asset management dashboard Archives

Dashboard Power BI

Wealth Management KPI Dashboard in Power BI

December 9, 2025December 9, 2025 PKComments Off

A Wealth Management KPI Dashboard in Power BI is a ready-to-use, interactive performance monitoring tool designed specifically for wealth managers, investment firms, private banks, and financial advisors. It helps decision-makers

Templates

Office Asset Management Report in Excel

August 18, 2025August 18, 2025 PKComments Off

Office asset management has become a major priority for growing organizations. As the number of physical assets increases, businesses often struggle to keep everything organized. Whether you are tracking laptops,