The Dashboard Effect
By Brick Thompson, Jon Thompson, Caleb Ochs, Landon Ochs
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Episodes: 168
Description
NEW EPISODES EVERY OTHER THURSDAY!!!
The Dashboard Effect Podcast: Simplifying Data for Smarter Business Decisions
Welcome to The Dashboard Effect, the go-to podcast for mid-market businesses and private equity-backed companies looking to harness the power of data.
Hosted by Brick Thompson from Blue Margin, we demystify data analytics and business intelligence, offering practical insights and actionable strategies that drive accountability, performance, and growth.
From breaking down complex data concepts to sharing real-world success stories, we cover topics like Power BI, data lakes, dashboards, automation, and the latest trends shaping the future of business intelligence. Whether you're a CEO, operator, or BI professional, we’ll help you unlock the potential of your data for smarter, faster decisions.
Tune in to The Dashboard Effect and discover how the right data, at the right time, can transform your business.
Subscribe now and take the first step toward becoming a data-driven organization!
Learn More: BlueMargin.com
| Episode | Date |
|---|---|
|
The Hidden Complexity Behind Simple Dashboards
|
Mar 25, 2026 |
|
Should You Build a Data Team or Borrow One?
|
Mar 12, 2026 |
|
How a PE-Backed Rollup Escaped Excel Chaos
|
Feb 05, 2026 |
|
Your Finance Stack Is Broken: Stop Trusting the Magic Spreadsheet
|
Jan 27, 2026 |
|
Antidote for Failed Data Projects
|
Nov 07, 2025 |
|
ROI for AI: Why Most Projects Fail (and How to Get Yours Right)
|
Oct 22, 2025 |
|
The Data Governance Behind Trusted AI
|
Oct 08, 2025 |
|
Making Data Work for Small Firms Without a Big Budget
|
Sep 22, 2025 |
|
Beyond the Wrapper: Making AI Work for Data Teams
|
Aug 28, 2025 |
|
From Custom Builds to Fivetran: Evolving Our Data Pipeline Strategy
|
Aug 14, 2025 |
|
Preparing Your Data for AI: What Most Companies Get Wrong
|
Aug 11, 2025 |
|
Choosing the Right Data Platform for Your Business: Fabric or Snowflake?
|
Jul 07, 2025 |
|
Inside Microsoft Build: The Rise of AI Agents
|
Jun 19, 2025 |
|
Breaking Down the Latest Fabric Updates from Microsoft Build
|
Jun 05, 2025 |
|
Why Private Equity Needs Its Own Data Lakehouse | PE Analytics & AI Readiness
|
May 22, 2025 |
|
5 Key Metrics for Middle Market Companies
|
May 08, 2025 |
|
If You Build It, Will They Use It? Culture’s Role in BI Success
|
Apr 17, 2025 |
|
Vanity Isn’t Strategy: Smarter Metrics for Smarter Teams
|
Apr 10, 2025 |
|
Safe, Smart, and Internal: Our Experimental Leap with AI
|
Mar 27, 2025 |
|
The Future of Microsoft Fabric: Will It Replace Synapse?
|
Mar 13, 2025 |
|
Revenue Reporting: It's Not as Simple as It Seems
|
Feb 27, 2025 |
|
Breaking Down Portfolio Monitoring Solutions
|
Feb 20, 2025 |
|
Role Based Security: Keeping Data in the Right Hands
|
Jan 30, 2025 |
|
From Theory to Practice: Making AI Work in the Real World
|
Jan 15, 2025 |
|
How to Build Smarter Reports with Power BI
|
Jan 03, 2025 |
|
Is Raw or Aggregated Data Better for Analytics Decisions?
|
Dec 05, 2024 |
|
Schema on Write vs. Schema on Read: What’s Faster for Your Business?
