A six-page Google Sheets dashboard for pension scheme reporting: 500 fictional sample records, 16 KPI cards, 18 charts and 15 slicers covering assets, members, contributions, benefit payments, returns and fees – with a clear note on what it is not.
Tag: Google Sheets Dashboard
Hedge Funds Dashboard in Google Sheets
A six-page Google Sheets dashboard for fund-month records: 360 fictional sample records for 30 funds, 18 charts and 15 slicers covering AUM, net flows, returns, Sharpe ratio, drawdown, fees and exposure – a reporting template, not trading or fund-administration software.
Credit Rating Agencies Dashboard in Google Sheets
A six-page Google Sheets dashboard for rating-action logs: 500 fictional sample actions, 4 headline tiles, 18 charts and 15 slicers covering rated debt, fees, grades, outlooks and review turnaround – with a clear note on what it is not.
Stock Exchanges Dashboard in Google Sheets
Stock Exchanges Dashboard in Google Sheets: 4 slicer-driven pages, 16 KPI cards and 500 fictional sample trades covering turnover, listings, order flow and sectors. A reporting template, not a trading or advice tool.
Credit Unions Dashboard in Google Sheets
A six-tab Google Sheets credit union dashboard with 18 chart panels, 15 slicers, loan-to-share gauges by region and an Account ID lookup, built on fictional sample data.
Wealth Management Dashboard in Google Sheets
A six-page Google Sheets dashboard for small wealth and advisory firms: 500 fictional sample accounts, 16 KPI cards, 18 chart panels and 15 slicers covering AUM, advisory fees, net flows and client retention – a reporting template, not advisory software.
Tax Advisory Dashboard in Google Sheets
A six-page Google Sheets dashboard for tax advisory practices: 500 sample engagements, 4 KPI cards, 18 chart panels and 15 filter chips covering advisory fees, filing status, notices, refunds and hours – with a clear note that it is not tax software and gives no tax advice.
Accounting Firms Dashboard in Google Sheets
A six-page Google Sheets dashboard for accounting and CPA practices: 500 sample engagements, 16 KPI cards, 17 chart panels and 15 slicers covering fees, realization, write-offs, WIP and client mix – with an honest note on what it is not.
Special Education Dashboard in Google Sheets Template
An administrative tracking template with 6 pages, 16 charts and 15 slicers for caseload, service hours and internal review dates. Not an IEP or compliance system.
Teacher Substitution Calendar in Google Sheets
Plan and review school cover events with annual, monthly, daily and detailed calendar views in an editable Google Sheets template.