How do you build an intangible asset dashboard for board reporting?

Full Explanation

An effective intangible asset dashboard translates the company's non-physical value drivers into measurable metrics that boards can monitor quarterly. The dashboard should cover five categories with 2-4 KPIs each. Brand health: brand awareness (aided and unaided recall), Net Promoter Score, share of voice vs competitors, and domain authority or organic search visibility. Customer capital: net revenue retention rate, customer lifetime value, customer acquisition cost payback period, and customer concentration (revenue from top 10 customers as % of total). Technology and IP: R&D expenditure as % of revenue, patent portfolio size and citation index, technology asset useful life remaining, and product release velocity. Human capital: employee retention rate (especially key personnel), revenue per employee, time-to-fill for critical roles, and training investment per employee. Data assets: proprietary data volume and growth rate, data utilisation rate (% of data actively used in decision-making), and data quality score. The dashboard should present both current-period values and trend data (trailing 4-8 quarters) to highlight improvement or deterioration. Benchmarking against industry peers adds context. In Opagio Intangibles, the Opagio Value Drivers Register records the company's intangible assets across Opagio 12 with the evidence for each, the Growth Plan holds KPIs and targets for the drivers the board chooses to track, and co-branded reports present the register in a form that can go into the board pack. For boards, several of these KPIs act as leading indicators: a weakening customer relationship or the loss of a key person often shows on the dashboard before it reaches revenue and EBITDA, although the lag varies by company and by measure. For the rest of the board pack the dashboard sits in, see our guide to what to include in a board pack.

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