CFO dashboard
How is the business doing, in four numbers?
- Revenue
- Gross margin
- Operating margin
- Operating income
Executive dashboards
Executive dashboard examples
Six executive dashboards: a CFO dashboard, sales and HR scorecards, a project portfolio, a SaaS dashboard and an investor view. Open any of them to see it in full, then use it as a template for your own data.
Three of the six examples. All figures are sample data.
The examples
Six executive dashboard examples and templates
Click a board to see all of it. Click Use template to start your own copy in Mammoth. All figures are sample data.
- Sample data
- Sample data
Sales scorecard
Is the sales pipeline getting healthier, or just bigger?
- Win probability (by value)
- Days to close
- Deal amount
- Weighted amount
- Sample data
HR scorecard
Are people staying, and are they engaged?
- Tenure months
- Engagement score
- Performance rating
- Annual salary
- Sample data
Project portfolio dashboard
Which programmes are over budget, and by how much?
- Budget
- Actual cost
- Cost variance
- Percent complete
- Sample data
SaaS executive dashboard
Is recurring revenue growing, and for the right reasons?
- MRR
- Net new MRR
- New MRR
- Net MRR retention
- Sample data
Investor portfolio dashboard
Across the portfolio, which companies are growing and which are running out of cash?
- ARR
- Revenue growth
- Gross margin
- Runway in months
Your data
Want this on your own numbers?
Upload a spreadsheet and Mammoth turns it into a dashboard like these.
Upload a spreadsheetExcel or Google Sheets
Definition
What an executive dashboard is
An executive dashboard is one screen that shows leaders how the business is doing, without the detail analysts need. It is also called a leadership or management dashboard.
Four headline numbers
Enough to decide whether to ask a question.
Read in seconds
One chart points at what needs attention.
One board per team
Finance, sales, people and projects each get their own.
The metrics
The numbers an executive dashboard shows
Each board shows four numbers, and choosing them is the real work. These seven come up most often. Open each one to see the data it needs before it can be trusted.
Revenue against plan
Are we where we said we would be?
What the data needs
Actuals and budget matched by period and account. If the plan lives in a separate spreadsheet, this number usually arrives late, by email.
Operating income
What does the business earn after running costs?
What the data needs
One chart of accounts across every entity, and a definition of operating cost agreed before the board sees it.
Win rate and average deal size
Is the pipeline getting healthier, or only bigger?
What the data needs
Won and lost deals with one definition of closed, plus deal value and close date. Show deal sizes as a spread, because an average describes no real deal.
Attrition, rolling twelve months
Are we losing people faster than we were?
What the data needs
Leavers and average headcount over the same rolling 12 months, with regretted and unregretted leavers counted separately. A monthly figure on a small team swings on one resignation.
Budget against actual cost, per programme
Which programmes are overspending, and by how much?
What the data needs
Committed and spent cost for each programme, never added into one total. One programme 20% under and one 20% over add up to zero, which hides the overrun until it is large.
Cash runway
How many months can the business run at the current burn?
What the data needs
Cash on hand and net burn from the same month-end, with burn averaged over three months. One large payment in a single month can swing runway by a quarter.
Net revenue retention
Do existing customers spend more or less over time?
What the data needs
Recurring revenue per customer at the start and end of the period, with expansion, contraction and churn kept separate. Including new customers makes retention look better than it is.
Reports and decks
The same numbers as reports and decks
Executives often read documents rather than dashboards. These are built from the same sample data as the boards above, reshaped rather than rebuilt. The startup board report and deck are the version for a venture-backed company's board.
How to build one
How to build your own executive dashboard
From one of the examples above to a live dashboard on your own data.
- 1
Pick a template
Start from any of the six boards above.
- 2
Add your data
Upload a spreadsheet, or connect one of 100+ tested connectors.
- 3
Clean it once
Fix and combine your data once. Mammoth repeats those steps for you.
- 4
Set it to refresh
The dashboard updates on a schedule and flags data that fails a check.
- 5
Share the link
Public, password-protected or sign-in only, on every plan.
Start with a template
14-day Pro trial · No credit card
FAQ
Executive dashboard questions
Last reviewed against the template catalogue.
What should be on an executive dashboard?
About four headline numbers per team, each pointing at what needs attention. The six above work that way: the CFO dashboard covers revenue down to operating income, the sales scorecard covers deal size and time to close, the HR scorecard covers tenure and engagement, the project portfolio covers budget against actual cost, the SaaS dashboard covers recurring revenue and retention, and the investor view covers growth and runway.
What is a CEO dashboard?
An executive dashboard built for the person who decides across every team. In practice it is the team boards above read together, rather than one screen holding everything. A board dashboard is the same idea for a company board, which is what the board pack and startup board report below are for.
How do I build an executive dashboard?
Start from the decisions the leadership team makes, not from the data you have. Then follow five steps.
- Ask each team head for the four numbers they would defend in the room, and stop at four.
- Connect each team's system: the accounting system, the CRM, the HR system and the project tracker.
- Clean each into its own dataset, and agree the definitions before the first meeting.
- Build one board per team, with its four numbers on top and one chart pointing at the problem.
- Set a refresh schedule and share the link, so everyone sees this week's numbers.
Should it be one dashboard or several?
Several. Finance, sales, people and project data are recorded at different levels: an invoice, a deal, a person and a programme are different things. Putting them on one screen means flattening them into one table, which loses the detail each question needs. Separate boards, plus a written summary, hold up better when questioned.
What is the difference between an executive dashboard and a board pack?
A dashboard is opened when someone has a question, and shows the latest numbers. A board pack is a fixed document for one meeting, so it must not change. Both are on this page: the Board Pack and Executive Summary use the same data as the CFO dashboard, so nobody has to rebuild them by hand.
Where does the data come from?
Usually four systems: the accounting system, the CRM, the HR system and whatever the programme office uses. Mammoth has 100+ tested connectors, and can also connect to anything with a REST API. Combining and checking the data is most of the work, and Mammoth saves those steps and re-runs them.
Can the board see it without a licence?
Yes. Viewers are unlimited and free on every Mammoth plan, including the free one. Only the people who build dashboards count as users, and a board or executive team reads but never builds.
Build the executive dashboard you actually need.
Start from one of these templates or your own spreadsheet. Share it with as many people as you like, free.
- ✓ 14-day Pro trial
- ✓ No credit card
- ✓ Viewers always free
More dashboard examples
- All dashboard examples
- KPI dashboards
- Financial dashboards
- Sales dashboards
- Marketing dashboards
- HR dashboards
- Inventory dashboards
- Retail dashboards
- Operations dashboards
- Supply chain dashboards
- Ecommerce dashboards
- Excel dashboards
- Project dashboards
- SaaS dashboards
- SEO dashboards
- CRM dashboards
- Social media dashboards
- Warehouse dashboards
- Real estate dashboards
- Manufacturing dashboards
- Call center dashboards
- Cash flow dashboards
- Enterprise