Designing Dashboards That Guide Action: KPIs, Forecasting, and Cross-Functional Planning
May 28 @ 1:00 pm - 2:00 pm EDT
| FreeWhen teams work from different versions of the numbers, key performance indicators (KPIs) drift, forecasts become outdated, and dashboards become noise instead of clarity.
Join Pooja Pewekar, Growth Strategy Lead for Sage Intacct, and Linda Pinion, Principal Solutions Consultant, as they show how shared dashboards keep every department aligned, even when business conditions shift quickly.
Date: May 28, 2026
Time: 1:00 P.M. ET (1 hour duration)
Webinar Overview:
Today’s finance leaders need dashboards that do more than display metrics—they need dashboards that guide action. In this webinar, learn how to turn dashboards into dynamic decision engines that connect KPIs, forecasting, and planning across teams.
Discover how actionable dashboards drive strategy alignment, accelerate decision-making, and foster collaboration between Finance, Sales, and Operations.
This webinar will cover how to:
- Choose the right KPIs—Focus on the metrics that move the business and drive accountability across departments
- Embed forecasting in daily workflows—Enable agile planning and scenario modeling directly within dashboards
- Break down silos—Connect finance, sales, and operations KPIs to align strategy and improve performance transparency
Contact Sherry Simerman at 260.423.2414 with questions.