An Executive report provides a high-level overview of your business’s performance, summarizing key metrics across different departments to offer insights for strategic decision-making. It tells you which Executive efforts are working, which are not, and recommends opportunities for growth. A great Executive report includes an overview, key metrics, and recommendations on what to do next.
1. Overview
The overview is a short summary in plain English that explains what happened with Executive over the recent reporting period.
2. KPIs with key metrics
KPIs show how effectively you’re hitting your Executive goals. By measuring the changes in the key Executive metrics, such as revenue growth, customer acquisition cost, return on investment, and operational efficiency you'll know whether you’re making progress towards your goals.
3. Charts
Charts provide a visual representation of your data, making it easier to identify trends and patterns. Include charts that illustrate key metrics such as revenue growth, customer acquisition cost, return on investment, and operational efficiency. Use bar charts, line graphs, and pie charts to display data clearly and effectively.
4. Recommendations
This section outlines the next steps you can take to improve your performance.
With Narrative BI, you can automate your Executive reports in minutes. Here’s how to do it in three easy steps:
1. Connect your Executive data source in a few clicks.
1. Connect your Executive data source such as Hubspot in a few clicks.
2. Drag and drop the KPIs, such as revenue growth, customer acquisition cost, return on investment, and operational efficiency as you customize your report.
3. Set the reporting schedule.
When you are done, you will receive automated Executive reports by email or in Slack. You can also easily share the reports with your team by clicking the “Share” button in reports.
