Build Your First AI Dashboard
This is a hands-on workshop where participants build a live business dashboard that displays key metrics with AI-powered insights.
Drowning in spreadsheets and data silos? Build a live business dashboard that connects your scattered data sources and displays AI-powered insights in one place. You'll have instant visibility into your KPIs and automated alerts by the end of class.
Upcoming Dates
Choose a date that works for you and secure your spot
Track
TCB
Level
100
Beginner
Duration
3 hours
Early Bird
$99
Save $50
Regular
$149
Standard rate
Day-of
$198
Walk-in rate
Planning multiple workshops?
Buy 5+ credits and save 10%. Buy 50+ and save 25%!
You will arrive making decisions based on scattered data and gut feel, and leave with a live dashboard showing your key metrics with AI-powered insights—giving you visibility you never had before.
About This Workshop
Business owners make decisions without clear data because dashboards seem complex and expensive. Data is scattered across spreadsheets and tools. By the time they manually pull reports, the moment for action has passed. They need visibility into their operations but don't know how to achieve it without expensive developers or enterprise tools. Participants leave with a live, working dashboard showing 3-5 key business metrics connected to their real data sources, with at least one AI-powered insight or alert providing automated analysis.
Before
Overwhelmed by options, unsure where to start, worried about falling behind
After
Clear action plan, confidence in your direction, ready to implement
Workshop Agenda
The Power of Visual Data
Establish the problem and value of dashboards
Choosing Your Dashboard Metrics
Identify 3-5 key KPIs for the dashboard
Connecting Data Sources
Link data from spreadsheets and tools to Airtable
Building the Dashboard
Create visual dashboard interface in Softr
**BREAK**
-
Adding AI Insights
Add AI-powered analysis and alerts
Launch & 30-Day Plan
Go live and plan for improvement
Before You Take This Workshop
We suggest completing these workshops first for the best experience
What You'll Learn
Choosing dashboard metrics (leading vs. lagging KPIs)
Connecting data sources via Make.com
Building dashboards in Softr
Adding AI-powered summaries and insights
Setting up automated alerts
What You'll Walk Away With
A live business dashboard with 3-5 key metrics
Connected data sources via Make.com
At least one AI-powered insight (summary, trend, or alert)
Understanding of the data connection stack
KPI selection framework
30-day action plan for expansion
Is This Workshop Right For You?
This IS For You If...
- Small business owners who want visibility into their operations
- Operations managers tracking team or process performance
- Entrepreneurs making decisions based on scattered data
- Service providers who need to monitor client metrics or project status
This is NOT For You If...
- Those seeking enterprise-scale BI solutions
- Those without existing business data to visualize
- Those looking for real-time streaming data capabilities
- Those needing statistical modeling or advanced analytics
Ready to Get Started?
Join us for hands-on AI training designed for real business results.