The Ultimate Marketing Dashboard Setup for Success [With Examples]

Anyone who works in marketing knows that it can be difficult to gather data from various channels—social media, websites, and ads. But the real challenge is to sense of all these numbers and decide what to do next.

Thanks to marketing dashboards, you don't have to stress about it anymore, as you can turn raw information into clear, easy-to-understand graphs and charts. Dashboards help you control your data story, for instance, how well your recent social media campaign did or if your website is getting visitors.

We will explain what makes an effective marketing dashboard: what are the most important components, and why they matter for your marketing strategy. Additionally, we'll provide you with a simple step-by-step guide to creating your own marketing dashboard.

Remember, knowing your marketing data well can be the difference between missing out on opportunities and making more money. So, let's get started!

The main function of dashboards is to give a quick, visual snapshot of marketing performance. By presenting key metrics in one place, marketing dashboards allow professionals to see the success of their strategies at a glance.

Additionally, all data gathered in one place and presented nicely will help you make informed decisions. By identifying trends, highlighting areas that need attention, and showcasing what's working well, you can use opportunities in real-time.

What is an effective marketing report? Well, an effective report should provide a full view of the data you need to make the right decisions. Here are 3 key elements that make up a good marketing dashboard.

KPIs can vary depending on objectives but often include the following metrics:

• Conversion Rate measures the percentage of users who take a desired action, like making a purchase or signing up.
• Return on Investment (ROI) shows the revenue earned against the amount spent on marketing campaigns.
• Traffic Sources show where website traffic is coming from, be it organic search, social media, or paid ads.
• Customer Acquisition Cost (CAC) is the cost to acquire a new customer, including marketing and sales expenses.
• Customer Lifetime Value (LTV) measures the total value a customer brings to a business over their lifetime.

Marketing dashboards provide timely and relevant data as they integrate real-time numbers and automatically update them. Let's say you have noticed a sudden spike in website traffic originating from Facebook. In this case, you can check what the dashboard says and examine the latest data to see what is behind this surge. You can act fast using new data and quickly improve marketing strategies.

This component involves carefully checking how well different campaigns match the goals you set. As a marketer, you can look at numbers and see how many people clicked on your ad, how many registered or subscribed, engaged with your landing page, and how much it costs to get a customer (CPA) to see if the campaigns are working.

When reviewing the performance of a social media campaign in your e-commerce reports, you might observe a high number of clicks, yet notice fewer people taking the desired action afterward. This case suggests that while your ads are effective in attracting attention, they may not be persuading people to act as intended. To improve this, you should change the webpage or the message in the ads.

Now that you've got a grasp of the key parts of a marketing dashboard, we will show you how to set it up to create and automate reports. This step-by-step guide will walk you through the process, starting with picking the right tool.

To select the ideal reporting tool, you have to understand its functionality first. A great marketing dashboard tool shows data in an easy-to-understand way and lets you quickly see where your ads might not work well.

Look at tools with customization, and those that sync effortlessly with different CRM systems, social media, Google Analytics, and other relevant sources.

You should be able to adjust reporting periods and track the performance of advertising campaigns across different time frames.

Dashboard templates make this whole process easier. Template galleries can give you a head start with structured layouts and tips to create a more customized dashboard that fits your needs.

The next step is to define your business goals and determine the essential metrics and KPIs that align with those goals. You should ensure your dashboard focuses on the most critical data to track your progress.

Start with outlining your business objectives. Is it increasing sales, website traffic, customer retention, or maybe improving brand awareness? If your goal is to drive more sales, relevant metrics might include conversion rates, sales revenue, and Customer Acquisition Cost (CAC).

Here are some common metrics and KPIs you will need to track:

• Traffic metrics show the number of visitors coming to your website or landing pages.
• Bounce Rate measures the percentage of visitors who leave your site without taking action.
• Conversion Rate shows the percentage of visitors who made a purchase or filled out a form.
• Customer Acquisition Cost (CAC) is the cost of getting a new customer.
• Return on Investment (ROI) shows the profitability of your marketing campaigns.
• Click-Through Rate (CTR) is the percentage of people who click on an ad or link compared to the number of total viewers.
• With engagement metrics, you can monitor user interactions on social media or your website (likes, shares, comments, or time spent on pages).

List the platforms and tools you use, such as Google Analytics for website insights, social media platforms like Facebook or Instagram, email marketing software, customer databases, and any ad platforms where you run campaigns, like Google Ads or LinkedIn Ads.

The next step is to connect the dashboard tool to the data sources you've chosen. Most dashboard tools offer integration options.

