What are Executive Dashboards?
A Complete Guide to Monthly Client Reporting for Consultants
TL;DR Quick Summary
What:
Executive dashboards are high-level visual reports that summarize key business metrics and KPIs for decision-makers in an easy-to-digest format.
Who it's for:
Consultants, agencies, fractional executives, and service providers who need to deliver monthly client reports and demonstrate ROI.
Why it matters:
Eliminates hours of manual report creation while building trust and showcasing value to retain clients long-term.
How Querri helps:
Ask questions in plain English and generate professional executive dashboards automatically—no SQL or data team needed.
What are Executive Dashboards?
Executive dashboards are the "dashboard" of your business—just like the dashboard in your car shows you speed, fuel, and engine temperature at a glance, executive dashboards display the most critical business metrics that leaders need to make informed decisions.
Think of them as the monthly "health checkup" for a business. Instead of diving deep into spreadsheets with hundreds of rows, executives get a clean, visual summary showing what's working, what needs attention, and where the business is headed. These dashboards typically include revenue trends, customer acquisition costs, pipeline health, and other KPIs that matter most to decision-makers.
For consultants and agencies, executive dashboards serve as powerful client retention tools. They're not just reports—they're proof of value. A well-designed monthly executive dashboard demonstrates your expertise, keeps clients informed about their business performance, and positions you as an indispensable strategic partner rather than just a service provider.
The best executive dashboards tell a story. They don't just show numbers; they highlight trends, identify opportunities, and provide actionable insights that help executives understand not just what happened, but what they should do next.
Why Monthly Client Reporting is Hard Without the Right Tools
Creating professional executive dashboards for clients is traditionally a time-consuming, error-prone process that many consultants struggle with:
Manual Excel nightmare:
Copy-pasting data from multiple sources, creating charts by hand, and spending hours formatting—only to repeat it all next month
Time drain:
What should take 30 minutes ends up consuming entire days, reducing your profitability and limiting client capacity
Data hunting:
Gathering metrics from CRM, Google Analytics, social media platforms, and other disconnected systems feels like detective work
Human error risk:
Manual processes lead to mistakes, inconsistent formatting, and outdated data that can damage client trust
Technical barriers:
Need SQL skills or a data analyst to create professional-looking reports, but most consultants don't have those resources
Not scalable:
Each new client means more manual work, making it impossible to grow without burning out
How Querri Solves Monthly Executive Dashboard Creation
Querri transforms the painful process of creating client dashboards into something simple and automated:
Ask in plain English:
"Show me this client's revenue growth, top performing campaigns, and pipeline health for March" - Querri understands and creates the dashboard automatically"
Connect all data sources:
Pull from CRM, Google Analytics, social media, email platforms, and more - all in one place without technical setup
Professional templates
Choose from executive-ready dashboard layouts designed specifically for client reporting, with your branding
Set it and forget it:
Schedule monthly dashboards to generate and send automatically - your clients get consistent reporting without you lifting a finger
Client-friendly sharing:
Send clean, interactive dashboards that clients can view on any device, with drill-down capabilities for deeper insights
Scale effortlessly:
Add new clients without adding work - the same process works for 5 clients or 50 clients
Real Questions You Can Ask Querri
Question
What it answers
"What were our top 5 revenue-generating channels last month?"
Channel Performance Analysis
"Show me customer acquisition cost vs lifetime value trends"
ROI and Unit Economics
"Which marketing campaigns drove the most qualified leads?"
Campaign Effectiveness
"How is our sales pipeline health compared to last quarter?"
Sales Performance Tracking
"What's our monthly recurring revenue growth rate?"
Business Growth Metrics
"Which client segments are most profitable this year?"
Customer Segmentation Analysis
Who Uses Querri for Executive Dashboards
Marketing Consultants use Querri to create monthly performance dashboards showing campaign ROI, lead generation metrics, and attribution analysis across all channels - helping clients understand exactly where their marketing budget delivers results.
Fractional CMOs and Executives leverage Querri to provide C-suite level reporting to multiple clients, demonstrating strategic impact through revenue growth, market share analysis, and competitive positioning insights.
Digital Agencies automate client reporting by connecting Google Analytics, Facebook Ads, and CRM data to show comprehensive performance stories - from awareness to conversion to retention.
Business Consultants create operational dashboards tracking KPIs like efficiency metrics, cost optimization, and process improvements to prove the value of their strategic recommendations.
SaaS Consultants build recurring revenue dashboards showing MRR growth, churn analysis, customer health scores, and expansion opportunities to help SaaS clients optimize their growth strategies.
STILL NOT SURE?
Frequently Asked Questions
How long does it take to set up executive dashboards for a new client?
With Querri, you can have a professional executive dashboard running for a new client in under 30 minutes. Simply connect their data sources (CRM, Google Analytics, etc.), ask Querri what metrics you want to track in plain English, and the dashboard is automatically generated. Compare this to the 4-8 hours typically required for manual Excel-based reporting.
What data sources can I connect to create client dashboards?
Querri integrates with several popular file systems including Salesforce, HubSpot, Google Analytics, Facebook Ads, Shopify, QuickBooks, Mailchimp, and many more. You can also upload CSV, Excel or Parquet files. If you need a specific integration, contact us, our team can usually add it quickly.
Do I need to know SQL or have technical skills to use Querri?
Not at all! Querri is designed specifically for non-technical consultants. You simply ask questions in plain English like "Show me revenue growth by channel for the last 3 months" and Querri automatically generates the SQL and creates professional visualizations. No coding, no data team, no technical expertise required.
Can I white-label the dashboards with my consulting firm's branding?
If you wish to white-label your client dashboards, get in touch with us, and we will be glad to offer this as a professional service.
How much time will Querri save me each month?
Most consultants save 15-20 hours per month per client by switching from manual reporting to Querri. If you're currently spending a full day creating each client's monthly dashboard, you'll reduce that to about 30-45 minutes of review time. With multiple clients, the time savings compound dramatically.
What if my client wants changes to their dashboard format or metrics?
Is my client data secure in Querri?
Absolutely. Querri uses enterprise-grade security with SOC 2 compliance, data encryption in transit and at rest, and role-based access controls. Your client data is more secure in Querri than in most small consulting firms' current systems. We never share or sell data, and you maintain complete ownership of all information.
What happens if I need help setting up a complex dashboard?
Ready to Automate Your Client Reporting?
Stop spending hours on manual dashboards. Start delivering professional executive reports that wow your clients and grow your business.
