Capture Data and Create Dashboards: Turn Complexity into Powerful Insight

Overview

In today’s data-rich but insight-poor environment, finance leaders play a critical role in turning information into strategic action. Capture & Visualize Data: Build Dashboards That Drive Decisions equips participants to identify meaningful data, evaluate quality, and present insights through impactful dashboards. With a focus on the “Seven Vs of Big Data” and practical tools for aligning data with business objectives, this course helps finance professionals streamline decision-making and communicate with clarity—empowering them to bring the right data to the right people at the right time, without needing technical design skills.

Learning Objectives:

After completion of this course, participants will be able to:

  • Identify data points that align with strategic business objectives
  • Recognize the characteristics of the Seven Vs of Big Data and their relevance to finance
  • Select appropriate internal and external data sources for dashboard reporting
  • Differentiate between high-quality and low-quality data inputs
  • Determine the elements of effective dashboard design for financial storytelling

This course includes practical exercises, mentor insights, and scenario-based questions to reinforce learning and ensure participants can apply key concepts in real-world finance leadership situations. Upon successful completion, participants will receive a CPD-accredited certificate.

Lessons:

Lesson 1: Define What Matters – Strategic Data Capture

Lead with data by focusing on what truly matters—filtering out noise, aligning metrics to strategy, and building governance that ensures integrity, trust, and decision-making impact.

Lesson 2: Understand Big Data – Make It Work for Finance

Demystify Big Data by mastering its key dimensions, improving data quality, and using visual storytelling to turn complex information into clear, actionable insight for strategic decision-making.

Lesson 3: Build Dashboards That Drive Action

Build dashboards that drive action by combining the right data sources, applying clear design principles, and turning insight into a unifying force for decision-making and collaboration across the business.

Additional Information

CPD Hours: 2

Field of Study: Management Services

No prerequisite knowledge is required to be successful in this course.

No advance preparation is required.

Program Level: Basic

Delivery Method: QAS Self Study

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