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Executive Playbooks

The Executive Dashboard Playbook

Designing the few numbers that actually run the enterprise

2 min read

A good executive dashboard does not report everything. It shows the few things that change what leaders do.

This playbook builds an executive dashboard from the decisions it must support — selecting metrics, designing the view and installing the review cadence that turns data into action.

How to build it

Six steps — decisions first, data last.

Start with decisions

List the decisions the executive team makes; the dashboard exists to inform them.

Choose few metrics

Leading and lagging indicators per theme — resist the urge to show everything.

Set targets & thresholds

Every metric needs a target and a clear "act now" line.

Design for glance

One screen, clear status, drill-down on demand — not a report dump.

Assign owners

Each metric has an owner accountable for the number and the action.

Wire the cadence

The dashboard drives the weekly and monthly review, not the other way around.

The five dashboard domains

Dashboard pitfalls

Ground your dashboard in a measured baseline with the IGMA™ assessment.