Keeping track of all your marketing efforts and their impact can feel like a juggling act. Enter the "Marketing Dashboard" worksheet. This versatile tool allows you to capture, at a glance, your marketing performance across four critical stages—Attract, Convert, Deliver, and Collect. By comparing this month's figures with last month's, you can swiftly identify bottlenecks, spot trends, and make informed decisions to drive your business growth.
Note- this same process can be used for any revenue generating area of your business, or as a business health overview.
The Marketing Dashboard worksheet is structured into four key boxes, each representing a crucial stage of the customer journey. Each box has two columns for you to fill with your chosen metrics—one for 'Last Month' and one for 'This Month.' Here's how you might use each box:
This box tracks how effectively you're drawing in potential customers. You might choose metrics like ad clicks or website visits. Despite its position, any decrease here should be addressed last, after ensuring the rest of the journey is optimized.
Here, you monitor how well you're turning visitors into leads or customers. Metrics might include newsletter subscriptions or form completions. If you see a drop, explore if your conversion strategies need tweaking.
This box focuses on the fulfillment side—how well you're meeting customer needs. Track metrics like order volume or product usage. A decrease may indicate issues in your delivery or product.