{"id":8822,"date":"2020-04-30T05:31:00","date_gmt":"2020-04-30T05:31:00","guid":{"rendered":"https:\/\/ubiq.co\/tech-blog\/?p=8822"},"modified":"2025-08-12T04:30:26","modified_gmt":"2025-08-12T04:30:26","slug":"what-to-include-in-executive-dashboard","status":"publish","type":"post","link":"https:\/\/ubiq.co\/tech-blog\/what-to-include-in-executive-dashboard\/","title":{"rendered":"What to Include in Executive Dashboard"},"content":{"rendered":"\n<p>Executive Dashboards should contain KPI metrics that help executives measure strategic performance &amp; make better decisions. If you are wondering &#8220;What to include in Executive Dashboard?&#8221;, then read on to understand the executive KPI metrics that you should include in executive dashboard.<\/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\/what-to-include-in-executive-dashboard\/#What_to_Include_in_Executive_Dashboard\" >What to Include in Executive Dashboard<\/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\/what-to-include-in-executive-dashboard\/#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-3\" href=\"https:\/\/ubiq.co\/tech-blog\/what-to-include-in-executive-dashboard\/#1_Know_Your_Audience\" >1. Know Your Audience<\/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\/what-to-include-in-executive-dashboard\/#2_Keep_it_Minimal\" >2. Keep it Minimal<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/ubiq.co\/tech-blog\/what-to-include-in-executive-dashboard\/#3_Provide_filters_drill-downs\" >3. Provide filters &amp; drill-downs<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/ubiq.co\/tech-blog\/what-to-include-in-executive-dashboard\/#4_Explain_Your_Reporting_Process\" >4. Explain Your Reporting Process<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/ubiq.co\/tech-blog\/what-to-include-in-executive-dashboard\/#Executive_KPI_Metrics\" >Executive KPI Metrics<\/a><\/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\/what-to-include-in-executive-dashboard\/#1_Profit_Margin_By_Product_or_Service\" >1. Profit Margin By Product or Service<\/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\/what-to-include-in-executive-dashboard\/#2_Sales_Per_Product_or_Service\" >2. Sales Per Product or Service<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/ubiq.co\/tech-blog\/what-to-include-in-executive-dashboard\/#3_Sales_Per_Channel\" >3. Sales Per Channel<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/ubiq.co\/tech-blog\/what-to-include-in-executive-dashboard\/#4_Forecast_vs_Revenue\" >4. Forecast vs Revenue<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/ubiq.co\/tech-blog\/what-to-include-in-executive-dashboard\/#5_Net_Promoter_Score\" >5. Net Promoter Score<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_to_Include_in_Executive_Dashboard\"><\/span>What to Include in Executive Dashboard<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Here are key executive dashboard best practices and executive KPI metrics for you to include in executive dashboard.<\/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<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Know_Your_Audience\"><\/span>1. Know Your Audience<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Executives are busy people who are focused on driving business strategies. The best executive dashboards provide at-a-glance view of whatever they are responsible for &#8211; department, product, service, or entire business.<\/p>\n\n\n\n<p>Before you design executive dashboard, find out the following:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Who will use your dashboard?<\/li>\n\n\n\n<li>Why do they need your dashboard?<\/li>\n\n\n\n<li>How will it help them?<\/li>\n\n\n\n<li>What information are they looking for?<\/li>\n\n\n\n<li>How to do they receive it presently &#8211; email, web portal, etc?<\/li>\n\n\n\n<li>How frequently do they need it?<\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Keep_it_Minimal\"><\/span>2. Keep it Minimal<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Don&#8217;t include more than 7-10 executive metrics in your executive dashboard. Focus on delivering a gist of insights.<\/p>\n\n\n\n<p>If you need to show more metrics, create an auxiliary dashboard for follow up analysis and investigation.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Provide_filters_drill-downs\"><\/span>3. Provide filters &amp; drill-downs<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Executives want to be able to slice &amp; dice data on the fly as well as dig deeper to look into interesting trends.<\/p>\n\n\n\n<p>So provide filters in your dashboard which will allow them to dynamically filter data visualizations, and drill-downs that help them go deeper into existing numbers.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Explain_Your_Reporting_Process\"><\/span>4. Explain Your Reporting Process<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Before you deliver executive dashboard, send an email or powerpoint presentation that clearly explains the following:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>What your executive dashboard is about. Is it about sales performance? marketing strategy? new product launch?<\/li>\n\n\n\n<li>How to read the dashboard &#8211; List the different metrics covered, with 1-2 lines about what each of them means. This will help your audience understand the business reporting context.<\/li>\n\n\n\n<li>Mention any assumptions and caveats you have used in your dashboard. For e.g data before year XYZ is only 84% accurate.