Financial Dashboard Template Archives

Dashboard

Wealth Management Dashboard in Excel

November 15, 2025November 15, 2025 PKComments Off

Managing wealth becomes easier when you track every investment, every contribution, and every performance indicator in one place. Yet, many individuals, financial advisors, and wealth managers still use scattered sheets,

Dashboard Power BI

Accounting Firms KPI Dashboard in Power BI

November 15, 2025November 15, 2025 PKComments Off

Accounting firms handle many daily tasks. They track client projects, billing hours, revenue, compliance, audits, cash flow, productivity, and many other financial KPIs. When this information sits in multiple Excel

Dashboard

Office Budget Utilization Dashboard in Excel

August 30, 2025August 30, 2025 PKComments Off

Managing an office budget effectively is one of the most important tasks for any organization. Without a proper system in place, companies often face overspending, poor resource allocation, and lack