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Traditional reporting often relies on static spreadsheets, lengthy reports, and manual analysis. Increasingly, clients are looking for timely insights that help them understand performance and make better business decisions.

Interactive dashboards are becoming an important tool for accountants and advisers, allowing financial information to be presented in a more visual, accessible, and meaningful way. This practical session will demonstrate how Excel and Power BI can be used to create effective dashboards that transform data into actionable information. Attendees will gain practical insights into dashboard design and explore how dashboard reporting can enhance client conversations, support advisory services, and deliver greater value to clients.

Brenda Clerkin will cover the following topics during this webinar:

• Why dashboards matter – Understanding the shift from traditional reporting to interactive business intelligence and why accountants and advisers are increasingly using dashboards to support client reporting and decision-making.
• Dashboard design principles – Learning the key elements of an effective dashboard and how good design can improve reporting and business insight.
• Dashboarding in Excel – Exploring how Excel can be used to create interactive and visually engaging dashboards for management reporting and business analysis.
• Power BI overview – An introduction to Power BI and how organisations are using it to enhance reporting, analysis, and data visualisation.
• Power BI dashboard demonstration – A practical walkthrough showcasing how interactive dashboards can help users explore data, identify trends, and gain meaningful business insights.

By attending this session, you will be able to: 

• Understand why dashboard reporting is becoming increasingly important for accountants and advisers.
• Recognise the key principles behind effective dashboard design.
• Identify opportunities to enhance reporting and analysis using dashboarding techniques.
• Understand the role of Excel and Power BI in modern business reporting and data visualisation.
• Gain practical ideas that can be used to improve client reporting, support advisory conversations, and deliver greater value to clients.

This session will be of interest to accountants in practice, advisers, and professionals involved in preparing, analysing, and presenting financial information to clients. It will be particularly relevant for those looking to modernise reporting processes, improve the presentation of management information, and gain a practical understanding of dashboarding tools. No prior Power BI experience is required.

Course Level: Foundation