business intelligence Archives - PK: An Excel Expert

Templates

Calendar & Planner Pack – 12 Premium Excel + Google Sheets Templates (Save 43%)

July 7, 2026July 7, 2026 PKComments Off

If your business runs on more than one spreadsheet, chances are you're juggling separate calendars for HR, compliance, operations, and finance — and none of them talk to each other.

Dashboard Templates

Loyalty Programs Management Dashboard in Excel

July 4, 2026July 4, 2026 PKComments Off

Loyalty Programs Management Dashboard in Excel is a ready-to-use reporting workbook for teams that need to review member purchases, points earned, rewards, engagement, redemption, retention, and at-risk customers from one

Templates

Finance Power BI Pack – 10 Premium Power BI Templates (Save 44%)

July 3, 2026July 3, 2026 PKComments Off

If you build finance reports in Power BI, you already know the pain: every new request means rebuilding measures, re-theming visuals and wiring up slicers from scratch. The Finance Power

Blogs

Quality & Audit Management Bundle – 8 Premium Excel Templates (Save 40%)

June 29, 2026June 29, 2026 PKComments Off

If you manage quality, audits or compliance, you already know the pain: scattered spreadsheets, missed audit dates and no single view of where things stand. The Quality & Audit Management

Dashboard Templates

Knowledge Hubs Dashboard in Excel Template

June 28, 2026June 28, 2026 PKComments Off

Knowledge Hubs Dashboard in Excel is a ready-to-use reporting workbook for teams that need to track knowledge hub traffic, content usage, support questions, downloads, content cost, revenue, helpful votes, quality

Dashboard Templates

Freight Insurance Providers Dashboard in Excel

June 16, 2026June 16, 2026 PKComments Off

Freight insurance reporting can become difficult quickly when premium records, claims, cargo types, policy statuses, provider ratings, and freight lanes are stored in separate spreadsheets. Even a small logistics insurance

Dashboard Power BI

Temp Staffing Dashboard in Power BI

May 17, 2026May 17, 2026 PKComments Off

The Temp Staffing Dashboard in Power BI tracks 5 headline KPIs and 13 interactive charts across 5 dedicated report pages — Overview, Monthly Trend, Client Insights, Recruiter Performance, and Workforce

Blogs

Small Business Cash Flow Calendar in Excel

April 29, 2026April 29, 2026 PKComments Off

Introduction Small Business Cash Flow Calendar in Excel is a powerful tool designed to help business owners manage their cash flow efficiently throughout the year. This ready-to-use Excel template offers

Power BI

HVAC Service Dashboard in Power BI

April 20, 2026April 20, 2026 PKComments Off

Running an HVAC service business means juggling dozens of data points every week — service calls, technician dispatches, parts cost, response times, customer ratings, and regional profit. When all of

Power BI

Event Management Analysis Dashboard in Power BI

April 20, 2026April 20, 2026 PKComments Off

The Event Management Analysis Dashboard in Power BI is a 5-page .pbix template built for event managers who need to track sponsorship, revenue, spend, attendance, and satisfaction in one interactive