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Helix CMO

Reporting · Executive Dashboard

One screen that answers “is marketing working?”

The Executive Dashboard shows pipeline, qualified accounts, acquisition cost, spend, and progress against target — with the full funnel from anonymous visitor to closed revenue underneath.

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Pipeline

$1.84M+31%

Qualified accounts

96+9%

CAC

$3.1k-11%

Spend

$41k
Anonymous traffic to revenue
The same funnel your board asks about.
Executive Dashboard — the weekly board-ready view of marketing.

Overview

Built for the meeting where budget gets decided.

Back to platform overview →

Most marketing dashboards were designed for marketers proving activity. This one is designed for the person who has to defend the number in front of a board or an investor.

The top row is revenue-first: attributed pipeline, qualified accounts, blended CAC, and spend against plan. Below it is the single funnel that connects them — visitors, companies identified, ICP matches, qualified accounts, opportunities, closed won.

Every figure is clickable down to the evidence: which accounts, which touches, which campaigns. Nothing is a summary you have to take on trust, and nothing requires an analyst to reproduce.

Business value

< 60s
To a defensible answer

No query writing, no spreadsheet stitching.

Revenue-first
Pipeline before pageviews

The metrics your board actually asks about.

Drill-down
Every number opens

From KPI to account to individual touch.

Exportable
Board-deck ready

PDF, image, and CSV export for finance review.

Key capabilities

What you actually get.

Revenue KPI row

Attributed pipeline, qualified accounts, CAC, and spend with period comparison.

Full-funnel view

Visitors through closed-won in one funnel, with conversion rates at each step.

Target tracking

Progress against quarterly targets, with pace and projected landing point.

Channel breakdown

Contribution and efficiency by channel, cluster, and campaign.

Plain-language summaries

The analyst agent explains what changed and why, in writing.

Export and sharing

PDF, image, and CSV export, plus scheduled digests to stakeholders.

Visual workflow

How Executive Dashboard runs, step by step.

Where this sits in the wider Helix lifecycle:

  1. Visitor
  2. Company Identification
  3. Visitor Intelligence
  4. ICP Matching
  5. Lead Qualification
  6. Behavior Tracking
  7. AI Analysis
  8. Marketing Intelligence
  9. Revenue Intelligence
  10. Recommended Actions
  11. Campaign Orchestration
  12. Human Approval
  13. Execution
  14. Revenue Attribution
  15. Forecasting
  16. Memory Engine
  17. Continuous Learning
See the full lifecycle →

  1. Step 1

    Data consolidated

    Site, search, campaign, and CRM data joined at the account level.

  2. Step 2

    KPIs computed

    Pipeline, CAC, and funnel conversion calculated on one shared definition.

  3. Step 3

    Changes explained

    Movements are narrated with their cause, not left for you to guess.

  4. Step 4

    Reviewed weekly

    A recurring digest lands before your leadership meeting.

  5. Step 5

    Decisions logged

    What you chose to do is recorded and feeds the next cycle.

Same source of truth

The dashboard and the attribution engine agree

There is one definition of a qualified account and one attribution dataset. The executive view is a lens on it, not a second version of it.

  • No reconciliation between marketing and finance numbers
  • Model comparison available when the method is questioned
  • Freshness shown on every metric
  • Consistent definitions across every page of the product

Attributed pipeline

$1.84M+31%

Closed-won

$612K+14%

Blended CAC

$3,180-11%
Pipeline by first-touch channel
$1.84MPipeline
  • Organic46%
  • Paid24%
  • AI search18%
  • Referral12%
  • Organic
  • Paid
  • AI search
  • Referral
Revenue Intelligence — multi-touch attribution across the buying journey.

FAQ

Executive Dashboard questions, answered.

Who is this dashboard for?
Founders, CEOs, and heads of marketing who need to answer 'is marketing working?' in under a minute, with numbers that hold up in a board meeting.
Can I export it for a board deck?
Yes. Views export as PDF or image, and the underlying figures export as CSV so finance can reconcile them.
Does it show vanity metrics?
Deliberately not. The default view is pipeline, qualified accounts, CAC, spend, and progress against target. Traffic sits underneath as supporting detail.
How current is it?
Site and campaign data update continuously; CRM outcomes update as your CRM syncs. Every figure shows its own freshness.

Related integrations

Connects to the stack you already run.

Helix reads what it needs and writes only where you allow it.

CRM

  • HubSpot
  • Salesforce
  • Pipedrive

Analytics

  • GA4
  • Search Console
  • Warehouse export

Distribution

  • Slack digests
  • Email reports
  • CSV / PDF export
Browse all integrations →

Related features

Where to go next.

Layer 03 · Understand

Revenue Intelligence

Connects marketing activity to pipeline and closed revenue, so budget arguments end with a number instead of an opinion.

Explore

Layer 06 · Learn

Forecasting & Attribution

Multi-touch attribution feeding a forecast you can defend: expected pipeline, confidence range, and the levers that move it.

Explore

Layer 05 · Act

Campaign Orchestration

Builds, schedules, launches, and adjusts content and paid campaigns across channels — inside the approval gates and guardrails you set.

Explore
Platform overview →See pricing →Book a demo →Start a free trial →
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  • Human approval by default
  • Full audit trail
  • GDPR & CCPA aware

Walk into your next board meeting with the numbers ready.

Connect your CRM and ad accounts to see your funnel end to end.

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