Executive Dashboards

Everything that matters on one screen

Executive dashboard software that combines sales, operations, finance, and customer health into one always-current view. Give leadership a single source of truth — updated automatically, with drill-down access and board-ready exports.

CEO Overview This Year ▾ All Regions ▾ REVENUE $4.1M ▲ +22% YoY PIPELINE $2.4M ▲ +12% vs last mo CASH $1.8M 18 mo runway HEADCOUNT 47 4 open roles Revenue vs Target — YTD Target Aug Sep Oct Nov Dec Jan Department Health Sales 80% Finance 94% Operations 87% Mktg 63% HR 90%

Sound familiar?

"Can someone pull me the numbers?"

Every request means someone stops what they're doing to compile data. Meanwhile, the executive waits.

Data in five different places

Sales in one system, finance in another, operations in a third. Getting the full picture means logging into everything.

Board prep is a scramble

Every board meeting means days of pulling data, formatting slides, and hoping nothing changed since you compiled it.

Numbers from yesterday's export

By the time a report gets compiled and emailed, it's already stale. Leadership is making decisions on data that's 24–48 hours old.

How DashboardFox works for executives

One dashboard with everything that matters. Always current. Always accessible.

Unified View

Every system. One dashboard. No logins.

Pull from your CRM, accounting system, operational databases, and HR system — all into a single executive dashboard. No more hopping between tools to get the full picture.

  • Sales pipeline, revenue, and forecast from your CRM
  • Cash, P&L, and budget variance from accounting
  • Operational KPIs from your production or service systems
Multiple sources → one dashboard CRM Pipeline · Deals Accounting P&L · Cash Operations KPIs · OEE HR / Other Headcount CEO Dashboard $4.1M Cash OK Pipe: $2.4M 47 HC One dashboard — all your sources combined
Check from anywhere. Drill into anything. CEO Overview REVENUE $4.1M PIPELINE $2.4M CASH $1.8M HC 47 click to drill Revenue Drill-Down By region → by rep → by deal Northeast $1.6M Midwest $1.2M West $810K South $490K One click from high-level to granular
Drill-Down Access

30-second pulse check. Then dig in if something's off.

The top-line numbers tell the story. If something looks wrong, click to drill down — from summary to detail without switching tools or waiting for someone to pull a report.

  • Click any KPI to drill into the underlying detail
  • Works on any laptop or desktop browser — no app to install
  • Weekly Monday summary delivered to your inbox automatically

Real-time updates

Numbers update automatically. What you see is current — not what was true when someone exported it this morning.

Board-ready exports

Export to PDF with one click. Clean, formatted, ready for the deck. No more rebuilding slides for every board meeting.

Automated weekly digest

Start every Monday knowing where things stand. Scheduled summaries land in your inbox automatically — no requests needed.

Role-based access

Executives see everything. VPs see their department. Department heads see their metrics. One system, right level per person.

What an executive dashboard looks like

Revenue, pipeline, cash, and operational health — everything on one screen.

CEO Overview This Year ▾ All Regions ▾ TOTAL REVENUE $4.1M ▲ +22% YoY OPEN PIPELINE $2.4M ▲ +12% vs last month CASH POSITION $1.8M 18 months runway HEADCOUNT 47 4 open roles Revenue vs Target — YTD Target Aug Sep Oct Nov Dec Jan Department vs Target Sales 80% Finance 94% Operations 87% Marketing 63% Pipeline by Stage Prospect Qualify Propose Negotiate Won

CEO overview dashboard

Revenue vs target, pipeline health, cash position, headcount, and department KPIs — all on one screen. Everything a leader needs to know at a glance, with drill-down for when you need to go deeper.

The bottom line

30s
to check the pulse of your entire business — revenue, pipeline, cash, and ops in one view
0
people you need to ask for a number — drill from summary to detail yourself, in the same dashboard
1
dashboard pulling from your CRM, accounting system, and operations data — always current, no exports
Early Access — 90 Days Free

Built lean. Priced fairly. Supported by humans.

Full access to all features. No credit card required.

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25+ years building BI tools Support from the team that builds it Available in US & EU regions
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