What is executive dashboard? It is a visual representation that gives executives a quick and easy way to view their company’s performance in real-time.
Executive dashboard nowadays uses API (application programming interfaces) to connect with its existing system sources such as accounting software, CRM system, and email system. It can directly pull out those data and transform that information into visualization that can be viewed and manipulated in different ways based on the users’ need.
There are several benefits of executive dashboards:
- Visibility: a snap-shot for the audiences lets them get a clear picture of what’s going on.
- Ongoing Improvements: measure the performance and let the audience know what to improve it.
- Judge Performance Against Business Plan: show what’s company performs compared to business plan and the goals from the business plan versus actual real-time results.
There are two examples of executive dashboard:
Marketing Executive Dashboard
- Let the directors and VPs know whether they are creating efficient campaigns and generating and converting leads.
- Relevant information about leads and campaigns such as Campaigns by ROI and Top Marketing Channels by Campaign.
- Set time smartly. There are quarter and month data. It can get the big picture and details.
- There are tables supporting charts on the dashboard.
Sales Executive Dashboard
- Let the audiences to know their organization going this month.
- Set conditional highlighting to show the audience what perform above average or below average.
- It uses headers and footers smartly. They efficiently support what charts and tables want to say.
Reference:
https://resources.docs.salesforce.com/206/latest/en-us/sfdc/pdf/salesforce_dashboard_samples.pdf