Program Overview
This program equips professionals with the skills to design interactive dashboards, generate actionable insights, and craft compelling business stories using GenAI-augmented BI tools. The course blends conceptual foundations with real-world industry use cases from finance, supply chain, HR, operations, and sales, demonstrating how GenAI accelerates data preparation, KPI design, insight generation, and executive storytelling. Participants learn to convert raw data into clear, decision-ready dashboards, leverage natural-language insights, and communicate performance trends with clarity and impact. Through hands-on exercises and simulations, the program empowers teams to create analytics assets that drive faster decisions, improve reporting quality, and solve real business challenges.
Features
- Build interactive dashboards using GenAI-assisted tools to enhance decision-making
- Use GenAI to automate data prep, derive insights, and improve reporting workflows
- Translate dashboards into executive-ready business stories and performance narratives
- Apply best practices in KPI selection, visualization design, and insight communication
Target audiences
- Data, Reporting & Business Analytics Professionals
- Finance, Sales, Supply Chain & Operations teams
- HR and L&OD Teams
- Strategy, Business Excellence & PMO functions
- IT & Digital Transformation teams supporting BI ecosystems
Curriculum
- 6 Sections
- 49 Lessons
- 1 Day
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- Foundations of GenAI-Assisted Business Dashboards8
- 1.1Dashboard evolution: Static – Interactive – GenAI-augmented
- 1.2Key Concepts: semantic layer, data models, GPT connectors, AI visuals, prompt-to-dashboard, auto-insights, LLM-ops, natural language querying (NLQ)
- 1.3Difference between traditional BI vs GenAI-augmented BI
- 1.4Situational Awareness: Why dashboards fail- cognitive overload, wrong metrics, bad layouts, no business storyline
- 1.5How GenAI accelerates: data prep, KPI explanation, anomaly detection, narrative generation
- 1.6Real Use Cases: Finance- automated variance narratives, Sales: AI-generated pipeline summaries,
- 1.7Real Use Cases: Supply Chain: predictive inventory dashboards, HR: workforce analytics with natural-language Q&A
- 1.8Exercise: Identify 5 broken dashboards in your organization – what GenAI can fix
- Designing High-Impact KPIs & Insight Architecture8
- 2.1KPI frameworks: SMART, OKR alignment, lead/lag indicators
- 2.2Insight hierarchy: descriptive – diagnostic – predictive – prescriptive
- 2.3KPI storytelling: metric – movement – meaning – implication
- 2.4Situational Awareness: How misaligned KPIs create misleading dashboards
- 2.5Common pitfalls: vanity metrics, duplicated KPIs, inconsistent denominators
- 2.6AI-driven KPI suggestions based on business function
- 2.7Real Use Cases: Cost-to-serve dashboards, Productivity & efficiency scorecards, ESG & operational sustainability KPIs
- 2.8Exercise: Build a KPI-to-Storyboard Map for one functional problem (finance/supply chain/sales/etc.)
- GenAI for Data Preparation, Modelling & Auto-Insights9
- 3.1Data prep automation: AI data cleansing, data classification, schema matching, outlier detection
- 3.2Automated insight engines: trend detection, seasonality, what-changed analysis
- 3.3AI-assisted modelling: relationship detection, measure creation, semantic reconciliation Situational Awareness
- 3.4When to trust GenAI insights vs when to override manually
- 3.5How AI identifies patterns humans miss
- 3.6Risks: hallucinations, incorrect joins, unclear logic
- 3.7Use Cases: Finance month-end consolidation summarised by AI, Customer churn prediction embedded into dashboards
- 3.8Use Cases: Procurement price movement clustering
- 3.9Exercise: Clean a sample dataset using GenAI – generate insights – validate relevance
- Interactive Dashboards for Business Functions8
- 4.1Drill-through, cross-filtering, bookmarks, story points
- 4.2AI visuals: key influencers, decomposition tree, anomaly indicators
- 4.3Natural-language visual exploration (Show me sales variance by region last quarter)
- 4.4Situational Awareness: Which dashboard styles fit which business functions
- 4.5Choosing the right visualization: time-series, geospatial, scatter, funnel, pareto
- 4.6Accessibility, UX, and executive design rules
- 4.7Real Use Cases: Real-time operations dashboards (manufacturing, logistics), Predictive cashflow dashboards, HR hiring funnel with AI-detected bottlenecks
- 4.8Exercise: Redesign an existing dashboard layout using a GenAI-assisted design canvas
- Data Storytelling & Executive Narratives with GenAI8
- 5.1Business storytelling structure: context – insight – implication – action
- 5.2LLM-generated business narratives & slide summaries
- 5.3Humanising dashboards: personas, scenarios, decision journeys
- 5.4Situational Awareness: When dashboards confuse executives, Good vs bad narrative examples
- 5.5How GenAI improves clarity, simplicity & persuasion
- 5.6Real Use Cases: QBR/MPR decks auto-generated from dashboards
- 5.7GenAI narrative for revenue, cost, supply, talent metrics, Automated decision briefs for CXOs
- 5.8Exercise: Convert a dashboard into a 2-minute business story aided by GenAI tools
- Advanced Features – GenAI Agents, Automation & Governance8
- 6.1AI agents for reporting workflows
- 6.2Automated alerting mechanisms
- 6.3Governance guidelines: data lineage, model transparency, metric reconciliation
- 6.4Situational Awareness: Avoiding errors from AI summaries, Guardrails for data security, compliance, confidentiality
- 6.5Golden KPI governance frameworks
- 6.6Real Use Cases: Alerts for sudden dips/spikes, Automated project status dashboards
- 6.7Controlled self-service BI for non-technical users
- 6.8Exercise: Review an AI-generated narrative – identify risks, inconsistencies, missing context
Instructor
