The Marketing Dashboard brings all your key marketing metrics into one view. From expense tracking to KPI monitoring, this screen helps marketing leaders and operators understand what’s working, what’s not, and where to invest next. If you’re responsible for marketing performance, this is your daily destination.
Getting There
Navigate to Operations → Marketing → Marketing Dashboard in the left sidebar.
Key Features
Expense Overview
See a clear breakdown of your marketing spend across categories. The expense cards show you where your budget is going — events, digital advertising, content, tools, and more. Compare actuals against budget to stay on track.
KPI Tracking
Monitor your most important marketing KPIs with dedicated tracking. Set targets for metrics like lead generation, conversion rates, and pipeline contribution, then track your progress over time.
Time Series Charts
Visualize marketing performance over time with interactive charts. Spot trends in lead generation, campaign performance, and other metrics to understand what’s driving results.
Expense Upload
Easily upload your marketing expenses via CSV. The upload process handles data validation and categorization so you can focus on analysis rather than data entry.
Setup Wizard
New to the Marketing Dashboard? The setup wizard walks you through initial configuration — setting your budget categories, KPI targets, and data connections.
Step-by-Step: Managing Your Marketing Performance
- Upload your expenses — Start by uploading or entering your marketing expenses for the current period.
- Review the expense breakdown — Check the category cards to see where your spend is concentrated.
- Monitor KPIs — Review your KPI progress against targets. Are you on track?
- Analyze trends — Use the time series charts to spot patterns and understand momentum.
- Adjust your strategy — Based on the data, decide where to increase, decrease, or redirect spend.
💡 Tips & Best Practices
- Update expenses regularly — Monthly or bi-weekly expense uploads keep your dashboard accurate and useful.
- Set realistic KPI targets — Targets should stretch your team but remain achievable. Review and adjust quarterly.
- Connect to the GTM Planner — Use the Marketing Dashboard alongside the GTM Planner for a complete picture of marketing planning and execution.
Frequently Asked Questions
What format should my expense data be in?
Expenses can be uploaded as CSV files. The upload dialog provides a template with the required columns and formats.
Can I track ROI on individual campaigns?
The Marketing Dashboard tracks expenses and KPIs at a category level. For campaign-level tracking, use the GTM Planner.
How do I set or change my budget targets?
Budget targets can be configured through the Marketing Dashboard setup wizard or settings panel. Contact your admin if you need to adjust existing targets.
Related Articles
- GTM Planner — Plan your go-to-market campaigns
- MQL Tracker — Track marketing qualified leads
- Tools — Marketing tools and utilities