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Expert Panel

Reporting, Dashboards, and Data Analytics

(2773) Expert Panel: Building Custom Dashboards to Fit Your Agency Needs


Content Level: Intermediate

Personas: HR Manager, Marketing Manager/Specialist, IT/Operations Manager, Office Manager, Owner/Principal

Products: Applied Epic - Dashboards

Thursday, October 1, 2026
8:00 AM - 9:00 AM East Coast USA Time
In this session, panelists will walk through the real-world trials and errors that shaped their dashboard-building approach – from early prototypes and structural missteps to breakthrough moments that unlocked automation, visibility, and efficiency.

Attendees will leave with:

• Practical strategies for designing dashboards that actually get used
• Common mistakes to avoid when building automated reporting
• A clearer understanding of how data architecture affects dashboard reliability
• Inspiration and examples of what fully custom dashboards can achieve in an agency environment
Whether you’re just getting started or looking to elevate your existing buildout, this session will provide tangible lessons, creative ideas, and a transparent look behind the scenes of a year-long dashboard transformation.