Financial Dashboard Archives - Page 2 of 4

Dashboard

Wealth Tech Dashboard in Excel

November 5, 2025November 5, 2025 PKComments Off

In today’s data-driven financial world, investment decisions depend on analytics, not assumptions. Whether you are a wealth manager, financial consultant, or independent investor, understanding your investment performance in real-time makes

Dashboard Power BI

Banking Dashboard in Power BI

November 3, 2025November 3, 2025 PKComments Off

In the modern world of digital banking, data is the lifeblood that drives decision-making, risk assessment, and operational efficiency. Banks generate a massive volume of data every day — from

Dashboard

Payment Gateways Dashboard in Excel

October 31, 2025October 31, 2025 PKComments Off

In today’s digital world, businesses rely heavily on online payments. From e-commerce platforms to subscription services, payment gateways are the lifeline of revenue operations. However, managing multiple gateways, monitoring transaction

Dashboard

Credit Unions KPI Dashboard in Excel

October 11, 2025October 11, 2025 PKComments Off

In today’s data-driven financial environment, credit unions must monitor their performance efficiently to stay competitive and deliver better member experiences. Managing multiple KPIs (Key Performance Indicators) across loan portfolios, deposits,

Templates

Office Budget Utilization Report in Excel

October 9, 2025October 9, 2025 PKComments Off

Managing your office budget efficiently is one of the most critical aspects of running a successful organization. Whether you are a finance manager, business owner, or project lead, tracking how

Dashboard

Health Insurance KPI Dashboard in Excel

October 8, 2025October 8, 2025 PKComments Off

The health insurance industry runs on numbers — policies, premiums, claims, costs, and payouts. Every transaction impacts profitability and customer satisfaction. To stay competitive and compliant, insurance companies must monitor

Templates

Client Billing Report in Excel

August 14, 2025August 14, 2025 PKComments Off

Managing client billing efficiently is critical for any business. A Client Billing Report in Excel helps track invoices, payments, overdue amounts, and overall billing trends. This ready-to-use report consolidates financial

Dashboard

Construction and Real Estate Cost Efficiency KPI Dashboard in Excel

July 30, 2025July 30, 2025 PKComments Off

Managing costs in the construction and real estate industry is no easy feat. With multiple projects, tight deadlines, fluctuating material prices, and labor issues, organizations often struggle to maintain profitability.

Dashboard

Education and Learning Financial Health KPI Dashboard in Excel

June 9, 2025June 9, 2025 PKComments Off

In today’s data-driven education sector, maintaining financial health is more important than ever. Institutions must continuously evaluate their fiscal performance to ensure long-term sustainability and growth. One of the most

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Finance and Accounting Financial Health KPI Dashboard in Excel

April 25, 2025April 25, 2025 PKComments Off

When it comes to understanding the financial well-being of your business, Key Performance Indicators (KPIs) play a major role. One of the most powerful tools you can use to monitor