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Dashboard Training Library · McKinney & Collin County

Short lessons for the step your McKinney team is stuck on.

A free set of recorded lessons, about 15 minutes each, for McKinney teams building a dashboard from their own data. Nothing is recorded yet. Join the early-access list and you get each lesson the day it is ready.

Free
No cost to watch
15 min
About one lesson per step
6
Tracks, orientation to the wall
Soon
Early access is open
McKinney, TX

Free dashboard training for McKinney teams.

McKinney is one of the fastest-growing cities in the country and the seat of Collin County — and increasingly a North Texas tech hub, with firms planting headquarters in developments like District 121, drawn by the talent and the pro-business climate. The businesses around them are growing right alongside the city.

Whether you run a dental practice off Eldorado Parkway, an HVAC or trades company serving the county, a law or accounting firm near the historic downtown Square, or a small manufacturer in one of McKinney's industrial parks, the pattern is the same: you depend on technology, and you don't have time to babysit it.

RZR Solutions is headquartered right here in McKinney. We're veteran-owned, faith-driven, and accountable to the community we live in — bringing enterprise-grade systems to businesses that don't have an enterprise-sized budget.

Six tracks

From orientation to the wall.

Every lesson uses a made-up company with made-up numbers, so your McKinney data never goes into a lesson.

Orientation

What we are building and why, plus a starter kit: a fake dataset, a prompt pack, a security checklist.

Data

What your accounting data actually looks like, and cleaning it so the dashboard can trust it.

Build

Your first tile from a CSV, receivables aging with drill-down, late-payer ranking, cash position and the owner summary.

Deploy

Where it runs, sharing it safely with the leadership team, and refreshing the data without breaking it.

Security

Using AI on financial data: what never gets pasted, why, and securing the dashboard itself.

The wall

Live QuickBooks data and APIs, plus monitoring that finds problems before they become issues.

Early access

Leave your email, get each lesson first.

You get the Practical AI Guide today, each lesson the day it is recorded, and the occasional note from us.

The library stands on its own, and you do not need the workshop to use it. Unsubscribe any time.

Get early access

FAQ

Dashboard Training Library in McKinney — answered.

Is the dashboard training library free for McKinney teams?
Yes.
When will the lessons be ready?
As each one is recorded. Nothing is recorded yet, and the early-access list hears first.
Is this for McKinney businesses like ours?
It is for teams across McKinney — owner-led companies, professional firms and practices — that want to build a dashboard from their own data without a developer.
Do we need the workshop first?
No. The library stands on its own.

Rather talk it through
with a McKinney team?

A conversation first. We will tell you whether the workshop, the library or both fit your team.

📞 Tap to Call — 972-904-1559