BI Dashboard for CEO

Focus On Growth & North Star with Data Visualisation & Business Intelligence for C-Level Executives

We help CEOs and Managing Directors make informed decisions and provide better guidance and leadership to their business.

No more boring salesforce and CRM reports to determine what deals require attention. We will build, host, and maintain a low-code/no-code sales intelligence dashboard that securely connects to your data sources and efficiently monitor the entire sales funnel.

With our customizable business intelligence dashboards, we help CEO and C-Level executives spend more time growing the business than managing reports and going to non-productive meetings.
Here is an example of our C-Level dashboards

Top 10 CEO Metrics

Our customers asked us about these top 10 CRE metrics. What are your top KIP and metrics?

ID Abbreviation Actual ID Abbreviation Actual
1 Growth Revenue Growth 6 Total-Debt-to-Equity Ratio Debt-to-Equity Ratio
2 ARR Annual Recurring Revenue 7 OCF Operating cash flow
3 GPM Gross Profit Margin 8 ROE Return on Equity
4 LTV The Customer Lifetime Value 9 R-40 Rule of 40
5 MRR Monthly Recurring Revenue 10 Acid test Quick Ratio (acid test)

Below are a two sample of CMO Dashboard and CRO dashboards.

Let's talk about your customized CEO dashboards


Executive Dashboard Demo:

Your reports and dashboard will have fully customizable filters. Contact Us


Qualified Leads

83

1-60 days

Opportunities

137

0.7%

In Pipeline

$2,703,620

0.9%

Expected Sales

$4,605,650

2.1%

Recurring Revenue Growth
  • Growth Actual
  • Actual
  • Plan

$320,076

MRR Growth

Measure How Fast You’re Growing Monthly Recurring Revenue. Contact Us

$7,840

Avg. MRR/Customer

The revenue generated per account on a monthly basis

Pipeline Vs Expected Sales FY22-23

Number of customers who have active subscription with you.

$568,500.50

Total Amount

The Probability multiplies by the expected amount amount

$750,520.00

Expected Amount

The actual Amount of deals progressed in funnel.


Connect to over 500 Data Sources


We can automate your data visualization by connecting to over 500 data sources.
When it comes to Executive dashboards, we can build your automated BI dashboard and pull data from several sources including Finance, Customer support, Marketing, Sales, IT, and even your manual excel files.

Let's talk about your customized digital marketing dashboards

Premium Support

by Industry Expert Consultants

We offer consulting services and ongoing support to all premium clients and help you be on top of your data. Our team is available to help you adapt to market needs and make necessary changes to your data visualization on the go.

Lead to Opportunity Analysis Last 3 Months Last Month MTD
Lead Source Leads Converted Won Leads Converted Won Leads Converted Won
Organic search 63 51 203,050 11 7 48,220 5 Inactive Inactive
Adwords Campaigns 140 120 480,900 50 37 98,210 10 7 8,210
Social media 17 10 3,150 5 4 2,220 Inactive Inactive Inactive
Conference 35 140 53,450 Inactive Inactive Inactive 11 6 31,200
Cold-Calls Inactive Inactive Inactive Inactive Inactive Inactive Inactive Inactive Inactive
Email Campaigns 57 30 3,500 14 9 280.20 Inactive Inactive Inactive
Chat-bot 43 40 23,150 16 13 8,732 6 2 732
Top 10 Listing 17 14 3,950 5 1 8,220 Inactive Inactive Inactive
Not-Tagged 187 140 583,150 151 110 248,220 47 32 68,450
ID Name Persona Field LTV
1 Adrian Monino Front-End Engineer Computer Science $120,000
2 Socrates Itumay Software Engineer Computer Engineering $150,000
3 Reynante Labares Product Manager Business Management $250,000
4 Hamza Macasindil Software Engineer Computer Engineering $140,000
5 Roven Galeon Project Manager Accountant $160,000
Sales Revenue
Country: USA
States Orders Earnings
California 12,201 $150,200.80
Texas 11,950 $138,910.20
Wyoming 11,198 $132,050.00
Florida 9,885 $127,762.10
New York 8,560 $117,087.50
Your Most Recent Earnings

Your sales and referral earnings over the last 30 days

Gross Earnings

$1,958,104

Tax Withheld

$234,769.50

Net Earnings

$1,608,469.50

Date Sales Count Gross Earnings Tax Withheld Net Earnings
03/05/2022 1,050 + $32,580.00 - $3,023.10 $28,670.90 4.5%
03/04/2022 980 + $30,065.10 - $2,780.00 $14,830.40 0.8%
13/05/2022 768 + $30,065.10 - $2,780.00 $13,900.10 0.85%
25/01/2022 980 + $30,065.10 - $2,780.00 $26,910.10 3.8%
11/06/2022 875 + $30,065.10 - $2,780.00 $214,130.00 0.8%
Download your earnings in CSV format.

Open it in a spreadsheet and perform your own calculations, graphing etc.

Expected Deals per Quarter
New Customers
  • s

    Socrates Itumay

    Customer ID#00222
  • Reynante Labares

    Customer ID#00221
  • Marianne Audrey

    Customer ID#00220
  • o

    Owen Bongcaras

    Customer ID#00219
  • k

    Kirby Avendula

    Customer ID#00218
Real-Time Sales
  • Today
  • Yesterday
$150,200 0.20%

Total Sales

$21,880 1.04%

Avg. Sales Per Day


60 Days Forecast

Per Sales Manager

  • New Opportunity
  • New Deals
  • Lost Customers
Agent Performance Points
Katherine Lumaad

Technical Support

Executive Level 12,312 points
Adrian Monino

Sales Representative

Master Level 10,044 points
Rolando Paloso

Software Support

Super Elite Level 7,500 points
Dyanne Rose Aceron

Sales Representative

Elite Level 6,870 points
Overall Rating

Measures the quality or your sales team’s efforts.

