AI-Powered Finance Dashboards
A dashboard that nobody uses creates the appearance of insight without delivering it.
Effective finance dashboards are not defined by how much data they contain. They are defined by whether they help the intended audience understand performance, identify exceptions, focus on priorities, and take action.
AI can help finance teams design stronger layouts, identify appropriate visualisations, draft supporting commentary, summarise trends, and iterate more quickly.
However, a dashboard still requires a clear purpose, reliable data, thoughtful design, and a strong understanding of the audience.
This specialist workshop combines AI capability with the principles of visual communication to help participants create dashboards that are relevant, clear, credible, and genuinely useful.
- Monday, November 30, 2026
- 4:00 pm - 6:00 pm GMT (11:00 am - 1:00 pm EST)
- Field of Study: Computer Software & Applications (1 CPE Credit) 1 CPD Hour; Finance (1 CPE Credits) 1 CPD Hours
Testimonials
Overview
What we Cover:
- The principles of effective finance dashboard design
- Defining the audience, questions, and decisions the dashboard should support
- Selecting the right measures, hierarchy, and level of detail
- Using AI to structure and iterate dashboard content
- Choosing appropriate visualizations
- Drafting commentary and explanatory text
- Designing for executive, operational, desktop, and mobile use
- Working more efficiently within existing dashboard environments
- Quality-checking data, visuals, wording, and conclusions
Key Challenges:
- Designing for the audience rather than for data completeness
- Selecting the right level of detail
- Keeping dashboards current and relevant
- Gaining stakeholder agreement before building
- Balancing simplicity with sufficient context
- Turning visual information into a clear decision or action
Common Barriers:
- Starting with available data rather than the question being answered
- Replicating existing reports in dashboard form
- Including too many KPIs and visuals
- Lack of design training
- Focusing on aesthetics rather than usability
- Failing to define ownership and maintenance requirements
Learning Objectives:
By the end of this workshop, participants will be able to:
- Apply dashboard design principles to finance outputs
- Define the audience, purpose, and decisions supported by a dashboard
- Use AI to structure, draft, and iterate dashboard content
- Select appropriate visualizations for different use cases
- Build a quality-check process for AI-assisted dashboard outputs
Business Benefits:
- Clearer dashboards improve the speed and quality of decisions
- Better design increases stakeholder engagement and usage
- Finance teams can produce stronger outputs with less iteration
- A focused set of measures improves organizational alignment
- Trusted dashboards strengthen finance’s strategic influence
Facilitator
Mike Weston-Burt
Mike Weston-Burt has trained more than 50,000 finance and business professionals across five continents.
He combines decades of Big Four consulting experience with deep expertise in AI, visual communication, storytelling, and learning design.
Mike has helped organisations transform how they communicate financial information, moving from data-heavy outputs to clear, purposeful visuals that drive action.
In this workshop, he helps participants design and produce finance dashboards that their audiences will understand, trust, and use.
Prerequisites: Familiarity with dashboards, KPIs, or management reporting.
Advanced Preparation: No advance preparation required. Participants may wish to reflect on dashboards currently used within their organization.
Program Level: Intermediate
Delivery Method: Group Live
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