By Role | Executive
Power BI for Executives and CEOs
A single dashboard where the CEO and business owner see all key company metrics. Revenue, margins, EBITDA, budget execution, and project ROI — without weekly meetings and manual reports from directors.
Capabilities
8 KPIs the CEO Sees in One Dashboard
The CEO and business owner should not collect data from the CFO, commercial director, and PMO before every meeting. The Executive Dashboard brings all strategic KPIs together in one place — and updates automatically.
01
Revenue: Actual, Plan, Trend
Real-time actual revenue compared to plan and the same period last year. 12-month trend. Drill-down by business lines, product lines, and regions with one click.
02
Margins and EBITDA
Gross margin, EBITDA, and net profit with dynamics. You see whether revenue growth is accompanied by profitability growth — or whether margins are being eroded by costs. Comparison with targets and prior year.
03
Top Clients and Concentration
Who are your top 10 clients and what share of revenue do they generate? Is there a risk of excessive concentration? This metric helps assess business resilience and the need for client base diversification.
04
Revenue by Region
Geographic distribution of the business: where we're growing, where there's stagnation. Map and regional ranking with dynamics. The strategic question — invest in new regions or strengthen positions in current ones.
05
Budget Execution
Actual budget execution for revenue and expenses at the current moment. Year-end forecast based on current pace. Variances by line item — without waiting for a quarterly report from the CFO.
06
Strategic Trends
Long-term view: key KPI dynamics over 2–3 years, seasonality, correlations between metrics. Lets you see the overall business trajectory — not just the current quarter.
07
Plan vs. Actual Variance
Which departments are on plan and which are falling behind? The dashboard shows variances in absolute and relative values for each business line — so the CEO knows where management intervention is needed before the next meeting.
08
⚠ ROI of Strategic Projects
Return on investment in key projects: new products, market entries, M&A, automation. You see which bets paid off and which need reconsideration — and make decisions based on numbers, not presentations.
Who It's For
Who Gets the Most Value
The Executive Dashboard is designed for leaders who need a "single version of the truth" without delays and manual consolidations.
CEO / Business Owner
You start the day by opening one dashboard — and in 5 minutes you know the state of the entire business. No more morning messages to directors asking "how are things?" and no more arguments about numbers in meetings. One version of the truth for everyone.
Board of Directors / Partners
Quarterly reports for the board or investors are prepared automatically — or reduced to "open the dashboard." A standardized set of KPIs allows comparing results and tracking strategy execution without separate presentations.
Senior Management
Each director gets their own slice of the shared dashboard: the CFO — the finance block, the commercial director — sales, HR — people metrics. A common language and shared data model eliminate conflicts about whose numbers are correct.
Integrations
What Connects to Executive Dashboard
The dashboard aggregates data from all the company's operational systems into a single strategic picture.
ERP and Financial Systems
Revenue, margins, P&L, Cash Flow, and budget from ERP or accounting systems. The primary source for the Executive Dashboard financial block — actual, plan, and variance.
CRM (Dynamics 365 Sales)
Revenue data by client, pipeline, and sales plan execution. Enables the commercial block — forecast, top clients, and regional distribution.
PM Systems and Operational Data
Project RAG status, ROI, resources, and timelines from MS Project, Planner, or ERP. The operational block of Executive Dashboard — status of the company's key initiatives.
Excel and SharePoint
Budgets, planned KPIs, and strategic initiatives in Excel or SharePoint Lists. Connected via Power Query with automated plan vs. actual comparison — no manual consolidation.
Role-based access: the CEO sees everything, directors — only their functional block. Data stays within your Microsoft infrastructure.
Implementation Four Steps to Executive Dashboard — in 3–4 Weeks The longer timeline is due to the need to consolidate data from multiple systems and agree on a unified KPI model with senior management.
Week 1 Audit & KPI Session We run a KPI session with the CEO and key directors: define 8–12 strategic metrics for the dashboard. Data source audit — where everything lives and in what condition.
Weeks 2–3 Data Model We connect all sources, build a unified analytical model, and configure KPI calculations. We agree on the first dashboard prototype with the CEO — refining details and priorities.
Days of Weeks 3–4 Launch in Power BI Service We deploy the final dashboard to the cloud, configure role-based access, automatic refresh, and daily/weekly email digests for the CEO.
Week 4 Training & Handover We run a 90-minute workshop for the CEO and senior management. We explain KPI logic, navigation, and filters. 30 days of support and fine-tuning — included.
FAQ
Answers to Common Questions
How many KPIs should an Executive Dashboard have?
What if different systems show different numbers?
Can a daily digest be sent to the CEO's email every morning?
How to restrict access: CEO sees everything, a director — only their block?
What Power BI license does senior management need?
Ready to Launch Your Executive Dashboard?
Your Day Starts with One Dashboard — Not Five Phone Calls
In 3–4 weeks the CEO and the entire senior management team have a single version of the truth: revenue, margins, EBITDA, budget, and project ROI — in one place, in real time, without manual consolidation and disputes about numbers.