Business Dashboards
Business dashboards help you monitor your business's state by consolidating all related metrics and KPIs in easily understandable, interactive charts, graphs, and tables.
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What is a Business Dashboard?
A business dashboard gathers information from numerous sources, such as data warehouses, published reports, web-based services, and artificial intelligence. This information is often fed to you in real time, meaning you can rapidly respond to trends, market shifts, and issues regarding team or individual performance.
Getting regular updates from your business dashboard will help you acquire a dynamic view of your business landscape. For instance, viewing real-time sales figures enables you to acknowledge demand spikes, what is driving these spikes, and which of your offerings is selling the most.
Knowing this, you can make changes like expanding inventory before seasonal demand increases, ensuring you won’t run out of stock and lose buyers to your competitors in the marketplace.
Examples of Business Dashboards
Executive Dashboard
An executive dashboard provides summative data on your business's overall health. It shows key metrics that company leaders can utilize to reduce expenses.
More importantly, it lets you know where to allocate resources effectively, such as in manufacturing when demand for your product is high due to increased buyer interest.
In addition, this dashboard can help you identify trends in the marketplace by showing when and where people are buying. Armed with this information, it’ll be possible to improve marketing pitches, sales processes, and ad campaigns to attract customers and drive growth.
Who’s it for | C-suite executives, board members, senior management, department heads, business owners, investors, financial analysts, strategy officers |
How often it's needed | Daily, weekly, monthly, quarterly |
Covered KPIs | Total revenue, average profit margins, customer growth, net promoter score (NPS), employee turnover rate, operational efficiency, market share, cash flow, expenses, return on investment (ROI), year-over-year growth, product performance, customer lifetime value (CLV), strategic project progress, gross margin, earnings before interest and taxes (EBIT), cost of goods sold (COGS), debt-to-equity ratio, liquidity ratio, sales growth, operating expenses, working capital, budget variance |
Sales Dashboard
A sales dashboard informs you of what’s transpiring behind the scenes with your sales. It displays metrics or KPIs like total revenue and average deal size, clearly showing how much profit your business makes from sales and how much an average transaction contributes to your revenue.
This dashboard also helps you keep tabs on your reps. It highlights which are excelling and underperforming, equipping you with the knowledge needed to establish better sales pitches, deliver targeted training to those in need, and close deals faster to shorten the pipeline.
Finally, sales dashboards are handy for spotting hidden trends and opportunities. They can notify you of seasonal shifts in demand and fads, such as social media crazes, that you can capitalize upon through targeted marketing to drive growth.
Who’s it for | Sales managers, sales representatives, company executives, marketing teams, business development managers |
How often it's needed | Daily, weekly, monthly, quarterly |
Covered KPIs | Total revenue, sales growth rate, sales by product/service, sales by region, sales by customer segment, average deal size, win rate, sales conversion rate, sales cycle length, pipeline value, number of new opportunities, number of closed deals, sales quota attainment, customer acquisition cost (CAC), CLV, lead-to-opportunity ratio, opportunity-to-win ratio, sales team productivity, sales forecast accuracy, cross-sell/upsell rates, customer churn rate, average profit margin, sales velocity, lead response time, number of sales calls/meetings, proposal win rate, sales funnel conversion rates, revenue per sales rep, customer retention rate, NPS |
Marketing Dashboard
Marketing dashboards give you the scoop about your business's marketing endeavors. They’re usually self-updating and fast-paced, equipping you with information from live metrics like website traffic and brand awareness.
By looking at a marketing dashboard, it’s easier to determine how good the reputation of your brand is. It’s also far easier to understand the effectiveness of your collective marketing efforts as this dashboard provides the numbers that quantify the impact of your campaigns.
Who’s it for | Marketing managers, digital marketers, content creators, company executives, sales teams, brand managers |
How often it's needed | Daily, weekly, monthly, quarterly |
Covered KPIs | Website traffic, conversion rate, cost per lead (CPL), return on ad spend (ROAS), click-through rate (CTR), bounce rate, social media engagement, click-to-open rate, email click-through rate, CAC, CLV, brand awareness, market share, lead generation volume, marketing qualified leads (MQLs), sales qualified leads (SQLs), lead-to-customer conversion rate, content performance metrics, search engine rankings, pay-per-click (PPC) performance, social media follower growth, customer segmentation effectiveness, marketing campaign ROI, average time on page, mobile traffic percentage, organic traffic growth, referral traffic, customer retention rate, NPS, share of voice, cost per acquisition (CPA), marketing-influenced revenue, brand sentiment analysis |
Finance Dashboard
Finance dashboards are instrumental if you need a deeper understanding of what drives profits and losses. By showing metrics like return on investment (ROI) and operating expenses, they paint a clear picture of your business's financial status while simultaneously alerting you of issues such as low ROI and poorly allocated resources.
