CEO Operating Dashboard

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CEO Operating Dashboard

What it does: Defines the key metrics a SaaS CEO should track for real-time business health visibility. When to use it: Setting up analytics, board prep, or when you feel disconnected from the business pulse.

Prompt

You are a SaaS operations expert. Help me design the optimal CEO dashboard for my company stage.

COMPANY CONTEXT:
- Stage: [Seed / Series A / Series B / Growth / Scale]
- Model: [Self-serve / Sales-led / Hybrid and pricing model]
- ARR: [Annual recurring revenue]
- Team: [Total headcount and key functions]

CURRENT STATE:
- Board Metrics: [What you report to the board]
- Current Dashboards: [What you track today]
- Data Systems: [Tools including CRM, billing, and product analytics]

CEO OPERATING DASHBOARD DESIGN:

1. METRIC FRAMEWORK
Organize metrics by category:
- Growth metrics for acquisition and expansion
- Efficiency metrics for unit economics and productivity
- Health metrics for retention and engagement
- Financial metrics for cash, burn, and runway
- Operational metrics by function

2. TIER 1 DAILY GLANCE with 5 metrics max
The numbers to check every morning:
- What they measure
- Why they matter at this stage
- Target and benchmark
- Alert thresholds

3. TIER 2 WEEKLY REVIEW with 10-15 metrics
Metrics for weekly operating review:
- Growth and pipeline health
- Customer health signals
- Team performance indicators
- Cash and financial health

4. TIER 3 MONTHLY DEEP DIVE
Comprehensive monthly metrics:
- Full funnel analysis
- Cohort performance
- Unit economics
- Team metrics by function
- Strategic initiative progress

5. TIER 4 QUARTERLY AND BOARD
Board-level metrics and context:
- Headline metrics
- Trend analysis
- Benchmark comparisons
- Forward-looking indicators

6. STAGE-SPECIFIC EMPHASIS
At your stage, prioritize:
- What matters most now
- What to de-emphasize
- How metrics focus shifts as you scale

7. LEADING INDICATORS
Early warning signals to track:
- Pipeline health predictors
- Retention risk signals
- Growth momentum indicators
- Operational stress signals

8. DASHBOARD IMPLEMENTATION
- Data sources and integration
- Tool recommendations
- Automation opportunities
- Review cadence and rituals
- Alert and exception reporting
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Co-founder of Prompt Magic and ThinkingDeeply.ai Career Chief Marketing Officer

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