Book Dashboard Valet and we’ll spend an hour together to workshop your dashboard. By the end of our 60-minute session, you’ll have:
- Tableau Specialist Peer Review
- Top-to-Bottom Review of Your Dashboard
- Personalized Action Plan
STEP 1: BOOK
Pay for your session. I’ll immediately send you a calendar link so that you can book at your convenience. Sessions take place on weekdays and weekends and are first come, first served.
STEP 2: BUILD
Follow the Dashboard Valet Checklist (which you’ll receive via email) to finalize your dashboard. You will also need to gather a few other pieces of information in preparation for our session – but don’t worry, it’s all outlined in the checklist.
STEP 3: SHARE
Send your dashboard (Tableau packaged workbook preferred) to me at least 24 hours before your session so that I can take a look and prepare for our call. If it’s not possible for you to share a packaged workbook, I can also work from screenshots and PDFs. I’ll organize my notes so that we can tackle your dashboard from top to bottom and touch on big picture stuff (like your dashboard strategy and execution) as well.
STEP 4: REVIEW
Join me for your 60 minute Dashboard Valet session! You and I will jump into our virtual classroom and work through your dashboard from top to bottom. I’ll review your dashboard before our call and give you some seriously helpful, step-by-step actions to take your dashboard to the next level! The tips I share with you will help you design and deliver dashboards with impact forever. You will also get a recording of your Dashboard Valet session and an action step recap email.