These dashboards also help you anticipate and prepare for future financial needs by showing you the figures behind cash flow trends.
More importantly, they can determine which of your products and services is bringing in the most profits to your business, enabling you to focus more on them.
Who’s it for | CFOs, financial analysts, accountants, company executives, department heads, investors, board members |
How often it's needed | Daily, weekly, monthly, quarterly |
Covered KPIs | Revenue growth rate, profit margin, operating expenses, cash flow, accounts receivable turnover, accounts payable turnover, current ratio, quick ratio, debt-to-equity ratio, ROI, return on assets (ROA), return on equity (ROE), earnings before interest, taxes, depreciation, and amortization (EBITDA), working capital, inventory turnover, gross profit margin, net profit margin, break-even point, budget variance, payroll expenses, COGS, days sales outstanding (DSO), capital expenditure, liquidity ratios, asset utilization ratios, financial leverage ratios, profitability ratios, market share, earnings per share (EPS), price-to-earnings (P/E) ratio, dividend payout ratio, economic value added (EVA) |
HR Dashboard
An HR dashboard focuses on your business's most important aspect—its people. It provides up-to-date information on employee performance, allowing you to identify areas of concern or workforce trends.
You can look at this dashboard to take a closer look at employee performance and the factors behind it. Low employee productivity scores usually indicate more significant problems in the workplace, such as low morale.
To solve these kinds of issues, you can take measures to make employees happier, such as hosting friendly competitions and even pizza parties.
In addition, this dashboard can inform you of differences in pay among your workers and classify these differences according to gender, race, and other demographics. With awareness of who’s not getting their dues, you can implement raises to make your company fair and inclusive to all.
Who’s it for | HR managers, recruiters, company executives, department heads, team leaders, HR analysts, training and development specialists |
How often it's needed | Daily, weekly, monthly, quarterly |
Covered KPIs | Employee turnover rate, time to hire, cost per hire, retention rate, employee satisfaction score, absenteeism rate, training completion rate, performance review scores, diversity and inclusion metrics, overtime hours, employee productivity, headcount by department, time to productivity for new hires, recruitment funnel conversion rates, internal promotion rate, salary competitiveness ratio, benefits utilization rate, employee Net Promoter Score (eNPS), learning and development ROI, succession planning coverage, workplace safety incidents, employee wellness program participation, onboarding effectiveness, time since last promotion, gender pay gap, employee referral rate, talent gap analysis, HR to employee ratio, average tenure, voluntary vs. involuntary turnover, training expenses per employee, revenue per employee, human capital ROI |
IT Dashboard
IT dashboards focus on live data about your company’s IT infrastructure and operations. Server load, application response times, and network performance are just some of the metrics and KPIs that this dashboard consolidates.
With the aid of this tool, spotting issues such as viruses or down servers becomes a much more straightforward process. It also becomes easier to see how well-functioning your IT network is and if there’s anything that can be done to improve your company’s infrastructure. This may usually involve implementing new software systems, upgrading hardware, or revamping staff procedures and protocols to improve security in your workspace.
Who’s it for | IT managers, system administrators, network engineers, CIOs, CTOs, IT security teams, helpdesk staff, company executives |
How often it's needed | Real-time, daily, weekly, monthly |
Covered KPIs | System uptime, network performance, server load, application response time, incident resolution time, ticket volume, cybersecurity threats detected, patch compliance rate, backup success rate, storage utilization, bandwidth usage, CPU utilization, memory usage, IT project status, software license compliance, mean time between failures (MTBF), mean time to repair (MTTR), IT service desk performance, change management success rate, disaster recovery readiness, IT cost per user, cloud service availability, mobile device management metrics, IT asset inventory status, software deployment success rate, vendor SLA compliance, IT budget variance, system capacity trends, network latency, data center temperature and humidity, power usage effectiveness (PUE), IT staff productivity, user satisfaction score, critical system availability, IT risk assessment metrics, compliance audit status |
Supply Chain Dashboard
Supply chains are intricate systems that have many moving parts, which can all be viewed using a supply chain dashboard. This dashboard showcases everything from your on-time delivery rates to your production cycle times. With its data, you’ll be equipped with the necessary means to reduce costs, increase transparency, and streamline production.
For instance, poor delivery times drive up total transportation costs. Therefore, improving these times by adopting better routes or training drivers can help you save exponentially.
Typically, these measures also result in other benefits, like more orders completed in a given time span.
