporting system designed or redesigned from the ground up. Project minimums typically start at $5K.

Use the short project form →
$1,000 / 5 days

Report Design Direction

Only for an already-built recurring report whose owner will make the changes. You get a recorded teardown, one clear priority plan, and design direction for the part that is not landing. This is not a rebuild.

See if your report fits →
$1,000 / 5 days

Brand + Setup add-on

Already chose a compatible Big Excel Energy template? I can apply your brand and set up a short, named list of light changes. It is an add-on to that template, not custom consulting.

See if your template fits →
How it works

Process and timeline

Start with the short project form. Tell me what your dashboards need to do and who reads them. The form comes straight to me and I reply within a few days.

If it looks like a fit, the next step is a short scoping conversation where the scope and the timeline get set. Every reporting system is a different amount of work, so we set the real date in scoping rather than printing a guess here. Scoping is also where you find out whether you need a consultant at all. If the report is already built and you plan to make the edits yourself, the smaller Report Design Direction probably covers it.

Then I do the design work in native Excel and hand back a finished workbook your team can edit without me.

What clients ask

The questions behind a project

Can you redesign our company's Excel dashboards?
Can Excel dashboards look like Power BI or Tableau?
Can you make our spreadsheets match our brand guidelines?
Can you turn our messy report into something execs will read?
Can you build us a reusable reporting system in Excel?
Can you train our FP&A, ops, or analytics team?

If you're asking any of these, you're in the right place. Use the short project form to describe the work and scope a proper engagement. If you already own a finished recurring report and only need direction you will implement yourself, the smaller Report Design Direction may fit.

Track record

Brands that have hired me

MicrosoftKellogg'sPhilipsNovo Nordisk& many others

The consulting is one side of the work. The other side is a community of 485,000+ followers on TikTok and 19,000+ newsletter subscribers that I've shared nearly a million Excel templates with. More about me →

FAQ

Hiring questions

Can I hire Big Excel Energy to redesign my company's Excel dashboards?

Yes. I take on Excel dashboard design and redesign work for brands and analytics teams, from a single executive dashboard to a full reporting system. Consulting project minimums typically start at $5,000. Start with the short project form.

Can Excel dashboards look like Power BI or Tableau?

Yes. When the layout, color, and typography are deliberate and the charts are honest, an Excel dashboard can look as polished as a dedicated BI tool, while staying in the file your team already uses and can edit themselves. See examples →

What does an Excel dashboard redesign cost?

Full consulting engagements typically start at a $5,000 project minimum, depending on scope. The $1,000 Report Design Direction is only for an already-built recurring report when you will implement the advice yourself.

Can you match our brand guidelines?

Yes. Building a consistent, branded reporting system out of your colors and fonts (logo and all) is core to the work, and a brand-wide system is handled as consulting. If you already chose a compatible Big Excel Energy template, the narrow Brand + Setup add-on may be enough.

How do we get started?

Use the short project form with a description of your dashboards and what you need them to do. If your report is already built and you will handle the implementation, you can also see whether Report Design Direction fits.