Build a KPI Dashboard with AI
Hands-on workshop: design, build, and automate a KPI dashboard for your business using AI-assisted tools and your own data.
Explore this course
The course at a glance
Build skills you can put to work.
This hands-on workshop teaches you how to turn business data into a clear, interactive KPI dashboard without programming. Working from a data source provided by Business Logix, you define the measures that matter to your role, direct an AI agent to build an interactive HTML dashboard, check every number against the source, and refine the result into a one-page view leaders can use. You will leave with a working dashboard file and a reusable instruction set you can apply to your own data. Pairs naturally with W4 Operational Planning & KPIs.
Course objective
Help participants leave able to design a KPI dashboard structure aligned to their business role, connect it to live data sources, create 3–5 appropriate visualizations for core KPIs, and use AI-assisted tools to accelerate dashboard creation while understanding the limitations and when manual refinement is needed.
Who is this course for?
Owners, managers, controllers, operations leaders and analysts who need a clear view of performance at organizations with 10 or more employees. Assumes familiarity with basic business metrics and spreadsheets. No prior AI experience or technical background is required.
What we'll cover
Key topics
What you'll take away
Learning outcomes
Before you join
Come prepared
Materials & tools
Bring the following materials and tools:
- Laptop and a paid plan of Microsoft 365 Copilot, ChatGPT, Claude or Gemini that can create files
Prerequisites
Basic spreadsheet familiarity
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