CORPORATE DASHBOARD TRAINING

Build a dashboard your team can trust, using your own data.

Four live hours of private online instruction with Stephen McDaniel: two 2-hour Zoom sessions in one week. Start with your most important business question, and build, test, and explain a decision-ready Claude dashboard.

4 LIVE HOURS · 5 TO 15 PARTICIPANTS · FULL COURSE INCLUDED

FOUR LIVE HOURS ACROSS TWO SESSIONS

From your real question to a decision-ready dashboard.

Your team brings one meaningful decision and approved extracts. Together, we build a dashboard and verify the numbers behind it.

PREWORK

Prepare

Submit one priority decision question and up to two approved, prepared data extracts at least 5 business days ahead.

SESSION 1 · 2H

Build

Check the data and definitions, choose decision metrics, and build the first dashboard with Claude.

SESSION 2 · 2H

Verify

Challenge calculations, improve the dashboard, and present the decision. Both sessions take place within one week.

TAKEAWAYS

Reuse

Receive private recordings, the completed instructional example, materials, and full Confident Dashboards with Claude course access for every attendee.

GET INTERNAL APPROVAL

Everything your manager or finance team needs.

Share the one-page workshop brief with decision-makers. It summarizes the sessions, team size, pricing, deliverables, data preparation, and next steps.

Download the One-Page PDF ↗

TRANSPARENT CORPORATE PRICING

One price for the training. Scale only with the team.

$5,000 covers your first 5 attendees. Add $500 for each additional participant, up to 15. Every participant receives access to the full Confident Dashboards with Claude course.

Confirm your objectives and training dates in a short scope call. Once approved, receive a secure Stripe invoice. Invoice references or purchase-order details can be coordinated before payment.

Private online delivery. Taxes, if applicable, are added at invoicing. Other delivery formats are quoted separately.

Select 5 to 15 attendees to see the total.

Base training (first 5)$5,000
Additional attendees0 × $500 = $0
Training investment$5,000
Cost per attendee$1,000
Request Training for 5

Price and dates confirmed before you receive an invoice.

EXPERIENCED IN THE ROOM

Built on years of hands-on professional training.

Stephen has taught more than 30,000 people, built customized programs for more than 40 companies, and delivered professional education in more than 10 countries.

30,000+professionals taught
40+ companiescustomized team programs
10+ countriesprofessional education delivered
5 coursesin the original hands-on Tableau training program

WHO LEADS IT

Deep analytical experience, plus years of teaching working professionals.

Stephen McDaniel led the original Tableau training program and has led analytical work at Netflix, Tableau, SAS, Microsoft, Oracle, and Yahoo. He has taught on faculty for INFORMS, TDWI, and the American Marketing Association.

Stephen McDaniel
Stephen McDanielCo-author, The Accidental Analyst

Bring the work already on your desk. Work faster. Make better calls. Second-guess less.

SCOPE AND DATA PRIVACY

Your data stays your business.

Bring one approved business question and up to two prepared, authorized data extracts. Stephen reviews these in advance. The four live hours focus on your dashboard and the decisions it supports; separate data engineering or continuing production support can be scoped independently.

Client-specific materials and recordings are for your organization only. Your team must approve the data and the AI tool before training. Do not upload confidential datasets through the inquiry form.

Included with the engagement:

  • Two 2-hour live online sessions within one week.
  • Advance review of your approved extracts and business question.
  • Private recordings and final instructional materials.
  • The completed example built during training.
  • Full Confident Dashboards with Claude course access for every attendee.

PRACTICAL DETAILS

Answers for training managers and IT.

Which Claude accounts do participants need?

We'll confirm compatible Claude access and any organization-specific AI restrictions during the scope call. Each participant needs approved access for the intended exercises.

Can we use confidential company data?

Use only prepared extracts your organization authorizes for the chosen tools. You decide what can be shared. Do not upload sensitive data to the inquiry form.

Can we pay using a purchase order or invoice?

Training is invoiced through Stripe after scope and dates are agreed. Share purchasing requirements or PO references during scoping; terms are confirmed before booking.

What happens before the two sessions?

Send one business question and up to two approved extracts at least five business days before Session 1. Stephen reviews these and adapts the exercises to your decision.

What happens after training?

Your organization receives the private recordings, course materials, and the completed instructional example. Additional builds or ongoing consulting are scoped separately.

REQUEST A TEAM SCOPE CALL

Discuss your team’s dashboard priorities.

Tell Stephen which decision your team needs to make, how many people will join, and when you hope to train. He'll reply personally to set up a 15-minute scope call. No charge or commitment.

Prefer email? Email Stephen directly.

No charge or commitment to inquire. Please leave out confidential data and files; data handling is agreed during the scope call.

PRIVATE TEAM TRAINING

Apply the method to the work that matters inside your organization.

$5,000 for 5 people, plus $500 per additional person up to 15. Full Confident Dashboards with Claude course access included for every attendee.

Discuss Your Team