CEO Dashboard For Agencies & Consultancies

CEO dashboard example

Here’s an example of a CEO dashboard you can build in Scoro showing you:

• Key financial metrics, including current revenue, profitability, and outstanding invoices
• Sales pipeline data, categorized by stage (Opportunity, Scoping, Proposal, and Confirmed)
• Resource availability and utilization metrics
• Specific client quotes with estimated closing dates and values
• Quarterly revenue breakdown by service area (Consulting, Copywriting, Project Management, Research, and Strategy)
• Total revenue and number of invoices across all service areas

Scoro CEO dashboard features

The CEO KPI dashboard is ideal for tracking a selection of your company’s most important data in one place.

Its features include:

• Result metrics: Track key numeric data such as sales figures, profit margins, and sales pipeline to stay on top of company performance
• Customizable widgets: Display essential business data like revenue, expenses, cash flow, and key performance indicators using widgets tailored to your needs
• Interactive Charts: Visualize business data using charts to spot trends and communicate progress to stakeholders effectively
• Multiple Dashboards: Create separate dashboards for different departments, initiatives, or strategic goals to ensure everyone can access the information they need

Editing the CEO dashboard

The CEO KPI dashboard is a default dashboard in Scoro. But, if you do want to modify it, follow the steps below.

Configure your dashboard

Click the “Configure” button on your existing dashboard. Choose “New dashboard” to create a dashboard from scratch or “New dashboard from library” to select a pre-built template.

Add dashlets

Click the “Add to dashboard” button to add new dashlets. Select from options like result metrics, ratio metrics, or charts. Choose data sources and set filters to display relevant company data.

Drag and drop dashlets to rearrange them on the dashboard, and then resize dashlets by dragging from the lower right corner to create the optimal layout for your needs,

Customize your dashlets

Click the settings icon on each dashlet to customize it. Set filters to focus on specific financial data, projects, tasks, or team members. Choose the information to display, such as revenue YoY, outstanding invoices or deals closing this month.

Creating a new CEO dashboard

If you’re starting with a fresh, empty dashboard, the first step is to add some dashlets. Click the “Add to dashboard” button to get started.

Please note that if the “Add to dashboard” button is not visible, it could be due to one of two reasons:

1. You’ve already added the maximum number of dashlets allowed (36)
2. Another user owns the dashboard

If you want to add a new metric to a dashboard owned by someone else, you’ll need to create a duplicate of the current dashboard. This way, you’ll own the duplicate dashboard and can add new dashlets to it.

Click the desired option to add a new dashlet, such as “Result metric.”

You’ll be presented with several choices:

• Browse bookmarks library: Select from a collection of pre-made bookmarks
• Choose from a bookmark: Pick an existing bookmark from your Scoro site
• Create a new result metric: Build a custom metric from the ground up

For this example, let’s choose “Create new result metric.”

Select a “source” for your metric (e.g., Invoices) and apply the appropriate “filters” to narrow down the results to the specific data you need.

Click “Next.”

Enter a “title” for your bookmark and specify the “Info to display.”

Crucially, set a “benchmark” for your metric by adding a “goal” or a “limit” and a benchmark value that your result will be measured against. This lets you see at a glance whether you’re achieving your goals or staying within your limits right from your dashboard. Click “Save.”

You can always go back and modify any of the dashlets on your dashboard if needed. Just click on the Settings icon on the dashlet.

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