For instance, Looker Studio and Power BI provide several integration options. These include API connections, allowing you to link to Google Analytics, social media platforms, and CRM systems. Similarly, Tableau provides connectors for databases like SQL Server, and MySQL, or cloud-based solutions such as Amazon Redshift and Google BigQuery. Database connections enable direct access to your databases, while some tools support direct data imports from spreadsheets or other file formats.

When you're presenting data, it's important to pick the right one for what you want to say. Here's how to choose:

• Line charts are great for showing how things change over time, like seeing how sales go up or down each month.
• Bar charts can be handy to compare sales of different products or how different areas perform.
• Pie charts are good for showing parts of a whole, like what percentage of your budget goes to different expenses.
• Funnel charts work well for showing stages in a process, especially in sales, to see how many people move from one stage to another.

To make your charts easy to understand:

1. Make sure the colors are easy to see and don't make the chart confusing.

2. Put labels on your charts so people know what they're looking at. Legends help explain what the colors or symbols mean.

3. Make all your charts and graphs look similar. This helps people understand them better when comparing different things.

Once you've set up your dashboard, it's time to share a link to the report with your team and stakeholders. Many tools support embedding the dashboard into websites and presentations and enable comments, annotations, or discussion threads, encouraging collaboration among users.

Listen to feedback and make changes to the dashboard's design and metrics based on what you learn. A well-tuned dashboard gives the most up-to-date and accurate information in an easy-to-understand way that you can use right away.

Seeing examples is often the best way to understand marketing dashboards. We have selected the most popular templates to show you what metrics you can put in your own.

Performance dashboard is designed to provide a big picture of your marketing and advertising campaigns. Within this dashboard, you can view the performance of individual marketing campaigns in different channels, visualize how your budget is distributed across various channels or campaigns, view all the main KPIs, such as website traffic, conversion rates, customer acquisition cost (CAC), return on investment (ROI), click-through rates (CTR), and more.

A Social Media Dashboard offers a picture of your brand's social presence, showing where you could improve engagement and content quality, and maximize the impact of social media campaigns. You will be able to see how major platforms (Facebook, Instagram, Twitter, etc.) perform, track engagement metrics (likes, comments, shares), audience demographics, campaign effectiveness, competitors, customer service metrics, and more.

A Web Analytics Dashboard is useful for SEO specialists, content managers, and anyone involved in digital marketing. You can view traffic sources – organic search, direct, referrals, or social media; page views; bounce rate (the percentage of single-page visits), Conversion Rate, and more.

These metrics collectively provide insights into user behavior, content performance, visitor engagement, and the effectiveness of marketing efforts.

How can you know if your email campaign is doing well? Well, there are different numbers that show if your subject line is good and if people click on links in your email. You can see these numbers on an email dashboard that gives you a big picture of how your campaign is doing.

Major metrics include Open Rate (the percentage of recipients who open the email); Click-Through Rate (CTR) (the percentage of email recipients who clicked on links within the email); Conversion Rate (recipients who completed a desired action after clicking on a link in the email); Bounce Rate (emails that couldn't be delivered); Unsubscribe Rate (recipients opting out of receiving further emails).

An SEO Dashboard contains metrics that help evaluate website performance and search engine optimization efforts. Among the key parameters are Organic Traffic (number of visitors from search engines); Keyword Rankings (how well your website ranks for specific keywords in search engine results); Backlink Profile (quantity and quality of websites linking back to yours); Page Load Speed (measures how quickly web pages load); Click-Through Rate (CTR) (users clicking on your site in search results).

A Performance Dashboard provides the following KPIs:

• Ad Spend Analysis: Evaluates spending across various ad campaigns for cost efficiency.
• Transaction Tracking: Details purchases or actions resulting from marketing efforts.
• Revenue Insights: Presents income generated from marketing strategies or campaigns.
• ROAS and CPO Metrics: Reveals Return on Advertising Spend and Cost Per Order to assess profitability.
• AOV Details: Breaks down Average Order Value to measure transaction profitability.
• Ad Performance Metrics: Covers impressions, clicks, Click-Through Rate (CTR), Cost Per Click (CPC), and Cost Per Mille (CPM) for ad evaluation.
• Visitor Behavior Analysis: Tracks sessions and unique visitor actions to understand user engagement and behaviors.

Dive into our diverse collection of Looker Studio Dashboard templates tailored for every marketing need. Whether you're looking to optimize your data analysis or enhance your reporting process, our templates are designed to offer you an intuitive and actionable insights. Perfect for media, analytics, CRM, and e-commerce data visualization.

Building a powerful Performance Marketing Dashboard is made simple with OWOX BI's ready-to-use templates. They come with pre-set metrics and visuals, allowing you to quickly connect data from various sources like Google Analytics and advertising platforms. With these templates, you'll see all the important numbers presented nicely and easily, helping you make decisions about the next steps.