Scaling Up Business Podcast

Keith Upkes has a financial CFO background and is a business growth coach for The Upkes Group as well as for Gazelles International Coaches. In this episode, Keith and I talk about creating an effective dashboard, as this is something many clients and companies struggle with. Keith believes dashboards are important for three specific reasons. Number one, it helps get raw data into the right hands. Clients often do not know their numbers and this is because they do not have the right data in front of them. Number two, it quickly summaries data that clients need. When clients have data in front of them, many of them don't know how to make sense of it, but dashboards help simplify this process significantly. Number three, it helps get the most relevant metrics into the clients' hands quickly after each accounting period. The client is able to quickly see what is relevant in their industry based on data collected by dashboards and give the relevant data to their leadership team. How can teams make dashboards effe