Growth operations / Executive intelligence
The most useful dashboard may be a short exception list.
A founder often needs to know where intervention is required.
Which inquiries have no owner?
Which accepted opportunities have no next action?
Which appointments need a reschedule?
Which transfers failed?
A clean total can hide all four.
I would start with a small exception view that points to the underlying record and the person responsible for resolving it.
Give each exception a reason, an age, and a next step. Then review whether the list is getting smaller because the work is being resolved.
What is the one exception you wish your system surfaced earlier?