Project 03² / DATA²

Executive Performance Dashboard

Transforming spreadsheet reporting into decision-ready information for leadership.

ClientOperations Team

FormatExecutive Dashboard

IndustryOperations

01 / The challenge

Good information.
A better experience.

Leadership received complete monthly data, but the insights were buried across large spreadsheets, multiple tabs, and manually highlighted cells. The reporting process showed data without prioritizing decisions.

No clear KPI hierarchy

Critical exceptions hidden in rows of data

Inconsistent visual treatment made comparison difficult

02 / Before

Quarterly Business Review — Q1 FY26 (Draft v7 FINAL_rev2)

Prepared by Finance & Operations · Internal use only · Page 14 of 62

Total revenue for the quarter was $8,412,600 which represents an increase over the prior comparable period.
Gross profit came in at $2,140,880, and margin was broadly consistent with prior quarters.
Customer count increased to 152 accounts across all segments and geographies.
Operating expenses increased due to headcount, tooling, and travel normalization.
Churn remained within the tolerance band agreed by the leadership committee.
Pipeline coverage ratio is being tracked weekly by the regional teams.
See appendix C for the detailed segment breakdown and methodology notes.

Figure 3.1 — Revenue by month ($000s, unaudited)

SegmentQ1Q4VarEnterprise4,1203,880+6.2%Mid-Market2,7402,410+13.7%SMB1,5521,490+4.2%

Source: internal reporting, extracted 04/12Confidential

03 / After

04 / The approach

Simplify. Structure. Transform.

Decisions

Start with the decisions the dashboard needs to support rather than the charts it could contain.

Hierarchy

Organize information into executive health, drivers, and diagnostic detail.

Exceptions

Surface only the items that require attention instead of forcing leaders to search for them.

System

Create a consistent visual language for KPIs, trends, alerts, and drill-down information.

05 / The system

A cohesive visual system built for clarity and impact.

TypographyAaSpace Grotesk / Inter / JetBrains Mono

Color

Black / Warm white / Flare orange

Layout

Modular grid system

Icon system○ □ ✦ ↗Geometric outline language

06 / Impact

A better story. Stronger outcomes.

01²

Faster performance comprehension

02²

Clearer exception identification

03²

Better period comparison

04²

More focused leadership reporting

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