Executive Hub

Value of This Blueprint

Executive leaders need quick visibility into performance and risk drivers. This hub surfaces critical insights—revenue health, churn patterns, and customer sentiment—so leaders can make data-backed decisions without diving into multiple dashboards.

High-Level Strategy

Streamlines executive reporting around the metrics that matter most:

• Highlights revenue outcomes and forecasted risk
• Surfaces churn analytics and categorized learnings
• Centralizes customer sentiment data (e.g., NPS trends)
• Creates a single executive command center within Vitally

Technical Guidance

Best used with revenue configuration, lifecycle tracking, and (optionally) NPS or sentiment data collection.

What’s Included in This Blueprint

• Revenue Performance Dashboard
• Churn Insights Dashboard
• NPS & Sentiment Dashboard
• Executive Hub Overview Document