Investment Dashboard Archives - PK: An Excel Expert

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Venture Capital Dashboard in Power BI

November 26, 2025November 26, 2025 PKComments Off

Venture capital firms handle fast-moving investments, multiple funding rounds, changing valuations, and unpredictable market conditions. Because of this, investors need a clear and reliable way to track their portfolio performance.

Dashboard Power BI

Hedge Funds KPI Dashboard in Power BI

November 17, 2025November 17, 2025 PKComments Off

A Hedge Funds KPI Dashboard in Power BI is a ready-to-use, interactive reporting system designed to measure key investment performance indicators across multiple funds. It gives you a clear view

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Venture Capital Dashboard in Excel

November 16, 2025November 16, 2025 PKComments Off

Venture capital teams handle high-value investments, portfolio risks, fund performance tracking, partner reviews, and industry trend analysis every day. Because of this, they need a clear and organized way to

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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,

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Wealth Tech Dashboard in Excel

November 5, 2025November 5, 2025 PKComments Off

In today’s data-driven financial world, investment decisions depend on analytics, not assumptions. Whether you are a wealth manager, financial consultant, or independent investor, understanding your investment performance in real-time makes