Joseph Yi, data analyst in Orange County

I turn messy spreadsheets and exports into clear, refreshable dashboards.

Sample dashboards

Example dashboards I built to show the kind of work I deliver. All businesses shown are fictional and all figures are sample data, not real client data.

Shopify margin dashboard

Answers “which products and channels actually make us money, and where is margin leaking?”

Shopify-style gross-margin dashboard for a fictional home-goods store (sample data): revenue, COGS, gross margin $ and % with monthly trend, product-level margins and margin by sales channel.

Shopify-style gross-margin dashboard for a fictional home-goods store, built with sample data
Sample data, fictional business. Open the full-size image.

Multi-channel marketing dashboard

Answers “where should next quarter's ad budget go?”

Looker Studio-style multi-channel marketing dashboard for a fictional outdoor-apparel brand (sample data): spend, conversions, CPA, revenue and ROAS with quarter-over-quarter deltas, spend vs ROAS and 12-month CPA trend by channel, and a conditionally formatted channel table.

Multi-channel marketing dashboard for a fictional outdoor-apparel brand, built with sample data
Sample data, fictional business. Open the full-size image.

Executive KPI report

Answers “which locations are off target this month, and is it a revenue, membership or churn problem?”

Power BI-style executive KPI report for a fictional 5-location gym chain (sample data): revenue, active members, churn and revenue per member vs target, YTD attainment gauge, bullet charts and a location matrix.

Executive KPI report for a fictional 5-location gym chain, built with sample data
Sample data, fictional business. Open the full-size image.

Ten years of SQL and Python

I'm Joseph Yi (Joe), a data analyst based in Orange County, CA, with pharma / life-sciences industry experience and 10 years in SQL, Python, Excel/Sheets and BI.

Through Data Sprint, I help small businesses, nonprofits, and local teams get a clear view of the numbers they already have.

Dashboards
Looker Studio, Tableau Public, Excel / Google Sheets
Cleanup and automation
Excel, Google Sheets, SQL, Python
Based in
Orange County, California (US Pacific time)
Joseph Yi

What I can build from the data you already have

  • Sales KPIs

    Revenue, orders, average order value, and top products by week or month, for e-commerce shops and retailers.

  • Bookings and revenue

    Appointments, utilization, and revenue by service or staff member, for local service businesses.

  • Inventory

    Stock levels, reorder alerts, and slow movers pulled from your inventory or POS exports.

  • Donor tracking

    Gifts, retention, and campaign totals for nonprofits, built from donor or payment exports.

  • Membership

    Active members, sign-ups, cancellations, and class attendance, for gyms, studios, and clubs.

  • Listings and enrollment

    Pipeline and listing status for real estate teams, or enrollment and attendance summaries for schools.

Data Sprint, at a fixed price

Fixed-price dashboards and spreadsheet cleanup. You know the price before we start. No hourly billing and no surprise invoices.

Two fixed-price offers. 50% deposit to start, the balance on delivery.
DetailDashboard SprintSpreadsheet Rescue
Price$600fixed price$250fixed price
What you getOne interactive dashboard built from your spreadsheets or exports.Cleanup and automation of one Excel or Google Sheets workbook.
Included
  • Built in Looker Studio, Tableau Public, or Excel / Google Sheets
  • Up to 3 data sources (e.g. sales export, ad spend sheet, bookings CSV)
  • 1-page "how to refresh" guide
  • 15-minute walkthrough (recorded video or live call)
  • Fix broken formulas and #REF! errors
  • Consistent structure, tabs, and formatting
  • Lookups (XLOOKUP / VLOOKUP / INDEX-MATCH) and pivot summaries
  • Simple automation (formulas, data validation, basic scripts)
Revisions1 revision round1 revision round
Delivered in5 business days5 business days
BookBook a Dashboard SprintBook a Spreadsheet Rescue

From messy files to a working dashboard

Four steps, all by email and a shared Drive folder.

  1. Quick intro

    A short call or email so we can agree on the questions your dashboard or workbook needs to answer.

  2. Share your files

    Share your spreadsheets or exports in a Google Drive folder. You control access.

  3. 50% deposit to start

    Work begins once the deposit is received. The turnaround clock starts then.

  4. Delivery and walkthrough

    You get the finished file or link, the guide, and a walkthrough. The balance is due on delivery.

Questions before a project

Data, changes, payment and timing.

How do you handle my data?

Your files stay in your own Google Drive or a shared Drive folder set up for the project. Data is used only to build your deliverable and is deleted within 7 days after you approve the work. Please don't send passwords, payment card numbers, or health or other sensitive personal data. Remove or mask anything you don't need on the dashboard.

What if I need changes?

Each offer includes one revision round after delivery. Extra changes or new features can be quoted as a separate fixed-price add-on before any work starts.

What's not included?

Ongoing support or monthly maintenance, Power BI-only work, building data pipelines or databases, and live connections to paid software we don't have access to. If you need one of these, ask and we'll tell you honestly whether it's a fit.

How do I pay?

You'll get an invoice for a 50% deposit to start and the balance on delivery. By default you pay by Stripe Payment Link (deposit link and balance link) or a Stripe invoice. Zelle and check are optional; we'll confirm the options when we send your invoice. Card payments are securely processed by Stripe.

What do you need from me?

Your spreadsheets or exports (CSV, Excel, Google Sheets), a short list of the questions you want answered, and about 15 to 30 minutes of your time across the project.

What time zone do you work in?

US Pacific time (Orange County, California). We usually reply within one business day.

Policies in plain language

Full versions: Terms of Service, Refund & Cancellation Policy, and Privacy Policy.

Refunds and cancellation

  • Before work starts, cancel for a full refund of your deposit.
  • After kickoff, the deposit covers work already done and is non-refundable. No balance is owed if you cancel before delivery.
  • If we miss the agreed scope or turnaround, we fix it at no cost, or refund the unfinished portion.
  • After approval, I'll fix any genuine errors free for 7 days.

To cancel or request a refund, email joe@josephyidata.com. We reply within 2 business days. Approved refunds are issued to the original payment method within 10 business days.

Terms of service

Each project has a written scope agreed by email before the deposit. Prices are fixed in US dollars. Turnaround counts business days from deposit and receipt of your files. You own the finished deliverables once paid in full. Read the full terms.

Privacy

We collect only what you send us (name, email, message, and project files) and use it only to reply and deliver your project. We don't sell or share your information. Project files are deleted within 7 days after you approve the work. Read the full privacy policy.

Start a project

Tell me what data you have and what you want to see. You'll get a reply within one business day. Or email joe@josephyidata.com.

Location
Orange County, California, USA
Hours
Monday to Friday, 9am to 5pm Pacific
Response time
Within one business day

Data Sprint is operated by Joseph Yi, a data analyst/dashboard builder based in Orange County, CA, with pharma / life-sciences industry experience.

Please don't include passwords or sensitive personal data. See our Privacy Policy.