---
title: "Executive Dashboards"
type: doc
evidence_type: method
category: "Strategic Walkthroughs"
publisher: "LeanScale"
date_modified: 2024-03-11
word_count: 381
topics: ["gtm-strategy", "revenue-operations"]
canonical_url: https://knowledge.leanscale.team/docs/strategic-walkthroughs-building-dashboards-executive-dashboards/
source: "LeanScale Knowledge Hub — https://knowledge.leanscale.team"
license: "Free to quote and cite with attribution to LeanScale."
---

# Executive Dashboards

**Evidence type:** method (what we prescribe)

The executive dashboard puts marketing, sales, and customer success on one surface so the leadership team reads the same numbers. Closed won new business, created pipeline, and open pipeline are the spine, because together they show what landed, what is being built, and what is available to land next.

#### Overview

Get a comprehensive overview of your business performance with key metrics from Marketing, Sales, Customer Success, and Funnel Analytics.

#### Key Metrics

* **Closed Won Annual Recurring Revenue:** Total closed-won ARR for the selected time period.
* **Year-to-Date Pipeline:** Total value of all opportunities in the pipeline for the selected time period.
* **Current Weighted Pipeline:** Total weighted value of all opportunities in the pipeline, taking into account the probability of closing each opportunity.
* **Total Number of Customers:** Total number of customers for the selected time period.
* **New Logos Added:** Number of new customers acquired during the selected time period.
* **Churned Accounts:** Number of customers lost during the selected time period.

#### Closed Won New Business

Analyze closed-won business in detail with breakdowns by region, lead source, and firmographic segment.

* **Closed Won ARR by Region:** Total closed-won ARR for each region.
* **Closed Won ARR by Lead Source:** Total closed-won ARR for each lead source.
* **Closed Won ARR by Firmographic Segment:** Total closed-won ARR for each firmographic segment (Enterprise, Midmarket, SMB).

#### Created Pipeline

Monitor the velocity of pipeline building with breakdowns by region, lead source, and business segment.

* **Created Pipeline by Region:** Total value of new opportunities created in each region.
* **Created Pipeline by Lead Source:** Total value of new opportunities created for each lead source.
* **Created Pipeline by Segment:** Total value of new opportunities created for each business segment (Enterprise, Midmarket, SMB).

#### Open Pipeline

Understand the stages and values of your open pipeline opportunities.

* **Open Pipeline by Stage:** Total value of open opportunities in each stage of the sales funnel.
* **Total Raw Unweighted Pipeline:** Total value of all open opportunities, regardless of stage.

#### Churn Analysis

Discover insights into customer churn by region and reason to identify improvement areas.

* **Churn by Region:** Total churned revenue for each region.
* **Churn by Reason:** Total churned revenue for each churn reason.

#### Sales and SDR Leaderboards

Track your top performers and ensure your team is meeting expectations.

* **Sales Leaderboard:** Ranks sales representatives based on closed-won ARR for the selected time period.
* **SDR Leaderboard:** Ranks sales development representatives based on the number of opportunities booked and meetings scheduled.

#### Final Recommendations

* Salesforce dashboards have a limit of 20 reports. Choose the reports that provide the most comprehensive view of your business and make the most of the available space.

## Canonical

https://knowledge.leanscale.team/docs/strategic-walkthroughs-building-dashboards-executive-dashboards/