{"id":8664,"date":"2020-07-10T07:27:00","date_gmt":"2020-07-10T07:27:00","guid":{"rendered":"https:\/\/ubiq.co\/tech-blog\/?p=8664"},"modified":"2025-08-18T05:03:09","modified_gmt":"2025-08-18T05:03:09","slug":"how-to-create-executive-dashboard-reports-examples-templates","status":"publish","type":"post","link":"https:\/\/ubiq.co\/tech-blog\/how-to-create-executive-dashboard-reports-examples-templates\/","title":{"rendered":"How to Create Executive Dashboard &amp; Reports &#8211; Examples &amp; Templates"},"content":{"rendered":"\n<p>Executive dashboards allows senior management executives and VPs to get a comprehensive overview of their organization, business area or department, get data-driven insights and make better decisions. They also help executives measure strategic performance, identify issues early and take action quickly. In this article, we will look at Executive dashboard and reports &#8211; what is executive dashboard reporting, benefits of executive dashboard reports, how to <a href=\"\/tools\/dashboard-creator\">create executive dashboard<\/a>, executive dashboard best practices, examples &amp; templates<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-executive-dashboard-reports-examples-templates\/#How_to_Create_Executive_Dashboard_Reports_%E2%80%93_Examples_Templates\" >How to Create Executive Dashboard &amp; Reports &#8211; Examples &amp; Templates<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-executive-dashboard-reports-examples-templates\/#What_is_Executive_Dashboard_Reporting\" >What is Executive Dashboard Reporting<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-executive-dashboard-reports-examples-templates\/#Benefits_of_Executive_Dashboard_Reports\" >Benefits of Executive Dashboard Reports<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-executive-dashboard-reports-examples-templates\/#How_to_Create_Executive_Dashboard_Reports\" >How to Create Executive Dashboard &amp; Reports<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-executive-dashboard-reports-examples-templates\/#1_Understand_your_target_audience\" >1. Understand your target audience<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-executive-dashboard-reports-examples-templates\/#2_Identify_Executive_KPIs_and_Metrics\" >2. Identify Executive KPIs and Metrics<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-executive-dashboard-reports-examples-templates\/#3_Design_Dashboard_Mockup\" >3. Design Dashboard Mockup<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-executive-dashboard-reports-examples-templates\/#Executive_Dashboard_Best_Practices\" >Executive Dashboard Best Practices<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-executive-dashboard-reports-examples-templates\/#Executive_Dashboard_Examples_Templates\" >Executive Dashboard Examples &amp; Templates<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_to_Create_Executive_Dashboard_Reports_%E2%80%93_Examples_Templates\"><\/span>How to Create Executive Dashboard &amp; Reports &#8211; Examples &amp; Templates<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_is_Executive_Dashboard_Reporting\"><\/span>What is Executive Dashboard Reporting<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Executive Dashboard is a visual presentation of all the key performance metrics and KPIs about your organization, department or business are that your executives are responsible for.<\/p>\n\n\n\n<p>It is meant for C-level executive, VPs, and senior managers to help them measure strategic performance against goals, get a bird&#8217;s eye view of overall performance, get insights and make data-driven decisions.<\/p>\n\n\n\n<p>Executive dashboards are summarized in nature and contain high-level information for executives. They don&#8217;t contain granular information like operational dashboards.<\/p>\n\n\n\n<p>Nevertheless, executive dashboards automatically gather, analyze and report information from various systems and processes that an executive is responsible for.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Benefits_of_Executive_Dashboard_Reports\"><\/span>Benefits of Executive Dashboard Reports<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Here are the key benefits of executive dashboard reports. They:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Provide single point source of information<\/li>\n\n\n\n<li>Give at-a-glance status of performance<\/li>\n\n\n\n<li>Help measure strategic performance with respect to goals<\/li>\n\n\n\n<li>Highlight issues and areas of improvement<\/li>\n\n\n\n<li>Help discover new growth areas<\/li>\n\n\n\n<li>Enable data-driven decision making<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_to_Create_Executive_Dashboard_Reports\"><\/span>How to Create Executive Dashboard &amp; Reports<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Here are the steps to create executive dashboard &amp; reports.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Understand_your_target_audience\"><\/span>1. Understand your target audience<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Find out who will use your executive dashboard, how and why. Each executive is responsible for a department or business unit and will be interested in monitoring its performance. For example, a CIO will be looking for performance of IT systems, while a Sales VP will be looking for sales numbers of products &amp; services. Some executives might use your dashboards for strategic inputs while some may use it for operational monitoring. When you create executive dashboard, make sure you talk to your target audience and understand their requirements.