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Executive_KPI_Metrics\"><\/span>Executive KPI Metrics<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Here are the top Executive KPI metrics you can include in Executive dashboard.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Profit_Margin_By_Product_or_Service\"><\/span>1. Profit Margin By Product or Service<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>The most important KPI metric to include in executive dashboard is <a href=\"https:\/\/en.wikipedia.org\/wiki\/Profit_margin\" target=\"_blank\" rel=\"noreferrer noopener\">profit margin<\/a> for the different products &amp; services that your audience is in charge of.<\/p>\n\n\n\n<p><em>Profit Margin % for a product A = (Selling Price of Product A &#8211; Total Cost of Product A)\/Selling Price of Product A<\/em><\/p>\n\n\n\n<p>When you calculate profit margin, make sure you consider all costs directly and indirectly associated with production &amp; distribution of your product\/service. Else you will end up with a higher number, which can be misleading.<\/p>\n\n\n\n<p>You can track profit margin on a monthly\/quarterly basis in a column chart using a BI Reporting tool.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Sales_Per_Product_or_Service\"><\/span>2. Sales Per Product or Service<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>One of the most common KPI metrics to include in executive dashboard is monthly sales information about your product or service. Make sure you properly credit sales information from different channels, and also determine whether to include outstanding accounts receivables.<\/p>\n\n\n\n<p>You can track monthly sales information for each product as shown below.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Sales_Per_Channel\"><\/span>3. Sales Per Channel<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Every business employs multiple channels to drive sales. So sales per channel is also an important metric to include in executive dashboard.<\/p>\n\n\n\n<p>This will help executives understand which channels are performing well and which ones need more attention.<\/p>\n\n\n\n<p>Monitor product\/service sales for each marketing channel in a column chart using a data visualization tool.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Forecast_vs_Revenue\"><\/span>4. Forecast vs Revenue<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>How does your product\/service perform with respect to its forecast? Every year businesses sets objectives, forecasts sales, and draws strategies for their products &amp; services.<\/p>\n\n\n\n<p>It is important to track monthly\/quarterly sales numbers with respect to their forecasts so that executives can determine if their strategy is working or not.<\/p>\n\n\n\n<p>You can track overall forecast vs revenue in a simple line chart with the help of a reporting tool.<\/p>\n\n\n\n<p>You can also create separate charts for each product\/service if you want.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_Net_Promoter_Score\"><\/span>5. Net Promoter Score<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Net Promoter Score(NPS) helps you measure customer satisfaction. Conduct a simple survey every month\/quarter, to understand how customers feel about your product or service. Higher the score, higher the customer satisfaction.<\/p>\n\n\n\n<p>In NPS, survey responses 0-6 are Detractors, 7-8 are Passives, and 9-10 are Promoters.<\/p>\n\n\n\n<p><em>NPS = % Promoters &#8211; % Detractors<\/em><\/p>\n\n\n\n<p>\u200d<\/p>\n\n\n\n<p>The above-mentioned executive KPI must be included in almost every executive dashboard. Unless you track them, your business might go in a wrong direction, and you may not even realize it. So plot them on an Executive summary dashboard using a <a href=\"\/tools\/dashboard-creator\">dashboard software<\/a> like\u00a0Ubiq, as shown below and share them with your team. Also, if required, you can include some metrics that are specific to your business\/industry.<\/p>\n\n\n\n<p>Hopefully, now you have a good idea about what to include in executive dashboard.<\/p>\n\n\n\n<p>If you want to create Executive KPI dashboard, reports &amp; charts, you can try <a href=\"https:\/\/ubiq.co\">Ubiq<\/a>. We offer a 14-day free trial!<\/p>\n\n\n\n<p>Also read:<br><a href=\"https:\/\/ubiq.co\/tech-blog\/top-call-center-kpis-metrics-for-customer-support\/\">Top Call Center KPIs &amp; Metrics for Customer Support<\/a><br><a href=\"https:\/\/ubiq.co\/tech-blog\/key-server-performance-metrics-kpis-to-track-regularly\/\">Key Server Performance Metrics to Be Monitored<\/a><br><a href=\"https:\/\/ubiq.co\/tech-blog\/what-are-the-components-of-a-successful-dashboard\/\">Components of a Successful Dashboard<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Executive Dashboard must provide KPI metrics for executives to make better decisions. Here&#8217;s what to include in Executive dashboard.<\/p>\n","protected":false},"author":1,"featured_media":8824,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[514],"tags":[581,582],"class_list":["post-8822","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dashboards","tag-executive-dashboards","tag-executive-kpis"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What to Include in Executive Dashboard - Ubiq BI<\/title>\n<meta name=\"description\" content=\"Executive Dashboard must provide KPI metrics for executives to make better decisions. 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