Executive Dashboard

Management Intelligence

Business performance, renewal pipeline, customer health and growth opportunities

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Executive KPIs
Current Month
Next 30 Days
Next 60 Days
Next 90 Days
Active Orgs
Delegates YTD
Certs Issued
Renewal Revenue Pipeline
Pipeline by Horizon
30 Days
60 Days
90 Days
180 Days
Confidence Breakdown
Customer Health
— Healthy
— At Risk
— Critical
Organisation Health Score Revenue YTD Renewal Pipeline Last Booking Action
Customer Health Index
Revenue · Renewal · Relationship · Compliance — combined view
🔴 High Revenue + Low Relationship 🟡 High Renewal + Low Engagement 🟢 Healthy
Organisation Revenue YTD Renewal Pipeline Health Score Relationship Compliance Last Booking Flag
Course Performance — Last 12 Months
Top Performing
Needs Attention
Revenue Concentration Risk
Revenue by Organisation — Top 10
Concentration Indicators
Compliance Opportunity
Organisation Expiring 30d Expiring 60d Expiring 90d Lapsed Missing Mandatory Opportunity Value
AI Executive Insights
Ask anything about business performance

Management Intelligence Assistant

Revenue Leakage
Unconverted renewal pipeline
Customer Relationship Intelligence
Engagement strength vs renewal value
— Strong
— Moderate
— Weak
⚠ = High value · Low engagement
Organisation Relationship Health Trend Renewal Pipeline Last Booking Alert
Account Opportunity Value
Training renewals · Cert renewals · Compliance gaps
Organisation Training Renewals Cert Renewals Compliance Gaps Total Opportunity Count
Management Alerts