Portfolio Dashboard

B2B Growth Command Center

A site-ready executive dashboard built from synthetic data. It shows how revenue, pipeline, campaign ROI, invoice aging, automation savings, and account risk can live in one operating view.

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Executive View

Revenue, demand, cash, and workflow health in one place.

Updated Jun 2026
Monthly Revenue $329,000 9% vs prior quarter
Open Pipeline $746,000 $327,850 weighted forecast
Lead to MQL 39.8% 109 qualified from 274 leads
Hours Saved 211 3.9% month over month
18-month trend

Revenue and pipeline momentum

Revenue Pipeline
Jan 2025 Jun 2026
Sales

Pipeline by stage

New $118K
31 deals · 12% probability
Qualified $174K
24 deals · 28% probability
Demo / Fit $203K
17 deals · 45% probability
Proposal $161K
9 deals · 62% probability
Commit $90K
4 deals · 82% probability
Marketing

Campaign ROI

Organic Search 94 leads · 18% CVR
$123,800
LinkedIn 61 leads · 15% CVR
$91,400
Email Nurture 49 leads · 22% CVR
$85,200
Referral 36 leads · 31% CVR
$113,100
Paid Search 34 leads · 11% CVR
$45,800
Finance

Invoice aging

$294,000
Current
$148K 42 invoices
1-30
$78K 21 invoices
31-60
$41K 12 invoices
61-90
$18K 5 invoices
90+
$9K 3 invoices
Automation ROI

Workflow health and time returned

Workflow Runs Success Hours Saved Owner
Lead intake routing 1,324 98.2% 54 Sales Ops
Invoice reminder cadence 486 97.1% 39 Finance
Weekly KPI refresh 78 98.7% 44 Leadership
Quote follow-up tasks 912 96.4% 33 Sales
Support ticket tagging 1,108 95.6% 41 Success
Customer Success

Account health and renewal risk

How We Did It

How we built this demo without using client data

This dashboard uses fake but realistic business data. The goal was simple: show the kind of thinking and build quality a client would get, without exposing private records, screenshots, or account details.

01

Picked the decisions first

We started with the questions a B2B owner asks each week: Is revenue growing? Is the pipeline healthy? Are invoices getting paid? Which accounts need attention?

02

Built a safe sample company

We created a made-up company with 18 months of records. The data has normal business patterns, like slower months, late invoices, won deals, and support risk.

03

Grouped the numbers by job

Revenue, sales, marketing, finance, automation, and account health each got their own view. That keeps the page easy to scan and helps each team find its part.

04

Turned raw data into useful signals

We calculated totals, trends, conversion rates, weighted pipeline, unpaid invoices, workflow success, and account risk. These are the numbers leaders act on.

05

Designed it for review, not decoration

Every chart has a job. The dashboard is meant to help someone see what changed, what is stuck, and where to follow up next.