Dilawar Rajput
Helping Businesses Work Smarter & Grow Better
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Investment Management
Designed an organized Investment Management system in Microsoft Excel to help businesses track and monitor their investment portfolio, investment transactions, returns, current values, and overall portfolio performance.
The system provides a centralized view of investments such as stocks, bonds, mutual funds, fixed deposits, real estate, and other business investments, allowing users to monitor investment costs, current values, expected returns, and profitability.
Key Features
Centralized investment portfolio tracking
Investment name, type, and profile management
Investment amount and purchase date tracking
Current market value monitoring
Expected return rate tracking
Investment purchase and contribution records
Withdrawal and investment sale tracking
Dividend and interest income tracking
Capital gains monitoring
Cost basis vs. current value comparison
Unrealized gain/loss analysis
ROI and investment performance tracking
Portfolio diversification analysis
Investment maturity and renewal alerts
Investment performance reports
Project Focus
Investment Management • Portfolio Tracking • ROI Analysis • Financial Analytics • Excel Dashboard • Investment Reporting
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2
Budgeting & Forecasting
Designed a structured Budgeting & Forecasting system in Microsoft Excel to help businesses plan their finances, monitor spending, compare actual performance with planned budgets, and make better financial decisions.
The budgeting system allows users to create budgets for different categories, departments, or projects across monthly, quarterly, and yearly periods. Actual financial results can then be compared with budgeted amounts to identify spending differences and performance gaps.
Key Features
Monthly, quarterly, and yearly budget planning
Category-wise budget management
Department and project-based budgeting
Actual vs. budget comparison
Variance amount and percentage analysis
Expense monitoring against planned budgets
Financial performance tracking
Historical data-based forecasting
Cash flow and profitability forecasting
Budget threshold and overspending alerts
Visual charts and financial summaries
Easy-to-understand Excel dashboard layout
Project Focus
Budget Management • Financial Planning • Forecasting • Variance Analysis • Excel Dashboard • Business Finance
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Finance Management Dashboard
Designed a professional Finance Management Dashboard in Microsoft Excel to provide a clear overview of a business's financial performance, cash position, income, expenses, profitability, and outstanding balances.
The dashboard brings important financial information into one organized interface, making it easier to monitor business performance and review financial data without working through multiple separate spreadsheets.
Key Features
Financial KPI Dashboard: Revenue, expenses, gross profit, net profit/loss, accounts receivable, and accounts payable.
Income Management: Track income by source, category, amount, tax, payment method, account, and date.
Expense Management: Organize operating, administrative, payroll, tax, capital, and miscellaneous expenses.
Cash Flow Monitoring: Track money coming in and going out across business accounts.
Customer/Client Ledger: Maintain transaction history, payments, running balances, and outstanding amounts.
Supplier/Vendor Ledger: Track purchases, payments, balances, and amounts owed to suppliers.
Bank & Cash Management: Monitor account balances, transfers, deposits, withdrawals, and reconciliation.
Budget Tracking: Compare actual financial performance against planned budgets and identify variances.
Profit & Loss Analysis: Review revenue, costs, expenses, gross profit, operating profit, and net profit.
Financial Reporting: Structured financial reports for reviewing business performance over different periods.
Data Visualization: Charts and visual summaries for sales, revenue, expenses, profit, and cash flow trends.
Date-Based Analysis: Review financial performance by different time periods and compare historical results.
Project Focus
Finance Management • Business Analytics • Financial Dashboard • Excel Dashboard • Data Management • Financial Reporting • Business Operations
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10
A professional Finance Management Dashboard designed to help businesses organize and monitor their financial activities in one place.
The dashboard provides a clean and easy-to-use interface for tracking income, expenses, cash flow, customer transactions, loans, financial summaries, and reports. The design focuses on clear data presentation, simple navigation, and practical business use.
This work sample demonstrates my ability to design professional business dashboards, financial management interfaces, data-driven layouts, and user-friendly web application interfaces with a focus on usability and organized information.
Key Features:
Finance overview and financial summaries
Income and expense tracking
Cash book management
Customer ledger
Loan tracking
Financial reports
Clean and responsive dashboard interface
Organized data visualization
Business-focused UI/UX design
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