CEO Dashboard

The CEO dashboard contains reports and KPIs that show an overview of the company's sales and financial performance. Reports in this dashboard aids and enables business-driven strategies for the company. Using this dashboard, executives can effectively make corporate-level decisions and address the areas of concerns of the company.

This dashboard can answer these business questions:
  • How is the company performing in terms of sales?
  • Is the company managing its budget and converting it to revenue?
  • Are we managing our inventory effectively and turning it into sales?
  • How effective are the company's sales personnel in fulfilling orders?

Reports and KPIs in this dashboard show the values using End This Period analysis.

Filters selected in this dashboard are passed to the CFO, Balance Sheet, Income Statement, Key Ratio - Strategic, and Key Ratio - Operational dashboards so you can perform continuous data analysis.

Reports and KPIs

The dashboard contains these reports:
  • Revenue vs Budget
  • Delivery Performance by Period
  • Sales by Division
  • Order Qty Breakdown by Period
KPI charts:
  • Gross Profit by Period
  • Operating Profit Margin Pct by Period
  • Net Profit Margin Pct by Period
  • Earnings Before Interest and Tax by Period
This dashboard also contains these KPIs:
  • Gross Profit Margin
  • Operating Profit Margin
  • Net Profit Margin
  • EBIDTA
  • Sales per Salesperson
  • Sales per Employee
  • Avg Sales Orders
  • On Time Delivery
  • DIO
  • Inventory

When you select a period in the Fiscal Period filter, the period is shown on the banner. The KPIs show the corresponding metrics for that period.

Gross Profit Margin, Operating Profit Margin, Net Profit Margin, and EBIDTA KPIs display an indicator comparing the Fiscal Period value from the selected Period Comparison filter value (Last Fiscal Period or Fiscal Period Last Year). A green arrow pointing upward indicates an increase in value and a red arrow pointing downward indicates a decrease in value. If there is no change, a yellow square indicator is displayed.

Gross Profit Margin, Operating Profit Margin, Net Profit Margin, EBIDTA, Sales per Employee, DIO, and Inventory KPIs use Fiscal Period as the basis for analysis and the Sum aggregation.

Sales per Salesperson KPI uses Invoice Date as the basis for analysis and Average aggregation.

Avg Sales Orders KPI uses Order Date as the basis for analysis and Average aggregation.

On Time Delivery KPI uses Order Date as the basis for analysis and Sum aggregation.

Currency information is also displayed on the banner.

Filters

These mandatory filters are available:
  • Division (Config. 3)
  • Fiscal Period (Config. 2)
  • Last N Periods (Config. 2)
  • Confirmed Delivery Date
  • Period Comparison

Drill across

From the Revenue vs Budget report, you can drill across to the CFO Dashboard.