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Take Advantage Of Modern CEO Dashboards – Examples And Templates

CEO dashboards by datapine“The only safe ship in a storm is leadership.” – Faye Wattleton

For any business to succeed, it needs purpose, direction, and the resources to grow as well as adapt to the landscape surrounding it – which is why strong leadership is essential.

As a CEO, you’re responsible for overseeing every aspect of your business, from the people and the internal culture all the way through to key sales, marketing, and financial strategies. While your organization is no doubt brimming with the kind of talent that can drive every aspect of your organization forward, ultimately, the success of the company rests on your shoulders.

Compassion and people skills aside, every strong business leader needs the vision to be the best they can be. And to gain greater vision, you need to embrace the power of digital data.

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By leveraging smart online data analysis in the right way, you will gain access to insights that will help you develop strategies that foster growth and innovation while keeping your staff motivated, engaged, and happy. In this age, making rough estimates or shooting in the dark will only get you so far. For this reason, gaining access to the perfect mix of tangible insights is vital.

But how can you achieve this?

CEO dashboards and CEO reports are the answer. By leveraging the power of an online dashboard, an executive story can be written effortlessly, and within minutes. Here, we’ll consider what a leadership dashboard is, what it does, explore a selection of real-world CEO dashboard examples to demonstrate the power of this valuable leadership tool followed by top tips to create CEO reports. Let’s get started.

What Is A CEO Dashboard?

A CEO dashboard is an interactive platform that visualizes data to empower business leaders to track, measure, analyze, and monitor business performance in a number of areas, enabling them to make data-driven decisions and see the big business picture.

A CEO report or dashboard is serving up historical trends, tangible information, and real-time insights in a way that’s visual, digestible, and easy to navigate.

It’s possible to tailor CEO dashboards reports to your specific business needs, goals, and requirements, working with key performance indicators that will help you uncover priceless trends and insights with ease.

CEO dashboard software is a critical leadership tool for the digital age. It offers the following benefits:

  • Improved decision-making.
  • Wider accessibility to important data.
  • Mobility through 24/7 mobile dashboard access.
  • Improved internal communication that will make the organization stronger.
  • Enhanced business intelligence that will lead to growth and boost your bottom line.

What Info Does CEO Need In A Dashboard?

It’s clear that CEO dashboard software offers a variety of business-boosting benefits for those in a leadership role. However, to enjoy optimum success, it’s vital to understand what you should include in your management reports. So, what info does CEO need in a dashboard?

Let’s explore by looking at the core information you should include in your CEO dashboard reports:

1. The right KPIs & metrics

To ensure that your dashboard delivers the right insights for your individual goals, working with the right KPIs is an absolute must. If your dashboard includes KPIs that are irrelevant to the insights you’re looking to gain, it will be essentially useless.

Sit down with your senior team in a collaborative environment and examine your current processes as well as your proposed business goals. Once you’ve established your aims and gained a greater understanding of your processes across the board, you’ll be able to select the KPIs that will best suit your needs and help you drive the business forward and create a powerful CEO report template.

You can also check our rich library of various KPI examples based on different departments, sectors, and functions for your consideration.

2. The right design & visualizations

Once you’ve selected the right KPIs, you’ll need to set up your dashboard and customize it to your preferences. Different KPIs will offer different visualizations, depending on their nature or function.

To ensure quick and effective access to your most valuable data, designing your CEO dashboard template correctly is essential. By following the most prominent dashboard design principles, you will stand a greater chance to get a clearer picture of your company’s processes, inside-out.

3. Management, marketing, finance & sales in one

As a CEO, you’ll need access to a wide range of company data, spanning departments. In doing so, you’ll get a well rounded, panoramic view of the organization’s progress while gaining the ability to formulate key strategies in a number of critical areas.

To thrive as a data-driven business leader, you will need to include KPIs and information balanced across management, marketing, sales, and finance – make sure you cover all bases.

Naturally, the specific analytical reports and data included in your dashboards will be tailored to your aims as a CEO. However, the takeaway here is that you must make sure that your CEO software serves up the perfect mix of insights, rather than leaning towards one particular area to avoid stunting your professional vision.

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Essential CEO Dashboard Examples & Templates

Now that we’ve considered the question, ‘what Info does CEO need in a dashboard?’, it’s time to explore some real-life CEO dashboard templates. These 4 very different but equally powerful CEO dashboard examples are interactive, visual, and provide a level of insight that fosters enhanced business leadership in a number of areas.

Let’s start with our SaaS management dashboard.

1. SaaS Management Dashboard For Sustainable Growth

As digital technology evolves, the SaaS sector continues to evolve. If you’re the CEO of a budding software-of-a-service company, this CEO dashboard template will help you meet or even exceed your goals consistently.

A CEO dashboard example for a SaaS company, visualizing the number of paying customers, ARPU, CAC, CLTV, and MRR over the course of a month.

**click to enlarge**

With 4 KPIs designed to track and measure customer churn, acquisition costs, recurring monthly revenue, and average revenue per unit (among other key insights), this dynamic CEO dashboard sample offers all the key ingredients for growth, efficiency, fluidity, and strategic planning.

Whether your SaaS venture is brand new or you’ve been around for some time and are looking to expand your audience, this management dashboard will help you achieve and even surpass your goals on a regular basis.

KPIs used:

  • Customer Acquisition Costs
  • Customer Lifetime Value
  • ARPU
  • MRR

2. Investor Relations Dashboard For Powerful Presentations

Our second CEO dashboard sample focuses on one of the most critical components of any thriving business – investor relations.

