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What you can do with this executive dashboard
Click a job to see its view on demo data, then paste its prompt into the same Claude chat.
Review the period with leadership
This period next to the last one and the same weeks last year, from revenue to deals won, so the review starts from the numbers.
- What did marketing deliver compared with last period and last year?
- Which number grew fastest?
Show revenue, ad spend, MER, purchases and HubSpot deals won for the last 14 days next to the previous 14 days and the same days last year.
Show what marketing returned
Spend, conversions, conversion value and ROAS per ad platform, so you can show which platform paid back its budget.
- Which ad platform has the best ROAS?
- What does a conversion cost on each platform?
Show spend, each platform’s own conversions, conversion value and ROAS per ad platform for the last 14 days.
Track revenue by channel
GA4 revenue per channel group with its share and change, so you know whether growth came from paid, organic or email.
- Where did revenue come from this period?
- Which channel grew revenue fastest?
Show GA4 Purchase revenue by Session default channel group for the last 14 days, with each group’s share and change.
Prepare the quarterly review
Revenue, ad spend and MER per month and per quarter, so the quarter-over-quarter story is ready before the meeting.
- How does this quarter compare with the last one?
- Is MER holding as spend grows?
Chart revenue and ad spend per month since [month], and add a table per quarter with revenue, spend, MER and deals won.
Project where the month will land
Revenue to date and a projection at the last 7 days’ rate against your monthly target, so you see a shortfall while the month can still change.
- Where will revenue land at month end at this rate?
- Are we on pace for the target?
Project this month’s GA4 Purchase revenue to month end at the last 7 days’ daily average against a target of [your target].
Report the pipeline marketing brought in
HubSpot contacts, deals and amount won by original source, so you can show the deals marketing sourced, not only the clicks.
- Which sources bring deals that close?
- What is the win rate per source?
Show HubSpot Total deals, Deal closed won, Deal amount won and win rate by Deal original source for the last 14 days.How to set up the executive dashboard in Claude
You need GA4, at least one ad platform and HubSpot for the pipeline view, a free Porter account and Claude Pro, Max, Team or Enterprise for Claude Dashboards. Setup takes about 10 minutes.
Connect GA4, your ad platforms and HubSpot in Porter
Sign up free at Porter, open Data sources and connect Google Analytics 4, Google Ads, Meta Ads and any other ad platform you run, then HubSpot. The GA4 to Claude tutorial and the HubSpot to Claude tutorial show each click.
Pick the GA4 property Claude can read, then add your ad accounts and HubSpot the same way. Add Porter to Claude
In Claude, go to Customize → Connectors → Add custom connector, paste https://mcp.portermetrics.com/mcp and name it Porter Metrics. Click Continue, then sign in to Porter and allow access.
In Claude: Customize, Connectors, Add custom connector, then paste Porter’s MCP URL Paste the install prompt
Open a new chat in Claude, paste this prompt and replace the brackets with your brand and revenue target. The last-year and quarterly views need more than the Free plan’s 15 days, so start the 14-day trial for those.
Install promptDuplicate this Claude dashboard template and keep its layout, views and styling: https://claude.ai/artifact/R4vks4jtpmcdMxSdDqk3Y5 Then rebuild it with my own data through Porter: an executive dashboard for [brand] for the last 14 days from GA4, my ad platforms and HubSpot: KPI cards for Purchase revenue, ad spend, MER, purchases and deals won against the previous 14 days; the period against last period and last year; ROAS per ad platform; revenue by channel group; revenue and spend by month and quarter; a month-end revenue projection against a target of [your target]; and HubSpot deals by original source.
Open in Claude with this prompt 
The first thing Claude builds: revenue, ad spend and MER cards for your own accounts. Demo data shown.
How to connect Google Analytics 4 to Claude (no code)
Executive dashboard fields and data
The template reads revenue and purchases from GA4, spend and conversion value from each ad platform and deals from HubSpot, lined up by date.
Top 5 executive KPIs to watch
Trailgear demo data · last 14 days vs the 14 before
- MER3.31+5.1%
The ratio leadership asks about. If it falls while each platform reports a steady ROAS, the platforms are counting the same sales.
- Ad spend$101,900+5.4%
Compare its growth with revenue’s. Spend rising faster than revenue is the first sign the ads are losing efficiency.
- Ecommerce purchases2,998+9.8%
Purchases up and revenue flat means smaller orders. Check discounts and the product mix.
- Purchase revenue$337,100+10.8%
Check it against the monthly target every week, while there is still time to move budget.
- Deal amount won$186,400+17.3%
Read it with the win rate: more deals at a lower win rate means weaker leads.
How the numbers are calculated
- Ad spend
- Google Ads Cost + Meta Ads Amount spent + the spend of any other ad platform you connect.
- MER
- GA4 Purchase revenue ÷ ad spend across all ad platforms.
- ROAS
- The conversion value each platform reports ÷ that platform’s spend.
- Projection
- Revenue so far this month + remaining days × the last 7 days’ average daily revenue.
- Win rate
- Deal closed won ÷ Total deals, per Deal original source.
Data sources
Metrics
Purchase revenue- Ecommerce purchases
- Sessions
- Key events
Cost- Conversions
- Conversions value
Amount spent- Results
- Purchase conversion value
Total deals- Deal closed won
- Deal amount won
- Average value of deals won
Dimensions
- Date
- Session default channel group
- Deal original source
See all fields:Google Analytics 4 · 285 fieldsGoogle Ads · 1,042 fieldsMeta Ads · 1,378 fieldsHubSpot · 508 fields
What makes this executive dashboard different
What GA4, the ad platforms and HubSpot can’t show on one page.
Open one link instead of four logins
Revenue, ad spend and pipeline sit on one page, so leadership doesn’t need access to GA4, the ad accounts or HubSpot.
See revenue next to every ad dollar
Porter puts GA4 revenue beside spend from each platform, and MER and ROAS are saved once as your own metrics.
Compare with last year without rebuilding
Put this period next to the last one or the same weeks last year with one change to the prompt.
Ask what is behind a number
See MER drop, then ask Claude in the same chat which channel caused it.
Send the CEO a PDF every Monday
Publish it in Porter and email it, with your logo, on the day you choose.
Show last quarter as it was presented
Porter keeps every published version of the report, so old numbers don’t change under you.
What the dashboard includes
- Ten KPI cards for revenue, ad spend, MER and pipeline against the previous 14 days
- The period against the last one and last year
- Return per ad platform
- Revenue by channel group
- Months, quarters and a month-end projection
- HubSpot pipeline by source
- Share by link, PDF and scheduled email once published in Porter
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Data Studio
ChatGPTGet your free executive dashboard
Sign up free, connect GA4, your ad platforms and HubSpot and paste the prompt. Your own data fills the same layout as the demo.
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