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6 Essential Business Dashboards

A framework for the six essential dashboards every business needs.

From the Xiry library · Updated 3 October 2026

This reference framework outlines the six key business intelligence dashboards needed across executive, sales, marketing, operations, finance, and customer support functions. It defines the specific focus areas, metrics, and target audiences for each dashboard to help analysts build clear, functional reporting systems.

How it works

The 6 core business dashboards:

  1. Executive Dashboard:
  2. Purpose: High-level snapshot of overall business performance
  3. Tracks: Revenue, profit, growth, customer acquisition, market expansion, team performance, strategic KPIs
  4. Used by: CXOs, founders, directors
  5. Sales Dashboard:
  6. Purpose: Monitor sales pipeline and deal velocity
  7. Tracks: Monthly/quarterly sales, top products & regions, lead conversion rates, sales funnel performance
  8. Used by: Sales teams, sales managers, revenue leaders
  9. Marketing Dashboard:
  10. Purpose: Measure marketing spend effectiveness and campaign ROI
  11. Tracks: ROI on campaigns, website traffic & conversions, CAC, CTR, CPM, cross-channel engagement
  12. Used by: Marketing teams, growth teams, agencies
  13. Financial Dashboard:
  14. Purpose: Monitor liquidity, burn rate, and runway
  15. Tracks: Cash flow, burn rate, runway, operating expenses
  16. Used by: CFOs, finance teams, founders
  17. Operations / Supply Chain Dashboard:
  18. Purpose: Ensure smooth fulfillment and operational efficiency
  19. Tracks: Order fulfillment, inventory levels, delivery timelines, supplier performance, bottlenecks & delays
  20. Used by: Operations teams, logistics, warehouse managers
  21. Customer Support / Success Dashboard:
  22. Purpose: Gauge customer satisfaction, retention, and support resolution
  23. Tracks: Ticket volume, response & resolution time, CSAT, NPS, common issue trends
  24. Used by: Support teams, customer success managers

What it's for

  • Structure an organization's business intelligence and reporting suite
  • Define core KPIs across different departments before building BI dashboards
  • Audit existing company reports to fill gaps in performance tracking

Key points

  • Executive Dashboard: tracks strategic KPIs, high-level revenue, profit, and overall growth for CXOs and founders
  • Sales Dashboard: monitors deal velocity, monthly and quarterly sales, conversion rates, and pipeline health
  • Marketing Dashboard: evaluates campaign ROI, CAC, traffic, click-through rates, and acquisition channels
  • Financial Dashboard: tracks cash flow, operating expenses, runway, and burn rate for CFOs and leadership
  • Operations Dashboard: monitors inventory levels, fulfillment times, supplier metrics, and operational bottlenecks
  • Customer Support Dashboard: measures CSAT, NPS, ticket volume, resolution times, and recurring issue trends

Pricing

Free

Details

Type
Tip
Category
Business & Money
Topic
Business Intelligence
Open source
No
Platforms
other
For
Data analysts, BI developers, operations managers, and business founders
Tags
dashboards, business intelligence, data analytics, kpis, reporting

Why it was saved

  • @jayenthakker, 12 December 2025: Helps data analysts and business leaders structure their BI reporting suite so decision-makers get actionable visibility instead of cluttered charts.

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