
Example 1 of 5
Leadership dashboard
One screen where the owner and management team see whether the year is on track: revenue, result, margin, receivables and the sales pipeline, each compared with last year or a target.
On this dashboard
- Year-to-date revenue and operating result, with the change versus last year
- Gross margin as a gauge against a 30% target
- Monthly revenue next to last year and the budget
- Waterfall from revenue to operating result
- Open and overdue receivables
- Revenue per project category and cumulative result
Why it works: Every tile answers one question and carries a comparison. A revenue figure on its own says little; ‘12% above last year and ahead of budget’ says a lot.
Sources: Accounting (Exact Online), project software (Exact Bouw) and CRM (Pipedrive)
Open the live leadership dashboard



