CASE STUDY · 2025 · B2B SAAS
8 WEEKS · EXECUTIVE DASHBOARDS

Eleven dashboards in. One decision per week out.

A Series B B2B SaaS had built eleven dashboards in two years — one per team, one per VP, one per investor request. Every Monday the leadership team spent ninety minutes arguing about which number was the right one. Eight weeks later, one executive screen. Five numbers. One decision per week.
DECISION DASHBOARDS
11 → 1

Ten archived, not deleted

AUDIT TO LIVE
8 WK

Including 2wk change management

MONDAY LEADERSHIP MTG
90 → 22 MIN

Same room, fewer arguments

NUMBERS ON THE SCREEN
5

One owner per metric

The problem.

Eleven dashboards. Three BI tools. Two single-sources-of-truth that disagreed. Every team had built its own view to defend its own number. Every Monday the CEO walked into a room and asked "where do we focus this week" and got eleven different answers. The CFO had stopped attending. The Chief of Staff was spending six hours a week reconciling figures for the board deck. None of the eleven dashboards survived a question.

The approach.

First two weeks: I interviewed every dashboard owner. What decision is this view supposed to drive? Who owns the metric? When was it last opened? Seven of the eleven hadn't been opened in 30 days. Two were powering nothing but ego. Next three weeks: redesigning around the actual Monday-meeting workflow — five metrics, one owner each, one decision per week. The other dashboards got archived (not deleted; anyone could pull them from BigQuery on demand). Nobody did. Last three weeks: building the screen, instrumenting alerts, and sitting in the Monday meeting four times to coach the CEO through running it without me.

The outcome.

The Monday meeting is twenty-two minutes. The CEO opens with the five-number screen and asks one question: "what's the biggest delta this week, and who's on it?" One person speaks per metric. One decision gets made. The CFO came back. The Chief of Staff stopped reconciling — the screen is the deck. Three months in, the team hasn't built a new dashboard. They've thought about it twice. Both times they fixed the screen instead.

WORD FROM THE TEAM
“We didn't need another dashboard. We needed someone to delete ten of them and tell us which five numbers actually mattered. That was the engagement.”
DAVID K.
CHIEF OF STAFF · B2B SAAS · SERIES B
How many dashboards does your team have?

If the answer involves counting and the next question is 'which one do I open?' — let's talk. One slot open for Q3 2026.

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