Most ERP dashboards display too much. The best board-level dashboards show 8-12 carefully chosen metrics that tell the complete business story at a glance.
The Four Quadrant Framework
Financial performance (revenue, margin, cash), Operational efficiency (on-time delivery, quality, utilization), Customer health (NPS, retention, AR aging), and People metrics (headcount, attrition) — these four quadrants tell the complete business story.
Red-Amber-Green Status Indicators
Every metric on a board dashboard should have a target and a current value shown as RAG status. This lets the board scan the dashboard in 60 seconds and immediately see where attention is needed.
Trend Lines Matter More Than Point Values
A margin of 22% is meaningless without context. Is it up or down from last month? Last year? Trend lines on every metric provide the context that single values cannot.
Making the Dashboard Self-Serve
The best dashboards are refreshed automatically from live ERP data. Board members access them before meetings. The meeting focuses on decisions, not reading out numbers.
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