CEO dashboard example

Why is a CEO dashboard useful?

Business dashboards can be a powerful tool for executives because they summarize complex information and present it in an easily digestible way. These executive dashboard examples are intended to lend guidance as to what types of key performance indicators (KPIs) should be included in an executive dashboard.

This sample CEO and management dashboard is aimed to deliver clear insights into the high-level key performance indicators (KPIs) of the company at a glance for business leaders.

CEO Dashboard Metrics As with all CEO dashboards, the most important part is deciding key metrics before you start designing and building anything. Below we’ve explained why we chose the KPIs for this dashboard and how we pulled the data into the metric visualizations.

Integrations used

Who is this dashboard for?

A CEO of an online business.

How can a CEO dashboard help you achieve your business goals?

This dashboard focuses on pulls together pipeline, revenue and growth metrics to give you an overview of your business’ performance and help you identify expansion opportunities. Here’s how we put it together.

Metric Visualizations Using Excel & Spreadsheet Data

For any CEO, growing top-line revenue is a key metric and building CEO dashboards from Excel is a common habit we see because lots of revenue data within a company is stored in spreadsheets. So we’ve visualized 4 key revenue impacting metrics using our spreadsheets dashboard integration which can take data from Google Sheets or Excel:

1. Monthly Revenue Growth vs Goal: Starting in the top left corner of the dashboard we’ve visualized revenue added throughout the month so far versus goal. With the blue line indicating the actual revenue added so far versus the yellow series, which highlights the target for revenue growth throughout the month.

2. Annual Revenue Run Rate: To the right of that, at the top of the dashboard, we’ve added a number widget highlighting the predicted annual revenue run rate based on the current monthly revenue. The indicator below that shows how that has changed compared to the previous day, to help forecast the future health of the business.

3. Revenue Churn % This Month: To the right of this, we’ve highlighted the lost revenue so far this month. This looks at what percentage of the monthly revenue has been lost since the start of the month. That percentage is then compared to the same number from the previous month, to highlight if it represents an increase or decrease in lost revenue. This is a good indicator of customer happiness, and how satisfied they are with your product or service.

4. Customer Lifetime Value (LTV) to Cost of Acquiring Customers (CAC) Ratio: Underneath you can see the current CAC to LTV ratio, so the CEO can understand if the company growth is sustainable. A ratio above three should represent healthy growth, whilst anything lower will be an indication that the cost of acquiring customers is getting too high, so there may be a need to slow growth or find more efficient ways to grow.

These revenue figures are all good lagging indicators for the CEO, executives and management team in terms of the current health of the business. However, it’s also important to have some leading indicators for the future health of the business, which we’ve outlined below.

Net Promoter Score Using Delighted

A good future indicator of business growth is how likely your existing customers are to recommend your product or service to their friends and peers. Net Promoter Score (NPS) calculates this by asking existing customers on a scale of 1-10 how likely they are to recommend your product or service. It’s a great leading indicator of future business growth, but also a current indicator of customer satisfaction.

We’ve visualized this using our pre-built dashboard integration with Delighted, and indicated the change in NPS this month versus last month.

Pipeline Metrics Using Salesforce Reports

Another important leading indicator of business growth is marketing and sales pipeline. As this grows, the growth in revenue should follow. Using our pre-built Salesforce dashboard integration, we’ve visualized some key pipeline metrics from Salesforce reports including:

1. Monthly Leads Created vs Goal: Sometimes know as Marketing Qualified Leads (MQLs), this gauge highlights the number of leads marketing have generated for the sales team vs the goals that were set. For a CEO this is one of the earliest possible indicators of revenue growth. Missed targets at this stage, suggest future revenue growth will be negatively impacted.

2. Monthly Opportunities Created vs Goal: Also known as Sales Qualified Leads (SQLs), opportunities are the number of potential deals that have been qualified by sales. This is the next stage in the pipeline and helps executives understand how well leads are converting from marketing, how effective the sales development team are and also potential upcoming revenue.

3. Deals in Negotiation vs Goal: The final stage for most sales deals is negotiating the final details of the contract. This gauge highlights how many deals are at this final stage vs goal, and gives a good indication of how likely the business is to hit its short-term revenue goals.