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Creating Financial Dashboards: Advanced Presentation & Design Functions


Webinar Recording

Recording Price: $199.00

(Includes Proprietary Materials)

Whether you're presenting to your board, your CEO, or your staff, you need a clear and concise way to communicate the numbers you've been crunching for maximum effect. An Excel dashboard is exactly that - the perfect package for everything your people need to know. Join us for a live, 60-minute webinar to discover:

  • The story behind your financial data: Spot trends in real-time
  • Update business strategy with informed, at-a-glance analysis
  • Use dashboards to present hard metrics to non-financial audiences
  • Build visually-rich charts and graphs to communicate hard data

Program Highlights

  • Essential Dashboard Skills for Finance Professionals

    • Pivot table mastery: Sort and display your financial data
    • Leverage Excel's full power: Utilizing external data connections
    • Conditional formatting and advanced functions for data manipulation
  • How to Use Excel to Present Detailed Data

    • Simple dashboard design concepts: Elevate your data
    • Drill down for the raw information: Access additional detail
    • Dashboards for presentations: Building for a non-financial audience
  • Advanced Techniques for Reporting and Forecasting

    • Real-time updates and data validation: Maintain accuracy
    • Complete control: Using "slicers" to filter your data
    • Advanced strategies for managing sets of forecasts
  • Live Question & Answer Session - Have your questions answered by the expert!

About The Speaker

Melissa Esquibel is a technology consultant, coach, trainer and speaker.

  • She is a consultant, frequent speaker and Microsoft Certified Trainer.
  • Since 1991, Ms. Esquibel has assisted a variety of companies and industries with Microsoft Office (Excel, Word, PowerPoint, Access, Outlook) all versions through 2010. Her strong foundation in finance and accounting was built over years in the banking and accounting industries.
  • Melissa has 25+ years experience in information technology with a background in training, finance, technical writing and business risk analysis.

Program Benefits

Join us for this 60-minute webinar to discover the best methods to create and manipulate Excel Dashboards for financial presentations that anyone can understand.


  • None

Delivery Method

  • Group Internet Based

NASBA Field Of Study

  • Accounting - Finance

Program Level

  • Basic Knowledge Required