investment analytics Archives - PK: An Excel Expert

Dashboard Power BI

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

Dashboard

Wealth Management Dashboard in Excel

November 15, 2025November 15, 2025 PKComments Off

Managing wealth becomes easier when you track every investment, every contribution, and every performance indicator in one place. Yet, many individuals, financial advisors, and wealth managers still use scattered sheets,