The marketing dashboard worth actually opening

Build it for the decision, not for the data you happen to have.

The short answer

A marketing dashboard should open with the two or three numbers that drive decisions — spend, cost per qualified lead and revenue — then break them down by channel and campaign. Dashboards organised by data source rather than by decision are the ones nobody opens twice.

Key takeaways

  • Lead with outcomes; put diagnostics below the fold.
  • Show the comparison — last period, target, or both. A number alone means nothing.
  • One page for the weekly meeting; detail on separate tabs.
  • Schedule a summary to Slack or email, because most people will not open the link.

Most marketing dashboards are a wall of every metric the connectors offered. They get opened once, admired, and never used to make a decision.

Structure it by decision

  1. 01Top: spend, qualified leads or orders, cost per result, revenue. Four numbers with a comparison against last period and target.
  2. 02Next: the same four by channel, so budget shifts have an evidence base.
  3. 03Then: by campaign and creative, for the optimisation conversation.
  4. 04Below: diagnostics — CTR, CPM, frequency, landing page conversion rate — which explain the numbers above rather than replacing them.
  5. 05Separate tab: the long tail nobody needs weekly but somebody asks for quarterly.

The metric that belongs at the top

Cost per qualified lead, or ROAS reconciled to actual revenue. Not cost per lead, not CTR, not reach. Whatever number the budget decision is made on is the number that goes at the top — and if that number is not currently available, that is a tracking project rather than a dashboard project.

Push it to people

Schedule a weekly summary into email or Slack with the top four numbers and their comparisons. The dashboard is where someone goes when the summary raises a question, and that is the correct division of labour between the two.

Questions people also ask

Daily is right for almost every business. Hourly refreshes encourage reacting to noise, and the decisions a marketing team makes are weekly ones regardless of how fresh the data is.

Related

What this connects to

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