Dashboards
Marketing, sales, and operations dashboard configurations
Overview
Dashboard configurations for tracking performance across marketing, sales, and service delivery operations.
Dashboard Categories
Marketing Dashboards
| Dashboard |
Metrics |
Audience |
| Campaign Performance |
Leads, CPL, conversion |
Marketing |
| Content Performance |
Views, engagement, conversions |
Marketing |
| Channel Performance |
By-channel metrics |
Marketing |
| SEO Dashboard |
Rankings, traffic, conversions |
Marketing |
Sales Dashboards
| Dashboard |
Metrics |
Audience |
| Pipeline |
Stage, value, velocity |
Sales |
| Activity |
Calls, emails, meetings |
Sales |
| Forecast |
Probability-weighted pipeline |
Leadership |
| Win/Loss |
Rates, reasons, trends |
Sales + Marketing |
Operations Dashboards
| Dashboard |
Metrics |
Audience |
| Delivery |
Utilization, on-time, satisfaction |
Delivery |
| Financial |
Revenue, margins, AR |
Finance |
| Client Health |
NPS, retention, expansion |
Account |
Dashboard Design Principles
- Single purpose: Each dashboard answers one question
- Actionable: Every metric drives a decision
- Timely: Data freshness matches decision cadence
- Accessible: Self-service for primary users
Marketing KPIs
| KPI |
Target |
Dashboard |
| MQLs/month |
50+ |
Campaign |
| CPL |
<$200 |
Campaign |
| Email open rate |
25%+ |
Content |
| Conversion rate |
3%+ |
Channel |
Sales KPIs
| KPI |
Target |
Dashboard |
| Win rate |
35%+ |
Pipeline |
| Sales cycle |
<60 days |
Pipeline |
| Meetings/week |
10+ |
Activity |
| Proposal conversion |
60%+ |
Win/Loss |
See KPIs for complete KPI definitions.