This webinar will provide an overview of dashboards in Adaptive Insights, including dashboard basics, creating perspectives and dashboards, understanding chart types and best practices, interacting with charts, and answering questions. The webinar will review how to start with dashboards, take the next step by experimenting with different chart types and features, and lead by sharing dashboards and customizing settings. The presenter is Adam Fegley, an Adaptive Insights specialist at RKL, who will guide participants on their customer journey with Adaptive Insights dashboards.

1. STEP UP TO DASHBOARDS ON
YOUR ADAPTIVE INSIGHTS
CUSTOMER JOURNEY
ADAM FEGLEY
RKL Adaptive Insights Specialist

2. • This webinar will be recorded and made available at a later date.
• NASBA CPE Requirements: In order to receive CPE for this webinar:
• Participants must be connected to the session (both audio and presentation) for its
entirety.
• Participants must answer three questions/elements of engagement.
• One (1) hour of CPE in the field of Computer Software and Applications will be
granted if you meet these requirements
Housekeeping Items
Prerequisites: None | Advanced Preparation: None | Program Level: Basic | Delivery Method: Group Internet-Based
For information regarding our complaint policy, contact RKL’s HR department at 717.394.5666.
RKL LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing
professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority
on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to
the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

3. Adam Fegley, RKL Adaptive Insights Specialist
• Adaptive Insights Certified
• Based in the RKL eSolutions, Lancaster, PA office
• 717.735.9109 ext. 1281; afegley@rklesolutions.com
• Adam started his career on the CPA side of RKL before
switching to eSoultions. His primary focus has been on
Adaptive Insights implementations while helping develop
client budgeting and planning models, management and
financial reporting including dashboards. In addition he
provides training and general support to the RKL
eSolutions Adaptive Insights clients.
Your RKL guide for today’s Journey

4. Adam is an avid Disc Golfer so if
your journey ever takes you to
eastern Pennsylvania, Adam
would love to share his passion
for the sport, even if you have
never heard of it! (and don’t get
him started on NBA basketball
or his favorite team, the Boston
Celtics!)
Adam is more than your guide…

5. Where are you on your Customer Journey?

6. • Learn how Dashboards are Easy, Powerful, Fast
• Review Dashboard basics
• Create Perspectives and Dashboards
• Understand chart types and learn best practices
• Interact with charts and leverage new features
• Q&A
• Earn CPE!
Today’s roadmap

7. To be eligible for CPE, all polling
questions must be answered.
POLLING QUESTION #1

8. • Learn the terminology
• Create your first perspective and
dashboard with the ease of drag and drop
• Determine who has access
• Understand your model and where
dashboards fit in
• Keep it simple
Where to start?

9. • Learn the various chart types and compare
use cases for each
• Experiment with the Appearance, Data, and
Time Settings
• Know when to Pin and when to Unpin
• Breakdown chart data by dimensions other
than time
• Drilldown to explore and find answers
Take the next step

10. To be eligible for CPE, all polling
questions must be answered.
POLLING QUESTION #2

11. • Be brave and share your work
• Learn the latest features and move from
Dashboard reporting to Dashboard
planning
• Show your colors and customize company
settings
• Seek answers
• Your team at RKL eSolutions
• Knowledge base
• Learning Management System
Lead, don’t follow

12. • Let’s build some Dashboards!
Find your way

13. • Was it Easy, Powerful, Fast?
• Did you learn a new chart or feature?
• Will you practice best practices?
• Ready to share the view with your team
and seek out the next path on your
Customer Journey?
How was the trip?

14. To be eligible for CPE, all polling
questions must be answered.
POLLING QUESTION #3

15. • Questions?
Q&A

16. FOCUSED.
ON YOU.