> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vizkraft.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Executive & leadership

> KPI-first executive dashboards and the right first questions — across retail, SaaS, fintech, healthcare, and CRM.

This cookbook is for **executives and leadership** who want a concise view of business health — KPIs, trends, and segment breakdowns without operational detail.

## 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](/cookbooks/ecommerce-retail)   | Executive overview                 |
| B2B SaaS               | [B2B SaaS](/cookbooks/b2b-saas)             | Revenue and retention              |
| Payments / fintech     | [Fintech](/cookbooks/fintech-payments)      | Payment volume and success rate    |
| Healthcare             | [Healthcare](/cookbooks/healthcare-ops)     | Patient volume and capacity        |
| Sales-led CRM          | [HubSpot CRM](/cookbooks/hubspot-crm)       | Sales pipeline                     |
| Enterprise GRC / audit | [Risk & controls](/cookbooks/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.

<img src="https://mintcdn.com/na-13f69f9a/Wr83bBDJ2uoLSQ3a/public/screenshots/cookbooks/executive-kpi-row.png?fit=max&auto=format&n=Wr83bBDJ2uoLSQ3a&q=85&s=91849d38d2834b1431f9c59d74a9968f" alt="Executive KPI row" width="1" height="1" data-path="public/screenshots/cookbooks/executive-kpi-row.png" />

### One trend line

Revenue, MRR, payment volume, or patient volume over time.

<img src="https://mintcdn.com/na-13f69f9a/Wr83bBDJ2uoLSQ3a/public/screenshots/cookbooks/executive-trend.png?fit=max&auto=format&n=Wr83bBDJ2uoLSQ3a&q=85&s=1d7099c83ef439dfce614eb8b44fe230" alt="Executive trend line" width="1" height="1" data-path="public/screenshots/cookbooks/executive-trend.png" />

### One breakdown and table

Region, segment, or category split with a drill-down table.

<img src="https://mintcdn.com/na-13f69f9a/Wr83bBDJ2uoLSQ3a/public/screenshots/cookbooks/executive-breakdown.png?fit=max&auto=format&n=Wr83bBDJ2uoLSQ3a&q=85&s=1758bf35fb583cd01c4e8037a99121ff" alt="Executive breakdown" width="1" height="1" data-path="public/screenshots/cookbooks/executive-breakdown.png" />

## 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](/cookbooks/ecommerce-retail) | What is total revenue YTD by region?      |
| SaaS CFO        | [B2B SaaS](/cookbooks/b2b-saas)           | Show MRR by month for the last 12 months. |
| Fintech COO     | [Fintech](/cookbooks/fintech-payments)    | What is payment approval rate by method?  |
| Clinic operator | [Healthcare](/cookbooks/healthcare-ops)   | What is no-show rate by site?             |
| Sales-led CEO   | [HubSpot CRM](/cookbooks/hubspot-crm)     | What is pipeline value by stage?          |