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PK: An Excel Expert

Transforming Data into Decisions

Tag: Portfolio Analytics

Dashboard

VC Portfolio Dashboard in Excel

May 3, 2026May 3, 2026 PKComments Off on VC Portfolio Dashboard in Excel
The VC Portfolio Dashboard in Excel tracks 5 fund-level KPIs and 20+ pivot-driven charts across 5 interactive analytics pages. It covers every dimension a venture investor reviews monthly — invested
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Dashboard Power BI

Investor Services Dashboard in power BI

December 16, 2025December 16, 2025 PKComments Off on Investor Services Dashboard in power BI
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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Power BI

Venture Capital KPI Dashboard in Power BI

December 8, 2025December 8, 2025 PKComments Off on Venture Capital KPI Dashboard in Power BI
Venture capital firms operate in a fast-moving, high-risk environment. Therefore, partners, analysts, and fund managers must always track performance accurately. However, manual Excel reports, scattered data files, and delayed reviews
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  • Learn Excel (Free Course)
    • 1. Shortcut Keys
    • 2. Fill & Flash Fill
    • 3. Find & Replace
    • 4. Sort & Filter
    • 5. Formulas & Functions
    • 6. Data Validation
    • 7. Conditional Formatting
    • 8. Basic Charts
    • 9. Advanced Charts
    • 10. Pivot Tables
    • 11. Excel Dashboards
    • 12. VBA Course
    • 13. Excel Formulas with AI
  • Templates
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    • Excel Tips and Tricks
    • Excel Dashboards
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  • Power BI
  • Template Store
    • Ready to Use Templates
  • Courses
  • Academy
    • Excel + AI Mastery: 100 Formulas
    • Excel Pivot Tables & Dashboards
  • About Us
  • Contact Us
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