AI for Dashboards & Insights | UpskAill

Course Details

• 2-Hour Course:
1x sessions of 2 hr each
• About course:

Learn how to connect AI with your data to generate instant dashboards and actionable insights — no coding required. This course helps you translate raw data into visual stories that support better decisions. You’ll practice using AI forecasting and visualization tools for faster, smarter reporting.

Part 1: Introduction (~15 mins)

  • Understand why dashboards are essential in business decisions
  • Identify the gap between raw data and actionable insights
  • See how AI elevates analytics and decision-making

Part 2: Live Demo | AI in Action (~30 mins)

  • Connect AI to spreadsheets and CRM systems
  • Create compelling visual dashboards with AI tools
  • Generate actionable insights automatically

Part 3: Guided Practice (~30 mins)

  • Import and explore a sample dataset
  • Build an effective mini-dashboard
  • Present insights and collaborate with peers

Part 4: Advanced Techniques (~25 mins)

  • Integrate AI with Power BI, Tableau, and Google Data Studio
  • Apply AI forecasting and predictive analytics
  • Ensure clean, reliable, and usable data

Part 5: Wrap Up (~20 mins)

  • Develop your customized AI Dashboard Workflow
  • Access resource pack and open Q&A
  • Build dashboards with AI guidance: Create visual summaries from spreadsheets and CRMs.
  • Automate reporting workflows: Keep performance metrics updated with minimal manual input.
  • Make data-driven decisions faster: Use AI analysis to identify patterns and opportunities.
Who should attend ?
  • Analysts and business managers managing recurring performance or KPI reports.
  • Project and operations teams looking for real-time visibility into progress.
  • Decision-makers and executives seeking accessible, reliable data insights without technical setup.
Post training resource
    • Dashboard prompt library
    • Insights workflow template
    • Workshop Recording (perpetual access)
    • Training Slide decks (PDF)
    • Certification of Completion
    • LinkedIn Badge
Participant Requirement
    • Must join from laptop, desktop or tablet.
    • Zoom app and Chrome / Safari / Edge should be installed.
    • We’ll demo with tools like ChatGPT, Gemini, Copilot and more. Free/trial accounts work fine (with some limits); Pro versions add extras but aren’t required.

    Workflow First

    • Built around frameworks you can apply immediately.

    Hands-On Practice

    • Live exercises so you leave with usable skills.

    AI in Practice

    • Practical applications using tools such as ChatGPT, Gemini, Copilot, and more.

    Resources That Last

    • Prompts, templates, and recordings to keep applying what you learn.

Walter is a seasoned technology expert with over 30 years of experience across the Audio Visual, IT, and Videoconferencing industries. His career spans technical sales, system design, project management, and hands-on training — making him a trusted advisor and forward-thinking innovator.

 

Over the years, Walter has delivered extensive training, from supplier education and product launches to advanced tech solutions. Today, he co-leads an online, instructor-led AI training and consulting company with his wife, Clare, combining their expertise to upskill individuals and businesses across the globe. Together, they’ve facilitated live training on a wide range of powerful AI tools and platforms, including:

  • ChatGPT, Google Gemini, Microsoft Copilot
  • NotebookLM, ElevenLabs, Heygen, Synthesia, Gamma.app
  • Canva (latest AI version), SEO, Digital Marketing, Google Analytics GA4
  • Social Selling, AI-driven Automation, AI-Productivity, Ethics and more

 

Walter’s tech fluency extends across IT Managed Services, network infrastructure, and generative AI integrations. He’s proficient in Microsoft Server, Azure, Office 365, Salesforce, Zoho Suite, Make.com, and numerous no-code/low-code platforms.

 

When he’s not training or developing cutting-edge AI courses, Walter can be found mountain biking, playing pool, or exploring the latest in AI, IoT, and automation.

Clare is an accomplished marketing and operations expert with over 20 years of experience spanning digital strategy, brand building, and client engagement. She has worked across industries including digital media, technology and alternative Energy— delivering impactful marketing campaigns and managing large-scale client relationships.

 

Currently co-leading an instructor-led AI training and consulting business with her husband, Walter, Clare is at the forefront of merging AI with strategic marketing. She’s also, reinforcing her commitment to innovation and continuous growth studying cutting edge AI Technologies.

 

Clare’s expertise includes AI-driven marketing, CRM systems, digital content strategy, automation, and internal team training. She has trained and consulted teams on leveraging generative AI tools like ChatGPT, Gemini, Claude, Copilot, and Canva’s latest AI suite — helping businesses use these tools to streamline communication, enhance brand voice, and drive engagement.

 

Her dynamic experience includes successful implementations in branding, SEO, website optimization, digital campaigns, and leadership across various operations. Clare’s approach blends creativity with data, resulting in persuasive, results-driven strategies that elevate business outcomes.

 

Outside of her AI and marketing pursuits, Clare enjoys movies, music festivals, and family time. She thrives in fast-paced, innovative environments and brings a collaborative spirit to every project she takes on.

At UpskAill, we want to make sure your learning never gets disrupted. Each course is assigned a Lead Trainer, who normally delivers all the sessions, and a Backup Trainer, who is equally qualified and fully prepared to step in if the Lead Trainer is unavailable due to an emergency (such as a personal matter, power outage, or connectivity issue). In the rare case that both trainers are unavailable on the same day, the session will be rescheduled to a new date. This system ensures that your training continues smoothly and you always receive the full value of your course.

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UpskAill is a hub for practical AI courses, designed for busy professionals and students who want actionable skills, frameworks, and workflows they can apply immediately to stay ahead in a changing world.