The Dashboard Effect
by Brick Thompson, Jon Thompson, Caleb Ochs, Landon Ochs
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On the show
From 13 epsHosts
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Recent episodes
Can You Run Your BI on AI?
Jun 12, 2026
25m 15s
Using Vibe Coding in Real Data Projects
Jun 10, 2026
19m 09s
AI Won't Kill Your Coding Career
Jun 3, 2026
14m 08s
The Hidden Complexity Behind Simple Dashboards
Mar 25, 2026
10m 22s
Should You Build a Data Team or Borrow One?
Mar 12, 2026
8m 05s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/12/26 | Can You Run Your BI on AI?✨ | business intelligenceAI analytics+3 | — | Power BI | — | business intelligenceAI+4 | — | 25m 15s | |
| 6/10/26 | Using Vibe Coding in Real Data Projects✨ | vibe codingdata projects+3 | — | Blue Margin | — | vibe codingdata work+3 | — | 19m 09s | |
| 6/3/26 | AI Won't Kill Your Coding Career✨ | AI in software engineeringcoding tools+3 | — | Claude CodeChatGPT Codex+1 | — | AIsoftware engineers+5 | — | 14m 08s | |
| 3/25/26 | The Hidden Complexity Behind Simple Dashboards✨ | dashboard designdata modeling+3 | — | — | — | dashboardsdata visualization+3 | — | 10m 22s | |
| 3/12/26 | Should You Build a Data Team or Borrow One?✨ | data teamsoutsourcing+3 | — | — | — | data teamoutsourcing+3 | — | 8m 05s | |
| 2/5/26 | How a PE-Backed Rollup Escaped Excel Chaos✨ | financial data consolidationExcel chaos+3 | Kate Eberle | PE-backed organization | — | financial dataExcel+3 | — | 13m 59s | |
| 1/27/26 | Your Finance Stack Is Broken: Stop Trusting the Magic Spreadsheet✨ | financedata reliability+4 | — | Blue Margin | — | finance stacktrust in numbers+5 | — | 13m 46s | |
| 11/7/25 | Antidote for Failed Data Projects✨ | data projectsbusiness intelligence+3 | — | — | — | data projectsbusiness intelligence+3 | — | 10m 58s | |
| 10/22/25 | ROI for AI: Why Most Projects Fail (and How to Get Yours Right)✨ | AI adoptionROI+4 | — | — | — | AIROI+4 | — | 10m 14s | |
| 10/8/25 | The Data Governance Behind Trusted AI✨ | AI projectsdata governance+3 | — | — | — | data governanceAI+3 | — | 11m 40s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 9/22/25 | Making Data Work for Small Firms Without a Big Budget✨ | data utilizationsmall firms+4 | — | Blue Margin | — | business intelligencedata strategy+5 | — | 8m 40s | |
| 8/28/25 | Beyond the Wrapper: Making AI Work for Data Teams✨ | AI toolsdata teams+4 | — | CelesteAzure’s AI Foundry+1 | — | AIdata teams+5 | — | 15m 14s | |
| 8/14/25 | From Custom Builds to Fivetran: Evolving Our Data Pipeline Strategy✨ | data pipeline strategycustom data connectors+4 | — | FivetranAPIs | — | data pipelinecustom connectors+4 | — | 7m 34s | |
| 8/11/25 | Preparing Your Data for AI: What Most Companies Get Wrong | In this episode of The Dashboard Effect, host Brick is joined by Blue Margin account executive Greg to demystify what it really means to “prepare your data for AI.” Rather than focusing on flashy tools and hype, they dig into the foundational steps, like building a modern data lakehouse and semantic layer, that are essential for long-term ROI. You’ll also hear why many companies are pulling back on generative AI pilots and what it takes to avoid falling into the “trough of disillusionment.” ... | 15m 14s | ||||||
| 7/7/25 | Choosing the Right Data Platform for Your Business: Fabric or Snowflake? | Choosing between Microsoft Fabric and Snowflake? In this episode of The Dashboard Effect, Brick Thompson and Landon Ochs break down when, why, and how to choose the right data platform for your organization. From ecosystem compatibility and AI capabilities to cost management and developer experience, we unpack the real-world trade-offs we see every day at Blue Margin. Whether you're building from scratch or evaluating a transition, this conversation will help you make a smarter, more informe... | 12m 46s | ||||||
| 6/19/25 | Inside Microsoft Build: The Rise of AI Agents | This episode dives into the biggest theme from the 2025 Microsoft Build conference: AI agents. Brick and Landon unpack what Microsoft unveiled, from Copilot Studio to Azure AI Foundry, and what it all means for businesses adopting custom AI tools. Whether you're curious about how AI agents can automate tasks, what it takes to build and govern them effectively, or how Microsoft is pushing this technology forward, this episode is your insider look at the future of business automation. | 8m 56s | ||||||
| 6/5/25 | Breaking Down the Latest Fabric Updates from Microsoft Build | Landon and Brick unpack the biggest announcements about Microsoft Fabric from the 2025 Microsoft Build Conference. From long-awaited features like Power BI write-back and built-in CICD, to major shifts like Cosmos DB moving into Fabric and Copilot now available at the F2 tier, this is a must-watch for data professionals and business leaders keeping an eye on Microsoft’s data ecosystem. Whether you're already working in Fabric or planning your move from Synapse, this breakdown will help you u... | 12m 12s | ||||||
