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Beaufort County schools pilot Smartsheet transparency dashboard, plan AI training for board
Summary
Finance staff showed a six-page Smartsheet transparency analytics dashboard built from July 2024 and July 2025 data, described limits of AI, and proposed board training and targeted drill-down reports for oversight.
At the Sept. 18 Beaufort County Board of Education finance committee meeting, finance staff presented a six-page transparency analytics dashboard built in Smartsheet and described plans to use controlled AI tools to help board members and staff find major spending variances without publishing the full 114-page $100,000 detailed report.
The dashboard condenses July 2025 data alongside July 2024, highlights top spending categories and vendors, and includes a link to download the underlying 114-page spreadsheet. Finance staff said the tool meets board policy OE6's $100,000 reporting requirement while making it faster for trustees to spot variances and drill into vendor- or school-level detail.
The new dashboard is intended to replace the longer $100,000 document for committee review. Chief Financial Officer (CFO) Crosby told the committee the…
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