investment analysis Archives - PK: An Excel Expert

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Wealth Management Dashboard in Power BI

November 25, 2025November 25, 2025 PKComments Off

Wealth management teams handle large amounts of financial data every day. They track investments, clients, portfolios, and monthly trends to make better decisions. Because the financial world changes quickly, analysts

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Investor Relations KPI Dashboard in Excel

February 7, 2025March 20, 2025 PKComments Off

Investor relations (IR) play a crucial role in maintaining transparency and building trust with stakeholders. A well-structured Investor Relations KPI Dashboard in Excel helps track key financial metrics, measure performance,

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Investment Management KPI Dashboard in Excel

October 25, 2024March 16, 2025 PKComments Off

Managing investments effectively requires detailed insights into performance metrics, historical comparisons, and future targets. For investment managers, tracking these details across multiple KPIs can be a daunting task. This is