BI & Reporting Automation · Orange County, CA

Your numbers should work for you — not the other way around.

I build reporting and automation systems that turn hours of manual spreadsheet work into minutes of clear answers, so you can run your business on data instead of gut feel.

Before: five manual exports, every day
Sales
Export
Store
KPIs
Traffic
Data
Payroll
Hours
Prior
Periods
One automated executive view Sales · performers · growth · forecast
2 hrs→10 min
Daily, automatically
Case Study

From five exports to one executive view

Multi-location specialty retailer · 300+ stores · 3 countries · 10 regions

Before

Every morning, leadership visibility depended on someone manually pulling five separate system exports and consolidating them by hand — two hours of copy, paste, and cross-checking before anyone could see how the business performed yesterday.

What I built

An automated reporting pipeline that ingests all five sources overnight and delivers a single, easy-to-digest performance view to leadership's inbox — branded, consistent, and requiring zero manual touch.

After

Leadership reads the full picture in minutes:

  • Overall sales & KPI health
  • Top and bottom performers
  • Growth vs. prior day / week / month
  • Forecast for the days ahead
2 hours→10 minutes
of manual consolidation, replaced by an automated read — every single business day, across an entire multi-country portfolio.

Client details anonymized. Built with the Microsoft tools most businesses already own: Excel, Power Automate, and SharePoint — no new software to buy.

What Messy Data Actually Looks Like

Your exports are lying to your reports

These are real defect patterns pulled from everyday system exports — the kind hiding in your files right now. On the left, what the system hands you. On the right, what my pipeline delivers: automatically, every time.

Before raw export, as received
CountryStore IDStore NameMonthTotal Sales
United Statesspelled 5 ways US-005Long Beach Shoreline2025-0756201.13
Canada CA103missing hyphen Calgary 17th Ave Mar-20253 date formats 49312.00
Méxicoaccented variant MX-202Guadalajara Chapultepec2025-08 N/Atext in a number field
USAUS-002 la habra marketplacecasing chaos 2025-0138902.16
USAUS-005Long Beach Shoreline2025-12 $85,356.82number stored as text
CanadaCA-101Toronto Queen West2025-10 78455.10 exact duplicate row
MX-204 · May 2025 — row missing entirely, and nothing tells you
After automated pipeline output
CountryStore IDStore NameMonthTotal Sales
USAUS-005Long Beach ShorelineJul 202556,201.13
CanadaCA-103Calgary 17th AveMar 202549,312.00
MexicoMX-202Guadalajara ChapultepecAug 2025flagged for review
USAUS-002La Habra MarketplaceJan 202538,902.16
USAUS-005Long Beach ShorelineDec 202585,356.82
CanadaCA-101Toronto Queen WestOct 202578,455.10 · deduped
MexicoMX-204Tijuana Rio ZonaMay 2025gap detected & reported
One automated pipeline · no manual fixes · runs every refresh
Standardize names & codes
Parse every date format
Convert text to real numbers
Remove duplicates
Flag nulls & negatives — never silently sum
Detect missing data before it lies to you
28 defects
across 12 monthly files
0 manual fixes
handled in the pipeline
100% repeatable
same result, every refresh
Sample shown uses fictional demonstration data — the defect patterns are the real ones I clean every day.
Services

Fixed scope. Clear price. Working system.

Executive Dashboard Pilot

One dashboard answering your five most important questions — sales, performance, trends — built on your existing data and delivered in about two weeks.

From $750Fixed scope · one revision round included

Follow-Up & Reminder Automation

Never let a lead, client milestone, or deadline slip again. Automated reminders and tracking built on tools you already pay for.

From $750Fixed scope · runs itself after handoff

Reporting Infrastructure

When the spreadsheets stop scaling: proper data foundations, automated refresh, and reports that stay correct as your business grows.

Scoped per projectTypically follows a successful pilot
FV
About

Frank Vargas

I'm a retail sales analyst who builds executive-level reporting for a national specialty retailer with 300+ stores across the US, Canada, and Mexico — the kind of reporting that lands on a CEO's desk every morning.

All In Analytics brings that same infrastructure to small businesses and real estate professionals in Orange County: automated reports, clean dashboards, and systems that keep working after I hand them off.

Based in La Habra, California.

No-Risk Starting Point

Free 30-minute spreadsheet audit

Send me the spreadsheet you rely on most. I'll review it and walk you through what I find — errors, risks, and the manual steps you could automate. No obligation, and you keep the findings either way.

Request your audit
Your data stays confidential — covered by a written agreement before anything is shared.