Driver-based Dashboarding
Dashboard design course online or in person
Most dashboards do a decent job of showing what happened. But in business, the real challenge is looking ahead—and that’s where business drivers come in.
Build driver logic into your dashboards, and they stop being just reports and become decision-making tools. The same principles that answer why question can also help us explore what-if scenarios and plan ahead.
In this workshop, we’ll take real business scenarios, like “What happens to sales if we raise prices by 5%?” or “What if a competitor takes 10% of our customers?” - and show how to build them directly into your dashboards.
By the end, you’ll know how to identify key drivers, embed them into your dashboards, and prepare actionable plans for worst-case, best-case, and realistic scenarios.
Course Duration:
It’s a 4-hour workshop, but we can also condense it into a 1.5-hour lecture without the practical exercises, and it works equally well online or in person.
Who Should Attend:
If you already have experience with dashboards or business planning and want to connect the two - this workshop is for you. And if you’re just starting out in both areas, it will give you a clear framework to build on from day one.
Prerequisites:
No prior experience? No problem. This course works for all levels, whether you’re just starting out or you’re an experienced designer or BI user looking for new insights.
Languages:
We can do the workshop in Czech or English - your choice.
Where & How:
Online: MS Teams, Zoom, or whatever platform you like.
In-Person: I can come to your office in Prague, anywhere in the Czech Republic, or nearby countries like Slovakia, Poland, Hungary, Germany, or Austria. And if you’re further away? No problem, I’m happy to travel.
Driver-based Dashboarding Course Syllabus
1. Rethinking corporate planning
See why traditional planning often struggles: time-consuming, quickly obsolete, detached from the business.
2. Introducing business drivers
Learn the core idea of business drivers and why they’re essential for understanding and managing your business.
3. Following a five-step approach
Discover a clear methodology for building dashboards that don’t just report the past but also model the future.
4. Choosing the right KPIs
Focus on the few KPIs that truly matter: those that are material, variable, and actionable.
5. Finding your drivers
Use practical techniques to uncover the true levers of your business performance.
6. Building a KPI tree
Learn how to connect KPIs and business drivers into a clear map that shows how business metrics are interconnected.
7. Defining scenarios
Explore how to build “what if” scenarios, decide which are useful, and avoid drowning in too many options.
8. Moving from scenarios to initiatives
Translate your scenario planning into a concrete action plan, so you’re ready for best case, worst case, and everything in between.
9. Hands-on demo and casework
See the full approach in action with a live demo in Power BI or Excel, and practice by solving a real-world case.
10. Interactive Q&A
Wrap up with questions and discussion.
