Improvement
Target audience
- Accountants
- Management Accountants
- Chief Financial Officers
- Accounting Managers
- Finance Managers
2 day
New training
Training on Dashboards and Performance Metrics
Prerequisites
A basic understanding of statistics and experience using Excel are required.
Objectives
◗ Build the dashboard using an agile approach.
◗ Identify relevant performance metrics.
◗ Improve performance analysis.
◗ Set achievable goals using the dashboard.
◗ Use visualization tools and techniques.
Training program
◗ Identify the company's dashboards
– Identify the company’s objectives
– Define the concept of economic and financial performance
– Present the different types of dashboards
– Self-assessment of your situation
✔ APPLY | Case Study: Context and Assessment
◗ Select the appropriate indicators to generate the desired information
– Present the main categories of indicators
– Link the indicators to Key Success Factors (KSFs)
– Select and determine the key indicators
✔ APPLY | Guiding case study: Identify relevant indicators
◗ Manage the dashboard project using an agile approach
– Dashboard and Agility
– Needs and Requirements
– Analyzing and Formalizing Needs
– Estimating and Prioritizing Needs
– Planning and Tracking Product Deliverables
– Ensuring Dashboard Quality
✔ APPLY | Overarching Case Study: Visualizing the Product
◗ Build a dashboard in Excel from scratch
– Prepare your dashboard project
– Define the dashboard project
– Import data
– Create report pages
– Organize the dashboard homepage
– Share the dashboard
✔ APPLY | Overarching theme: Launch initiatives
◗ Set and achieve goals using the dashboard
– Set your goals
– Align the different levels of goals
– Rank goals in order of priority
– Distinguish between what’s urgent and what’s important
– Break goals down into tasks
– Set goals for your department
✔ APPLY | Key Case Study: Prioritizing Goals
◗ Tools and Techniques for Visualizing Dashboards
– Understand the fundamental principles of data visualization
– Learn how to use the main visualization tools
– Develop practical skills in creating visualizations
– Apply best practices in visualization
– Analyze and interpret visualized data
✔ APPLY | Overarching case study: visualizing the product
Why choose this course?
In your role as a management controller, accounting manager, or operations manager, dashboards are essential for measuring performance, steering business operations, and uniting teams.
This training course helps you develop metrics tailored to your goals and communicate your results more effectively.
Teaching and assessment methods
Before the training: Submit your expectations via your online portal 15 days before the training begins and complete a self-assessment of your skills.
Teaching Methods: A variety of teaching methods to cater to different learning styles, encourage active participation, and reinforce learning through experimentation and practice.
Educational materials: presentation materials, reference materials (summary sheets, tables, etc.), and other resources available in your account.
During the training: theoretical concepts are alternated with examples drawn from real-life cases. Participants are given the opportunity to engage in role-playing exercises. Numerous practical exercises allow participants to demonstrate their mastery of the skills as the training progresses.
Training monitoring and evaluation: attendance sheet and certificate of completion. Immediate and post-training evaluations conducted using the LearnEval platform.
Price
€1,630 (excluding tax)
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