Company Dashboard

Your company at a glance - a live snapshot of your business strategy, metrics, and growth.

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By

AnyDB

The Company Dashboard template provides an executive-level view of a business's performance and strategic metrics. It consolidates key financials, operational KPIs, people metrics, governance data, and strategic initiatives into a single, interactive snapshot—ideal for founders, leadership teams, and board reporting.

Suitable for

Company Information
Management

Description

This dashboard is designed to be a comprehensive control panel for understanding a company’s current state and tracking growth over time. It integrates financial performance, customer and employee satisfaction, goal execution, and strategic governance in one place. Visual cues like bold headers, background colors, and calculated badges highlight important metrics such as revenue, growth, and employee count.

The template supports integration with other documents such as OKRs, risk registers, financial models, and people directories. It is designed to pull live data from related templates and auto-calculates key performance indicators where applicable.

Key Data Stored

  • Company Identity & Governance

    • Company Name
    • Website
    • Incorporated Year
    • Last Updated timestamp
    • Board of Directors reference
    • Cap Table reference
    • Org Chart file
    • Mission, Vision, and Core Values references

  • Strategy & OKRs

    • Strategic Pillars (up to 3)
    • Top 3 OKRs (with dynamic progress pulled from related OKR templates)
    • Risks reference

  • Financial Metrics

    • Revenue YTD (badge)
    • ARR Growth % (badge)
    • Annual Contract Value (ACV)
    • Target Revenue
    • Total Sales Pipeline & Weighted Sales Pipeline
    • Revenue history (multi-year tracking)
    • EBITDA history
    • Cash balance history
    • Raised Capital to Date
    • Current Valuation

  • Customer & Market

    • Customer Count (badge)
    • Net Revenue Retention (NRR %)
    • Customer NPS (Net Promoter Score)

  • Team & Culture

    • Employee Count (badge)
    • Employee NPS
    • People Directory reference
    • Weekly Shift Planning and Performance Reviews (referenced indirectly)

  • Governance & Meetings

    • Next Board Meeting date

  • SaaS-Specific Metrics

    • Full SaaS Metrics reference for more granular tracking

Business Use Cases

  • Leadership Reporting — Single source of truth for CEOs and executives to monitor business health.
  • Board Preparation — Streamline preparation for board meetings with up-to-date financial and operational data.
  • Investor Updates — Quickly share key growth, revenue, and customer KPIs with current or prospective investors.
  • Strategic Planning — Track how well the company is executing against its strategic pillars and OKRs.
  • Cross-Department Alignment — Provide visibility across finance, operations, HR, and sales.

Why This Template is Powerful

  • All-in-One View — Consolidates financial, customer, people, and operational data in one place.
  • Live Data Integration — Pulls data dynamically from other AnyDB templates like OKRs, risk registers, and financials.
  • Visual Cues — Uses badges, colors, and bolding to highlight key metrics at a glance.
  • Customizable & Scalable — Easily extendable as the company grows or adds more data sources.
  • Governance Ready — Tracks board dates, valuation, and capital raised, making it ideal for scaling startups or mature businesses.