Financial KPIs Archives - PK: An Excel Expert

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Equipment Leasing KPI Dashboard in Excel

January 18, 2026January 18, 2026 PKComments Off

Managing an equipment leasing business involves constant tracking of assets, revenue, utilization, costs, and profitability. However, many leasing companies still rely on scattered Excel sheets, manual reports, and delayed summaries.

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Finance and Accounting KPI Dashboard in Power BI

January 14, 2026January 14, 2026 PKComments Off

Managing finance and accounting performance has become more complex than ever. Every organization needs real-time visibility into revenue, costs, profitability, and efficiency. However, many finance teams still depend on static

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Finance and Accounting KPI Dashboard in Excel

January 14, 2026January 14, 2026 PKComments Off

Managing finance and accounting performance requires accuracy, clarity, and speed. However, many finance teams still rely on scattered Excel files, manual reports, and time-consuming reconciliations. As a result, decision-making often

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Microfinance Institutions KPI Dashboard in Excel

December 23, 2025December 23, 2025 PKComments Off

Managing performance in microfinance institutions requires clarity, accuracy, and speed. However, many microfinance teams still rely on scattered Excel sheets, manual reports, and delayed summaries. As a result, decision-making becomes

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Investor Services Dashboard in power BI

December 16, 2025December 16, 2025 PKComments Off

Managing investor services without a centralized performance view often leads to delayed decisions, missed opportunities, and dissatisfied investors. However, when organizations adopt an Investor Services Dashboard in Power BI, they

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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

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Investor Relations KPI Dashboard in Power BI

December 8, 2025December 8, 2025 PKComments Off

Managing investor relations without accurate and timely performance data often leads to missed expectations, communication gaps, and weakened investor confidence. However, modern organizations now demand structured, transparent, and data-driven reporting

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Mortgage Lenders KPI Dashboard in Excel

December 6, 2025December 6, 2025 PKComments Off

Mortgage lending is a data-intensive business. Every day, lenders track applications, approvals, disbursements, turnaround times, delinquency rates, compliance metrics, and revenue figures. However, when this data stays scattered across multiple

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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

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Revenue Growth KPI Dashboard in Power BI

December 3, 2025December 3, 2025 PKComments Off

Businesses need fast and clear insights to grow their revenue. Sales change every month, new products enter the market, customer behaviour shifts often, and marketing teams run many campaigns. Because