> For the complete documentation index, see [llms.txt](https://docs.leanscale.team/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.leanscale.team/strategic-walkthroughs/building-dashboards/executive-dashboards.md). # Executive Dashboards {% embed url="" %} ### Executive Go-to-Market Dashboard #### Overview Get a comprehensive overview of your business performance with key metrics from Marketing, Sales, Customer Success, and Funnel Analytics. #### Key Metrics * **Closed Won Annual Recurring Revenue:** Total closed-won ARR for the selected time period. * **Year-to-Date Pipeline:** Total value of all opportunities in the pipeline for the selected time period. * **Current Weighted Pipeline:** Total weighted value of all opportunities in the pipeline, taking into account the probability of closing each opportunity. * **Total Number of Customers:** Total number of customers for the selected time period. * **New Logos Added:** Number of new customers acquired during the selected time period. * **Churned Accounts:** Number of customers lost during the selected time period. #### Closed Won New Business Analyze closed-won business in detail with breakdowns by region, lead source, and firmographic segment. * **Closed Won ARR by Region:** Total closed-won ARR for each region. * **Closed Won ARR by Lead Source:** Total closed-won ARR for each lead source. * **Closed Won ARR by Firmographic Segment:** Total closed-won ARR for each firmographic segment (Enterprise, Midmarket, SMB). #### Created Pipeline Monitor the velocity of pipeline building with breakdowns by region, lead source, and business segment. * **Created Pipeline by Region:** Total value of new opportunities created in each region. * **Created Pipeline by Lead Source:** Total value of new opportunities created for each lead source. * **Created Pipeline by Segment:** Total value of new opportunities created for each business segment (Enterprise, Midmarket, SMB). #### Open Pipeline Understand the stages and values of your open pipeline opportunities. * **Open Pipeline by Stage:** Total value of open opportunities in each stage of the sales funnel. * **Total Raw Unweighted Pipeline:** Total value of all open opportunities, regardless of stage. #### Churn Analysis Discover insights into customer churn by region and reason to identify improvement areas. * **Churn by Region:** Total churned revenue for each region. * **Churn by Reason:** Total churned revenue for each churn reason. #### Sales and SDR Leaderboards Track your top performers and ensure your team is meeting expectations. * **Sales Leaderboard:** Ranks sales representatives based on closed-won ARR for the selected time period. * **SDR Leaderboard:** Ranks sales development representatives based on the number of opportunities booked and meetings scheduled. #### Final Recommendations * Salesforce dashboards have a limit of 20 reports. Choose the reports that provide the most comprehensive view of your business and make the most of the available space. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.leanscale.team/strategic-walkthroughs/building-dashboards/executive-dashboards.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.