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Executive Dashboards

This page provides guidance on building comprehensive executive dashboards that consolidate key business metrics from Marketing, Sales, Customer Success, and Funnel Analytics functions.

Executive Go-to-Market Dashboard​

Key Metrics​

The dashboard tracks six essential performance indicators:

  • Closed Won Annual Recurring Revenue - Total closed-won ARR for selected period
  • Year-to-Date Pipeline - Total pipeline value for the timeframe
  • Current Weighted Pipeline - Pipeline value adjusted by deal probability
  • Total Number of Customers - Customer count for the period
  • New Logos Added - New customer acquisitions
  • Churned Accounts - Lost customers during the period

Closed Won New Business​

This section analyzes successful deals through multiple dimensions:

  • Breakdown by geographic region
  • Analysis by lead source origin
  • Segmentation by company size (Enterprise, Midmarket, SMB)

Created Pipeline​

Tracks pipeline velocity across dimensions:

  • Regional pipeline creation
  • Lead source attribution
  • Business segment distribution

Open Pipeline​

Monitors current sales funnel health:

  • Pipeline value by sales stage
  • Total unweighted pipeline figures

Churn Analysis​

Identifies customer retention challenges:

  • Revenue loss by region
  • Analysis by stated churn reason

Sales and SDR Leaderboards​

Performance tracking includes:

  • Sales representatives ranked by closed-won ARR
  • Sales development representatives ranked by bookings and meetings scheduled

Final Recommendations​

Salesforce dashboards have a limit of 20 reports - prioritize metrics that provide comprehensive business visibility within space constraints.