Executive (Management) Dashboard

Happy to share some themes that we’ve seen, Mike!
Boiling down some examples and enhancing them with a few suggestions:

Measure the Customer Base

• Total Count of Customers (widget, or column chart if doing ‘enhancements’ below)
• Customer Count by Current Stage (column chart)
• ARR by Current Stage (column chart)
• Optional enhancements: breakdown by key segments, product, and tenure (e.g., added in previous 30 days; more than 1 year old)

Ensure Team is Meeting Revenue Goals

• Count of customers by team
• ARR by team
• Expansions booked by team
• ARR for renewals this quarter
• Renewal rate over time (can be very complex to compute -- not for the faint of heart)
• (All as column charts with drill-down)

Prioritize Interventions Based on Risk

• ARR of customers with Red overall health score (widget with drill-down)
• ARR by overall health score (column chart)

Track Health Trends Over Time

• Stacked bar chart of count of customers and health scores (stacked bars are health scores, horizontal axis is week)
• NPS over time (stacked bar of Promoters/Passives/Detractors, or line of true NPS)

Eliminate Inefficiencies in Key Team Operations

This one depends on what your “key operations” are. If your execs are focused on EBRs, then they’ll want to track those. If they’re focused on closing out Risk CTAs, then that’s the data you’d focus on. Think about showing both the volume over time, and the current volume of in-process or overdue items.