Creating executive marketing dashboards comes with a certain level of pressure. After all, they aim to be the top-level, quick, and effective summary of your client’s marketing efforts. And it’s going in front of the discerning eyes of top-notch stakeholders.
When you’re tasked to take an avalanche amount of data and turn it into an igloo, picking and choosing the right blocks can be the greatest challenge. This article is chock-full of executive marketing dashboard examples and tips on how to make them effective. We’re here to help you knock the socks off the execs. With dashboards.
What Is an Executive Marketing Dashboard, Anyway?
An executive marketing dashboard is like a control panel that your clients and their stakeholders use to make high-level business decisions without getting too bogged down by data.
Keep in mind that this type of dashboard should also contain only the most vital information that helps them assess their business’ health, manage their goals, identify trends, make predictions, and plan ahead.
That’s why it should maximize on data visualization tools that organize the most vital marketing metrics in a way that’s easy to digest.
Key Features and Benefits of an Executive Marketing Dashboard (aka Why You Need One)
To enhance your stakeholder’s data analysis, let’s go over some of the features and benefits of an executive dashboard:
Saves time for the leadership teams to discern what’s important
Allows for efficient analysis with data visualization
Prioritizes more top-level decision-making like sales and revenue forecasting, budgeting, etc.
Takes information from multiple sources and puts it together to tell a story
Where an executive dashboard excels, a typical reporting dashboard may not. This next section will look at why that is.
3 Signs a Typical Reporting Dashboard Won’t Meet Your Needs
There’s a fine line between too much information and not enough. Here are some of the most common executive marketing dashboard pitfalls–and why a typical reporting dashboard may not be the right tool to communicate at the executive level.
1. The Dashboard Gets Bogged Down by Granular Details
The primary goal of an executive marketing dashboard is to create one source of data that is focused and effective. Keep it simple when choosing which data points to show and how deep you really need to go. Consider your goal when choosing what to show and what to omit.
Think of your executive-level dashboard as a ‘need to know basis’ for providing information. The key here is to deliver the data in such a way that they can get to the information they need and absorb it quickly, rather than trying to decipher what each data point means in the greater context. Basically, you need to tell a clear story without drilling too deeply into how you got there.
In essence, an executive marketing dashboard will typically focus more on OKRs and KPIs than on raw metrics. Read more about OKRs vs. KPIs here.
2. The Data Visualization Isn’t Strong Enough
Selecting the right data visualization is also essential to convey specific facts. The whole point of the executive marketing dashboard is to ditch as many tables as possible and use graphs to:
Display an appropriate range of data and group the values within that range (i.e., 1 year)
Show relationships between two or more variables to make connections
Allow for easy comparison showing two variables side by side
Align data to goals to show whether strategies are meeting their objectives
Break down data into separate components, which we’ll cover in the point below
At the executive level, you need to show information about how your client’s marketing activities are contributing to their bottom line. If your executive marketing dashboard doesn’t prominently display sales and revenue data, then stakeholders won’t be able to make predictions about the financial side of the marketing activities.
3. The Dashboard Design Doesn’t Allow for Context or Logical Conclusions
The design of the executive dashboard is especially important to relay information–and fast. Make sure to include related data side-by-side to draw quick conclusions and let stakeholders know what’s happening in as few words as possible.
Rely on data-visualization graphs to let the numbers speak for themselves. This doesn’t mean cramming your dashboard with widgets–too many will only create clutter. Use annotation and goals to put things into context so executives can draw an easier cause-and-effect correlation.
A good rule of thumb is to include the most noteworthy information at the top, such as performance indicators. Below, show trends, and lastly, at the bottom, go into more general background information with some details.
Regular reporting dashboards generally use real-time metrics gathered over a bi-monthly or 30-day period. Executive dashboards reported on a bi-annual basis, for instance, should have timelines that display monthly and yearly trends.
Agency Tip: Make sure the 5-second rule applies. Your prospects should be able to answer questions like ‘Have leads grown year over year?’ almost instantly. To help you, ensure the data represented in the graphs are stretched over an appropriate timeline.
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Benefits of Regular Marketing Dashboards vs. Executive Marketing Dashboards
All of this isn’t to say that regular reporting dashboards aren’t useful. In fact, there are many benefits of using marketing analytics dashboards to report day-to-day performance and activities. But when it comes to longer-term decision-making, especially at the C-suite level, executive dashboards are the clear winner.
Granular performance data breaking down of KPIs and metrics
Sales and revenue forecasting
Identifying current campaign strengths and weaknesses
Customer journey tracking
Making predictions for the future
KPI details to improve creatives
Identifying emerging opportunities
Real-time customer information
Regular client reporting
Creating long-term marketing strategies
Automating the daily data-retrieval process
Cross-channel marketing reporting
Now that we’ve covered the importance of executive dashboards, and how they are different from your usual marketing dashboards, let’s look at what you need to include in an executive marketing dashboard.
Here are different examples of executive marketing dashboards organized by department.
Executive Marketing Dashboard Examples
There are a variety of executive marketing dashboards–each of which serves its own purpose. You might need one, two, or more, depending on the services your agency provides. Here are eight executive marketing dashboard examples:
Digital Marketing Dashboards
Social Media Dashboards
Email & Marketing Automation Dashboards
1. Ecommerce Dashboards
While an eCommerce dashboard unifies important SEO metrics like conversions with PPC performance such as Google Ads data, an executive version needs to show an online store’s overall profitability and growth over time.
Start with the eCommerce Dashboard to select only your most important eCommerce metrics and change up the widgets to add critical campaign metrics when setting up your executive reports. Try it free for 14 days.
