Dashboard Magic
Access materials starting July 7th.
Live online workshops July 17th and 24th, 2025, 2PM ET
Engage your board with Dashboard Magic!
This course covers:
- What a dashboard can help you do
- What you should (and should not) include on a dashboard
- Key performance indicators
- How to define "cash" if you are measuring liquidity
- Dashboard mistakes to avoid
- Custom charts you won't find anywhere else
- An Excel dashboard you can use as a template
- Step-by-step "how to" videos
Our goal is to help you to make your own dashboard by the end of the course.
"Something magical happens when you can see everything you need all at once."
Hi, we're Carrie and Carol. We are both CPAs and MBAs.
Over the years, we have helped hundreds of nonprofit organizations win the battle with QuickBooks. Our services include QuickBooks design and cleanup, training, bookkeeping oversight, audit readiness and Form 990 preparation.
We are always amazed at how the need to continue learning never stops. We hope you will join us on your learning journey!
Don't miss your chance to learn! This multi-part workshop includes a pre-recorded presentation covering dashboard concepts, a dashboard template, two 90-minute Zoom meetings with Carol and Carrie to go over the dashboard template and answer your questions, plus short videos to walk you through how to create the dashboard charts. You get access to the course for at least one year.
* Limited to 50 participants for the July 2025 workshops.