Skip to content
InsightCharts

Search

Search guides and components

Executive brief

A one-page summary. It has a headline that states the main finding with its number, a deck, a row of three or four key figures, one hero chart with a takeaway callout, two smaller supporting exhibits, a short list of actions and a source note.

Use when
Use it when a decision-maker will spend about a minute on the page. State the main finding with its number and period in the headline. The headline and the hero chart should be enough for a reader who stops there. The figures, supporting exhibits and actions add detail. Use one accent colour for the subject (highlight) and leave everything else grey. Mark the cause on the hero as an annotation. The proportions suit a printed page.
Avoid when
More than one hero or more than three supporting exhibits (use report page). A recurring set of numbers with no single finding (use scorecard). A story told in several steps (use visual essay).

Preview

A template is a whole page, so the preview scrolls inside its frame. Expand it to read it in place, or open it full screen.

Full screen

Retention review · Q4 2024

Monthly churn fell from 4.2% to 2.1% in 2024

The new onboarding shipped in March. Accounts that joined before March still churn at 3.8% a month.

Growth analytics

Monthly churn, December
2.1%
−2.1 pts vs January
New accounts finishing setup in week one
61%
+19 pts vs January
Net revenue retention
112%
Top quartile for the sector is 110%
Annual revenue retained
$1.9m
Compared with churn staying at the January rate of 4.2%

Monthly churn fell from 4.1% in March to 2.1% in December

Share of paying accounts cancelling each month, 2024

Source: Billing system

Starter plan churn fell from 6.1% to 2.9%

Monthly churn by plan, January and December 2024

“Setup not finished” was the reason for 14% of cancellations in Q4

Share of cancellations by stated reason, Q4 2024. “Setup not finished” was 38% in Q1

What to do

  1. Offer the guided setup to the 2,400 accounts that joined before March

    These accounts churn at 3.8% a month.

    Lifecycle · by end of February

  2. Make the setup checklist the default on the Team plan

    The checklist is opt-in on Team today. Team churn was 2.0% in December.

    Product · Q1

  3. Measure churn again in March 2025

    That will give 12 months of data since the new onboarding shipped.

    Growth analytics

Sources
Billing system; Product analytics warehouse
Data
January to December 2024, monthly
Method
Churn is the share of accounts paying at the start of a month that cancel during it. Downgrades are not counted.
Note
Illustrative data

Composition

Built from

The executive brief template is assembled from 2 molecules and 9 atoms, 3 of which it reaches only through a molecule. Any slot also takes any other component.

Molecules

2

Two to five key figures in one row separated by hairlines, collapsing to two columns and then one as the container narrows.

Atoms

9

Shows two values per category as dots joined by a line, so the length of the line shows the difference.

The opening block of a piece or section: kicker, title, one-sentence deck and a byline/date line.

A readable block of narration at a 45-75 character measure, for the text between charts.

A sourcing footer for a whole piece: sources with optional links, the period covered, method, caveats and credit.

A featured statistic with its label, change and the context that gives it meaning.

ThroughStat row

A boxed statement of fact with a short bold lead and a sentence of explanation. The tone is marked by icon and tint.

A compact, bordered KPI tile: label, value, change against a baseline and an optional trend graphic.

ThroughStat row

Installation

$ pnpm dlx shadcn@latest add @insightcharts/executive-brief

The CLI copies the source into your project and needs the @insightcharts registry in components.json; see installation. With the package, import it by name:

import { ExecutiveBrief } from "insightcharts";

Examples

Public health: emergency department waits

Urgent care board · December 2024

78.6% of emergency patients were seen within four hours in December 2024

The share was 71.2% in January. St Anne's opened a same-day assessment unit in September. Its four-hour performance rose from 68% to 81%.

Seen within four hours, December
78.6%
+7.4 pts vs January
Median time in department for admitted patients
4h 50m
−38 min vs January
Waits over twelve hours
412
−31% vs January

Four-hour performance rose from 73.4% in September to 78.6% in December

Share of emergency attendances admitted, transferred or discharged within four hours, all sites, 2024

St Anne's rose from 68% to 81% after its unit opened

Four-hour performance by site, before and after September

Admitted patients waited a median of 121 minutes for a bed

Median minutes per stage, admitted patients, Q4 2024

What to do

  1. Open a same-day assessment unit at Riverside
  2. Fund weekend discharge teams to cut the 121-minute wait for a bed
  3. Report four-hour performance separately for each of the four sites
Source
Trust emergency care dataset
Data
January to December 2024
Note
Illustrative data

Props

PropTypeDefaultDescription
titlerequiredstringThe main finding, as one plain sentence with the number and the period in it.
kickerstringSmall label above the title: the report series or team.
deckstringOne to three short sentences. Each states one more fact.
bylinestringAuthor line, shown as written.
datestringPublication date. ISO dates are formatted for the locale.
figures{ value, label, context?, delta?, deltaLabel?, upIsGood?, format? }[]Three or four key figures, most important first. Rendered with stat-row.
herorequiredSlotThe hero exhibit: a chart spec or element whose title states one fact with its number. Gets a height of 340px (260px on phones) unless it sets one.
takeaway{ lead?, body?, label?, tone? }The callout beside the hero. lead is one short sentence stating the main fact. body gives the supporting numbers.
supportingSlot[]Two (at most three) smaller exhibits shown side by side; they stack in narrow containers. Default height 220px.
actions(string | { title, text?, owner? })[]Recommended actions, numbered. Two to four.
actionsTitlestring"What to do"Heading of the actions list.
sourcesstring | { name, url? } | (string | { name, url? })[]Where the data comes from, shown in the closing source note. Entries with a url are linked.
periodstringThe period the data covers.
methodstringHow the numbers were produced: definitions, adjustments, exclusions.
notestringCaveats the reader should know, e.g. "Illustrative data".
creditstringWho made the piece.
level1 | 2 | 3 | 4 | 5 | 61Heading level of the title; section headings follow one level down.
maxWidthnumber | stringWidest the piece may get. It is centred in wider containers.
themeThemeInputTheme override, passed on to everything inside.
mode"auto" | "system" | "light" | "dark""auto"Colour mode, passed on to everything inside.