Dashboard Seminar - 17th October
This 3 hour training seminar will provide you with everything you need to know about dashboards and teach you how to build bespoke dashboard views for your agency. Dashboards, a business analytics tool, are only available from i2 version 2.14 upwards. They are a visual display of consolidated numbers, metrics and KPIs which aim to help your agency staff make quick and informed business decisions.
Date: 17th October 2019
Session start times:
Morning Booking: 9:30 – 12:30 2 SPACES REMAINING - Breakfast Included
Afternoon Booking: 13:30 – 16:30 1 SPACE REMAINING - Lunch Included
DMA Head Office
70 Margaret Street
London W1W 8SS
- Please be aware you will need to bring your own laptop to this training.
- The event is capped at 6 people per session. There will be 1 trainer to 3 attendees to ensure enough help is on hand when you begin to make your own dashboards in the practical 2nd half.
- Bookings for this event will close one week prior to the event date to allow our technical team to set up individual logins to the test data in time for your session - please book onto this session as early as possible to avoid any disappointment.
Why you should attend this seminar?
If you want to know how to configure bespoke graphs, charts and counts in i2 - then this seminar is for you. Dashboard functionality is brand new from 2.14 upwards and this session is a great introduction if you want to know how to set up dashboard views for yourself, your team or the entire agency.
Image: Job Tracker Dashboard (available from i2 2.14)
This graphical element also appears in other areas of i2 too, from version 2.14 Paprika introduced Job Tracker, a tool where you can create individual job dashboards. In version 2.18 Super Project Tracker is now available and will also let you create individual dashboards per Super Project. Additionally, this course has also been updated to include the new dashboard functionality available in 2.18. The same dashboard logic applies across all versions and this course will provide you with the knowledge needed to configure all Paprika dashboards, for the job and for the agency.
Who should attend this seminar?
This course requires participants to have a working knowledge of how browsers work and is suitable for both Finance and Account Handlers/ Project Managers. Please be aware that dashboards are only available from i2 2.14 upwards, therefore, if you have recently upgraded or are thinking about upgrading then it is an ideal opportunity to familiarise yourself with this new functionality.
What's on the Agenda?
The first half of this seminar covers all the theory needed to plan your Dashboard. The second half puts what you have learnt into practice and encourages you to have a go at making your own dashboard views under the supervision of our Paprika experts.
- What are dashboards and how do they work?
- Graphs, counts and browsers – what are the possibilities?
- The principles of building bespoke dashboard views– what you need to know
- Top tips – learn the necessary logic behind building and maintaining a tidy dashboard
- Global, Group & My View – how to plan dashboard views that work for everyone at your agency
- Job Tracker: 2.14 programs with customisable graphs (released April 2017)
- Practical - create your own graphs and practice what you have learnt with help from our experts
- Import Benjamin's dashboard views using 'View Maintenance'
- Paprika i2 version 2.14/2.15/2.16/2.17/2.18 Q&A time
Who are the course leaders?
Benjamin Baker, part of the Client Engagement team, will be leading the session. This course was initially designed by Benjamin and our founder, Nick Tomlinson, in response to the new dashboard functionality released back in 2016. Since then, Benjamin has been advising Paprika clients and helping them create bespoke agency dashboards. Today, having built an extensive library of example dashboard views to show you, he's become something of a dashboards expert - Be warned, though, you may experience symptoms of dashboard envy! He now heads up this course with fellow Client Engagement Consultant, India.
India Quow has a unique understanding of Paprika, she advises from a consultancy perspective at Paprika and has a great ability to apply her expert knowledge of Paprika to other agency businesses. India and Ben are on this course to discuss what's possible and to help make your dashboard dreams happen.
What do I need to bring with me?
This is an interactive group session using i2 2.18 test data. You will need to bring your laptops with you. The second half of this session will be dedicated to creating your own dashboard views with our Paprika experts on hand to help. Our technical team will need to set up test data for each attendee and provide a web link prior to this session - so it is important to book onto this seminar allowing time to arrange this.
We encourage you to make notes throughout with the course materials provided. You will receive a training manual which covers all of the examples discussed throughout the 1st half of the seminar, screenshots of all of Benjamin's example dashboards and a copy of his dashboard views which you can import onto your Paprika database via 'View Maintenance' - we will show you how to do this.
Tea, coffee and biscuits will be provided throughout the session. Breakfast is available for the AM session and Lunch for the PM session.
What is the cost of this course?
Single Ticket - £200
Team Tickets - £175 per person
(Prices exclude VAT)
Book your place now!
Please be aware that you will need to bring your own laptop and our technical team will need to set up individual test data and provide a web link prior to the event date - so it is important to book onto this seminar allowing time to arrange this. Bookings will close one week prior to the event date.
To book, please email Liv at LivF@paprika-software.com to book a place. Once Liv has emailed back to confirm, Customer Care will be in touch.
Email to the boss
Some bosses need convincing, so feel free to copy and paste this persuasive argument into an email to your boss:
Hi [INSERT NAME OF BOSS],
Paprika are running a half day Dashboard Training Seminar on the 17th October which focuses on new analytics tools released in i2 versions 2.14 and 2.15. It would be beneficial for myself and the team to attend the seminar and get some training on this new functionality.
The course costs £200 for a single ticket or just £175 per person on a team ticket, which is a small price to pay to learn how to build bespoke dashboard views for [INSERT AGENCY NAME].
Should you want to book us onto the training seminar or need further convincing, please contact the event organiser, Liv Fryer, on 01732 811601 or email email@example.com.
Thanks in advance.
[INSERT YOUR NAME HERE]
Want to know more?
For more information, call our Customer Care team on 01732 811601 or email firstname.lastname@example.org