KPI Tracker & Results Dashboard Overview

Overview

These deliverables are how you track KPI’s (key performance indicators) and analyze results to enhance effectiveness

KPI Tracker: Excel worksheet with KPI’s for all relevant marketing channels 

Results Dashboard: Summary of the most important marketing KPI’s by funnel stage.

  • Shows how the tactics performed in the current time period, as compared to a previous time period and trends over time
  • The Insights and Indicated Actions provide an explanation of the results and what to do to enhance results

KPI Tracker

  • Excel worksheet with KPI’s for all relevant marketing tactics 
  • Data from many sources pulled in a consistent way
    • Time periods (weekly)
    • Type of data
    • How the data is pulled 
  • Shows how all marketing tactics work together during the time periods and over time

Results Dashboard

Summary of the most important marketing KPI’s by funnel stage. 

  • Shows how the tactics performed in the current time period, as compared to a previous time period and trends over time.

Components

  • Table broken out by Funnel Stage
    • KPI’s, Current Period Result, Previous Period Result, Current vs. Previous, Trend chart
  • Insights and Indicated Actions - An explanation of the results and what to do to enhance results in the future
    • Insights – What’s working? Why? What’s not working? Why not?
    • Indicated Actions – What should you stop, start or continue to enhance results?

Results Dashboard - Example

Insights & Indicated Actions

An explanation of the results and what to do to enhance results

  • Insights – What’s working? Why? What’s not working? Why not?
  • Indicated Actions – What should you stop, start or continue to enhance results?

Insights & Indicated Actions - Example

CMO-OnLoan has a full funnel plan that is delivering results. Since we are 100% referral based, the most effort should continue to be building relationships and leveraging them with our clients. Our second biggest effort is increasing interest by Amy building stronger relationships with her COI network.


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