Dashboard Training That Actually Makes Sense
Most finance teams spend weeks learning software that promises automation but delivers confusion. We built our training around how people actually work—not around feature lists nobody asked for.
Our approach is simple. We show you the dashboard, walk through real scenarios your team faces daily, and let you experiment in a safe environment. No certification pressure. No feature overload. Just practical skills you'll use the next day.
Find What You Need to Learn
Different roles need different skills. We don't believe in one-size-fits-all training sessions where half the room is bored and the other half is lost.
New to Dashboards?
Start with our basics program. We cover navigation, understanding your data sources, and creating your first automated report. Most people finish feeling confident in about three sessions.
Switching Systems?
Our transition program focuses on mapping what you already know to our platform. We identify equivalent functions and help you rebuild existing workflows faster than starting from scratch.
Need Advanced Skills?
Our advanced sessions cover custom calculations, multi-source integration, and building dynamic forecasting models. These are workshop-style with plenty of hands-on problem solving.
How Training Actually Works
We don't lecture. Our sessions are built around real situations finance teams encounter. You work through scenarios that mirror your daily tasks, which means the learning sticks better than memorizing features.
Sessions run for 90 minutes with small groups—usually 4-6 people. This gives everyone time to ask questions without feeling rushed. We schedule flexibly throughout 2025 and into early 2026.
Scenario-Based Learning
We start each session with a common challenge. For example: "Your executive team wants quarterly projections by Friday, but your data lives in three different systems."
Then we work through it together—connecting sources, automating updates, and formatting outputs. You learn by solving actual problems, not by watching slideshows.
- Practice with realistic financial data sets
- Build dashboards you can reference later
- Get immediate feedback on your approach
- Take home templates for your own work
Who Leads the Sessions
Our trainers aren't professional educators reading scripts. They're people who built financial systems, ran into problems, and figured out solutions. They understand the frustrations because they've lived them.
Oskar Lindqvist
Dashboard Implementation SpecialistOskar spent eight years as a financial analyst before joining our team. He knows what it's like to manually compile reports at 11 PM because systems don't talk to each other.
He teaches our automation workflows and integration sessions. People appreciate his patience with questions and his habit of sharing workarounds he's discovered.
Siobhan Kerrigan
Analytics and Forecasting CoachSiobhan handles our advanced programs. She previously built forecasting models for a mid-sized manufacturing company dealing with volatile material costs.
Her sessions cover predictive analytics and custom calculations. She's good at breaking down complex formulas into understandable pieces without oversimplifying.