4.1
5.0
4,230
58%
4.0
1,416
24%
3.0
980
16%
2.0
401
8%
1.0
798
12%
69,31

69%

Reached
Average Speed of Answer

Measure how quickly sales team attend to customer requests.

60m:20s / Goal: 45m:00s

Customer Satisfaction
9.8

1.6%

Performance Score
Excellent 3,007 50%
Very Good 1,674 25%
Good 125 6%
Fair 98 5%
Poor 512 10%
Very Poor 81 4%
Transaction History
  • Process refund to #00910

    Mar 21, 2019, 1:00pm

    -$16.50

    Completed
  • Process delivery to #44333

    Mar 20, 2019, 11:40am

    3 Items

    For pickup
  • Payment from #023328

    Mar 20, 2019, 10:30pm

    + $129.50

    Completed
  • Payment failed from #087651

    Mar 19, 2019, 12:54pm

    $150.00

    Declined

Qualified Leads

283

4% better that last month

Opportunities

146

0.7%

Advertisement Cost (MTD)

$764,120

0.9%

Marketing ROI

%65

2.1%

Funnel Analysis

Impression: 148,246 (100%) -

9%

Clicks: 3,802 (2.6%) - 4%
Conversion: 900 (1.89%) - 1%
Conversion Rate

90-Days: CR = 2% -

0.8%

60 Days: CR = 3.2% - 0.12%
30 Days: CR = 3.1% - 0.8%
Click Through Rate

90-Days: CTR= 3.3%

1%

60 Days: CTR= 3% 0.2%
30 Days: CTR= 3.1%0.1%
MQL/SQL Ratio

%32.5

2.7%

End to End Acquisition Trend - Fy 22-23
  • Converted
  • Engaged
  • Acquired

$13.6%

Growth Rate

Measure How You’re Converting Traffic to Customers & Growing Monthly Recurring Revenue. Contact Us

$1,840

Average CPL

The average cost per acquiring a qualified lead on a monthly basis

Data Visualization Support

by Industry Experts & Consultants

We offer consulting services and ongoing support to all premium clients and help you be on top of your data. Our team is available to help you adapt to market needs and make necessary changes to your data visualization on the go.


Acquisition

Tells you where your visitors originated from, such as search engines, social networks or website referrals. Learn more

33.50%

Bounce Rate

9,065

Page Sessions

Device Sessions
Mobile

6,098

Desktop

3,902

Other

1,065

Top Traffic Source

29,931

Organic Search

Measures your user's sources that generate traffic metrics to your website for this month.

3,605

Click Through

No. of clicks to ad that consist of a single impression.

3,266

View Through

Estimated daily unique views per visitor on the ads.

8,765

Total Conversions

Estimated total conversions on ads per impressions to ads.

Link Page Title Percentage (%) Value
Homepage
65.35%
Our Services
84.97%
List of Products
38.66%
Contact Us
16.11%
Product 50% Sale
59.34%
Browser Used By Users
Mar 01 - Mar 20, 2019
  Browser Sessions Bounce Rate Conversion Rate
Google Chrome 13,410 40.95% 19.45%
Mozilla Firefox 1,710 47.58% 19.99%
Apple Safari 1,340 56.50% 11.00%
Microsoft Edge 713 59.62% 4.69%
Opera 380 52.50% 8.75%
  Acquisition Behavior Conversions
Source Users New Users Sessions Bounce Rate Pages/Session Avg. Session Transactions Revenue Rate
Organic search 350 22 5,628 25.60% 1.92 00:01:05 340,103 $2.65M 4.50%
Social media 276 18 5,100 23.66% 1.89 00:01:03 321,960 $2.51M 4.36%
Referral 246 17 4,880 26.22% 1.78 00:01:09 302,767 $2.1M 4.34%
Email 187 14 4,450 24.97% 1.35 00:02:07 279,300 $1.86M 3.99%
Channel Performance Analysis Last 3 Months Last Month MTD
Lead Source Clicks Converted Impressions Clicks Converted Impressions Clicks Converted Impressions
Organic search 63 51 203,050 11 7 48,220 35 15 63,400
Adwords Campaigns 140 120 480,900 50 37 98,210 10 7 8,210
Social media 17 7 153,150 12 4 62,220 15 8 48,920
Conference 35 140 53,450 Inactive Inactive Inactive 11 6 31,200
Email Campaigns 57 30 3,500 14 9 280.20 Inactive Inactive Inactive
Facebook Chatbot 43 40 23,150 16 13 8,732 6 2 732
Top 10 Listing 17 14 3,950 5 1 8,220 Inactive Inactive Inactive
Export your Marketing Performance in CSV format.

Open it in a spreadsheet and perform your own calculations, graphing etc.

Customer Satisfaction
9.8

1.6%

Performance Score
Excellent 3,007 50%
Very Good 1,674 25%
Good 125 6%
Fair 98 5%
Poor 512 10%
Very Poor 81 4%

Overall Rating

Measures the quality or your marketing team’s efforts.

4.25
5.0
4,230
58%
4.0
1,416
24%
3.0
980
16%
2.0
401
8%
1.0
798
12%

Let's book your online meeting


Every managing director, chairman, and CEO has different requirements and since your company data flow is unique to your business, we suggest to book the initial meeting to understand your requirements and plan for a successful strategy and delivery.
We can automate your data pipeline and visualize them by connecting to over 500 data sources.

Let's talk about your customized executive dashboard