A CEO dashboard template showing the return on assets, return on equity, debt-equity ratio, share price, P/E ratio, and the working capital ratio used for investor relations.

**click to enlarge**

The investor relations CEO dashboard template serves up a priceless mix of high-level metrics that will help you keep your professional relationships healthy while ensuring your asset-driven financial affairs are fluent and protected at all times.

By drilling down into your existing assets, your return on assets and equity, and your price-earnings ratio, this powerful executive-level CEO dashboard example will help both you and your shareholders thrive indefinitely.

KPIs used:

  • Return on Assets
  • Return on Equity
  • P/E Ratio

3. CMO Dashboard For Top Marketing Performance

Without a doubt, in our cutthroat digital age, investing ample time and funds in your business’s various marketing strategies is essential.

Our next example focuses on a marketing dashboard, a CMO-centric tool that will help you consolidate, organize, and analyze colossal datasets in one intuitive central location. This is actually a report to CEO example that is a good blueprint to present the marketing performance to the CEO in a more detailed way if there are specific marketing related questions.

A CEO dashboard example showcasing high-level marketing KPIs such as cost per lead, MQL, SQL, and cost per customer.

**click to enlarge**

Boasting the perfect mix of top-level insights, this comprehensive CEO dashboard example will help you optimize your marketing performance, which will help you significantly boost your brand awareness and bottom line. An essential tool for any business leader’s digital toolkit. 

KPIs used:

  • Sales Target & Growth
  • Website-Traffic-to-Lead Ratio
  • Cost per Lead
  • Lead-to-MQL Ratio
  • MQL-to-SQL Ratio

4. Sales KPI Dashboard For Increasing Revenue & Profits

As you’ll no doubt know as a CEO, sales are integral to the existence of your organization – after all, without sales, where would you be?

Our sales dashboard hones in on every vital top-level area of sales, providing insights that will help you reduce customer churn, improve economic efficiency, optimize your sales campaigns, and capitalize on revenue-boosting activities such as upselling and cross-selling. This dashboard will enable you to create sales reports that are easy to digest and enhance your decision-making processes.

A monthly CEO report template focused on high-level sales metrics such as revenue, profits, costs, incremental sales, accumulated revenue, up/cross-sell rates, etc.

**click to enlarge**

As a business leader, keeping a keen eye on your organization’s sales activities is crucial. This CEO report example will ensure that you not only measure these metrics with ease but also uncover fresh insights that will help to increase your bottom line.

KPIs used:

  • Revenue per Sales Rep
  • Customer Churn Rate
  • Upsell & Cross-Sell Rates
  • Profit Margin per Sales Rep
  • Incremental Sales by Campaign

“Data that is loved tends to survive.” – Kurt Bollacker, computer scientist

Top 5 Tips To Create Effective CEO Reports

We have expounded on the various CEO reports examples and templates, but to fully leverage the power of creating such reports, you should keep in mind these tips:

1. Concentrate on the big picture

CEOs aren’t interested in vanity metrics or low-level ones. They need to be ensured the company’s strategy is on track, but the details and operational activities kept under control by managers and staff members. By utilizing high-level KPIs, each CEO can create a full story where the business is going and what needs to adjust. That being said, don’t present the bounce rate data from your website or inform him/her that a specific product is out of stock, but focus on strategic insights that need to be monitored by a chief executive such as customer costs or values.

2. Take appropriate time intervals

As we saw in our CEO report examples above, none of them are based on a daily level. Chief executives don’t need to be alarmed on each daily report that departments need to follow in order to properly manage their part of the business. Usually, it is wise to use weekly, monthly or quarterly intervals, depending on the level of responsibility CEO delegates. It can also differ from business to business, so it might make sense to communicate and adjust accordingly.

3. Don’t concentrate only on past performance

CEO reports should also take a look into the future and indicate predictions. By setting realistic goals, and also the resources which are needed to achieve those goals, the report can provide a clear business picture and a roadmap for the next level of development.

4. Integrate all core areas of your business

Each business needs several core areas to function properly and generate growth. A SaaS company will have different core areas than retail, but as we already mentioned in the article, sales and marketing are usually always important. Other relevant areas might be customer support, HR, IT, procurement, etc.

Having a clear structure of these areas is of utmost importance. By using various dashboard tabs and internal widget linking, your business story can be presented much easier, accompanied by effective visuals that ensure efficient dashboard presentation and data storytelling.

5. Enable data-driven decisions

CEOs must be given everything they need, and concisely. But more importantly, giving them the possibility to drill down into central KPIs on their own or during a business meeting with other C-level executives by taking advantage of modern, interactive dashboards, and by avoiding static reports, insights and possibilities are endless.

Exclusive Bonus Content: Reap the benefits of dashboards for CEOs!
Download our short summary and become the best leader you can be!

If you’re a business leader looking to push your business to the next level, data is indeed your friend. Dashboards for CEOs will help you manage the endless amount of data available at your fingertips, empowering you to extract actionable insights that will help fortify your business decisions while communicating your discoveries to the talented executives in your organization.

As a result, you will improve interdepartmental communication, increase the efficiency of your processes, propel your commercial reach, boost your bottom line, and guide your organization into a bright and prosperous future.

Data is the new oil, and a leadership dashboard is the vehicle that drives it – don’t miss out.

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