|
Nov 21, 2024 |
|
Understanding Semantic Models and Data Lake House Layers
|
Nov 07, 2024 |
|
NetSuite Data Pipeline: Surprising API Challenges & ODBC Solution
|
Oct 23, 2024 |
|
How Bad Data Models Can Sabotage Your Reports
|
Oct 10, 2024 |
|
The Blueprint for Rolling Out BI to Hundreds of Users
|
Oct 02, 2024 |
|
Simplifying Your Data Pipeline for Maximum Performance
|
Sep 12, 2024 |
|
The Data Team Dilemma: Strategies for Surviving High Turnover
|
Aug 29, 2024 |
|
The Strategic Edge of Outsourcing Your Data Platform
|
Aug 15, 2024 |
|
Generative AI Analytics: Hype vs. Reality
|
Aug 01, 2024 |
|
Handling Multiple Currencies in Power BI
|
Jul 18, 2024 |
|
Modern Reporting with Power BI: Moving Beyond Email Reports
|
Jul 03, 2024 |
|
The Pitfalls of Augmenting Transactional Data with Excel for Reporting
|
Jun 20, 2024 |
|
Mastering Delta Loads: Caleb's Best Practices, Tips, and Workarounds
|
Jun 06, 2024 |
|
A Speed-Trust Equation: Fast Power BI Reports Increase End User Confidence
|
May 23, 2024 |
|
Watch Out for These Data Model Red Flags
|
May 09, 2024 |
|
Blueprints for Building an Internal BI Team
|
Apr 25, 2024 |
|
How to Use Leading and Lagging Metrics for Better Business Agility
|
Apr 18, 2024 |
|
Behind the Scenes in Power BI: Tips to Streamline Data Modeling
|
Apr 11, 2024 |
|
How to Democratize Data and Avoid the Chaos of Data Sprawl
|
Apr 04, 2024 |
|
The Human Side of AI Readiness - How to Prepare Your Team and Business Logic
|
Mar 28, 2024 |
|
Laying the Groundwork for Gen AI in Business Analytics
|
Mar 21, 2024 |
|
The Layman's Guide to Data Terminology: Part Three
|
Mar 14, 2024 |
|
The Layman's Guide to Data Terminology: Part Two
|
Mar 07, 2024 |
|
The Layman's Guide to Data Terminology: Part One
|
Feb 29, 2024 |
|
The KPIs You're Overlooking: Better Data Insights for Manufacturers
|
Feb 22, 2024 |
|
A Case Study: Unifying Data Sources with Azure Data Lake and Serverless SQL
|
Feb 15, 2024 |
|
From Data Setup to Power BI Reports: Considerations for Your Data Model (Semantic Layer)
|
Feb 07, 2024 |
|
How to Generate Realistic, Synthetic Data for Power BI with ChatGPT
|
Jan 31, 2024 |
|
How to Structure Your Data for Power BI Copilot
|
Jan 24, 2024 |
|
A Closer Look at Microsoft Fabric's Direct Lake and Data Pipelines
|
Jan 18, 2024 |
|
How to Prepare Your Data for AI Advances
|
Jan 10, 2024 |
|
Data Quality Sets the Stage for Generative AI: AWS's CDO Agenda for 2024
|
Jan 03, 2024 |
|
Data is Gold in AI's Wild West: Insights from Salesforce's State of Data & Analytics Report
|
Dec 27, 2023 |
|
How (& Why) to Prioritize Data Projects During ERP Transitions
|
Dec 20, 2023 |
|
Agile Data: How New Tech is Transforming Business Operations
|
Dec 13, 2023 |
|
Expert Insights Series - Kison Patel of M&A Science: Data’s Role in M&A Success
|
Dec 06, 2023 |
|
When it Comes to Power BI Dashboards, Simple is Better
|
Nov 30, 2023 |
|
Embracing Change: Use an Iterative Approach to Keep Your BI Relevant
|
Nov 22, 2023 |
|
How to Measure Success and Demonstrate ROI of Data Projects
|
Nov 15, 2023 |
|
Expert Insights Series - Bridging Data and Leadership: Advice on Bold Execution for Midmarket CEOs
|
Nov 08, 2023 |
|
Data Security in Microsoft Azure: Understanding Role-Level and Row-Level Security
|
Nov 01, 2023 |
|
Expert Insights Series - Unlock Market Potential: B2B Mid-Market Growth Strategies with BlueByrd
|
Oct 25, 2023 |
|
7 Strategies for Effectively Managing Data Teams
|
Oct 18, 2023 |
|
Data Lakes - The Solution to Siloed Data
|
Oct 11, 2023 |
|
The Reality of Generative AI in Analytics: Hype vs. Progress
|
Oct 05, 2023 |
|
How to Avoid the "Treadmill" and Build Your Data Team Continuity
|
Sep 27, 2023 |
|
Implement Results, Not Just Software Solutions
|
Sep 20, 2023 |
|
Overcoming "BI Paralysis" - The Killer of Business Intelligence Initiatives
|
Sep 13, 2023 |
|
Fast-Tracking Data Integration with Data Lakes
|
Sep 06, 2023 |
|
Not Quite 'Big Data': A Middle Market-Sized Approach to Data Management
|
Aug 30, 2023 |
|
Azure's New Threads: An Overview of Microsoft Fabric
|
Aug 23, 2023 |
|
Moving from Data Constraint to Data Maturity
|
Aug 16, 2023 |
|
Power BI: So Much More Than a Visual Analytics Tool
|
Aug 09, 2023 |
|
Expert Insights Series - SimonMed: How Data Insight Improves Performance for PE-Backed Healthcare Companies
|
Aug 02, 2023 |
|
Using Power BI to Deal with Bad Data
|
Jul 26, 2023 |
|
How to Unlock Value from Your Source System Data
|
Jul 19, 2023 |
|
Database 101: Breaking Down the Basics
|
Jul 12, 2023 |
|
Is Microsoft Fabric Your New All-in-One Solution?
