Case Study

Forecast Model Transformation

From 146 Tabs to a Scalable Executive Forecast Model

Company Snapshot

Founder-led revenue-generating company Complex multi-year forecasting needs

The Challenge

The company was operating a 146-tab Excel model that had become fragile and difficult to manage.

  • Broken links and redundant worksheets
  • Manual payroll imports
  • No structured scenario planning
  • Executive reporting lacked clarity

The Engagement

  • Reduced model from 146 tabs to 15 structured tabs
  • Migrated to Google Sheets
  • Integrated QBO automation
  • Built payroll (Rippling) import workflow
  • Created executive dashboard
  • Built goal-seek workaround for circular references
  • Implemented multi-year scenario planning

Quantified Results

90%+
Reduced model complexity
146→15
Tabs reduced
2030
Scenario modeling enabled through
✓
Executive-ready reporting

Impact

Leadership gained a scalable forecasting system capable of supporting strategic planning instead of spreadsheet maintenance.

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