Analytics Dashboards
Performance dashboards for marketing, sales, and operations
Overview
Dashboard configurations for tracking and optimizing business performance.
Dashboard Inventory
Executive Dashboards
| Dashboard |
Purpose |
Refresh |
| Business Overview |
Key metrics at a glance |
Real-time |
| Revenue Dashboard |
Revenue and pipeline health |
Daily |
| Client Health |
Retention and satisfaction |
Weekly |
Marketing Dashboards
| Dashboard |
Purpose |
Refresh |
| Demand Gen |
Lead and MQL tracking |
Real-time |
| Campaign Performance |
Active campaign metrics |
Real-time |
| Content Performance |
Engagement and conversion |
Weekly |
| SEO Performance |
Rankings and organic traffic |
Daily |
Sales Dashboards
| Dashboard |
Purpose |
Refresh |
| Pipeline |
Deal stages and values |
Real-time |
| Activity |
Rep activity tracking |
Real-time |
| Forecast |
Projected revenue |
Weekly |
| Win/Loss |
Outcome patterns |
Monthly |
Operations Dashboards
| Dashboard |
Purpose |
Refresh |
| Delivery Status |
Project health |
Weekly |
| Utilization |
Team capacity |
Weekly |
| Client Satisfaction |
CSAT and NPS |
Per engagement |
Dashboard Design
Key Metrics per Dashboard
Demand Gen
- New leads (daily, weekly, monthly)
- MQLs (by source, campaign)
- Cost per lead (by channel)
- Conversion rates (funnel stages)
Pipeline
- Pipeline value (by stage)
- Deal velocity (days in stage)
- Win rate (by persona, source)
- Forecast accuracy
Implementation
| Tool |
Dashboards Hosted |
Users |
| HubSpot |
Marketing, Sales |
Marketing, Sales |
| Google Sheets |
Custom analytics |
All |
| Looker Studio |
Cross-source |
Leadership |