Agency Tip: Curate the data your clients and stakeholders need to know to better plan their inventory, budget, and planning. This includes sales, sources of sales, and most popular products.
2. Digital Marketing Dashboards
This dashboard template is a great starting point to design an overview of your client’s cross-channel marketing campaigns such as Google Analytics metrics and paid ad results to highlight your ROI, costs, and revenue.
Start with the digital marketing dashboard template to pare down the most essential elements!
Agency Tip: Your executive digital marketing dashboard should prominently display Revenue, Return on Ad Spend (ROAS), and Marketing Qualified Leads, as well as traffic growth trends. This will show how your agency uses the website to drive traffic to their business.
3. SEO Dashboards
The best SEO software gives agencies real-time data that allows them to stay on top of SERPs and create more targeted traffic-generating content. An executive dashboard shows the SEO KPIs in a timeframe that shows overall organic growth.
Use SEO Reporting software to automate your data retrieval process. Use drag-and-drop widgets to create a powerful executive SEO dashboard to visualize your clients’ organic marketing campaigns instantly.
Agency Tip: Benchmark your clients’ SEO data industry standards, and compare them to the competitors to ensure you're keeping up with market changes.
4. PPC Dashboards
Executive PPC dashboards put a special spotlight on financial numbers, including Conversions, Cost, and Cost per conversion, to ensure that you’re well within your budget.
This PPC dashboard template helps you consolidate key PPC metrics such as cost and conversions so you can show their trends over time.
Agency Tip: Ensure there are clear takeaways like recommendations for the next quarter and budget changes based on past performance.
5. Social Media Dashboards
Executive social media dashboards summarize how your client’s business has performed across all their social media channels. Combine only the key metrics from their platforms and compare how each channel is performing against the other, like YouTube vs. Twitter vs. Facebook Ads.
Use this social media dashboard template to create a general overview of your social media spending, conversions, and audience growth.
Agency Tip: Create graphs that compare engagement between each social media platform to show not only how they are increasing, but also which channels are performing better.
6. Web Analytics Dashboards
To show how your client’s website has grown over time, start with the web analytics dashboard that summarizes metrics such as traffic growth, conversions, and ROI. Adjust the timeline and widgets according to your client’s business goals and compare how their website is performing year-over-year.
Agency Tip: Add ratings and review analytics into a bi-annual report in minutes to show how a business’s online reputation is improving over time.
Feature: Ratings and Review Analytics
7. Email & Marketing Automation Dashboards
Track email KPIs such as new leads, subscriber growth, and engagement to help stakeholders gauge the effectiveness of your email marketing campaigns. Create your own executive Email dashboard by connecting with your client’s favorite email integrations.
Remember, you can always choose from 75 integrations to put all your clients’ key metrics into fully customizable, white-labeled executive dashboards that serve your clients–and their key stakeholders’ needs.
Agency Tip: Ensure you’re zooming out enough to show clear email list growth, increased engagement, and revenue from previous quarters and years. Show month-to-month comparisons on the key metrics, and identify particularly successful campaigns to emulate the following year.
8. Overview Dashboards
Combine all of the above into an Overview Dashboard to simultaneously show all your clients’ marketing activities at-a-glance.
Agency Tip: Pare down the metrics you show for each channel by keeping it between 1-5 OKRs to impress your clients and stakeholders. This is just a health check that will introduce your client to their designated executive dashboard with more details.
Executive Marketing Dashboard & Reporting Best Practices
1. Use professional executive dashboard software to avoid wasting time gathering historical data and manually putting them into spreadsheets and graphs.
A simple widget on the right side of the dashboards is used to select your ideal period and even compare them to another period of your choice.
2. Improve your dashboard templates. You only need to create a dashboard template once for each client before they automatically update their real-time data. But encourage your marketing team to hold internal workshops to stay up to date with the latest industry trends on the KPIs and metrics to track and report on. Actively seek feedback from your C-level recipients if key OKRs and KPIs are missing from the dashboard. When everyone is on the same page, data sharing comes easy and allows you to make quicker, smarter decisions that improve your campaign performance.
3. Control who accesses which dashboard. Your internal team members and account managers should be able to access detailed information–24/7. Meanwhile, your executive clients should be able to see only what they need to know–when they want–and have their reports sent out regularly. With executive dashboards, you’ll want to put more thought into tailoring it with custom notes and annotations, so you won’t be automating the reporting process as much. But the extra effort will be worth it.
Final Tips for Building Your Executive Marketing Dashboard
Executive marketing dashboards are like the elevator pitch of your agency’s marketing activity success. It’s up to you to boil down big data into digestible chunks of actionable insights your clients will keep coming back to you for.
When building an executive dashboard, you’ll need data visualization tools and a strong goal in mind. So before arranging those widgets, think about:
Who it’s for–which stakeholders will be looking at this information
What information do they need to know
What type of executive dashboard(s) do you need
How to present the data in a way that can answer their burning questions in under five seconds
Continual growth and progress is the goal your clients are hiring you to maintain. Professional, senior-level executive reporting is what’ll keep you on their payroll.
Choose from many prebuilt dashboard templates and instantly gather your clients’ powerful data right at your fingertips. Try it free for 14 days!
Want to send clients regular marketing reports instead of using a live dashboard? Using a pre-built marketing report template helps present the data in a clear and consistent manner while showcasing the metrics clients care about.
Melody is a marketing manager, writer, and startup consultant with a background in behavioural neuroscience. Through a data-driven approach and a passion for product-led strategies, she helps businesses achieve growth in today's competitive digital landscape.Read more posts by Melody Sinclair-Brooks ›