Finance Insights & Dashboards Coaching

Overview

Unlock powerful financial insights with coaching tailored to your Infor dashboards. This package is designed for finance professionals who want to go beyond static reporting and leverage real-time dashboards to support budgeting, forecasting, variance analysis, and strategic decision-making. Whether you are a controller, analyst, or CFO, our coaching helps you use your data to tell the financial story that matters most to your organization.

Estimated Duration: Typically runs for 4-6 weeks.

Key Benefits:

• Better visibility into your financial performance
• Increased confidence in financial data used for decisions
• Faster, more accurate month-end close and reporting cycles
• Reduced reliance on static spreadsheets
• Empowered finance staff capable of building and interpreting reports
• Alignment between financial strategy and BI capabilities

What's Included:

• One-on-one or group coaching tailored to your finance team's roles
• Review of delivered Infor Birst dashboards relevant to finance
• Identification of financial metrics and KPIs most critical to your business
• Dashboard customization strategies to align with forecasting and budgeting
• Support for linking CloudSuite data with Birst metrics
• Guidance on using dashboards for variance analysis and audit readiness
• Optional collaboration with industry finance consultants
• Coaching documentation and dashboard validation support

Who It's For:

Finance leaders, analysts, and accounting teams looking to extract meaningful insights from BI reports.