| 5/22/25 | Why Private Equity Needs Its Own Data Lakehouse | PE Analytics & AI Readiness | In this episode, Blue Margin’s Kate Eberle and Greg explore why forward-thinking private equity firms are investing in firm-level data lakehouses and how it’s transforming deal flow, operations, investor relations, and beyond. From reducing manual reporting to enabling AI-driven insights and natural language querying, they outline real-world use cases, challenges, and the best first steps to take. Subscribe for more insights on data strategy, business intelligence, and private equity perfor... | 18m 02s | ||||||
| 5/8/25 | 5 Key Metrics for Middle Market Companies | In this episode, Brick and Kate break down the five most impactful metrics for middle-market companies to focus on when implementing Business Intelligence (BI). These metrics help businesses not only measure performance, but also take strategic action based on real-time insights. Whether you're in services, manufacturing, or another industry, this conversation dives into practical examples and key considerations for tracking performance across the organization. Don't forget to like, comment,... | 9m 35s | ||||||
| 4/17/25 | If You Build It, Will They Use It? Culture’s Role in BI Success | Rolling out a new BI system or dashboard? It's not just about the data; it's about the people. In this episode of The Dashboard Effect, Brick and Landon dive into the hidden influence of company culture on BI adoption. From Excel loyalty to leadership modeling and psychological safety, they unpack the human side of digital transformation. Learn how to overcome resistance, build trust, and drive lasting engagement with your dashboards. Need help getting your dashboards adopted? Visit u... | 9m 38s | ||||||
| 4/10/25 | Vanity Isn’t Strategy: Smarter Metrics for Smarter Teams | Are you chasing metrics that look good but don’t do good? In this episode of The Dashboard Effect, Brick Thompson and Landon Oaks dive into the common trap of vanity metrics, those flashy numbers that don’t actually move the needle. They explore how to identify the right metrics, involve the right stakeholders, and why iteration is key to building dashboards that drive real results. Whether you’re building your first dashboard or refining a mature BI strategy, this episode will help you shift... | 8m 55s | ||||||
| 3/27/25 | Safe, Smart, and Internal: Our Experimental Leap with AI | In this episode of The Dashboard Effect, host Landon Oaks sits down with Azure Data Architect Mark Bender to discuss Blue Margin’s first internal leap into AI: Project Celeste. Still in its early stages, Celeste is designed to boost developer and analyst productivity by using large language models to generate SQL queries from natural language prompts, without exposing sensitive data. Landon and Mark unpack how Celeste works, what makes it different from traditional AI chatbots, an... | 7m 03s | ||||||
| 3/13/25 | The Future of Microsoft Fabric: Will It Replace Synapse? | Are you trying to decide between Microsoft Synapse and Microsoft Fabric for your data architecture? In this episode of The Dashboard Effect Podcast, we break down the key differences, pros, and cons of each platform to help you make the best decision for your data needs. What You’ll Learn: ✅ The biggest limitations of Microsoft Fabric right now ✅ When Synapse is the better choice for large data sets ✅ How Microsoft is evolving Fabric to compete with Synapse ✅ Real-world experiences fr... | 9m 04s | ||||||
| 2/27/25 | Revenue Reporting: It's Not as Simple as It Seems | Revenue seems like a simple metric—just add up the sales, right? Not so fast! In this episode of The Dashboard Effect Podcast, Brick and Landon dive into the complexities of defining revenue. Every business calculates revenue differently, whether due to trade discounts, loyalty programs, rebates, or industry-specific rules. We explore why even CEOs, CFOs, and sales leaders might have different definitions of revenue and how companies can align on a single, accurate metric. If you're dea... | 5m 55s | ||||||
| 2/20/25 | Breaking Down Portfolio Monitoring Solutions | In this episode, Kate Eberle and Greg Brown discuss the challenges and strategies of portfolio monitoring in private equity. They explore the different approaches firms take, from Excel-based reporting to fully automated Power BI solutions, and discuss the pros and cons of each method. Things we cover: - The evolution of portfolio monitoring in private equity - Common challenges firms face with data collection and reporting - Comparing Excel, data warehouses, and portfolio monitoring ... | 20m 31s | ||||||
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