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Executive dashboards

Executive dashboard examples

Four scorecards — finance, sales, people and portfolio — each shown as it actually renders on a sample dataset rather than as a mock-up.
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The examples

Each dashboard, and the question it answers

Each of these is a Mammoth template, captured as it renders on the sample dataset it ships with, so every figure on them is illustrative rather than a business result. Each carries exactly four numbers, which is the discipline the format is for — a scorecard that lists everything has quietly become a report.

  1. Example 01

    Financial KPI Scorecard

    How is the business doing, in four numbers?

    Revenue, gross margin, operating margin and operating income, with operating income followed over time rather than stated once. The finance row of an executive view: enough to know whether to ask a second question, and deliberately not enough to answer it.

    What is on it

    • Operating income over time
    • Gross margin
    • Margin across units
    • Revenue by region
    • Where operating cost concentrates

    Your data needsDashboard

    • a revenue or money column
    • a category (~8 values)
    Financial KPI Scorecard dashboard: Revenue, Gross Margin, Operating Margin and Operating Income tiles.
    Sample data — illustrative figures, not business results. Cropped; the dashboard continues below.

  2. Example 02

    Sales KPI Scorecard

    Is the book getting healthier, or just busier?

    Deal size, cycle length and forecast confidence, with reps set above and below the line. What an executive needs from sales is not the pipeline total — it is whether the shape of the book is improving, which a distribution and a cycle length say and a single number cannot.

    What is on it

    • Who is above and below the line
    • Distribution of deal size
    • Confidence across the funnel
    • Cycle length by region
    • Booked against weighted, by source

    Your data needsDashboard

    • a revenue or money column
    • a category (~3 values)
    Sales KPI Scorecard dashboard: Probability, Days To Close, Deal Amount and Weighted Amount tiles.
    Sample data — illustrative figures, not business results. Cropped; the dashboard continues below.

  3. Example 03

    HR Scorecard

    Is the organisation holding together?

    Tenure, engagement, performance and salary cost on one screen, with absence and training resolved to where they concentrate. The row an executive team is most often flying blind on, because people data rarely gets a dashboard at all.

    What is on it

    • Salary cost of who we hired
    • Engagement
    • Performance across departments
    • Tenure spread by level
    • Where absence concentrates
    • Where training hours go

    Your data needsDashboard

    • a revenue or money column
    • a category (~7 values)
    HR Scorecard dashboard: Tenure Months, Engagement Score, Performance Rating and Annual Salary tiles.
    Sample data — illustrative figures, not business results. Cropped; the dashboard continues below.

  4. Example 04

    Project Portfolio

    Which programmes are running over, and by how much?

    Every programme on one page with budget set against actual cost and the variance stated, plus planned effort against actual. Portfolio altitude rather than task altitude — it answers which programme needs attention, not what anyone is doing this week.

    What is on it

    • Budget by portfolio
    • Over and under budget
    • Planned against actual effort
    • Budget against spend
    • Effort spread by workstream

    Your data needsDashboard

    • a revenue or money column
    • a category (~4 values)
    Project Portfolio dashboard: Budget, Actual Cost, Cost Variance and Percent Complete tiles, above Budget by portfolio.
    Sample data — illustrative figures, not business results. Cropped; the dashboard continues below.

Other formats

When the answer is not a dashboard

An executive audience reads more documents than dashboards, and these are the same numbers reshaped rather than rebuilt. The summary and the board pack come from the same 288-row P&L as the finance scorecard above; the programme review comes from the same 486-row portfolio as the portfolio board.

  1. Executive Summary: the opening summary, with Performance by Region and Revenue over the period in the contents rail.
    Sample data — illustrative figures, not business results.

    Executive Summary

    Can the quarter be read rather than presented?

    The quarter in one read: what the numbers did, where, and against plan.

    Finance · Document

  2. Board Pack: the deck's title slide, with slide thumbnails in the rail and 288 sample records.
    Sample data — illustrative figures, not business results.

    Board Pack

    What goes in front of the board?

    The quarter for a board audience: revenue, margin, plan and what is next.

    Finance · Presentation

  3. Programme Review Deck: the deck's title slide, with slide thumbnails in the rail and 486 sample records.
    Sample data — illustrative figures, not business results.

    Programme Review Deck

    And what does the steering committee get?

    Every programme for a steering audience: progress, effort, cost and risk.

    Project · Presentation

Design notes

What makes an executive dashboard worth opening

Four things the examples above have in common. They matter more than which chart you pick.

Four numbers, not forty

Every one of these carries exactly four KPI tiles, and that is the constraint doing the work. An executive view earns its place by being the thing you can read in ten seconds before deciding whether to ask a second question — the moment it becomes comprehensive it has become a report — and the written summary and board pack on this page are where that job belongs.

