Who this is for
| Teams | CEO, CFO, COO, board, investors |
| Best fit | Any vertical cookbook below, depending on your business |
Which cookbook matches your company?
| Company type | Cookbook | Executive dashboard to build first |
|---|---|---|
| D2C / e-commerce | E-commerce | Executive overview |
| B2B SaaS | B2B SaaS | Revenue and retention |
| Payments / fintech | Fintech | Payment volume and success rate |
| Healthcare | Healthcare | Patient volume and capacity |
| Sales-led CRM | HubSpot CRM | Sales pipeline |
| Enterprise GRC / audit | Risk & controls | Operational risk exposure |
Dashboard patterns
Every executive view should answer three questions on one page:Top KPIs with context
Four to six metrics with week-over-week or month-over-month change.
One trend line
Revenue, MRR, payment volume, or patient volume over time.
One breakdown and table
Region, segment, or category split with a drill-down table.
Questions to ask by role
| Role | Questions to try |
|---|---|
| CEO / GM | What is total revenue YTD? Which region drives the most revenue? |
| CFO | What is net revenue retention? Show MRR trend for the last 12 months. |
| COO | What is patient volume and no-show rate by site? |
| Board / investor | Show key metrics with week-over-week deltas. |
Example conversations
Revenue trend
Ask: What was month-on-month revenue across the last three quarters? Start with the trend, then ask which region or segment drove the change.Quick-start matrix
| Role | Cookbook | First question |
|---|---|---|
| Retail CEO | E-commerce | What is total revenue YTD by region? |
| SaaS CFO | B2B SaaS | Show MRR by month for the last 12 months. |
| Fintech COO | Fintech | What is payment approval rate by method? |
| Clinic operator | Healthcare | What is no-show rate by site? |
| Sales-led CEO | HubSpot CRM | What is pipeline value by stage? |