ExecView — Executive KPI Dashboard (Excel/Sheets)

The one-page view your board or lender actually wants to see.

ExecView is a simple Excel & Google Sheets workbook that turns your monthly revenue, expenses, headcount, and cash balance into a clean, boardroom-ready executive dashboard — KPI tiles and charts, calculated and drawn automatically.

What's inside:

Monthly Data — your revenue, expenses, headcount, and cash balance, by month

• Executive Dashboard — a one-page view with 5 KPI tiles and 3 charts (revenue vs expenses, net margin trend, headcount trend), calculated and drawn automatically

A note on Power BI: this workbook is built as a polished, chart-driven Excel dashboard — the same executive-dashboard outcome as a Power BI report, without requiring Power BI Desktop or any paid software to open. The Monthly Data tab is a single clean table, so if you do use Power BI, you can load it straight in as a data source with no cleanup required.

No account, no login, no subscription. Works in Excel, Google Sheets, and LibreOffice Calc. For a board meeting or lender conversation, the Executive Dashboard tab is designed to be screenshotted and presented as-is.

Delivered instantly after checkout as an editable .xlsx workbook, along with a quick-start guide.

This is a reporting convenience tool, not accounting, tax, or investment advice — for anything filed with a tax or financial authority, please check with a qualified professional.