​If better ERG data is a priority for you this year, this session is for you.

​We charge thousands to build ERG dashboards for clients. In this workshop, we’re showing ERG Program Managers how to build the foundation for free—so you can stop relying on vibes, chasing numbers last-minute, or getting stuck in “we don’t know what to measure.”

​This is a PM-only, hands-on workshop and it’s not recorded on purpose. It’s a working session, not a webinar. You’ll be building in real time, asking questions, and leaving with a setup you can actually use.

​Who it’s for

• ​ERG Program Managers only (the person responsible for the entire ERG program)

​What you’ll walk away with

• ​A clear, practical ERG data collection workflow

• ​Your data organized into the dashboard template (with help)

• ​A BI dashboard structure you can keep improving

• ​Confidence building core visuals + answering stakeholder questions

​Agenda

• ​Need-to-Knows: What to collect + how to get it (quick refresher since the full breakdown is inside the free file)

• ​Data collection + organization: Getting your info into the template the right way

• ​Connecting it to the NEW template: Setting up your dashboard foundation

• ​Core data visualization visuals: The key/basic charts you actually need

• ​Advanced Looker Studio: Answering advanced questions, cleaner views, smarter reporting

​What to bring

• ​Your ERG metrics/data exports (even if messy)

• ​Access to Google Drive + Looker Studio OR Microsoft Excel + Power BI

• ​The willingness to build in real time