Create Visuals That Drive Financial Decisions

Despite your financial expertise, the limitations of basic Excel charts are undermining your ability to communicate critical financial information to stakeholders.

This visualization gap creates serious consequences:

• Wasted Time: Your team spends hours manually formatting and updating charts for monthly and quarterly reporting cycles
• Inconsistent Reporting: Different visualization approaches across departments create confusion during executive presentations
• Delayed Decision-Making: Without clear visual representations, executives struggle to quickly grasp financial variances and trends
• Dependency Bottlenecks: Reliance on IT or external consultants for custom reporting creates delays in your financial reporting process
• Missed Insights: Critical financial relationships remain hidden because standard charts can’t effectively display complex data relationships

That’s why we invite you to join renowned Excel MVP Jon Peltier for this hands-on webinar on June 4th to discover how to transform standard Excel charts into sophisticated, custom visualizations. 

You Will Learn:

• Waterfall Charts: Build charts that visualize budget variances, contribution analysis, and bridge diagrams using native Excel features
• Dumbbell Charts: Create compelling Dumbbell Charts that display period-over-period comparisons and highlight financial performance gaps
• Chart Transformation: Use hidden data series, error bars, and custom formatting to enhance standard charts
• Multi-Dimensional Reporting: Implement data layouts for Clustered-Stacked Column Charts that show actual vs. budget across multiple categories
• Executive-Ready Visualizations: Apply professional formatting methods that improve chart readability and create consistent visual standards across all financial reports

Who Should Attend:

• CFOs and Finance Leaders seeking to enhance financial communication with executives and board members
• Financial Analysts who regularly create reports and want to reduce time spent on chart formatting
• Controllers looking to standardize financial visualization approaches across their organization
• Finance Professionals with intermediate to advanced Excel skills wanting to elevate their data visualization capabilities
• Finance Team Managers responsible for improving reporting efficiency and presentation quality

Plus, you’ll receive a practice workbook to follow along during this interactive session!

This webinar is presented in partnership with insightsoftware, a leading provider of financial reporting and enterprise performance management solutions.

Speaker Info 

Jon Peltier, Microsoft Excel MVP and Founder of Peltier Technical Services, Inc.

Jon Peltier is a master of leveraging the power of Excel to produce and simplify complex solutions in engineering, finance, and marketing. Jon holds a Doctor of Science degree from MIT in Metallurgy, his background includes Manufacturing, Statistics, Total Quality, and Six Sigma, and he knows more about Excel charts than practically anyone. Jon has been a full-time Excel developer since 2004 and has received Microsoft’s Most Valuable Professional award every year since 2001.

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