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Data-Driven Decisions: Mastering Dynamic Dashboards for Business Success

Course Overview

Discover the transformative potential of dynamic dashboard reporting with our comprehensive training course.  Gain invaluable insights into leveraging effective dashboard metrics to drive informed decision-making and propel your business to new heights.  Whether you’re a novice or seeking to refine your data-driven skills, this course will equip you with the tools to unlock the true power of data visualization. Prepare to make more informed decisions, improve business performance, and confidently achieve your strategic objectives.


Class size is limited to encourage participation and increased collaboration.  Register early to secure your spot!


For tailored in-house training utilizing your organization’s data, please contact us.



Learning Outcomes

Who Should Attend

Course Schedule and Agenda

Instructors

Customized In-House Training

Group Discounts

Registration


Online Course 

May 1 & 8, 2025 | 4-hour sessions each day


Register Now

A Message from the Instructor

Welcome to "Mastering Business Insights through Dynamic Dashboard Reporting"! In this comprehensive course, you'll learn how to leverage dashboard metrics effectively, driving informed decision-making that can transform your business. Whether you're starting fresh or aiming to polish your data-driven skills, we'll arm you with the essential tools for mastering data visualization.

Join me on this journey to unlock the full potential of your business insights through dynamic dashboard reporting!

Learning Outcomes

This Master Training equips participants with essential dashboard reporting skills.  Upon completion, participants will be able to:

  • Understand and apply dashboard reporting principles for data-driven decision-making.
  • Design effective, visually appealing dashboards for diverse audiences.
  • Collect, integrate, and clean data from various sources.
  • Utilize popular dashboard tools and visualization libraries.
  • Create engaging, interactive visualizations.
  • Develop custom KPIs and metrics aligned with organizational goals.
  • Implement best practices for data accuracy and clarity.
  • Build and maintain real-time and automated dashboards.
  • Effectively communicate data insights through storytelling.
  • Deploy and maintain dashboards, including user training.
  • Apply learned skills through practical exercises and real-world examples.
  • Foster a data-driven culture within their organization.
  • Access resources for ongoing professional development.

This Master course empowers participants to transform data into actionable insights, enhancing their value in data-driven decision-making and business optimization.

Who Should Attend

The Dynamic Dashboard Reporting Master Training Course is designed for a wide range of individuals who want to enhance their data-driven decision-making skills. The target audience for this course includes:

  • Business Professionals: Individuals working in marketing, finance, sales, and operations. Business professionals can use dashboard reporting to track key performance indicators (KPIs) and make informed decisions to improve their department’s performance.
  • Analysts: Data analysts and business analysts can benefit from this course to develop skills in designing, creating, and maintaining effective dashboards that provide insights from data. These skills are valuable for supporting data-driven decision-making within an organization.
  • Managers: Managers at different levels of an organization can attend this course to gain a deeper understanding of dashboard reporting. This knowledge will help them monitor team and department performance, track progress toward goals, and make data-informed decisions to improve business outcomes.
  • Data Enthusiasts: Individuals with a strong interest in data and a desire to explore its potential can use this course to develop expertise in dashboard reporting. Whether you’re a data hobbyist or looking to pivot into a data-related career, this course provides a strong foundation.
  • Anyone Interested in Data-Driven Decision-Making: This course is suitable for anyone who wants to harness the power of data through dashboard metrics, even if they have no prior experience with data analysis or visualization. It is designed to accommodate beginners and those looking to enhance their skills.


The Dynamic Dashboard Reporting Master Training Course is versatile and intended for a diverse audience, ranging from beginners to experienced professionals. It equips participants with the knowledge and skills to effectively utilize dashboard reporting to make informed decisions and optimize business performance.

Course Schedule and Agenda

Instructors

Shane McDonald

President

Retailing Energy Consulting


Shane McDonald has over 25 years of diverse experience spanning various industries, including Energy, Financial Services, Card Services, Telecom, and System Software Development. My expertise encompasses a range of critical areas, including customer lifecycle transformation, risk management, process design and control, data analytics and reporting, IT network infrastructure, and cybersecurity. Also have played pivotal roles in Software Development Lifecycle, Digital Transformation, Leadership, and Team Building.


Throughout his career, he has consistently focused on customer experience and profitability. He has an impressive proven track record of spearheading technology-centric operations, leading strategic initiatives to drive growth, enhance operational scalability, and boost profitability. Notably, they are recognized for their ability to build high-performing and innovative teams dedicated to elevating customer satisfaction. Notably, he is recognized for his ability to build high-performing and innovative teams dedicated to elevating customer satisfaction.

Shane McDonald

Julio Montenegro Lacayo

Data Analyst Manager

Retail Energy Consulting LLC


As an experienced Data Analyst Manager with over a decade of expertise, I specialize in steering data-driven initiatives to enhance business performance. My background encompasses internal and external analytics, where I’ve successfully led teams to extract actionable insights from complex datasets. Emphasizing a strategic focus on key performance indicators (KPIs), I’ve empowered executive decision-making and cultivated a culture of data-driven excellence.


My proficiency extends to crafting and executing impactful analytics strategies, with strength in communicating nuanced insights to diverse audiences, from front-line teams to C-level executives. I excel in constructing visually engaging dashboards and presentations that facilitate informed decision-making across all organizational levels.


Beyond managing internal data analytics teams, I’ve forged collaborations with external stakeholders to align data strategies with overarching business goals. This collaborative approach ensures that data insights not only fulfill internal objectives but also resonate with external partners and clients.

Julio Montenegro Lacayo

Customized In-House Training: Data-Driven Decisions, Your Way


Maximize the impact of data training with our customized in-house program. We deliver on-site or virtually, adapting to your schedule and using your systems to ensure maximum data security and seamless integration. Training focuses on your specific data, software, and business processes, including KPI development and relevant case studies. We’ll work closely with you to address your unique challenges, resulting in improved data analysis, more effective dashboards, and better decision-making. Contact us to discuss your organization’s needs.

Group Discounts

Utility company team discounts: 

  • Register three (3) or more individuals from the same Company and receive a 10% discount.


 For further assistance or inquiries, please don't hesitate to reach out to us at 843-277-1620.

Registration Information/Instructions:

  1. egister now using the online registration form below to secure your spot.  Or CLICK HERE FOR REGISTRATION.
  2. Or you may call us at 843-277-1620.


  • Team discounts are available.  Explore team discounts in the section below and on the registration form.


  • Cancellation Policy: To request a cancellation, please submit your request in writing at least five (5) business days before the start of the course to qualify for a refund.  Please note that a $95 administration fee will be deducted from the refund amount. Alternatively, you may transfer your registration to another member within your organization at no additional cost.  Please be advised that Conferences By Monticello’s liability is limited solely to the refund of the registration fee. For further assistance or inquiries, feel free to contact us at 843-277-1620. 


  • A PDF version of the REGISTRATION FORM is available for download.  Please email the form to marilynn@conferencesbymonticello.com. 

Register Now

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