The Executive Dashboard is built for leaders who need to see across departments without getting lost in the details. It pulls together the most critical metrics from Customer Success, Sales, Marketing, and Product into a single, customizable view. Whether you’re preparing for a board meeting or doing your weekly review, this dashboard gives you everything you need in one place.
Getting There
Navigate to Operations → Executive Dashboard in the left sidebar. This screen is typically accessible to users with leadership-level permissions.
Key Features
Multi-Department Widgets
The Executive Dashboard is organized into widget sections covering your key business areas:
- Customer Success — Renewal rates, churn risk, customer health scores
- Sales — Pipeline value, deal velocity, quota attainment
- Marketing — Lead generation, MQL conversion, campaign performance
- Product — Usage metrics, adoption trends, feature engagement
Customizable Layout
You can configure which widgets appear on your dashboard based on what matters most to your role. Don’t need Marketing metrics? Hide them. Want Sales front and center? Rearrange accordingly.
Time Period Controls
Switch between different time periods to see how metrics have evolved. Compare this quarter to last quarter, or look at year-over-year trends. The time controls apply across all widgets for a consistent view.
Drill-Down Navigation
Every widget serves as a gateway to deeper analysis. Click on any metric or chart to navigate to the specialized screen where you can explore the details. The Executive Dashboard is your starting point, not your endpoint.
Step-by-Step: Using the Executive Dashboard
- Set your time period — Choose the timeframe that’s relevant to your review (this week, this month, this quarter).
- Scan the widgets — Look across all departments for any metrics that are significantly above or below expectations.
- Identify areas of concern — Red indicators or downward trends should catch your attention first.
- Drill down — Click on any concerning metric to navigate to the detailed screen for a deeper investigation.
- Prepare your narrative — Use the dashboard to build the story you’ll tell in your next leadership meeting.
💡 Tips & Best Practices
- Start your day here — Make the Executive Dashboard your morning ritual. A 5-minute review sets the tone for your priorities.
- Customize for your meetings — Different meetings need different data. Adjust your widget layout before board meetings vs. team standups.
- Look for cross-department patterns — The real power of this dashboard is seeing connections. If marketing leads are up but sales conversions are down, that’s a signal worth investigating.
- Share the view — Use this dashboard during team meetings to create alignment on what the numbers are saying.
Frequently Asked Questions
Who has access to the Executive Dashboard?
Access is controlled by your organization’s role settings. Typically, it’s available to leadership and management personas. Your admin can configure access in the Team Management settings.
How real-time is the data?
The dashboard reflects your latest data. When deals are updated, renewals are processed, or new marketing data is uploaded, the widgets update accordingly.
Can I create my own custom widgets?
The available widgets are curated for the most important cross-departmental metrics. For custom analysis, use the specialized screens within each module (e.g., Renewal Analytics, MQL Tracker).
Can I share or export this dashboard?
You can take screenshots or use your browser’s print function to capture the dashboard for sharing. Individual metrics within the detailed screens often have their own export capabilities.
Related Articles
- Renewal Tracker — Detailed renewal management
- Deals — Sales pipeline management
- Marketing Dashboard — Marketing performance metrics