One board per function, not one board for everything

These are four dashboards on four different datasets — a 288-row P&L, 900 rows of pipeline, 640 people records and 486 portfolio rows. A template binds to one prepared dataset, so a single screen spanning all four functions would mean flattening them into one table first and losing the grain each question needs. Four boards at one altitude is the honest shape.

Every one points at an exception

A headline number tells an executive nothing to do. All four of these close on where to look instead: where operating cost concentrates, who is above and below the line, where absence concentrates, and which programmes are over and under budget. That chart is the reason the dashboard gets opened twice.

The spread behind the headline

An average describes nobody, and at executive altitude averages are all anyone gets. Three of the four carry a distribution rather than a mean — deal size, tenure by level, effort by workstream — because the shape is where the outlier lives, and the outlier is usually the reason the number moved.

From example to live dashboard

Pretty is easy. Current and true is the hard part.

Any of these can be drawn in a slide. What makes one worth keeping is the five steps underneath it, and they are the same five whichever example you start from.

  1. 01

    Connect the source

    The dashboard reads the system, not an export somebody saved to their desktop. 100+ tested connectors, plus anything with a REST API.

  2. 02

    Prepare it once

    Cleaning, joining and reshaping are recorded as steps you can read, change and re-run — not a formula buried three sheets deep.

  3. 03

    Check it before anyone sees it

    Data checks run with the refresh and flag the rows that fail, so a broken upstream file shows up as an alert rather than as a wrong number in a meeting.

  4. 04

    Put it on a schedule

    Refresh on a schedule and the dashboard stays current on its own. Starter schedules daily runs; Pro adds hourly refresh and event triggers.

  5. 05

    Publish it and send the link

    Public, password-protected or sign-in only. Every sharing mode is available on every plan, including the free one.

Sharing

Everyone can see it.
Nobody pays to look.

Most dashboard tools charge for every person who opens one, which is why so many dashboards end up as a screenshot pasted into a message. Mammoth charges for the people who build. Viewers are unlimited and free on every plan, including the free one.

  • Free

    $0

    Builders
    1 builder
    Dashboards
    3 published
    Viewers
    Unlimited, free

  • Starter

    $249/mo

    $199/mo billed annually

    Builders
    5 builders
    Dashboards
    10 published
    Viewers
    Unlimited, free

  • Pro

    $699/mo

    $559/mo billed annually

    Builders
    10 builders
    Dashboards
    50 published
    Viewers
    Unlimited, free

  • Enterprise

    From $5,000/mo

    Builders
    Unlimited builders
    Dashboards
    Unlimited published
    Viewers
    Unlimited, free

Published-dashboard counts are per workspace. Drafts, viewers and every sharing mode are unlimited and free on all four plans. Full pricing.

Questions people ask

What should be on an executive dashboard?
One function's answer at a time, in about four numbers, each resolving to where the exception is. The four above are built that way: finance opens on revenue through to operating income, sales on deal size and cycle length, people on tenure and engagement, and the portfolio on budget against actual cost. None of them tries to be the other three.
Should it be one dashboard or several?
Several, and the reason is mechanical rather than editorial. A template binds to one prepared dataset, and finance, sales, people and portfolio data have different grains — an invoice is not a deal is not a person is not a programme. A single screen spanning all four means flattening them into one table first, which loses the detail each question depends on. Four boards at the same altitude, plus the written summary, is the shape that survives being questioned.
What is the difference between an executive dashboard and a board pack?
The audience and the shelf life. A dashboard is opened when someone has a question and reflects the source whenever it last refreshed; a board pack is a fixed narrative for a specific meeting, and it has to hold still. Both are above — the Board Pack and the Executive Summary are the same quarter as the finance scorecard, reshaped rather than rebuilt, which is the part that normally costs a week.
Where does the data come from?
Four systems, usually — the ledger, the CRM, the HR system and whatever the programme office keeps. Mammoth has 100+ tested connectors, plus anything with a REST API, and the work is joining and reconciling each one into a dataset a board can bind to. That preparation is recorded and re-run rather than repeated by hand.
Can the board see it without a licence?
Yes. Dashboard viewers are unlimited and free on every Mammoth plan, including the free one — only the people building count as platform users. For a board or an executive team, which is exactly the audience that reads and never builds, that is the difference between one dashboard and one dashboard per person.

Build the executive dashboard you actually need.

Connect a source, prepare it once, and publish. Everyone who needs to see it can, at no per-viewer cost.

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More dashboard examples

All dashboard examplesThe full set, across every team.Financial dashboardsPerformance, and 8 more.Sales dashboardsPipeline, and 4 more.Marketing dashboardsChannel performance, and 4 more.HR dashboardsHeadcount and attrition, and 4 more.Inventory dashboardsStock on hand and what it is worth, and 4 more.Retail dashboardsStore margin, and 5 more.Project dashboardsStatus across every workstream, and 2 more.EnterpriseGovernance, access control and the security review.