Sample Work | Self-Initiated Project

Overview

This self-initiated work sample demonstrates how a structured Excel workbook can be used to organize, track, review, and summarize operational requests in a remote business environment.

The workbook combines structured data entry, standardized dropdown fields, deadline monitoring, follow-up identification, data-quality checks, filtering, reporting, and dashboard summaries.

Scenario

A fictional remote services company receives internal requests from teams including Sales, Operations, Finance, Marketing, Customer Success, and Management.

Requests cover activities such as data updates, research, scheduling, documentation, customer support, file management, and reporting.

A centralized tracker was needed to organize requests, monitor deadlines and progress, identify items requiring follow-up, and maintain consistent data.

This scenario and all records in the workbook were created solely as a portfolio work sample and do not represent previous employment or client work.

Objective

Create a clear and maintainable spreadsheet system that could:

• record operational requests consistently;
• organize request types, priorities, responsibilities, and statuses;
• monitor deadlines and request progress;
• identify overdue or approaching deadlines;
• flag requests requiring follow-up;
• identify incomplete or inconsistent records;
• summarize operational information through a simple dashboard.

Deliverable

I created an Excel workbook containing four worksheets: