Marketing Dashboard

What is a Marketing Dashboard?

A marketing dashboard tracks, gathers, and displays all the pertinent marketing metrics and KPIs for the marketing campaigns your agency is running for clients. A marketing dashboard keeps you informed on every campaign detail so you can make adjustments to your marketing strategy as needed for maximum success.

Why You Need a Marketing Dashboard

Imagine being able to track every single key metric for your marketing campaigns without needing to bounce between multiple tools and accounts. How much would that improve your agency’s workflows and maximize efficiency? A ton. That’s why we have over 5000 agencies using our marketing dashboard. 

This live marketing dashboard compiles all of your important high-level marketing data and displays it in a single, unified view. It's the best way for your agency to present data to clients in an easy-to-understand, intuitive way. The marketing dashboard helps you understand which campaigns need to be optimized at a glance. When you can track each metric simultaneously, you can compare them to one another in order to find out what’s working well or what needs attention in an instant.

• Streamline Data Analysis: Consolidate data from various marketing platforms into one dashboard automatically, making it easier to compare performance, analyze data, and deliver marketing insights.

• Save Time: Eliminate the need to switch between different platforms to gather key marketing metrics, integrate data and increase productivity.

• Customize Reporting: Use the drag-and-drop editor to generate top-level or detailed reports, simplifying client communication, providing actionable insights, and showcasing campaign success.

• Boost Client Transparency: Share live marketing dashboards with clients, enhancing transparency and trust.

• Showcase ROI: Connect marketing efforts to results using white label marketing dashboards to highlight marketing KPIs, demonstrate ROI, and reinforce the value of your agency's services.

Forget about juggling different platforms and enjoy an effortless, unified view. Customize the marketing dashboard template to incorporate any metric from a roster of over 75 platform integrations, included at no extra cost. Never miss a beat when it comes to your clients' marketing campaigns, no matter how diverse their marketing objectives or tactics are.

If you prefer to report to clients with a periodic report instead of a live dashboard, be sure to check out our marketing report template.

9 Sections Included In Our Marketing Dashboard Template

Creating a marketing dashboard from scratch can seem daunting, but with our template as a starting point, agencies tailor and enhance the layout to suit each client's unique needs.

Starting with any of our marketing dashboard examples, use the drag-and-drop editor to easily create bespoke marketing dashboards that perfectly encapsulate clients' marketing goals and metrics.

1. Form Submissions (or Leads)

Leads are a critical piece in the digital marketing puzzle. They represent potential customers who have shown interest in a brand's products or services, often as a direct response to digital advertising on various platforms.

For marketing teams, tracking these leads is a critical measure of success and a way to gauge the effectiveness of their campaigns across different channels, including various social media networks. Having this data incorporated into a marketing dashboard offers a concise, consolidated view of how well digital marketing efforts are translating into concrete leads.

It also helps teams identify which platforms or campaigns are generating the most engagement and where resources should be allocated for maximum return on investment.

A high number of leads means your ads and CTAs are performing well, while a low number can indicate that something is wrong, whether that be an uncompelling offer, a flimsy CTA, or even poorly-executed ads.

Reporting on leads from form submissions to clients not only underscores the effectiveness of the campaigns but also reaffirms the tangible value the agency brings in driving customer engagement and potential business growth.

While measuring form submissions alone can help in its own way, it’s essential to measure this metric along with the other metrics on your marketing dashboard. For example, a high number of leads with a really low number of conversions might mean you are reaching the wrong audience and need to make adjustments to your online marketing campaigns.

2. Calls

The marketing analytics dashboard template provides an overview of how many calls your client’s business is receiving, broken down by both missed and answered calls. It's pulled in via call tracking software like CallRail or Call Tracking Metrics.

This is a helpful metric to include in a marketing KPI dashboard as it ensures your clients are also taking the appropriate steps to increase campaign performance (i.e., answering the phone). You can show clients how many calls were actually answered. If your client is missing 95% of incoming calls and you aren’t getting many conversions, this could spark a healthy conversation between you and the client.

On the flip side, if a client is answering most of the calls and you’re still experiencing lower conversions, it could be a good indication that your client’s sales techniques are off. Again, you’ll be able to start up a healthy and transparent conversation with your clients to serve their best interests using this KPI or your marketing reporting dashboard.

3. SEO Rank Changes

When you start a new marketing campaign, you work with your client to determine which keywords to target. From then on, it’s necessary to see how well you are ranking for those keywords to determine how visible your client is to potential new customers.

It displays a number that reflects your client’s SEO rank change across Google, Bing, and Google My Business (local search engine optimization). These keyword rankings are built into AgencyAnalytics and don't require any other integrations.

When you can see a daily change in your client’s SEO keyword ranking across several search engines, you can make real-time adjustments to your keyword strategy. If your keywords aren’t performing well, it’s probably time to work on improving those rankings.

