Marketing Analytics Dashboard - Checklist Workbook

Build a data-driven marketing dashboard with this actionable checklist workbook. Covers KPI selection, tool integration, and reporting cadence.

Checklist

• Define primary business objectives (e.g., revenue, leads) and align with 3-5 key performance indicators (KPIs) like CAC, ROAS, conversion rate.
• Select analytics tools: Google Analytics 4 for web, HubSpot for CRM, and a BI tool like Tableau or Looker for visualization.
• Set up data pipelines: connect GA4 to BigQuery via OAuth, sync CRM data daily via API, and automate ETL with Fivetran or Stitch.
• Design dashboard layout: use a 3-column grid with top metrics row (revenue, sessions, CPA), trend charts (7-day moving average), and filter controls (date range, channel).
• Implement tracking: install GA4 tracking code on all pages, set up 15+ events (e.g., add_to_cart, form_submit), and verify via Tag Assistant.
• Configure attribution model: choose last-click for direct response, data-driven for multi-channel, and run A/B tests on 2 models over 30 days.
• Schedule reporting: automate weekly email reports with 5 key metrics, monthly deep-dive with 10 KPIs, and quarterly review with variance analysis.
• Establish alert thresholds: set 2 alerts per KPI (e.g., CPA > $50 or conversion rate < 2%) with Slack/email notifications via Google Data Studio alerts.

Payment

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Frequently Asked Questions