Financial Dashboard Archives - PK: An Excel Expert

Dashboard

Derivatives Trading Dashboard in Excel

December 17, 2025December 17, 2025 PKComments Off

In today’s fast-moving financial markets, derivatives trading plays a critical role in risk management, hedging, and speculative strategies. However, managing derivatives data without a structured system often leads to confusion,

Dashboard

Mortgage Lenders Dashboard in Excel

December 16, 2025December 16, 2025 PKComments Off

Managing mortgage lending operations without clear visibility often creates delays, revenue leakage, and missed growth opportunities. Therefore, lenders must rely on structured, real-time performance insights instead of scattered spreadsheets. That

Dashboard Power BI

Loan Portfolio KPI Dashboard in Power BI

December 11, 2025December 11, 2025 PKComments Off

Managing a loan portfolio becomes harder every year. Competition rises, credit risk changes fast, customers expect quick decisions, and leadership demands accurate performance insights. Because of these challenges, financial institutions

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Asset Management Companies KPI Dashboard in Excel

December 5, 2025December 5, 2025 PKComments Off

Asset management companies handle large portfolios, investment strategies, client relationships, compliance tasks, and performance monitoring every day. Because these firms work with sensitive financial data and strict reporting deadlines, decision-makers

Dashboard Power BI

Mobile Banking Dashboard in Power BI

December 2, 2025December 2, 2025 PKComments Off

The mobile banking industry grows rapidly as customers demand faster, safer, and more convenient digital services. Every minute, thousands of transactions move through mobile banking apps—payments, transfers, bill settlements, deposits,

Dashboard Power BI

Sovereign Wealth Funds Dashboard in Power BI

November 29, 2025November 29, 2025 PKComments Off

Global markets move fast, and investment managers need accurate insights at the right time. Sovereign wealth funds (SWFs) deal with billions of dollars, long-term strategies, and complex portfolios spread across

Templates

Stock Exchanges KPI Dashboard in Excel

November 25, 2025November 25, 2025 PKComments Off

Stock exchanges move fast. Prices change every second, trading activity goes up and down, and investor behavior never stays the same. Because markets shift quickly, stock exchange teams must track

Templates

Pension Funds KPI Dashboard in Excel

November 25, 2025November 25, 2025 PKComments Off

Managing pension funds always requires accuracy, clarity, and timely insights. As pension fund managers deal with investments, liabilities, contributions, risk assessment, and compliance, they often need a single place to

Dashboard

Venture Capital Dashboard in Excel

November 16, 2025November 16, 2025 PKComments Off

Venture capital teams handle high-value investments, portfolio risks, fund performance tracking, partner reviews, and industry trend analysis every day. Because of this, they need a clear and organized way to

Dashboard

Mobile Banking Dashboard in Excel

November 6, 2025November 6, 2025 PKComments Off

In the fast-paced world of digital finance, mobile banking has become the backbone of customer convenience and financial innovation. With millions of transactions happening every day, financial institutions need accurate,