Connect +19 marketing data sources to visualize your marketing data!
Export your marketing data to Google Sheets in seconds.
Get your free Looker Studio Report within 48 hours
Earn a 20% recurrent commission for every referral
Get exclusive templates worth +$800 [customers only]
See what we're building. Upvote integrations
Check all the templates and choose one based on your use case
Copy a template that combines multiple data sources
Meet the creator
+40,000 marketers have downloaded our dashboards
– Demographics
– Psychographics
– Behavior
100% custom charts
White-label
Custom metrics
All-time historical data
Schedule email alerts
Filters
Interactive
Goals
Data blending
To analyze CRM data, begin by choosing metrics such as visibility (e.g., number of impressions, reach), engagement (e.g., click-through rate, time spent on page), and conversion (e.g., lead-to-customer conversion rate, revenue generated). Break down these metrics in terms of campaign (e.g., email campaign, social media campaign), channel (e.g., website, mobile app), audience (e.g., new customers, repeat customers), content (e.g., blog posts, videos), objective (e.g., brand awareness, lead generation), and date. Add context by comparing data against costs (e.g., cost per impression, cost per lead), date range (e.g., month-over-month performance), goals (e.g., target conversion rate, revenue target), rates (e.g., click-through rate benchmark, industry average conversion rate), and benchmarks (e.g., competitor performance, industry standards). For example, compare the click-through rate of an email campaign targeting new customers to the industry average rate for similar campaigns. Stay concise within the maximum character limit.
A CRM dashboard is a centralized platform that displays key metrics and data related to customer relationship management, helping businesses to track performance and make informed decisions. It often includes elements like customer interactions, sales metrics, customer satisfaction scores, and lead conversion rates. Tools like Salesforce, Zoho, and HubSpot are commonly used to create these dashboards. Real-time data monitoring is crucial as it allows businesses to respond promptly to changes and trends. For a detailed guide on creating a marketing dashboard using Looker Studio, visit our YouTube channel: https://www.youtube.com/@porter.metrics.