Finance Dashboard Archives - PK: An Excel Expert

Dashboard Power BI

Tax Litigation KPI Dashboard in Power BI

February 2, 2026February 2, 2026 PKComments Off

Managing tax litigation has become more complex than ever. Because regulations change frequently and tax authorities demand strict compliance, organizations must track every tax case, appeal, and resolution carefully. However,

Dashboard Power BI

Client Billing Dashboard in Power BI

January 29, 2026January 29, 2026 PKComments Off

Managing client billing efficiently remains one of the biggest challenges for finance teams, service providers, and growing businesses. Although invoices go out on time, payments often arrive late, partially, or

Power Pivot

Credit Rating Agencies Dashboard in Excel

January 24, 2026January 24, 2026 PKComments Off

Managing credit risk requires clarity, accuracy, and timely insights. However, many finance teams still depend on scattered spreadsheets, static reports, and manual calculations. As a result, decision-making becomes slow and

Dashboard

Asset Management Companies Dashboard in Excel

December 15, 2025December 15, 2025 PKComments Off

Managing investments across asset classes, funds, client segments, and time periods demands accuracy, clarity, and speed. However, many asset management companies still rely on scattered spreadsheets, static reports, and manual

Dashboard

Lease Management KPI Dashboard in Excel

December 15, 2025December 15, 2025 PKComments Off

Managing leases without clear visibility often creates confusion, financial leakage, and compliance risks. Many organizations still rely on scattered spreadsheets, emails, and manual calculations to track lease costs, renewals, and

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

Dashboard Power BI

Accounts Payable KPI Dashboard in Power BI

December 7, 2025December 7, 2025 PKComments Off

Managing Accounts Payable KPI Dashboard efficiently plays a critical role in cash flow control, vendor relationships, and overall financial health. However, many finance teams still rely on disconnected spreadsheets and

Templates

Budget Forecasting Dashboard in Excel

November 28, 2025November 28, 2025 PKComments Off

Managing a budget becomes challenging when expenses increase, departments grow, or projects expand. Teams often struggle to track spending, compare budgeted amounts with actual costs, and estimate future financial needs.

Dashboard Power BI

Payment Gateways Dashboard in Power BI

November 25, 2025November 25, 2025 PKComments Off

Businesses process thousands of digital transactions every day. Because of this, leaders want a clear and fast way to understand payment performance, transaction trends, gateway fees, success rates, and customer

Dashboard Power BI

Payroll Management Dashboard in Power BI

November 18, 2025November 18, 2025 PKComments Off

Payroll plays a major role in every organization. It not only manages employee salaries but also ensures accurate payments, compliance, cost control, and financial transparency. Because companies handle thousands of