Power BI dashboards for leadership and the board
A leadership dashboard shows whether the business is growing profitably, where it is slipping, and which decisions need the board. Below are the screens we have designed for the CEO and the executive board pack. We build them on your own data.
Request the sample pack
What it answers
Four questions leaders ask every month
Each screen starts from a question, not a chart. The CEO view and the board pack use the same measures, so the board sees the numbers the executive team manages to.
- Are we growing profitably, and where is it slipping?Revenue, EBITDA, cash and the company scorecard, with a short plain-language summary of what changed.
- Is the strategy on track, and what is the risk?A strategic scorecard against targets, a revenue outlook with a forecast range, and a risk map of likelihood against impact.
- Which initiatives need a board decision?Initiatives on track, spend against benefit for each one, and milestone delivery by pillar, in one board summary.
- What is the board being asked to approve?Programme spend against the full-year budget, cash and capital spend, and the decisions requested, with amounts and the type of decision.
The screens
Power BI leadership dashboard screens
Three screens for the CEO executive overview and three for the executive board pack. Open one to see it full size. Each comes with filters and drill-through, and we adjust measures, filters and branding to your business, so a screen is a starting point and not a fixed product.
6 dashboards
Every number on these screens is sample data. No client data is shown. Your own logo replaces the AscenWork mark at the top left of each report.
How we define the main leadership measures
Leaders act on these numbers, so we agree every definition with you before we build, and write it down at handover.
| Measure | How we calculate it | What to agree first |
|---|---|---|
| EBITDA margin | EBITDA divided by revenue for the period. | Which one-off items are added back. |
| Revenue against budget | Actual revenue minus budgeted revenue, in money and as a percentage of budget. | Whether the budget is the original plan or the latest reforecast. |
| Benefits realised | Benefits delivered to date, shown against the benefit plan for the same date. | How a benefit is confirmed and who signs it off. |
| Milestones delivered | Milestones completed on or before their due date, divided by milestones due. | Whether late milestones still count as delivered. |
| Strategic scorecard status | On track, at risk or off track, set against the target for each objective. | The threshold that moves an objective from on track to at risk. |
| Risk score | Likelihood multiplied by impact, each rated on a fixed scale. | The scale and the owner of each risk. |
| Forecast range | The forecast with an upper and lower band, from the spread of the scenarios. | Which scenarios set the upper and lower bands. |
How it works
From these screens to your live dashboard
In a project, the dashboard connects to your own data and refreshes on a schedule. You see working pages early, so you react to something real.
Connect
We link your finance system, sales data, initiative tracker and risk register, and check the data is complete.
Model
We clean and join the data, and agree each measure with you so the board reads the same number as the executive team.
Design
We apply your chosen look and your logo to every page, with a phone layout where it is needed.
Go live
The dashboard runs in Power BI with scheduled refresh, filters, drill-through and access by role.
What we connect
Where the data for these dashboards comes from
We confirm the sources on a short scoping call. These are the common ones for leadership dashboards.
Finance and ERP
Revenue, EBITDA and cash from your ledger, so the board sees the same figures the accounts show.
Sales and markets
Sales by region, category and channel, from your CRM, ERP or sales exports.
Strategy and targets
Strategic objectives, targets and the scorecard your executive team already uses, usually kept in Excel or SharePoint.
Initiative tracker
Initiatives, spend, benefits and milestones, from the tracker your programme office maintains.
Risk register
Risks with likelihood and impact ratings and owners, so the risk map stays current.
Access by role
Row-level security, so a business head sees their own region or pillar, and the board sees the full pack.
Our Power BI work
These screens are one part of what we do on Power BI
The same team builds the data model behind the dashboard, designs the report and keeps it running. Pick the part you need.
Power BI development
Data connections, model, measures, row-level security and scheduled refresh, built in your Power BI.
Power BI consulting
A review of your current reports and data, and a plan before you build.
Power BI designing
Clear, fast report design with a consistent look across every page.
Copilot and AI for Power BI
Ask questions of your data in plain language, with the right guardrails.
Case studies
Power BI projects we have delivered
Power BI job life cycle, exception and debtors reports for a freight forwarder
A set of Power BI reports for a freight forwarding and customs clearing company with many branches. They follow every job from creation to closure and flag exceptions, pending billing, debtors and profit.
A freight forwarding and customs clearing company with many branches and a finance team at head office
Read the case study →Power BI · Energy and renewables
Power BI asset performance dashboards for a renewable energy portfolio
A Power BI report that follows generation, losses, breakdowns and module cleaning across every solar plant in a portfolio, from an executive summary down to the inverter.
A renewable energy company operating several solar plants
Read the case study →Power BI · Retail and consumer goods
Power BI sales dashboards for digital channels and prescription sales
Two Power BI reports that bring sales data from every channel into one view. Digital sales covers partners, marketplaces, website and products, and Rx sales covers prescribers, zones, brands and field teams.
A skincare company selling through digital partners, its own website and prescription channels
Read the case study →Trusted by teams at
Power BI leadership dashboard questions
What should a CEO dashboard in Power BI show?
Revenue and profit against budget, cash, the strategic scorecard and the risks that could move the plan. Start with the decisions the CEO takes each month, and show only the figures that support them.
How is a board pack different from the CEO dashboard?
The board pack focuses on decisions: initiatives on track, benefits against plan, programme spend against the full-year budget, and the decisions requested. It uses the same measures as the CEO view, so the board and the executive team work from one set of numbers.
How is the risk map built?
Each risk gets a likelihood and an impact rating on a fixed scale, and an owner. The risk map plots those ratings in a grid. We agree the scale and the owners with you before the first build.
Can we start with one page?
Yes. Many clients start with the CEO executive overview, then add the board pack once the measures are agreed. We confirm the first phase on the scoping call.
Are these screens real company data?
No. Every number is sample data, and no client data is shown. In a project, the same pages run on your own data.
Can a business head see only their own region or pillar?
Yes. With row-level security, a regional or pillar lead sees their own numbers, while the executive team and the board see the full pack.
Is the sample pack free?
Yes. The design pack is free, and we email it to you as a PDF. Building dashboards on your own data is a scoped, paid engagement, which we quote after a discovery call.
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