Tag

Finance

Your Guide to QuickBooks Online Dashboards

My background  As the Program Manager for Implementation and Solutions Consulting for iDashboards, I’m focused on the success of our clients through onboarding and professional services. During my time at iDashboards, I’ve held several roles, starting as a Pre-Sales Engineer,…

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5 Critical KPIs Every CFO Must Track

In the midst of a lingering pandemic with team members working remotely and in-and-out financial expenditure being ever more important to track, it becomes critical for team members to monitor and report key metrics to the head of financial decisions…

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5 Simple Steps to Sow Financial Stability (with Data)

Achieving and maintaining financial stability is complex, and requires the help of nearly every department within an organization. While most companies look to their financial statements to determine the health and stability of the organization, financial statements alone are not…

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4 Reasons Why Your CEO Will Love Your Dashboard This Year

Running reports has run rampant since the advent of the Excel spreadsheet. Companies utilize all kinds of CRMs and other data processing software to get a better idea of where their business is going. CEOs and supervisors want more insightful…

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Consumer Data Sets from Data.gov: Follow the Money

Did you know that 77% of people who shop online rely on reviews to make their decisions? It makes sense to us. Consumer data sets are used to track information like this so they can predict future buying trends and…

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Adding up Finance Data Sets from Data.gov

If there is money or stocks in involved, there is sure to be a finance data set nearby. Finance is a part of many facets of our lives and so is the data behind it. From banking to investing, data…

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#iDashboards16 – Customer Panel: Innovation

Our Customer Panel Session is one of the most popular sessions at #iDasboards16! This live blog will detail the tips and tricks that our customers have implemented on their own dashboards. Today’s panelists include: Matt Nawrocki: St. Joseph Mercy Oakland…

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The Metric Maze

Dashboards are a potentially powerful new tool for banks and financial institutions. Featured in the BankNews April print issue. In an industry where complex financial data is integral and essential, banks and other financial institutions face formidable information-management challenges. For…

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How Dashboards Can Help Banks Embrace Technology

In the late 1960s, the automated teller machine – a.k.a. the ATM – was introduced to the financial industry. During the adoption phase, banks realized their importance, but some were hesitant about buying ATMs, citing fears that they would negatively…

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