Marketing Dashboards

John Bernardi • November 4, 2019

Real-Time View of Leading and Lagging KPIs

Individuals, Teams, Managers and Leaders Focus on Keys to Success

Dashboards are displayed on desktops, tablets, smart phones and wall mounted monitors. Leading KPI metrics drive action during a program or campaign. Lagging KPI metrics provide information to be leveraged when creating the next plan, process, program or campaign.

Leading Indicator Dashboards

1.A Marketing Funnel dashboard presents the number of entries and dollar value, and length of time in each funnel stage [suspects, prospects, recycled sales opportunities and MQLs]. It compares the number of new funnel entries to the number of Sales Qualified Leads [SQLs], losses and abandons that exit the marketing funnel.

2.For Campaigns in Process [strategic and tactical], the dashboard displays in-process participation and early stage CTA responses.

3.A Conversion Rate dashboard profiles the time it takes for marketing qualified leads [MQLs] to enter the sales funnel.


Lagging Indicator Dashboards

1. Close Rate dashboards present marketing influenced sales opportunities and the number that become closed-won deals.

2.For Campaigns Completed [strategic and tactical], the dashboard presents CTA and ROI results.

3.The Lead Source Analysis dashboard traces the number and dollar value of MQLs, SQLs and Closed-won deals to their original lead source.

  • Existing customers – repeat business, new business
  • Channels – sales, contact center, distributors, online [website, social media, SEM, etc.]
  • Referrals – employees, customers, partners
  • Campaigns – strategic and tactical
  • Place Advertising – site signs, vehicles, billboards, other venues
  • Space Advertising – digital and print media

4.The Online Marketing dashboard presents CTA results, top content and number of MQLs from websites, Email, Video, Blog, Live Chat, Social Media, and online advertising. Website performance also presents Goal Completion Rate (GCR), traffic sources [direct, referral, organic keywords, campaigns], and landing page performance.

5.The Content Marketing dashboard presents the number of downloads, #GCRs, #sessions, bounce rate, and time on page for strategic content.

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