Learn how to build a financial dashboard in just minutes using a simple seven-step framework. This hands-on tutorial walks through the process of designing, constructing, and deploying a dynamic CFO dashboard in Power BI. From setting goals and gathering clean data to choosing the right visualizations and applying change management, this session covers the full lifecycle of dashboard creation. Using real financial data, viewers see how to build charts, add interactivity with slicers, and automate dashboard distribution—ensuring it becomes an essential tool for decision-making.

Key Takeaways:

• Begin with clear goals and end-user needs to guide dashboard structure.

• Sketch a layout and gather clean, well-organized data before building.

• Use Power BI to create visuals for key metrics like revenue, profit, and balance sheet changes.

• Incorporate filters and slicers to give users control over what they view.

• Automate sharing with Power BI’s subscription feature for scheduled delivery.

• Emphasize change management: train users and show the value of transitioning from legacy reports.

• Case study includes live creation of a CFO dashboard using T-Mobile’s financial data.