w95/awesome-claude-corporate-skills/kpi-dashboard

Executive KPI Dashboard & Metrics Framework

Overview

Executive dashboards are the pulse of the organization—they provide real-time visibility into business performance, enable rapid decision-making, and track progress toward strategic goals. This skill enables you to design comprehensive executive dashboards, select the right KPIs, establish metrics frameworks, create executive scorecards, and build systems for ongoing performance monitoring. Use this skill whenever you need to track business health, monitor key metrics, report on performance, or establish accountability for strategic objectives.

KPI Dashboard Framework

Phase 1: Define KPIs & Metrics Architecture

Understand the KPI Hierarchy

COMPANY LEVEL KPIs
(5-8 core metrics all executives track)
├── Revenue & Growth
├── Profitability & Unit Economics
├── Customer Metrics
├── Market Position
├── Organizational Health
└── Cash & Runway
 
DEPARTMENT LEVEL KPIs
(Each department tracks progress against their OKRs)
├── Sales: Pipeline, Win Rate, CAC
├── Marketing: Lead Gen, CAC, Brand Health
├── Product: Feature Adoption, NPS, Retention
├── Operations: Efficiency, Cost Control
└── Finance: Cash Burn, Margins, Forecast Accuracy
 
LEADING vs. LAGGING INDICATORS
├── Leading (Predictive): Product Adoption, Pipeline, Churn Early Warning
└── Lagging (Outcome): Revenue, Profitability, Customer Satisfaction

Select Company-Level KPIs

Choose 5-8 KPIs that matter most to your business model:

SaaS Company Example:

E-Commerce Company Example:

Marketplace Company Example:

KPI Selection Framework

For each KPI, answer:

• Why does this matter? How does it connect to strategic goals?
• Who owns it? Clear accountability
• What's the target? Specific, measurable, time-bound
• How do we measure it? Data source and calculation
• What's the cadence? Daily, weekly, monthly, quarterly?
• What actions trigger? When do we escalate or intervene?

Phase 2: Executive Scorecard Development

Create Monthly Executive Scorecard

A one-page summary of company health:

EXECUTIVE SCORECARD - FEBRUARY 2026
 
┌─────────────────────────────────────────────────────┐
│ KEY BUSINESS METRICS                                │
├─────────────────────────────────────────────────────┤
│                                                     │
│ Revenue: $4.2M                                      │
│   Month: $4.2M  |  Target: $4.0M  |  Status: ✓      │
│   YTD: $8.2M    |  Target: $8.0M  |  Trend: →       │
│   YoY Growth: +35%                                  │
│                                                     │
│ Profitability: +$500K EBITDA                        │
│   Margin: 12%  |  Target: 10%  |  Status: ✓        │
│   Cash Burn: -$200K (positive!)  |  Runway: 36mo   │
│                                                     │
│ Customer Metrics:                                   │
│   New Customers: 120  |  Target: 100  |  Status: ✓ │
│   Churn Rate: 4.2%  |  Target: <5%  |  Status: ✓   │
│   NPS Score: 52  |  Target: >50  |  Status: ✓      │
│                                                     │
│ Unit Economics:                                     │
│   CAC: $28K  |  Target: <$30K  |  Status: ✓        │
│   LTV: $420K  |  LTV:CAC Ratio: 15x  |  Status: ✓  │
│   NRR: 115%  |  Target: >110%  |  Status: ✓        │
│                                                     │
│ Organizational:                                     │
│   Headcount: 45  |  Planned: 50  |  Open: 5        │
│   Attrition (YTD): 8%  |  Target: <10%  |  Status: ✓│
│   Employee NPS: 65  |  Target: >60  |  Status: ✓   │
│                                                     │
│ Key Risks & Opportunities:                          │
│   • Large customer up for renewal in Q2 - at risk  │
│   • Product launch delayed 2 weeks (on track now)  │
│   • Hiring pipeline strong - expect 8 starts in Q1 │
│   • Competitive win against Competitor X this week │
│                                                     │
└─────────────────────────────────────────────────────┘

Status Indicators:

• ✓ = Green (On track or exceeding target)
• ⚠ = Yellow (Slightly off track, need attention)
• ✗ = Red (Significantly off track, action required)
• → = Trend indicator (improving or declining)

Narrative Summary (200-250 words)

Accompany scorecard with brief narrative:

"February was a strong month with revenue ahead of target at $4.2M (+5% vs. plan) driven by [specific reason]. Customer metrics remain healthy with low churn at 4.2% and strong NPS of 52. We're seeing good traction on [initiative], which is contributing to [outcome].

However, we're tracking slightly below headcount plan due to hiring delays in [function]. We expect to close 3 offers in Q1 which should get us back on track.

The one concern is [risk]. We're actively [mitigation]. Timeline to resolution is [date].

Key focus for next month: [priority 1], [priority 2], [priority 3]."

