financial-KPI-dashboard Archives - PK: An Excel Expert

Dashboard Power BI

Treasury Management KPI Dashboard in Power BI

January 2, 2026January 2, 2026 PKComments Off

In today’s fast-moving financial environment, treasury teams must make decisions quickly and accurately. However, when cash positions, liquidity data, funding metrics, and risk indicators remain scattered across spreadsheets, decision-making becomes

Dashboard

Forex Services KPI Dashboard in Excel

December 31, 2025December 31, 2025 PKComments Off

Managing forex services without clear performance tracking feels like navigating a fast-moving market without charts. Rates fluctuate every second, volumes change daily, and margins remain tight. Therefore, forex service providers

Dashboard

Commodities Trading KPI Dashboard in Excel

December 24, 2025December 24, 2025 PKComments Off

Managing performance in commodities trading never feels simple. You track prices, volumes, margins, risks, and profitability every single day. Moreover, markets move fast, and even a small delay in analysis

Dashboard Power BI

Pension Fund KPI Dashboard in Power BI

December 10, 2025December 10, 2025 PKComments Off

Managing pension funds demands accuracy, transparency, and timely decision-making. However, traditional reports, scattered Excel files, and delayed insights often make pension fund monitoring difficult. Therefore, pension fund managers increasingly rely

Dashboard

Derivatives Trading KPI Dashboard in Excel

December 9, 2025December 9, 2025 PKComments Off

Derivatives trading involves high risk, fast decisions, and constant performance pressure. Traders, portfolio managers, and risk teams must track results daily, monthly, and yearly to stay profitable and compliant. However,

Power BI

Venture Capital KPI Dashboard in Power BI

December 8, 2025December 8, 2025 PKComments Off

Venture capital firms operate in a fast-moving, high-risk environment. Therefore, partners, analysts, and fund managers must always track performance accurately. However, manual Excel reports, scattered data files, and delayed reviews

Power BI

Pension Funds KPI Dashboard in Power BI

December 8, 2025December 8, 2025 PKComments Off

Managing pension funds involves responsibility, accuracy, and long-term vision. Every decision directly impacts retirees, employees, and financial stability. Therefore, pension fund managers must track performance carefully and act quickly when

Power BI

Stock Exchanges KPI Dashboard in Power BI

December 7, 2025December 7, 2025 PKComments Off

In today’s fast-moving financial markets, stock exchanges generate massive volumes of data every single day. However, numbers alone do not create clarity. To stay competitive, exchanges, regulators, analysts, and leadership

Dashboard Power BI

Budget Adherence KPI Dashboard in Power BI

December 5, 2025December 5, 2025 PKComments Off

Every organization wants to work within its budget. Yet, financial teams struggle because numbers often stay scattered across spreadsheets, emails, and outdated reports. When leaders cannot see real-time budget performance,

Dashboard Power BI

Debt-to-Equity Ratio KPI Dashboard in Power BI

December 4, 2025December 4, 2025 PKComments Off

Financial performance becomes clear when you track the right KPIs. The Debt-to-Equity Ratio is one of the most important financial indicators because it shows the stability and long-term strength of