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Management Dashboard examples

A management dashboard is a great way to present all important management KPIs in one single place and share your insights with C-level executives in an easy and efficient way. This empowers the management to make fast and data-driven decisions based on the latest information.

Management KPI Dashboard

Management Dashboards - Example #1: Management KPI Dashboard

This management dashboard example focuses on revenue in total as well as on a customer level, plus the cost of acquiring new customers. It delivers this information by providing you with information regarding Total Revenue and Average Revenue per Customer, as well as statistics relating to the Number of New Customers and Customer Acquisition Cost (CAC).

One of the most important KPIs for each manager is the Actual Revenue generated within a certain period, compared to the company’s Target Revenue as well as an overview of how the revenue has developed during the last months. As can be seen on the management dashboard template, there are simple and easy to understand visualisations relating the Actual Revenue against Target Revenue; this information is given numerically for an effective and comprehensive picture of your operations.

For most revenue indicators, the Net Revenue is used excluding VAT charged to customers. Often, comparing the revenue within a certain period to the same period of the previous year provides a good indication of how business has developed; that’s why our management KPI dashboard above gives a heads up display of revenue comparisons against the previous year for more effective business monitoring. It is evident that a successful business must meet their Target Revenue goals, however the real-time visualisations in this management dashboard are critical to constantly monitor your situation and address any discrepancies.

The Average Revenue per Customer gives insights about the success of up-selling and cross-selling activities or the overall value that a product or service generates for the customer. Also, pricing has a major influence on this metric. The Average Revenue per Customer is directly connected to the Customer Lifetime Value (CLV), an important metric for investors and the overall success of the business model. The proper calculation of the Customer Lifetime Value includes all future revenues minus the cost of generating these revenues, discounted by a defined interest rate, taking into account upselling and customer churn.

At the bottom of our first management dashboard example you find visualisations of the Customer Acquisition Cost (CAC). This KPI includes all marketing and sales expenses that occurred during the acquisition process and essentially portrays the average cost of gaining a new customer. CAC is another very important figure for investors; combined with the CLV, it shows if a business model is working or not. A basic rule is that the CLV must be higher than the cost of winning a customer, because if more money is being invested into gaining new customers than their patronage is paying off, it is not worth the effort and your business efforts are better used elsewhere.


Our second management dashboard example shows an overview about the financial performance KPIs every (finance) manager should measure. The management dashboard template highlights the Gross Profit Margin, Operational Expenses (OPEX) Ratio, Earning Before Interest and Taxes (EBIT) Margin and Net Profit Margin, as well as indicating Revenue, OPEX and EBIT over time and giving a numerical breakdown of the accompanying income statement. Next to the fundamental metrics such as revenue and revenue growth, it is important to have a look at the cost structure and how it can be optimised; with this information at your fingertips, ensuring a steadfast and operation-sensitive management plan over your business is easy and effective.

Most of the KPIs in this sample dashboard can be calculated based on the information in the income statement; there are a few base measurements that are used to calculate ratios, indices and reveal information that would otherwise remain hidden. On the dashboard, the Gross Profit Margin indicates how many cents out of every dollar earned remain after accounting for all direct costs associated with the production of goods or delivery of the service; this shows how much money remains in the bank after gaining revenues and taking into account necessary expenditures on products or services. It is a staple measure of a company’s performance.

Subtracting the operating expenses, divided in the often used categories General & Administration, Marketing, Sales and IT represents the EBIT or operating profit. The EBIT Margin (EBIT / Revenue) is an important KPI to measure how profitable your business model is and indicates what is left over from your revenue after paying for all operational cost. Using this management dashboard template you will have immediate access to monitor the fluctuations in the EBIT, as well as other revenue measures, and not miss a beat in monitoring the success and health of your business endeavor.

Net Profit Margin measures your profit after subtracting all operating expenses, depreciation, interest and taxes as percentage of total revenue. Net Profit Margin as well as EBIT Margin are frequently used to compare the operational and overall performance of a company within the industry average.

learn more about all relevant management kpis See all management KPIs

For most managers, it is not only important to keep track of the company’s operational KPIs, but also to calculate and communicate high-level metrics about the overall company situation; this information is essential to keep track of as key investors may make or break a company’s success. Our last management dashboard example, the investor relations dashboard shows selected key figures that a shareholder would be interested in before having a look at the operational metrics. It shows the Return on Assets, Return on Equity, Debt-Equity Ratio, Share Price, Price-Earnings Ratio and Working Capital Ratio. Each of these metrics is critical in its own way and if these measures are not kept under control, there is no chance of gaining investor interest. Let’s take a closer look at them.

The Return on Assets (ROA), for example, measures how efficient the company’s assets are used to generate profit by depicting the ratio between money earned and assets. It also serves as an important indicator to compare how efficiently you deploy the available resources in comparison to other companies in your industry and how your ROA changes over time.

The Return on Equity (ROE) indicates how much profit you generate with your shareholder’s investments. This is another key figure to report to potential and new investors and also very often used for benchmarking purposes; a high ROE is invaluable in securing future investors whose primary concern is finding the best and safest return on their investments.

The Debt-to-Equity ratio direct connects the ROA to the ROE. The more debt the company has, the lower the equity compared to the total amount of assets available and thus the higher the ROE compared to the ROA. Using our management dashboard template for investor relations, this information is at your fingertips, allowing you to stay one step ahead of the competition, make real-time adjustments and prepare for any eventualities.

The Price-Earnings (P/E) ratio is a good indicator of the valuation of a company by measuring its current share price relative to its earnings per share (EPS). The P/E ratio is used to evaluate if the valuation of a share is higher or lower than the industry average or shares from competitors.

The probably most important and most closely watched number for investors is the Share Price. The higher the increase in Share Price, the more money your shareholders have earned already by investing in your company. Monitoring the Share Price is the first line of call in finance and is a near-complete indication of the success of a company; the higher the Share Price, the more valuable the company. Keep tabs on your Share Price, amongst other metrics, as a means of monitoring your business operations and maintaining an efficient management practice over your growing business.



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