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Full Retreat Agenda
Everyone TogetherTuesday, Sept 15 · 12:00 – 12:50 PM

Working Lunch: Watch a Business Dashboard Build Itself

Watch a live dashboard get built from real company data — by the time you finish lunch, you'll know your business could have one too.

About This Session

Lunch (included in person) while a live dashboard gets built from raw business data — QuickBooks, a job system, spreadsheets — in real time. Leave knowing which weekly questions you'd wire up first.

What We'll Cover

  • From raw exports to live metrics in under an hour
  • The five weekly questions every owner asks — answered on one screen
  • What this replaces: the Friday re-keying ritual

You Leave With

The list of weekly questions you'd wire up first

Who Should Attend

Everyone — lunch is included for in-person attendees, and the demonstration runs while you eat. It's built for anyone who has ever re-keyed numbers from QuickBooks, a job system, and three spreadsheets into a Friday report and wondered if there's a better way.

Part of a Full Day of Hands-On AI Training

This workshop is one of 20 at the AI Business Retreat — a one-day, hands-on AI training for business at The Island in Spooner, Wisconsin, within driving distance of Minneapolis–St. Paul, Eau Claire, La Crosse, Duluth, and Hudson. Can't make the drive? Every session, including this one, streams live for remote attendees.

Presenters and final session materials are being finalized and will be announced closer to the retreat.

Session Details

When
Tuesday, Sept 15, 2026 · 12:00 – 12:50 PM
Track
Everyone Together
Where
The Island · Spooner, WI (or attend live remote)
Who it's for
Everyone — lunch included for in-person attendees

One registration covers the full retreat — every session, every track.

Working Lunch: Live Dashboard Build — Questions & Answers

Yes — the working lunch is included with in-person registration ($495). Remote attendees join the same live demonstration over the stream. During lunch, a live business dashboard gets built in real time from raw data exports, so the break doubles as one of the day's most talked-about sessions.
A live operational dashboard, built from scratch out of QuickBooks-style ledger exports, a job system, and spreadsheets — the same shape of data most small businesses run on. By the end of lunch you'll have a shortlist of the weekly questions you'd wire up first in your own business.
This workshop is part of the AI Business Retreat on Tuesday, September 15, 2026 at The Island in Spooner, Wisconsin. One registration covers the full day — all 20 sessions across the Leadership, Sales & Marketing, and Builder tracks, including this one. In person is $495 (working lunch included); attending live online is $250. Seats are limited.

This session is one of twenty.

One registration covers the whole day — every track, every workshop, the working lunch, and your written 90-day roadmap. Sept 15, 2026 · The Island, Spooner WI.