Manage my business Executive Management Dashboard

Manage my business | Executive Management Dashboard

Executive Management Dashboard: Finally get the holistic picture of your organization, monitoring your performance are inline with your objectives.


Reaching a management-level position requires many qualities, which are applicable to various fields of expertise within a company. You need to be able to motivate employees to improve their performance levels, have a strategic vision for various timeframes, and create clear, easy-to-grasp concepts. Managing a company also requires an ability to rapidly analyze situations, take decisions, plan, organize and manage the performance of all team members and business units. In addition to these professional qualities, interpersonal and people skills are also essential (such as the ability to communicate and work as a team), in terms of both adaptability and personal development.

A company’s management team needs to possess a variety of skills, competencies and expertise, such as administration, management, budget and cost estimation, planning for and responding to errors and deviations, team motivation, innovation capacity, setting up and complying with procedures.

All of the above are essential contributors to successful management and are impossible to achieve alone. This is why it is important to be assisted in your work by a management dashboard, which enables you to assess and challenge all areas of the company.


Financial Management

  • Ensure regular and adequate supply of funds to the concern
  • Ensure adequate returns to the shareholders
  • Ensure optimum funds utilization
  • Ensure safety on investment
  • Plan a sound capital structure

Operational Revenue Management

  • Define pricing strategy and develop disciplined pricing tactics
  • Control inventory and define how best to price or allocate capacity
  • Define marketing approach in order to strike a balance between volume growth and profitability
  • Revenue Management through channels involves strategically
  • Identify strategic distribution channels driving revenues

Operational Expense Management

  • Develop expenses and sourcing strategy
  • Monitor, evaluate, and trim expenditures
  • Influence the actions of individuals who are responsible for performing tasks, incurring costs, and generating revenues

Long-term Assets Management

  • Select the right investments which will fundamentally redefine both the revenue opportunities and cost efficiency
  • Manage long-term assets effectively to increase future revenue and expense management capabilities
  • Balance long-term investment decisions against a backdrop of short-term performance pressures

Risk Management

  • Identify, assess and manage all risks (financial, human, information system, strategic risks…) to avoid vertical segmentation effects and all potential impacts from such risks

Compliance Management

  • Define internal controls requirements based on identified risks of financials misstatement
  • Drive internal compliance initiatives
  • Comply with regulatory requirements


The dashboard is a valuable tool for managers to reduce analysis times and assist in decision-making. Because it is fully customizable, the dashboard enables managers to integrate specific KPIs essential for the performance of their organization. Once it has been configured, the management dashboard enables:

  • Gives executives a quick and easy way to measure performance throughout organization and thus improve it

  • Effectively identify and correct trends as you evaluate the health of key areas of your organization

  • Improve visibility and promotes greater business insight, more informed decision making, effective management and better results

  • Through the use of data visualizations, dashboards simplify complex data sets to provide users with at a glance awareness of current performance

  • Get actionable insights through the use of data visualizations and get in-depth insights from across varied business data

  • Effectively manage workflows

  • Better understanding of revenue processes

    Resolution of problems related to sales channels and processes, with real-time measurement of the cost of acquiring a customer in view of average customer spending…


Key Performance Indicators are used to measure the realized progress towards a strategic objective.
For an Executive Management dashboard, here is a sample list of KPIs Lintao recommends (non exhaustive list):

  • Finance / Net Profit

  • Finance / Gross Profit

  • Finance / Operating Profit Margin

  • Finance / Revenue

  • Finance / Revenue Growth Rate

  • Finance / CapEx

  • Finance / OpEx

  • Finance / Revenue per Head

  • Customer / Net Promoter Score

  • Customer / Customer Retention Rate

  • Customer / Customer Acquisition Rate

  • Customer / Revenue per Customer

  • Customer / # of Customers

  • Customer / Share of New Customers

  • Market / Market Growth %

  • Market / Market Share %

  • Market / Market Share Growth %

  • Market / Reputation Index

  • Operations / Revenue of New Products-Services

  • Operations / Registered Incidents

  • Operations / Productivity

  • Organization / Employees (#)

  • Organization / Employee Satisfaction

  • Organization / Employee Churn Rate

  • Organization / Cost per Head

  • Organization / Revenue per Head

  • … or your own Executive Management KPIs


The axes of analysis represent the elements by which you want to segment your observable information (such a KPIs) to understand the rationales behind a given performance. Also called ‘dimensions’.
For an Executive Management dashboard, Lintao identifies the following axes of analysis (non exhaustive list):

  • Time

  • Organization

  • Division

  • Business Line

  • Brand

  • Location

  • … or your own Executive Management analysis axes


How would you provide an overarching status of your business in just one data visualization? This one aims to reach this goal.



  • Split your visualization in 5 components:
    • Volume of activity
    • Activity shares
    • Performance Evolution
    • Top Contributors
    • Operational Priorities

More details on this data visualization here.

Visit our gallery for additional data visualization best-practices.


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Some references of Executive Management Dashboards