Portal Template

Executive Dashboard

Real-time KPI tracking and executive reporting with multi-source data integration.

Screenshots

[Placeholder for CEO Dashboard]

[Placeholder for Revenue Metrics]

[Placeholder for Team Performance]

Key Features

  • Live KPI dashboards from multiple sources
  • Revenue and financial metrics tracking
  • Sales pipeline and forecast visibility
  • Team performance and OKR tracking
  • Customizable executive reports
  • Automated data refresh and alerts
  • Mobile access for on-the-go executives
  • Board-ready report exports
  • Drill-down capabilities for detailed analysis

Use Cases & Target Audience

Perfect For

  • CEO/CRO/CFO daily dashboards
  • Board reporting and preparation
  • Executive team alignment
  • Investor update preparation

Ideal Users

  • CEOs
  • CFOs
  • CROs
  • COOs
  • Executive Teams

Customization & Integrations

Customization Options

  • Role-specific dashboards (CEO, CFO, CRO)
  • Custom KPIs and metric calculations
  • Branded reports for board presentations
  • Alert thresholds and notifications

Integration Possibilities

SalesforceHubSpotQuickBooksStripeGoogle AnalyticsMixpanel

Customer Testimonial

"I finally have all my metrics in one place. No more jumping between 6 different tools every morning."
- David Park, GrowthTech