Tell the story behind your data. Start with the problem you know exists, then back it up with one solid metric. Show what happens if they don’t act versus what they gain by investing.
With funnels, skip the details. Just show where people drop off at each step. Find your biggest leak and calculate how much revenue you’re losing.
Three numbers per slide, max. Pick whatever metric drives revenue - show current state and target. Everything else goes in backup slides they won’t look at. For growth: conversion rate now, conversion rate goal, revenue if we hit it. Don’t explain the how in your main deck. Execs want to know what’s broken and what they get for fixing it. Save cohort analysis for follow-up questions.
Turn metrics into predictions. Don’t show what happened - show what’s coming if they do nothing. I break the user journey into three buckets: acquisition cost, conversion rate, retention rate. Then I project six months out using current trends. Saying “we’ll need $2M more in ad spend to hit revenue targets at this conversion rate” hits way harder than just showing percentages. Execs want to see future problems they can prevent and wins they can grab.
Build a one-page dashboard with traffic lights - green, yellow, red for each major funnel stage.
I used this when our CEO kept asking about “user engagement” but didn’t want 12 different metrics. Simple visual where green meant hitting targets, red meant bleeding money.
Start presentations with red lights. Show what inaction costs in real dollars, then what green looks like and its value.
Skip percentages unless they’re huge. “Conversion dropped 2.3%” means nothing. “We’re losing $50k monthly because signup flow is broken” gets budgets approved.
This video shows solid ways to make data stick with executives:
Keep backup slides with cohort data ready. You probably won’t need them, but when the CFO asks detailed questions, you’ll look prepared instead of caught off guard.