FormulaSurge

Sample projects

How I would build it: sample Excel projects

FormulaSurge is a new practice, so instead of client case studies here are sample projects: common Excel problems and exactly how I would solve them. They are illustrative scenarios, not past client engagements.

10+ years in ExcelNamed senior ownerNDA signedFixed price, in writing30-day support

Sample projects

8 sample builds across finance, retail, operations and more.

Each one walks through the typical starting point, how I would build it, the tools used and what it is designed to deliver.

logisticsfreight cost3pl

Sample: Logistics Freight Cost Model

Sample project - a multi-modal 3PL freight cost model in Excel with per-lane costing scenario analysis and contract pricing.

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restaurantfood costprime cost

Sample: Restaurant Chain Food Cost Dashboard

Sample project - daily food cost % prime cost and waste tracking across locations in one Excel workbook.

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pharma distributionsales trackerpharma retailer

Sample: Pharma Distribution Sales Tracker

Sample project - an Excel sales tracker for a pharma distributor with daily field-force entry scheme ROI and rep productivity.

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d2cmulti channel inventoryreorder point

Sample: D2C Inventory Reorder System

Sample project - multi-channel stock consolidation across Shopify Amazon and warehouse with SKU reorder points and a dead-stock report.

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ca firmgst reconciliationca firm automation

Sample: CA Firm GST Reconciliation Automation

Sample project - a Power Query pipeline that reconciles GSTR-2B with the Tally purchase register per client plus a practice-wide tracker.

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manufacturingpower queryvba

Sample: Automated month-end close for manufacturing

Sample project - a refresh-to-report Excel month-end close with checks that stop the run when source data drifts

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retailinventorysales

Sample: Multi-store retail sales and stock dashboard

Sample project - how I would unify daily sales inventory and receivables across stores online and warehouse in one Excel dashboard

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financeconsolidationdashboards

Sample: Multi-entity group consolidation dashboard

Sample project - how I would consolidate several entities into one Excel P&L balance sheet and cash forecast with a one-click refresh

Read the sample project

Frequently asked

Before you hire.

Are these real client projects?

No. FormulaSurge is a new practice, and these are sample projects - illustrative builds that show how I would approach common Excel problems. The businesses described are typical scenarios, not real companies, and no client results are claimed.

What does a typical project look like?

Project-based, fixed scope, fixed price. Single-tab fixes from ₹6K take days; full dashboard builds typically take two to three weeks; multi-source consolidations three to six weeks. One named owner from first reply to documented handover.

How can I judge your work before hiring?

Send one workbook for the free 10-minute audit. You get a written list of what I would fix and why, before you spend anything.

Start a project

Send us your spreadsheet. Get a written scope.

Reply within one working day. NDA before any file is exchanged. The same fixed-scope, fixed-price, written handover on every project.

  • Reply within one working day
  • Written scope before any build work
  • Senior-led from the first call
  • Workbook your team owns and runs after handover

Engagement

Sample project

Direct channels

Get this kind of
result.

Typical build
2-4w
Named owner
1
Support after
30d
  1. 1Send the brief
  2. 2Quote in 24h
  3. 3Run it for 30d
Mutual NDA availableCalls scheduled in your timezone

Engagement standards

How every FormulaSurge engagement is run.

The same six rules on every project - from a quick formula fix to a multi-store retail dashboard.