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Jan 2023

How to Design Management Dashboards for CEO and CFO? (18 Jan 23)

FinTech and Financial Intelligence

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Date & time
18Jan 2023 (Wed)13:00 - 13:45
Zoom Webinar
  • Mr Danny W. C. Chan

Mr Danny W. C. Chan

Mr. Chan, FRM, has possessed rich experience in financial risk management, information technology and data science and worked as IT Manager over a decade. Being a practitioner in information technology, he is currently a consultant and trainer at Big Data Consultancy Services Company. Also, he is strong in Cloud-based solutions, Big Data Technology, Data Mining and Machine Learning. Moreover, Mr. Chan has obtained a Bachelor Degree in Mathematics from The Chinese University of Hong Kong as well as three Master Degrees in Risk Management Science from The Chinese University of Hong Kong, Quantitative Analysis for Business from City University of Hong Kong and Industrial Logistics Systems from The Hong Kong Polytechnic University.

2867 8331 (
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How to Design Management Dashboards for CEO and CFO?

If you have the experience to buy a stock, would you prefer to watch a chart like this or a stock price summary report overwhelming with figures?

Similarly, if you were the boss or one of the senior management members of a company, would you prefer to read charts or spreadsheet reports to understand the business profile for making a decision?

If you are one of the staff who prepares regular reports to senior management and after you have answered a couple of questions above, you may see there is room for improvement with a solution.

The solution is a management dashboard for senior management.

During this webinar of a BI series, the speaker will showcase: 

  • How to consolidate dozens of monthly sales files for building an impressive multifunctional sales dashboard for the CEO?
  • How to consolidate the subsequent payments from customers for building an effective customer AR ageing dashboard for CFO?

The speaker will illustrate the factors for an appealing management dashboard design. He will also demonstrate how to pipeline and transform data into a dashboard in an extremely efficient manner.

Don’t miss this opportunity to learn the essence of dashboard design. You will certainly find it a worthy webinar.

Sample Screenshots below:



Language: Cantonese (Supplemented with English)