# 6 Essential Business Dashboards

> A framework for the six essential dashboards every business needs.

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 is 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](https://xiry.app/topics/business-money.md)
- 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](https://www.instagram.com/reel/DSKkZhmCAtv/): Helps data analysts and business leaders structure their BI reporting suite so decision-makers get actionable visibility instead of cluttered charts.

## Related

- [Review and Adjust Prompt](https://xiry.app/resources/review-and-adjust-prompt): ChatGPT prompt to create a weekly business KPI review template (Prompt, Free)

Updated 3 October 2026. Page: https://xiry.app/resources/6-essential-business-dashboards

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