---
schema_version: "1"
id: d3369ec038e99c8cbb2d1072b960683e057d7a87bcffe1a4b12de0b4c7f5d820
title: Configure an Executive Overview Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/tua_create_dashboard_execoverview.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_execoverview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9415e4dc8e1b3a5c99d9ef28ce91f11a1c0e211907e256d2fb9516ac99ef1e1e
description: 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
products:
  - Tableau Next
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=analytics.tua_editions.htm&amp;language=en_US" target="_blank">View supported editions.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d7433e54">User Permissions
              Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d7433e54 ">To create and edit Tableau Next dashboards and view Marketplace templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d7433e54 "><span>Tableau Unmetered Platform Analyst or Tableau Next Platform Analyst</span> permission set</td>

          </tr>
        </tbody>
      </table>

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](https://help.salesforce.com/s/articleView?id=analytics.tua_data_sdm.htm&language=en_US).

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/tua/images/tua_create_dashboard_add.png)
    3. To view dashboard templates, select **From Marketplace**.
        
        ![Open the Tableau Next Marketplace with existing templates to create a dashboard.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/tua/images/tua_create_dashboard_from_mktplc.png)
    4. Select the Executive Overview template tile, and click **Next**.
        
        ![Tableau Next Marketplace with the Performance Overview template selected.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/tua/images/tua_create_dashboard_mkpl_execoverview_template.png)
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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/images/icon_example.png)

Example A executive overview dashboard with the full page layout.

![An example executive overview dashboard with the full page layout.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/tua/images/tua_create_dashboard_execoverview_template.png)

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.