Executive dashboards

A consistent view of business performance.

Certified metrics with owners and targets, a leadership dashboard that drills from the company figure to the region behind it, and a board pack written as a story with numbers that stay current.

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Row-level security and field masking apply to every dashboard, report, export and AI answer. See the controls

Certified metrics are available on the Business plan. See plans

Metrics

NameValue

Net revenueFinanceExplain this change
Orders, net of refunds
Sum(Orders.Amount) - Sum(Refunds.Amount)quarter4.82MTarget 4.90M
Gross marginFinance
Gross profit as a share of net revenue
[GrossProfit] / [NetRevenue]quarter61.2%Target 61.0%
Operating expenseFinance
Lower is better
Sum(Expenses.Amount)quarter2.05MLimit 2.10M
Operating marginFinance
Operating income as a share of net revenue
[OperatingIncome] / [NetRevenue]quarter18.7%Target 18.1%

Explain this change: Net revenue

Compares the latest quarter with the quarter before, split by one dimension of the metric’s model.

Table

orders

Split by

Region

4.54M → 4.82M (+0.28M, +6.1%) · Q2 → Q3

West+129K · 47% of the change
East+60K · 22% of the change
North+42K · 15% of the change
South+46K · 16% of the change

Illustration with sample data. Certified metrics against their targets in the Metrics hub, and Explain this change showing which regions moved net revenue.

The questions leadership teams ask.

Each answer describes what the product does today, and links to the page in the documentation that explains how it works.

Which version of this number is the right one?
Admins certify the dashboards, models, sources and metrics to rely on. Certified assets carry a badge wherever they appear and rank first in search, and each metric records its accountable owner.
Certification
Are we on track against plan?
Give each metric a target and say whether higher or lower is better. The Metrics hub colors each value against its target, and every KPI card bound to the metric shows the same value.
Targets on governed metrics
Why did it move?
Explain this change on a metric compares this period with the one before, on the metric's own definition, and shows which regions, products or channels drove the change, within your data access.
Explain this change on a metric
Can we go from the summary to the detail in the meeting?
Drill through from the company view to a regional dashboard filtered to what you clicked, and present a multi-page dashboard full-screen, page by page.
Drill-down and drill-through

How the work runs.

Alerts when a number crosses its line, and the reports and reviews that arrive on a schedule.

Every week
Before the leadership meeting
The leadership dashboard arrives as PDF or PowerPoint on Monday morning, rendered on the server and sent to everyone on the list.
Scheduled delivery
Every month
The business review
Each function head writes their section of the business review story, with a due date, and the story's Board view shows which sections are still in draft.
Stories
Every quarter
The board pack
Publish the board pack once every reviewer approves. With snapshot stories turned on, it keeps every chart's rows as they were when it was published.
Snapshot stories

Your data, where it lives.

Built on the data models and certified metrics your data team maintains, across every source they connect. Certified metrics with a time dimension are also checked for unusual movements in the background, and the metric's creator is notified.

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