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Executive Dashboard

Executive Dashboard

Concept Project

Client: Northfield Dynamics Inc (Fictional)

Executive Dashboard presentation mockup

Overview

Northfield Dynamics needed a 20-slide board briefing consolidating revenue, operations, customer, workforce, and risk performance into one Q3 FY2026 review with a clear forecast and recommended actions.

Challenge

Each function arrived with its own reporting format, so leadership spent the meeting decoding charts instead of debating performance, and the quarter's single board ask was buried behind dozens of metrics.

Approach

We built a dashboard language for the whole deck: KPI tiles with consistent variance logic, a function-level RAG scorecard, and native, editable chart objects, then sequenced the story from executive summary to scorecard, function deep dives, risk, forecast, and the recommended actions.

Slide gallery

Executive summary: KPI tiles, narrative, board ask, and function status
Executive summary: KPI tiles, narrative, board ask, and function status
Revenue performance and trend against plan
Revenue performance and trend against plan
Pipeline funnel and stage-by-stage conversion
Pipeline funnel and stage-by-stage conversion

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