Dashboards and Business Reports Workshop
Build your own sales, purchasing and cash flow dashboard that updates itself, and stop assembling spreadsheets.
What you will learn
- Choosing the 5-7 metrics you actually run the business by (KPIs)
- Connecting data sources: Google Sheets, Excel, accounting software, CRM and online store
- Building a dashboard in Looker Studio or Power BI: charts, filters and comparison with the previous period
- Reports that arrive on their own: a daily or weekly management report by email
- Cleaning and merging data without being an analyst, with the help of AI
- Asking your data questions in plain language with ChatGPT and Claude, and getting analysis and charts
- Permissions: who sees what, and how to share without exposing
Who it is for
Business owners, finance and operations managers, sales managers and administrative staff.
What you leave with: You leave with one working dashboard on your own data and a report that is sent automatically.
Format: individual or team, on Zoom or in person. Follow-up is planned around your level and goals.
Which business reports should you build first?
- Sales report
- Sales by period, product, customer and salesperson, against target and against last year.
- Profitability report
- Gross profit by product and customer, including shipping, fees and advertising costs.
- Cash flow report
- Expected income against expenses, customer debts and supplier payments.
- Purchasing and inventory report
- What is running out, what is sitting on the shelf, and when to reorder based on sales velocity.
- Management report
- One page with the numbers that matter, arriving every morning.
- Service report
- Inquiries, response times and customer satisfaction.
Looker Studio or Power BI: which should you learn?
Looker Studio is free, runs in the browser and connects easily to Google Sheets, Google Analytics and ad platforms. It is an excellent starting point for most small and mid-sized businesses. Power BI is stronger at calculations, data models and working with Excel and ERP systems, and suits organizations already on Microsoft. In the workshop we choose based on your data.
Frequently asked questions
Do I need Excel skills?
Basic skills are enough. The complex parts are done with AI, and you learn to check that the result is right.
Do we bring real data?
Yes, that is the point. We work on your business data, or on sample data if there is a sensitivity.
Can you run the workshop for a finance team?
Yes. We tailor the reports to the roles and systems of your organization.
More workshops
Want to book the Dashboards and Business Reports Workshop?
Leave your details and we will get back to you within one business day with dates and a price.
- 30 minutes on Zoom or by phone, no commitment
- We map where your time and money go
- You leave with a clear starting point