An executive dashboard fails in one of two ways: it is either a wall of every metric the company has, or a copy of the finance pack. This template is neither. It holds the eight figures that decide whether the month is on track, one trend chart for each of revenue, margin and cash, and a department scorecard that turns green or red against targets that leadership agreed once.
Every figure comes from the system that owns it — the ledger for revenue and cash, the CRM for pipeline, the help desk for satisfaction, the HR sheet for headcount — so there is no re-typing and no argument about whose number is right. Each tile drills down to the departmental dashboard behind it.
Most boards receive it as a scheduled PDF five days before the meeting, with a short commentary added by the CEO. Our guide to automating board reports walks through the setup, and period-over-period explains the comparisons every tile carries.
- CEOs and owners who want one page on Monday instead of six departmental reports.
- Boards and investors who receive the same page as a scheduled PDF before each meeting.
- Finance and chiefs of staff who currently assemble the board pack by hand.