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Identify_Executive_KPIs_and_Metrics\"><\/span>2. Identify Executive KPIs and Metrics<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Executives are interested in high-level summaries and not granular details. Understand their business goals and objectives, and what KPI metrics they use to measure performance. They might already be using some form of reporting (via excel, in-house systems, data dumps, email, web portals, etc) to analyze information. Make a list of all such executive KPI metrics, and ask them if there are any additional KPI metrics they would like to track henceforth.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Design_Dashboard_Mockup\"><\/span>3. Design Dashboard Mockup<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Once you have determined what KPI metrics to show on your Executive dashboard reports, use a <a href=\"\/dashboard-builder\">dashboard software<\/a> to design your dashboard. Organize your executive KPI metrics into 3 layers &#8211; most important and urgent KPIs in top layer, trends &amp; distributions in middle layer, and granular details at the bottom. Also, place related KPI metrics near each other so that your dashboard is intuitive and easy to understand. Also, when you create executive dashboard, make sure you use the right visualization for each KPI metric so that users can quickly get insights just by looking at graphs &amp; charts.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Executive_Dashboard_Best_Practices\"><\/span>Executive Dashboard Best Practices<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Here are the top executive dashboard best practices to help you build executive dashboards :<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Display summary information instead of granular details<\/li>\n\n\n\n<li>Show only up to 10-15 KPI metrics on your dashboard. Avoid clutter<\/li>\n\n\n\n<li>Organize your KPI metrics logically. Group related metrics together<\/li>\n\n\n\n<li>Provide filters for users to slice &amp; dice data on the fly<\/li>\n\n\n\n<li>Include drill-downs to allow users to dig deeper and investigate trends<\/li>\n\n\n\n<li>Clearly mention assumptions &amp; caveats as footnotes<\/li>\n\n\n\n<li>Provide ability to export dashboard as PDF so users can take a snapshot of dashboard when needed<\/li>\n\n\n\n<li>Send automated email dashboards to executives so they can be up-to-date.<\/li>\n\n\n\n<li>Make your dashboards responsive so users can access them anywhere, anytime.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Executive_Dashboard_Examples_Templates\"><\/span>Executive Dashboard Examples &amp; Templates<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Here&#8217;s an example of executive dashboard created using <a href=\"https:\/\/ubiq.co\">Ubiq<\/a><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"730\" height=\"769\" src=\"https:\/\/i0.wp.com\/ubiq.co\/tech-blog\/wp-content\/uploads\/2020\/07\/executive-summary-dashboard.png?resize=730%2C769&#038;ssl=1\" alt=\"\" class=\"wp-image-8668\" srcset=\"https:\/\/i0.wp.com\/ubiq.co\/tech-blog\/wp-content\/uploads\/2020\/07\/executive-summary-dashboard.png?w=1351&amp;ssl=1 1351w, https:\/\/i0.wp.com\/ubiq.co\/tech-blog\/wp-content\/uploads\/2020\/07\/executive-summary-dashboard.png?resize=768%2C809&amp;ssl=1 768w\" sizes=\"auto, (max-width: 730px) 100vw, 730px\" \/><\/figure>\n<\/div>\n\n\n<p>Hopefully, this article will help you create executive dashboard for your business.<\/p>\n\n\n\n<p><a href=\"http:\/\/ubiq.co\/\">Ubiq<\/a>&nbsp;makes it easy to visualize data in minutes, and monitor in real-time dashboards.&nbsp;<a href=\"http:\/\/ubiq.co\/accounts\/register\">Try it<\/a>&nbsp;Today!<\/p>\n\n\n\n<p>Also read:<br><a href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-project-management-dashboard-examples-templates\/\">How to Create Project Management Dashboard<\/a><br><a href=\"https:\/\/ubiq.co\/tech-blog\/hr-dashboards-reports-benefits-examples-kpis-metrics\/\">HR Dashboards &#8211; Benefits, Examples &amp; Metrics<\/a><br><a href=\"https:\/\/ubiq.co\/tech-blog\/agile-business-intelligence-data-analytics-complete-guide\/\">Agile Business Intelligence &amp; Data Analytics<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Executive Dashboards help you get at-a-glance overview of your business. Here&#8217;s how to create executive dashboard reports, with examples &#038; templates.<\/p>\n","protected":false},"author":1,"featured_media":8666,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[514],"tags":[529,530,531],"class_list":["post-8664","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dashboards","tag-executive-dashboard","tag-executive-dashboard-examples","tag-executive-dashboard-templates"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Create Executive Dashboard &amp; Reports - Examples &amp; Templates - Ubiq BI<\/title>\n<meta name=\"description\" content=\"Executive Dashboards help you get at-a-glance overview of your business. 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