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Getting Started with Visualize
Module 1 - Welcome to Visualize
Introduction to Visualize (1:05)
Course Outline
Get CPD or CPE points for this course
Module 2 - Dashboards
Getting started with Dashboards (0:46)
Using Dashboards (8:18)
Customize your Dashboards (0:53)
Add an image to your Dashboard (2:48)
Add non-financial information to your Dashboard (0:38)
How to use the Dashboard (2:55)
How to share your Dashboard with others (1:19)
How to use AI in your Dashboard (1:29)
Module Summary (0:28)
Quiz Q1
Quiz Q2
Quiz Q3
Module 3 - KPIs & Accounts
What are KPIs? (0:52)
Introduction to KPIs & Accounts (1:45)
How to use Accounts (6:36)
KPI Scorecards (1:49)
Transactions (3:17)
Module Summary (0:52)
Quiz - Q1
Quiz - Q2
Quiz - Q3
Conclusion
Course Summary (0:34)
Resources
Let us know what you think! (0:20)
How to use AI in your Dashboard
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