|
Jul 05, 2023 |
|
Get Ready for Power BI Copilot
|
Jun 28, 2023 |
|
Demystifying Microsoft Fabric and OneLake
|
Jun 22, 2023 |
|
Expert Insights Series - Nestell & Associates: ERP Digital Transformation for Private Equity
|
Jun 15, 2023 |
|
Expert Insights Series - How ParkerGale Capital Supports Portfolio Growth with a Sales Metrics Playbook
|
Jun 07, 2023 |
|
The Complexities of Data Lake Management
|
Jun 01, 2023 |
|
Three Pillars for Your BI System Framework
|
May 24, 2023 |
|
Expert Insights Series - CIO Insight into Data Monetization, Data Lakes, and AI
|
May 17, 2023 |
|
Expert Insights Series - Middle Market Methods' Value Creation Roadmap™ for Private Equity
|
May 10, 2023 |
|
AI: The Case for a Data Lake?
|
May 03, 2023 |
|
Prepare Your Data for ChatGPT
|
Apr 26, 2023 |
|
Why Build a Data Lake in the First 100 Days
|
Apr 19, 2023 |
|
Building Strategic BI Reports: Key Questions for Stakeholders
|
Apr 06, 2023 |
|
Expert Insights Series - Weave Growth Partners on Private Equity's Late Adoption of Data-Driven Practices
|
Apr 05, 2023 |
|
KPIs for Midmarket Manufacturers
|
Mar 23, 2023 |
|
Understanding the Data Source
|
Mar 16, 2023 |
|
How Data Transparency Supports Our Team Culture and Performance
|
Mar 08, 2023 |
|
Making the Case for BI
|
Mar 02, 2023 |
|
Value Creation with BI Through Human Centered Design, w/ Brian T. O'Neill
|
Feb 22, 2023 |
|
Dealing with Untrustworthy Data
|
Feb 15, 2023 |
|
Becoming Data-Driven - Data Culture Misconceptions
|
Feb 08, 2023 |
|
Expert Insights Series - BI Projects Drive Financial Transformation, a PMO Leader's Insights
|
Feb 01, 2023 |
|
Expect Iterations on Your BI Projects
|
Jan 25, 2023 |
|
Expert Insight Series - Data as a Powerful Change Agent with Anthony Algmin
|
Jan 18, 2023 |
|
Four Simple Ways to Improve BI Adoption
|
Jan 10, 2023 |
|
Expert Insights Series - One Rock Capital: Top Line Growth Strategies
|
Jan 05, 2023 |
|
What Do You Need for Successful Self-Service BI?
|
Dec 28, 2022 |
|
Expert Insights Series - Extract More Value from Your Power BI Data with Power ON
|
Dec 21, 2022 |
|
Expert Insight Series - How Trace3 Accelerated Their VCP with an OKR Dashboard
|
Dec 14, 2022 |
|
ETL & Data Warehouse Architecture with David Dimmen
|
Dec 07, 2022 |
|
Expert Insight Series - Industrial Growth Partners: Using Data to Maximize Value and Performance Throughout the Investment Lifecycle
|
Nov 30, 2022 |
|
Expert Insight Series - Forbes’ “Grandfather of Gamification”: Data Creates a Culture of Growth
|
Nov 16, 2022 |
|
Using BI to Optimize Your Hiring
|
Nov 09, 2022 |
|
Expert Insight Series - BI Strategies for PE Portco Acceleration with Marty Moore of Tenex Capital Management
|
Nov 02, 2022 |
|
BI Project Execution with Jennie Swenson
|
Nov 01, 2022 |
|
Data Warehouse vs. Data Lake - Which do you need?
|
Oct 28, 2022 |
|
Is Snowflake Your Data Warehouse Nirvana?
|
Oct 26, 2022 |
|
BI Project Initiation, with Anne Eisenach
|
Oct 21, 2022 |
|
Expert Insight Series - Change Management with Dain Johnson of Rev 0
|
Oct 19, 2022 |
|
Don't Drown in a Waterfall!