Who’s it for | Supply chain managers, logistics coordinators, procurement specialists, warehouse managers, operations executives, inventory planners, demand forecasters, transportation managers |
How often it's needed | Real-time, daily, weekly, monthly |
Covered KPIs | Inventory turnover ratio, on-time delivery rate, order fulfillment cycle time, perfect order rate, days of supply, supplier performance score, demand forecast accuracy, transportation costs, warehouse utilization, backorder rate, return rate, cash-to-cash cycle time, inventory carrying cost, supplier lead time, order accuracy, fill rate, stockout frequency, procurement cycle time, inventory to sales ratio, average days late, cost per unit, supply chain costs as percentage of sales, customer order cycle time, inventory shrinkage rate, production cycle time, asset utilization rate, total landed cost, on-time shipments, inventory accuracy, supplier defect rate, freight bill accuracy, cross-docking time, pick and pack cycle time, dock-to-stock cycle time |
Customer Service Dashboard
Good customer service is the backbone of every successful business and to keep tabs on your customer service teams, you’ll need a customer service dashboard.
This dashboard shows more than just customer satisfaction scores. It informs you of average response, handling, and call times, which all help you better understand individual rep performance.
A customer may contact you for multiple reasons, like defective products, letting you know where you need to make improvements, which frequently involve product design changes or enhancements in your manufacturing. Keeping a keen eye on customer service dashboards also gives you deeper insight into why your support is being contacted in the first place.
Who’s it for | Customer service managers, support team leaders, contact center supervisors, customer experience executives, operations managers, quality assurance teams |
How often it's needed | Real-time, hourly, daily, weekly, monthly |
Covered KPIs | Customer satisfaction score (CSAT), NPS, first contact resolution rate, average response time, average handling time (AHT), ticket volume, ticket backlog, resolution time, customer effort score (CES), abandon rate, service level, queue time, agent utilization rate, customer retention rate, customer churn rate, callback rate, escalation rate, self-service adoption rate, knowledge base usage, channel preference, sentiment analysis, call quality score, CLV, cost per contact, agent productivity, customer feedback trends, first call resolution (FCR), speed of answer (SA), occupancy rate, adherence to schedule, after-call work time, customer satisfaction by channel, repeat contact rate |
Social Media Dashboard
A social media dashboard helps you gauge the success of your social media efforts by showing you KPIs like follower growth and engagement rates. Thanks to this tool, you can tailor your online strategy to reach more people. In most instances, this is done by coming up with personalized postings that resonate with your audience of potential customers.
Who’s it for | Social media managers, digital marketers, content creators, brand managers, communications directors, community managers, marketing executives, PR specialists |
How often it's needed | Real-time, daily, weekly, monthly |
Covered KPIs | Follower growth rate, engagement rate, reach, impressions, likes, shares, comments, click-through rate (CTR), social media traffic, post frequency, audience demographics, sentiment analysis, brand mentions, hashtag performance, video views, story views, conversion rate, social media ROI, response time, audience growth rate, share of voice, social media lead generation, post engagement rate, link clicks, social referral traffic, social media conversion rate, cost per click (CPC), cost per thousand impressions (CPM), social media revenue, influencer campaign performance, user-generated content metrics, social listening insights, social media customer service metrics, social media share of total website traffic |
Manufacturing Dashboard
A manufacturing dashboard is essential for all businesses that make their own products. That’s because it delivers data on essential metrics like production cost per unit and scrap rate, which tell you how much resources you’re putting into use or wasting.
Monitoring this dashboard on the regular helps you formulate informed decisions that improve resource allocation. These decisions frequently center around altering manufacturing procedures to reduce the chances of ending up with defective products.
Furthermore, this dashboard helps you considerably cut costs by showing the bottlenecks affecting your manufacturing. For example, by informing you that your facility isn’t at full capacity, you can ramp up production to meet the increasing demand of your customers.
Who’s it for | Production managers, plant managers, operations directors, quality control managers, supply chain managers, manufacturing executives, maintenance supervisors, production planners |
How often it's needed | Real-time, hourly, daily, weekly, monthly |
Covered KPIs | Overall equipment effectiveness (OEE), production output, cycle time, throughput, downtime, scrap rate, first pass yield, capacity utilization, inventory turnover, work in progress (WIP), on-time delivery rate, defect rate, mean time between failures (MTBF), mean time to repair (MTTR), production cost per unit, labor productivity, machine availability, setup time, changeover time, lead time, order fulfillment rate, energy consumption, safety incidents, quality control metrics, production schedule adherence, material usage efficiency, production line efficiency, maintenance costs, supplier performance metrics, production yield, equipment utilization rate, production backlog, inventory accuracy |
Acquire key business data without difficulty
Business dashboards give you an overview of the health of your business by displaying vital metrics and KPIs in one intuitive platform. Analyzing lets you better understand the inner workings of your company, spot trends, reduce costs, and come up with informed decisions that lead to growth.
Klipfolio’s customizable dashboards can help you streamline the business data acquisition process. Find out by trying it for free today!
