The real problem
Recurring forecast updates depended on collecting source inputs, checking them, transforming them consistently, and publishing a reliable output on schedule.
Forecast automation
I built automated reporting and forecasting workflows to reduce manual steps and make recurring outputs more reliable. This recreation shows a source table moving through validation, transformation, and publication into a clean forecast output.
The workflow and all data shown here are fictional and designed for a public portfolio.
Recorded workflow
The recording shows the same automated sequence below: source rows are extracted, checked, transformed, and written into the forecast output.
Behind the project
Recurring forecast updates depended on collecting source inputs, checking them, transforming them consistently, and publishing a reliable output on schedule.
I built automated reporting workflows that extract source data, validate required fields, transform the inputs, and publish standardized forecast outputs with clearer run status.
This recreation uses fictional commercial inputs and a browser-based demonstration. It shows the sequence without exposing internal workbooks, systems, customers, or forecast data.
Extraction, validation, transformation, controlled publication, exception handling, run logs, and repeatable outputs.
Interactive pipeline
Edit the fictional source rows or run the prepared refresh.
Source workbook
Editable before refresh
| Customer | Program | Units | Unit price |
|---|---|---|---|
Automation status
Read source rows and normalize fields.
Check required fields, units, and pricing.
Calculate revenue and forecast periods.
Write the controlled output table.
Published output
No published rows
| Status | Customer | Program | Units | Revenue | Next period |
|---|---|---|---|---|---|
| Run the refresh to publish forecast rows. | |||||