Monitoring and evaluation has moved from quarterly spreadsheets to near real-time reporting. Mobile data collection, national health information systems and cloud BI tools mean that results can be visualised as soon as field teams submit them. The risk is that organisations build attractive dashboards on weak foundations: indicators without agreed definitions, double-counted beneficiaries, unclear baselines and visuals that nobody consults when decisions are made.

The Monitoring and Evaluation of Dashboards & BI (Power BI, Tableau) Training Course connects sound M&E practice with modern BI tools. Participants start from the logframe or theory of change and work through indicator design, data flows and the structure of a reporting data model. The middle of the week is hands-on in Power BI and Tableau, covering data preparation, measures for targets and actuals, disaggregation, geographic views and narrative design for donor and management audiences. The final sessions turn the evaluative lens on the dashboards themselves, examining quality assurance, access controls, adoption metrics and how to judge whether a reporting product has improved decisions.

Every participant works on a laptop with sample programme datasets covering health, education, livelihoods and humanitarian response. By the end of the week each has built, tested and presented a dashboard aligned to a real results framework.

After the five days, participants will be able to:

• Translate a logframe or theory of change into an indicator set and reporting data model.
• Prepare and combine data from KoboToolbox, ODK, DHIS2 and Excel trackers using Power Query and Tableau Prep.
• Calculate targets, actuals, percentage achievement and cumulative progress with DAX measures and Tableau calculated fields.
• Present disaggregated results by sex, age, location and partner without double counting.
• Apply data quality assessment criteria to the data feeding each dashboard.
• Design dashboards and data stories suited to donors, boards, programme managers and field teams.
• Configure refresh schedules, sharing and row-level security for multi-partner reporting.
• Evaluate dashboard adoption and decision use with usage metrics and user feedback.

It is intended for people who produce or rely on programme performance data, for example:

• M&E officers, MEAL coordinators and M&E managers
• Programme and project managers in NGOs and development agencies
• Data analysts and information management officers in humanitarian clusters
• Health information officers working with DHIS2
• Grants and donor reporting staff
• Planning and performance officers in government ministries and county departments
• Research officers in foundations and think tanks
• Monitoring staff on donor-funded projects run by private contractors

By Friday afternoon participants will have:

• A working Power BI or Tableau dashboard built on their own or a sample results framework.
• An indicator-to-visual map linking each indicator reference sheet to its chart and data source.
• A reusable set of DAX measures for targets, actuals, percentage achievement and year-to-date totals.
• A data quality checklist applied to the dashboard's source tables.
• A de-duplication approach that produces reliable unique beneficiary counts.
• An access and refresh plan covering partners, row-level security and update frequency.
• A short review protocol for checking dashboard use and decision value every quarter.

Learning is hands-on and tied to real programme data. Participants experience:

• Guided build labs in Power BI Desktop and Tableau using sample health, education and humanitarian datasets
• Short demonstrations followed by immediate practice on each technique
• A running group project that grows from wireframe to published dashboard over the week
• Data quality exercises on deliberately flawed datasets
• Peer critique sessions using a dashboard review rubric
• One-to-one support from the facilitator on participants' own indicator sets

A CPD-accredited Certificate of Completion issued by Vision Reach Global Consultancy is awarded to participants who attend all sessions and complete the dashboard labs and the final presentation.

Participants also keep the dashboard file, indicator map and data quality checklist they built, which serve as practical evidence of competence for their organisation.