financial management Archives - PK: An Excel Expert

Dashboard

Accounts Receivable KPI Dashboard in Excel

March 4, 2025March 4, 2025 PKComments Off

Managing accounts receivable (AR) effectively is crucial for maintaining a healthy cash flow and ensuring that a business has enough liquidity to operate smoothly. An Accounts Receivable KPI Dashboard serves

Power BI

Debt Management KPI Dashboard in Power BI

March 4, 2025March 4, 2025 PKComments Off

Debt management is a critical part of any financial strategy, and the ability to monitor and analyze key performance indicators (KPIs) can make all the difference. Power BI provides a

Templates

Budget Allocation Calendar in Excel

March 4, 2025March 4, 2025 PKComments Off

Managing budgets efficiently is crucial for personal and business finance. One of the best ways to track budget allocations is through a Budget Allocation Calendar in Excel. With an organized

Dashboard

Budget Adherence KPI Dashboard in Excel

February 6, 2025March 20, 2025 PKComments Off

Managing a budget effectively is crucial for businesses of all sizes. A Budget Adherence KPI Dashboard in Excel helps monitor financial performance, compare actual spending with allocated budgets, and ensure

Templates

Business Expense Calendar in Excel

February 3, 2025March 21, 2025 PKComments Off

In the world of business, maintaining a clear and organized expense tracking system is crucial for both short-term budgeting and long-term financial planning. One of the most effective ways to

Templates VBA

Daily Sales Purchase tracker V1.0

December 30, 2024February 19, 2025 PKComments Off

A well-structured Daily Sales Purchase Tracker is an essential tool for any business aiming to efficiently manage their sales, purchases, payments, and expenses. Whether you're a small business owner or

Dashboard

Debt Management KPI Dashboard in Excel

December 24, 2024March 17, 2025 PKComments Off

In today's fast-paced financial world, organizations must maintain a robust debt management system to ensure smooth operations and prevent financial strain. Debt management involves efficiently handling the company's liabilities and

Templates

Income Diversification Checklist Template in Excel

December 16, 2024March 8, 2025 PKComments Off

In the rapidly changing economic environment we navigate today, diversifying income sources is more crucial than ever for ensuring financial stability and growth. The Income Diversification Checklist Template in Excel

Templates

Annual Financial Review Checklist Template in Excel

November 28, 2024February 27, 2025 PKComments Off

An annual financial review is a cornerstone of sound financial management for businesses, ensuring that all critical financial processes are accurately documented and assessed. To make this task more organized

Power Pivot Templates

Credit Card Payment Checklist Template in Excel

November 27, 2024February 27, 2025 PKComments Off

Managing credit card payments effectively is crucial for avoiding late fees, maintaining a good credit score, and staying organized. To simplify this process, we’ve created a Credit Card Payment Checklist