
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.
No dates currently scheduled
Track
TCB
Level
102
Foundational
Duration
3 hours
Early Bird
$99
Save $50
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.
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.
Overwhelmed by options, unsure where to start, worried about falling behind
Clear action plan, confidence in your direction, ready to implement
Establish the problem and value of dashboards
Identify 3-5 key KPIs for the dashboard
Link data from spreadsheets and tools to Airtable
Create visual dashboard interface in Softr
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Add AI-powered analysis and alerts
We suggest completing these workshops first for the best experience
Choosing dashboard metrics (leading vs. lagging KPIs)
Connecting data sources via Make.com
Building dashboards in Softr
Adding AI-powered summaries and insights
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
Continue your AI learning journey with these workshops
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Regular
$149
Standard rate
Day-of
$199
Walk-in rate
Go live and plan for improvement
Setting up automated alerts
KPI selection framework
30-day action plan for expansion
This workshop teaches participants to build an AI team member—not just a Q&A chatbot, but an AI assistant that can answer questions from company knowledge AND take automated actions.