Although your agency may need the more comprehensive SEO analytics dashboard to track, monitor, and optimize organic traffic, client-facing marketing dashboards often focus on the most critical metrics to avoid confusion.

4. SEO Traffic (AKA Organic Traffic)

Organic traffic, a testament to the potency of a brand's SEO performance, sits at the heart of any robust marketing strategy. A surge in organic visitors signifies that a brand's content resonates well with its audience, that its keywords and SEO efforts effectively draw in users searching the web.

With the Google Analytics integration, marketing dashboards automatically capture and showcase these critical metrics. By visualizing organic traffic trends, marketing dashboards provide a window into the health of a brand's SEO strategies, influencing key decision-making and serving as a valuable indicator of a brand's overall digital presence and reach.

When measured in conjunction with your SEO rank change, the amount of SEO traffic your client’s website is getting indicates how well your SEO strategy is working.

5. Reviews

What are customers saying about your client’s business online? It’s always a good idea to keep an eye on customer reviews, and the AgencyAnalytics marketing dashboard can do just that for you.

The marketing dashboard shows you the number of reviews your client has on Google or on various sites across the web, like Yext and social media. It also displays your client’s average review score, which is almost more important than the actual number of reviews. This can be pulled in directly from Google or from a review monitoring system like Grade.Us.

If you’re lacking reviews, consider making one of your CTAs a request to leave a review. When you’re getting bad reviews, that’s a different beast altogether. You can communicate these bad reviews to your client, then identify the problem and come up with new marketing efforts to solve it.

6. PPC Spend

A pay-per-click (PPC) campaign is an integral part of any digital marketing campaign, and your marketing dashboard can keep track of PPC metrics, as well. One of these key metrics includes how much money you’re spending on your PPC ads from data sources like Google Ads, Facebook Ads, Bing Ads and more. Most of these platforms only charge you when someone actually clicks on one of your ads.

You’ll want to be sure your PPC spend is staying within the budget parameters you’ve set, of course, but there’s something else to consider with this KPI. If you’re not spending any money on PPC ads, it can mean that no one is clicking on your ads and you can then re-target your ads appropriately.

We also have a dedicated PPC dashboard if you're only reporting on PPC.

7. PPC Cost-Per Conversion

The PPC cost per conversion is a metric that tells you how much money you spend to get your client a new customer. This number is important because it helps you show your client that you’re spending within their budget.

If this number exceeds the average amount of money new customers are spending on your clients’ products or services, you may actually be wasting the clients’ money. This is an important number to have before starting any marketing campaign.

8. PPC Clicks

An essential part of every PPC campaign is measuring how many people are clicking on your ads. If you’re getting a lot of clicks, it means people find your client’s offer compelling. If you aren’t getting a lot of clicks, you can look at the other KPIs on your marketing dashboard and see if you can identify where the actual problem is.

The real-time marketing dashboard will pull PPC click data from major advertising platforms like Facebook Ads, Google Ads, Instagram Ads and more. You can also delve into what campaigns and ads are leading to the most clicks.

9. PPC Conversion Rate

Finally, the PPC conversion rate section measures how many people are clicking on your ads and then purchasing your clients’ products or services. This is obviously an important metric to measure and communicate to your clients, especially if you’re focusing on conversion rate optimization (CRO). When you can show your clients that the strategy you’re employing is improving the overall PPC conversion rate, you’ll continue to build more confidence and client satisfaction in your marketing performance.

If you aren’t getting a high conversion rate, it can mean a variety of things for your clients. For one, their offer may not be compelling enough for new customers This possibility is made clearer if you’re also getting a low number of clicks. Another possibility is that there is a problem with a client’s landing page, especially if you’re getting a high number of clicks. Again, finding the correct solution to a problem with conversion rate is made much easier with our marketing dashboard template that updates all your clients’ marketing metrics in real-time.

Boost Client Engagement and Retention with Marketing Dashboards

The art of client engagement and retention lies in offering customers clarity, transparency, and measurable results. Marketing dashboards rise to this challenge, serving as powerful tools for agencies to foster stronger client relationships.

Clients effortlessly navigate through their campaign data. In one glance, they witness the fruits of SEO labor, the impact of social media strategies, and the success of other digital marketing efforts. This transparency creates trust, allowing clients to see exactly how their investment is fueling their business growth.

Your agency's marketing team uses these dashboards to swiftly identify strengths and areas for improvement, making adjustments in real time. This continuous optimization process, visible to the client, reinforces the agency's commitment to delivering the best results.

In this way, marketing dashboards serve a dual purpose: they streamline agency operations and elevate the client experience, nurturing engagement and driving client retention.

Want to add more sections or custom metrics? AgencyAnalytics lets you easily drag and drop new sections to your marketing dashboard in minutes, saving your agency time and money.