Executive dashboard
The Executive dashboard is a single boardroom screen for the CEO, CFO, and tenant
admins — business health at a glance, aggregate only, with no individual agent
data anywhere on the page. Open it from the sidebar under Client & Reporting →
Executive (/executive).
A date-range selector (month to date, last full month, last quarter, last 12 months) drives the whole screen, and a "Data as of" timestamp shows how fresh the numbers are.
The tiles
Each tile carries a status badge — Live, Partial, or Coming soon — so it's clear which numbers are real today and which are roadmap:
| Tile | Shows | Status |
|---|---|---|
| Business at a Glance | Headline operating metrics for the range | Live / partial |
| Workforce Pulse | Attrition, PIPs, and adherence over a trailing window | Live |
| Client Health Map | Per-account RAG status by schedule adherence vs. target | Live |
| SLA Scorecard | SLA compliance split (met / at risk / breached), renewal pipeline, penalty exposure | Partial |
| Top & Bottom Performers | Best and worst by margin | Coming soon |
| Upcoming Activity | PIP conclusions and contract renewals in the next 14 days | Live / partial |
The renewal pipeline and contract-renewal counts are fed live from the contract registry. Financial tiles (revenue, margin, top/bottom by margin) show a muted Coming soon affordance — they unlock as the Billing and Margin modules ship.
Aggregate-only by design
The dashboard never exposes agent identities, individual QA scores, or HR-case detail. It is gated on a dedicated permission so only executives reach it, and the board-pack PDF export carries the same aggregate-only guarantee.
Roles
| Permission | Typical role | Lets the user… |
|---|---|---|
executive_dashboard.read | CEO, CFO, tenant admin | Open the dashboard |
executive_dashboard.export | CEO, CFO | Export the board-pack PDF |