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Dashboards and reporting
4.8(128)Intermediate9 lessons3h 00
A report nobody reads is worthless. We pick four indicators that actually drive a decision, put them in a dashboard the team consults, and write the monthly report plainly: the number, then the reason.
What you’ll be able to do
- Pick four indicators, not twenty
- Bring together data coming from three different tools
- Build a dashboard the team actually opens
- Write a monthly report that reads in five minutes
Curriculum
01
Choosing what to watch
3 lessons- Four indicators are enoughFree12:35
- The metrics that flatter14:10
- What you check weekly, monthly11:50
02
Building the dashboard
3 lessons- Bringing three sources together17:25
- A chart, and a table under each chart15:40
- Keeping it up to date by itself16:15
03
The report
3 lessons- Writing plainly: the number, then the reason13:20
- Measured, hypothesis, undecidable15:55
- Presenting a bad month12:45
Your instructor
Dr. Élise Tremblay
Healthcare marketing strategist
Fifteen years growing clinics in Quebec, first as a manager, then as an advisor. She teaches what she still applies in the field every week.