|
Oct 13, 2022 |
|
PM Series - Resource Planning, with Jennie Swenson
|
Oct 11, 2022 |
|
How to Fire Your BI Vendor
|
Oct 07, 2022 |
|
BI Project Scoping, with Anne Eisenach
|
Oct 05, 2022 |
|
Expert Insight Series - Tecum Capital: How Private Equity Can Leverage Data Across Industrials for Higher Returns
|
Sep 30, 2022 |
|
How to Hire a Good BI Visualization Engineer
|
Sep 28, 2022 |
|
Using BI to Find Alpha in Private Equity, with Greg Brown
|
Sep 23, 2022 |
|
Azure Synapse Analytics - What the Heck is It?
|
Sep 21, 2022 |
|
You CAN Herd Cats - Get to Your Data Faster with a Lake(house)
|
Sep 16, 2022 |
|
Time Intelligence, with Sarah Martinez
|
Sep 13, 2022 |
|
Expert Insight Series - Notch Partners CEO: Leveraging Data and Curating a Large Pool of Executives for the Right Deal, at the Right Time
|
Sep 12, 2022 |
|
The Brontosaurus and the Root of all (Business) Problems
|
Sep 08, 2022 |
|
The Age Old BI Challenge, with Greg Brown
|
Sep 06, 2022 |
|
BI Metrics for the Legal Industry, with Kate Eberle
|
Sep 05, 2022 |
|
Horse Before the Cart - Start With the Reporting Need
|
Sep 01, 2022 |
|
Why Not Use Automatic Connectors Every Time?
|
Aug 30, 2022 |
|
Expert Insight Series - Data Driven versus Non-Data Driven Companies, Interview with Andy Scott, PE CTO
|
Aug 28, 2022 |
|
Top Shelf Business Intelligence, with Courtney Tewalt
|
Aug 27, 2022 |
|
Mid-Market BI, Just the Right Size
|
Aug 26, 2022 |
|
Snickers Bars and Master Data Management
|
Aug 25, 2022 |
|
Found One Million Dollars of Missing Invoicing Thanks to BI
|
Aug 23, 2022 |
|
The Downsides of Manual Reporting, with Bryan Maltais
|
Aug 18, 2022 |
|
Azure and Power BI - A Match Made in BI Heaven
|
Aug 16, 2022 |
|
How Not to Build a Dashboard
|
Aug 11, 2022 |
|
The Pros and Cons of Low or No code ETL Tools
|
Aug 09, 2022 |
|
When Not to Use a Data Warehouse
|
Aug 05, 2022 |
|
How to Budget for a BI Project, with Kate Eberle
|
Aug 03, 2022 |
|
Using BI to Drive Accountability, with Greg Brown
|
Aug 01, 2022 |
|
How to Effectively Manage a BI Project, with Jennie Swenson
|
Jul 30, 2022 |
|
Why We Moved to Fixed-Price Billing
|
Jul 25, 2022 |
|
How to Succeed with BI: Types of Data Sources and Data Integration
|
Jul 23, 2022 |
|
Expert Insight Series - Taking Advantage of Economic Headwinds, Interview with Jill Belconis
|
Jul 20, 2022 |
|
How to Quickly Get BI Wins
|
Jul 19, 2022 |
|
BI Is Not the Same as an ERP Implementation
|
Jul 17, 2022 |
|
Why Spend Time on Report Design and Wireframing, with Will Trickett
|
Jul 10, 2022 |
|
How to Succeed with BI: Defining the Impact
|
Jul 09, 2022 |
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How to Succeed with BI: Aligning on Metrics
|
Jul 09, 2022 |
|
Who Should Own BI in Your Company, with Kate Eberle
|
Jul 09, 2022 |
|
How to Succeed with BI: External Partner or Internal Team?
|
Jul 09, 2022 |
|
Data Warehouses - Why the Bad Rap?
|
Jul 04, 2022 |
|
Why Power BI (vs. Tableau, Qlik, etc.)?
|
Jul 03, 2022 |
|
Performing Data Diligence
|
Jul 03, 2022 |
|
Data Visibility and the PE-Backed Executive
|
Jul 01, 2022 |
|
When Changes to Your Business Break Your Reporting
|
Jun 28, 2022 |
|
Expert Insight Series - Interview with Adam Coffey, Author of The Private Equity Playbook
|
Jun 28, 2022 |
|
Do You Really Need a Data Warehouse?
|
Jun 28, 2022 |