1. What this template solves

This dashboard was not designed to “show everything”, but rather to answer three very specific leadership questions:

Revenue & Health

Is the company growing with financial health?

Operations

Can operations keep up the pace with quality?

Customers / CX

Are customers satisfied and staying?

The goal is: in 3 to 5 minutes, any leader can understand whether everything is fine, where it hurts and who needs to act.

2. Suggested dashboard layout

Leadership Dashboard – Overview

Current MonthAll Segments

BLOCK 1 – REVENUE, MRR AND MARGIN (FINANCIAL HEALTH)

MRR

R$ 150k

↑ 5% vs. prev. month

Total Revenue

R$ 185k

YoY Growth

+22%

Margin

18%

⚠️ Below target

90-day Cash

Positive

[Line Chart: MRR x Margin trend over the last 6 months]

BLOCK 2 – OPERATIONS

Volume (month)

850 tickets

Overall SLA

78%

Backlog

120 (↑)

Reopens

[Bar Chart: Reasons for Delay]

Diagnosis: Volume growth not absorbed. Risk of bottleneck.

BLOCK 3 – CX / CUSTOMERS

Overall NPS

CSAT

4.8/5

Customer Churn

1.2%

Revenue Churn

0.5%

[Bar Chart: Reasons for Cancellation]

Diagnosis: Healthy NPS, controlled churn. Only watch support CSAT.

NOTES / ACTIONS:

Review the ops team capacity for next week. Investigate the SLA drop in the Enterprise queue.

3. How to interpret it in practice

Block 1 – Revenue (The top of the pyramid)

What to look at: Whether the margin is falling while revenue rises. This indicates "expensive" growth.

Typical decision: Can we invest more in acquisition now or do we need to hold cash?

Block 2 – Operations (The machine)

What to look at: Whether the SLA drops when volume rises. Whether the backlog (queue) is growing consistently.

Typical decision: Do we need to hire, train or automate to unblock the bottleneck?

Block 3 – CX (The future)

What to look at: Falling NPS + rising churn is the worst scenario. High NPS + high churn indicates a pricing or product problem, not a service one.

Typical decision: Prioritize onboarding improvements or review the pricing policy.

4. How to use this template in practice

Step 1 – Map the dataWhich systems already have these numbers? (CRM, ERP, Support Tool).
Step 2 – Fill it in (even if manually)At first, it is worth filling in the dashboard manually before the meeting. What matters is the discussion.
Step 3 – Connect it to the ritualsThis dashboard should be the agenda of the weekly/monthly leadership meeting.

Want this dashboard ready and automated?

Centriu Pulse already comes with these dashboards configured, connecting sales, finance and operations data in real time.

Leadership dashboard template