PurposeWhat decision does it serve?
Tactical dashboard
Progress against a plan over weeks, so managers can shift effort before the quarter is lost.
Example dashboard
Click a widget to see its data
Sales execution · Q3
Week 37 of 52
Refreshed Monday 06:00Share
Quarter:Q3 FY26Team:All teamsProduct line:AllReset
Bookings QTD
$6.1M
92% of plan
Pipeline coverage
3.1×
target 3.0×
Win rate
27%
−2 pts vs plan
Deals won
184
+12 vs plan
Weekly bookings vs plan
BookingsPlan
Attainment by team
North108%
South97%
West88%
Central81%
Teams behind plan
| Team | Manager | Bookings | Plan | Gap |
|---|---|---|---|---|
| Central | L. Moreau | $0.94M | $1.16M | −$220k |
| West | R. Okafor | $1.21M | $1.38M | −$170k |
| South | A. Haddad | $1.52M | $1.57M | −$50k |
The data model behind it
Weekly sales and planTwo facts at the same weekly grain, actuals and plan, sharing the week, team and product line dimensions. Conformed dimensions are what turn “actual vs plan” into a simple join instead of a spreadsheet exercise.
- Tables read
- 5 of 5
- Joins
- 6
- Fact type
- Periodic snapshot plus a plan fact at the same grain
- Grain
- One row per week, team and product line
- Refresh
- Weekly, Monday 06:00
Widgets
Highlighted: every table this view reads. Pick a widget to isolate its query.
Where it sits in the taxonomy
Its audience executes an agreed plan and adjusts within weeks. When they act within the day it is operational; when they are setting the plan itself, strategic.
- Does its audience own a decision the dashboard was built to support?Yes
- Is the main question “why did this happen?”No, they check how things are going
- How soon do they act on what they see?Within weeks, against a plan
- Tactical dashboard
At a glance
- Audience
- Department, sales and programme managers
- Decision horizon
- Weeks to a quarter
- Refresh
- Daily or weekly
- Interaction
- Moderate: filter by team or product
- Typical content
- Actual vs plan, pacing, gaps by team
Not to be confused with
- Operational dashboard
- Operational deals with what is happening now and alerts on it. Tactical looks at pace over weeks against a plan.
- Strategic dashboard
- Strategic questions the targets. Tactical takes them as given and manages the gap.
How to recognise it
- Every chart compares actual with plan or forecast
- Broken down by the teams the reader manages
- A table lists who or what is behind
Use it for
- Weekly business reviews
- Sales, marketing or delivery pacing
Avoid it for
- Real-time incidents
- Annual direction setting