Executive Reporting Dashboard
See the "what" of your business, fast.
What is an executive reporting dashboard?
An executive reporting dashboard consolidates performance data from every department into one view, so leaders can spot opportunities and issues without digging through reports.
A good executive dashboard starts conversations with "What," not "Why." Instead of spending time chasing down context, executives get a clear picture of where the business stands right now, what changed, and where attention is needed. The metrics on this dashboard become the starting point for smarter conversations and faster decisions.
Metrics on this executive dashboard
Account & MRR Growth
Marketing Metrics
Sales Metrics
Product Metrics
Finance Metrics
User Experience Metrics
Services and Support Metrics
Human Resources Metrics
Account & MRR growth metrics
These metrics belong at the top of this reporting dashboard because they're always front of mind for any executive. They reflect your company's position against set targets, so you can always see what direction revenue and retention are heading.
Marketing metrics
The marketing section helps the CEO track marketing performance at a summary level, not a play-by-play of every campaign. By focusing on outcomes, the executive can quickly identify areas to improve or questions worth asking.
Sales metrics
Sales metrics sit right next to marketing metrics for good reason. This section is about spotting problems and fixing them fast. Every other section of this dashboard ultimately feeds into sales performance, making it the clearest signal of business growth.
Product metrics
Product is central to any business. The product metrics on this dashboard give executives a quick read on customer behaviour, surface any active product issues, and highlight where improvement opportunities exist.
Finance metrics
Understanding the company's finances is core to an executive's role. The finance section makes it easy to monitor cash flow and overall financial health, so you never have to sift through raw data to understand where the business stands.
User experience metrics
What are customers actually experiencing? User experience metrics reflect how well marketing, product, sales, and support are working together. This section tracks how users interact with the product and how the company responds. Keeping these metrics visible ensures that executive decisions always account for the end user.
Services and support metrics
Like the user experience section, services and support metrics serve as a check-in with customers. This section shows how the support team is responding to user needs. Whether the product recently changed or the customer base has grown, these metrics tell you whether support capacity is keeping up.
Human resources metrics
People are the foundation of any company. The HR section ensures headcount is growing at the same pace as revenue. Compare these metrics against other sections of the dashboard: if average support response time has climbed since a new product feature launched, it may be time to grow the support team.
Why build an executive reporting dashboard?
An executive reporting dashboard removes the friction between data and decisions. Rather than pulling reports from finance, sales, marketing, and HR separately, everything lives in one place, updated automatically.
Here are the core benefits:
Saves time: Data from multiple sources consolidates automatically, so leaders spend less time gathering information and more time acting on it.
Improves transparency: Real-time data creates a shared view of performance across the organization.
Strengthens communication: A shared dashboard gives leaders and departments a common reference point, supporting a culture of data-driven decisions.
Sharpens decisions: Current, accurate data means choices are grounded in what's actually happening, not last quarter's report.
What metrics belong on an executive reporting dashboard?
The right metrics depend on the executive's role, but the goal is always the same: company-level KPIs that support a quick, high-confidence review of performance. A CEO dashboard, for example, might draw from every department.
| Department | KPIs |
|---|---|
| Finance | Gross Profit Margin, EBITDA, Accounts Receivable, Accounts Payable |
| Sales | Revenue, Opportunity Pipeline |
| Marketing | MQLs, Web Sessions |
| Support | Ticket Volume, Average Resolution Time |
| Development | Lead Time, Cycle Time |
Keep the dashboard focused. Include only the KPIs each executive needs to act, and revisit the selection regularly as business priorities shift.
Build your executive reporting dashboard with Klips
Klips connects to 130+ data sources and lets you build fully customized executive dashboards with real-time data, scheduled refreshes, and flexible distribution, including TV mode, public links, and scheduled PDF reports.
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At a glance
Focus Area
Sales activities, sales pipeline, sales performance
Metrics List
Total Accounts, MRR Retention, Average MRR per Account, Open Tickets, MRR Growth, Sales per Rep
Reference Rate
Daily
Watch: Executive Reporting Dashboard Overview
Related Dashboards
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Metrics on this Executive Dashboard
- Account & MRR Growth
- Marketing Metrics
- Sales Metrics
- Product Metrics
- Finance Metrics
- User Experience Metrics
- Services and Support Metrics
- Human Resources Metrics
Account & MRR Growth Metrics
These metrics belong at the top of this reporting dashboard because they’re always in the front of an executive's mind. These metrics reflect your company’s position against your set targets, which means that you can always see what direction your revenue and retention should be going in.
Marketing Metrics
The marketing section of this dashboard is used to help the CEO track marketing performance. It’s a summary as opposed to a play-by-play of every marketing activity. By focusing on marketing outcomes, the executive can focus her attention on areas to improve or to ask questions about.
Sales Metrics
It should be no surprise that the sales metrics are right next to marketing metrics on the executive dashboard. This section is about spotting problems and fixing them quickly. The ultimate goal of any executive is to grow a business, and all the surrounding sections of this dashboard ultimately funnel into these sales performance metrics.
Product Metrics
Product is everything for a business! The product metrics on the executive dashboard are an easy read into the behavior of your customers. This section of the executive dashboards allows executives to stay up to date with any product issues and see an opportunity for improvement where it arises.
Finance Metrics
Understanding a company’s finances is essential to any executive's job. The finance section of the executive dashboard makes it easy for you to keep an eye on the company’s cash flow, so you never have to sift through data to see exactly where the business stands.
User Experience Metrics
“What are our customers experiencing?” The user experience metric says a lot about how the company’s marketing, product, sales, and support are performing. This section reports on how users are interacting with the product and how the company responds to these interactions. Happy customers are essential to growing a business, so adding the user experience metric section means that every decision executives make has these end users in mind.
Services and Support Metrics
Just like the user experience section, the services and support metrics section on the executive dashboard is a ‘check-in’ with customers. This section is all about how the support team is responding to users' needs. Maybe changes have been made to the product that users are having a difficult time grasping, or the customer base is growing to a point where there is a need for more support staff.
Human Resources Metrics
People are the foundation of any company, and adding a human resources section means that the headcount is growing at the same pace as revenue. Increasing the number of people on the team drastically changes the capabilities of a business, so keeping these metrics in mind is essential to growth. Compare this metric to the other sections of this reporting dashboard, for example, “Do we need more people on our support team if our average response time has drastically increased since we added that new product feature?”
Definition
An executive reporting dashboard is a central monitoring tool for a company’s real-time performance data tailored to the needs of executives. The dashboard tracks the most important KPIs from various departments of a business to inform decision-making and monitor performance.
