financial analytics Archives - PK: An Excel Expert

Dashboard Power BI

Treasury Management Dashboard in Power BI

February 19, 2026February 19, 2026 PKComments Off

Managing corporate cash, loans, bank exposure, and interest rates requires accuracy and speed. However, many finance teams still rely on scattered spreadsheets and disconnected reports. As a result, they lose

Power Pivot

Hedge Funds Dashboard in Power BI

January 24, 2026January 24, 2026 PKComments Off

Managing hedge fund performance without clear visibility often creates blind spots, delayed decisions, and missed opportunities. However, modern investment teams no longer rely on static reports or scattered spreadsheets. Instead,

Dashboard

Investor Relations Dashboard in Excel

January 15, 2026January 15, 2026 PKComments Off

In today’s competitive investment environment, clear, accurate, and timely communication with investors matters more than ever. Investors no longer rely only on static reports or long presentations. Instead, they expect

Dashboard Power BI

Treasury Operations Dashboard in Power BI

January 6, 2026January 6, 2026 PKComments Off

Treasury operations play a critical role in every organization. Companies manage cash, liquidity, debt, investments, and financial risk on a daily basis. However, many treasury teams still rely on static

Dashboard Power BI

Derivatives Trading Dashboard in Power BI

January 5, 2026January 5, 2026 PKComments Off

Derivatives trading continues to grow rapidly across global financial markets. As trading volumes increase, complexity also rises. Therefore, trading desks, risk managers, and finance leaders need clear visibility into positions,

Dashboard Power BI

Mortgage Lenders Dashboard in Power BI

January 2, 2026January 2, 2026 PKComments Off

In today’s fast-moving mortgage industry, lenders must act quickly and accurately. However, when loan data stays scattered across spreadsheets, systems, and reports, decision-making slows down. As a result, lenders struggle

Dashboard

Content Licensing Dashboard in Excel

December 30, 2025December 30, 2025 PKComments Off

Managing content licensing is no longer a simple accounting task. Today, media companies, publishers, OTT platforms, digital agencies, and content aggregators deal with multiple content types, platforms, regions, royalty structures,

Dashboard

Loan Recovery Services Dashboard in Excel

December 16, 2025December 18, 2025 PKComments Off

Managing loan recovery without proper visibility often creates delays, higher costs, and lower recovery rates. However, when financial institutions rely only on scattered spreadsheets or manual reports, decision-making becomes slow

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

Loan Recovery Services KPI Dashboard in Excel

December 8, 2025December 8, 2025 PKComments Off

Loan recovery plays a critical role in the financial health of banks, NBFCs, microfinance institutions, and lending companies. However, managing recovery performance without a structured monitoring system often leads to