IntermediateBEHAVIORAL
Walk me through a time when you were responsible for preparing a monthly or quarterly management report or dashboard for senior stakeholders. How did you decide which KPIs to highlight, what tools did you use, and how did you handle pushback or questions about your numbers?
Custom Role
General

Sample Answer

At my last company, I owned the monthly performance dashboard for the executive team, covering a $60M P&L. I built it in Power BI on top of our data warehouse, then exported a concise PDF pack for the ELT. The core view focused on five KPIs the CEO cared about: revenue growth, gross margin, EBITDA, cash burn, and net retention. I chose those after sitting down with each exec to understand what they actually used to make decisions. One quarter, marketing pushed back hard on a chart showing CAC up 22% QoQ. Instead of getting defensive, I walked them through the query logic, then pulled a drill‑through view by channel and cohort. That uncovered a tracking change on one paid channel that was overstating spend by about 8%. I corrected the report, documented the assumption change, and added a small “data quality notes” section. The CFO later asked me to roll that standardized pack out to two additional business units.

Keywords

Owned a monthly executive dashboard for a $60M P&L using Power BIAligned on 5 core KPIs with the CEO and execs based on decision needsHandled pushback on CAC by transparently walking through logic and drilling into dataImproved trust and scalability, leading to rollout across additional business units
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