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I will build loan portfolio and finance risk dashboard in power bi
Finance Risk And Loan Portfolio Dashboard Developer Power BI
Finance teams waste hours rebuilding
the same loan risk report every month.
I fix that permanently.
I build Finance Risk and Loan Portfolio
Dashboards in Power BI — from raw
messy data to a clean ...
About this Gig
Is your team rebuilding the same loan risk report every month?
Still using manual Excel with no real-time visibility or NPA tracking?
That is the problem I solve.
I build Loan Portfolio Dashboard and Power BI Finance Dashboard solutions that convert raw finance data into clean, automated, decision-ready reports.
You get a fully interactive 3-page Loan Portfolio Dashboard built on your actual data.
Dashboard includes:
- Total Portfolio Value, Loan Count, Bad Loan Rate %
- NPA Amount and Defaulted Loan Exposure
- Risk Categories: Low / Medium / High / Very High
- Region-wise and Quarter-wise trend analysis
- High-risk customer insights with dynamic filters
Process:
- Data cleaning in Power Query
- Risk Score, Bad Loan Flag, Category logic
- Interactive Power BI dashboard
- Auto-refresh setup (Premium only)
I understand NPA, Recovery Rate, Credit Risk, and loan exposure analysis.
Data confidentiality guaranteed. NDA available on request.
Message before ordering to confirm scope and delivery timeline.
Technology:
Excel
•
Power BI
Expertise:
Business Insights
•
Trends
•
Financial ratios
•
Automation
Programming language:
SQL
•
Other
Tools:
Other
My Portfolio
FAQ
Q1: My data is in multiple Excel files. Can you handle that?
Yes. I use Power Query Append Queries to merge multiple source files into one clean Master Table automatically. This is part of my standard workflow at no extra charge.
Q2: My data has missing values and formatting errors.
Step 1 covers exactly this. I fix null values, date formats, text inconsistencies, and data type errors before building anything. Send me a sample first and I will confirm what needs fixing before you place an order.
Q3: Is my financial data safe with you?
Yes. I work under full confidentiality. A basic NDA is available on request before you share any data. Many finance clients require this and it is completely standard practice.
Q4: Will the dashboard update automatically with new data?
Yes in the Premium package. You add the new file to a designated folder, click Refresh in Power BI, and everything updates. No rebuilding or manual formulas required.
Q5: I do not use Power BI. Can you deliver this in Excel?
Yes. An Excel version with Pivot Tables and charts is available as a custom order. Message me before placing and I will confirm scope and adjusted price.
Q6: I am a finance student building an interview portfolio.
I can help with that. Message me with your project requirements and timeline. I will recommend the right package for a portfolio-quality deliverable.
Can you build a finance risk dashboard for NPA tracking?
Yes. NPA tracking is my core specialization. I build dashboards that automatically flag Non-Performing Assets, calculate Bad Loan Rate, and show risk exposure by region and loan type. Message me with your data format first.
Do you build loan portfolio dashboards for NBFC or banking teams?
Yes. I have built loan portfolio dashboards specifically for finance teams tracking Bad Loan Rate, NPA, Recovery Rate, and Risk Score categories. I understand banking domain — you will not need to explain your data to me.