Phase 3: Dashboard Design & Tools

Executive Dashboard Architecture

Build a tiered dashboard system:

Tier 1: CEO/C-Suite Dashboard (1 page)

• 5-8 company KPIs at a glance
• Current month + trend vs. prior quarter
• Red/yellow/green status
• Key risks/opportunities
• Action items

Tier 2: Functional Area Dashboards (1 page each)

• Sales Dashboard: Pipeline, conversion, ARR, CAC
• Marketing Dashboard: Lead flow, brand metrics, CAC
• Product Dashboard: Feature adoption, DAU/MAU, retention
• Customer Success: NRR, churn, health score
• Finance Dashboard: Cash flow, margins, forecast

Tier 3: Operational Dashboards (detailed)

• Deep dives into specific KPI drivers
• Weekly or daily updates for tactical management
• Used by functional teams, not executive team

Dashboard Design Best Practices:

Simplicity:

• One metric per visual (don't overcrowd)
• Use color sparingly (only for status or highlights)
• Avoid 3D charts or unnecessary decoration
• Prioritize clarity over beauty

Actionability:

• Every KPI should trigger a decision or action
• Include context: target, trend, variance explanation
• Show leading indicators that predict outcomes
• Highlight anomalies that need investigation

Frequency:

• CEO dashboard: Daily or weekly (same time each day)
• Functional dashboards: Daily or weekly
• Don't update constantly (people need time to act on changes)

Tools & Platforms:

Spreadsheet Dashboards (Excel/Sheets):

• Pros: Flexible, familiar, low friction
• Cons: Manual updates, error-prone, hard to scale
• Best for: Early stage, <20 person companies

BI Tools (Tableau, Looker, Power BI):

• Pros: Automated, beautiful, scalable
• Cons: Upfront setup cost and time
• Best for: Larger teams, complex data integration

Product-Specific Dashboards (Salesforce, Amplitude, Stripe):

• Pros: Pre-built, real-time, easy to use
• Cons: Limited to that product's data
• Best for: Key functional metrics

Hybrid Approach:

• BI tool for automated data ingestion
• Spreadsheet for analysis and narrative
• Product dashboards for real-time operational view

Sample Dashboard Template:

┌──────────────────────────────────────────────────────┐
│ COMPANY KPI DASHBOARD - Updated: [Date] [Time]      │
├──────────────────────────────────────────────────────┤
│                                                      │
│ [KPI 1]           [KPI 2]           [KPI 3]         │
│ $4.2M             120 customers     52 NPS          │
│ +5% vs. target    +20% vs. target   +4 pts trend    │
│ Status: ✓         Status: ✓         Status: ✓       │
│                                                      │
│ [KPI 4]           [KPI 5]           [KPI 6]         │
│ 4.2% churn        12% margin        $28K CAC        │
│ -0.8 pts trend    +2 pts vs. plan   -$2K vs. plan   │
│ Status: ✓         Status: ✓         Status: ✓       │
│                                                      │
│ KEY METRICS TABLE                                    │
│ ┌────────────────────────────────────────────────┐  │
│ │ Metric      | Month | Target | YTD | Trend  │ Status│
│ ├────────────────────────────────────────────────┤  │
│ │ Revenue     | $4.2M | $4.0M  | ... | +5%    │ ✓    │
│ │ Profitability| +$500K| +$400K| ... | +25%   │ ✓    │
│ │ Customer #  | 120   | 100    | ... | +20%   │ ✓    │
│ │ Churn       | 4.2%  | 5%     | ... | -0.8%  │ ✓    │
│ │ NPS         | 52    | 50     | ... | +2     │ ✓    │
│ │ Headcount   | 45    | 50     | ... | -10%   │ ⚠    │
│ └────────────────────────────────────────────────┘  │
│                                                      │
│ VARIANCE ANALYSIS                                    │
│ Revenue beat by $200K due to:                        │
│ • [Factor 1]: +$150K                                 │
│ • [Factor 2]: +$50K                                  │
│ • [Headwind]: -$X due to [reason]                   │
│                                                      │
│ ACTION ITEMS                                         │
│ [X] Issue: Description  Owner: [Name] Due: [Date]  │
│ [Y] Issue: Description  Owner: [Name] Due: [Date]  │
│                                                      │
└──────────────────────────────────────────────────────┘

Phase 4: KPI Governance & Management

Establish Metrics Management Process

Monthly Metrics Review Meeting:

• Schedule: 1st Wednesday of every month, 30 minutes
• Attendees: CEO, CFO, Department heads
• Format:

1. Review scorecard (5 min)
2. Variance analysis for off-target KPIs (15 min)
3. Action items and escalations (10 min)

Quarterly OKR-to-KPI Alignment:

• Map OKRs to KPIs (which metrics prove we're succeeding?)
• Identify leading indicators that predict OKR success
• Adjust KPI targets as business priorities shift
• Document causal relationships

Weekly Operational Metrics Sync (if needed):

• For rapidly changing metrics (sales pipeline, DAU, etc.)
• Led by functional VP, not full exec team
• Focus on trends and early warning signals
• Quick decisions and course corrections

KPI Change Control:

• Document why you're changing a KPI
• Communicate change to all users
• Maintain historical data for trend analysis
• Limit changes (avoid moving the goalposts)