Salesforce Docs Portal

Configure an Executive Overview Template

The Executive Overview dashboard template provides a high-level snapshot of critical business KPIs, including revenue, profit margins, growth rates, risk management, and trend analysis. It is designed for executives and senior leaders, highlighting monthly or quarterly trends, enabling data-driven strategic planning, and performance reviews

Required Editions

View supported editions.
User Permissions Needed
To create and edit Tableau Next dashboards and view Marketplace templates: Tableau Unmetered Platform Analyst or Tableau Next Platform Analyst permission set

The template is designed to work with an existing semantic model and its metrics to quickly show your performance data in a layout optimized for embedding. Or you can skip the data configuration steps, and just use the selected layout to add your own semantic model and metrics. For more information about creating models and metrics, see Create Semantic Models and Define Metrics.

  1. On the Tableau Next home page, select Marketplace.
    1. In the Search box, enter Overview, and select the Executive Overview tile.
    2. Or, from a workspace, click Add, and select New Dashboard.
      New Dashboard menu
    3. To view dashboard templates, select From Marketplace.
      Open the Tableau Next Marketplace with existing templates to create a dashboard.
    4. Select the Executive Overview template tile, and click Next.
      Tableau Next Marketplace with the Performance Overview template selected.
  2. Select the layout for your dashboard and click Next.
    Use full page if you're embedding the dashboard in a tab. For embedding into a record page, use compact horizontal or compact vertical. These layouts create dashboards optimized for viewing in headers, footers, or side panels.
  3. Configure your data selections and click Next.
    You can use your own semantic model or skip this step if you don’t have a semantic model yet.
    1. To use an existing semantic model, select the model. The selected model is used to populate the remaining configuration questions.
    2. Select up to 5 data fields to use as dashboard filters.
  4. Configure any dashboard details to fine-tune your charts and breakdowns. Then, click Create Dashboard.
    All selections are optional and can be skipped.
    1. Select up to 6 metrics.
      Each metric has a drill-down detail page.
    2. Select a dimension to use in the line chart.
    3. Select a dimension to use for grouping the donut chart.
    4. Select a second dimension to use for grouping the bar chart.
Example
Example A executive overview dashboard with the full page layout.
An example executive overview dashboard with the full page layout.

The template generates the dashboard with your configurations, displaying the installation progress. You can close this window at any time; the dashboard installation continues in the background. After installation is complete, give the dashboard a name, make any edits you want, and then save it to your workspace. If you closed the progress window, on completion, a success message with a link to the dashboard displays.