Your marketing team needs a better way to track performance. What’s the most efficient tool?

The first thing is design a smart BI Dashboard. Understand the difference between - Input Metrics and Output Metrics - Controllable Factor Vs Uncontrollable - L0/L1/L2 metric - Generic variance vs clear trend Most dashboards are simply rows and columns of numbers without much thought on input and output For example: For an Ecommerce Platform, New Customers or Total Customers is a Key Metric for Marketing But what are the input drivers and how do they contribute to the output. New Customers are driven more by Installation and top of the funnel interventions Existing customers do well when bottom funnel is stronger. The point being establishing the relationship between input and output. And have a very clear path of improving inputs

Um painel de dados basicamente é uma ferramenta usada para exibir, consolidar, rastrear e analisar dados, através do uso de KPI′s, demonstrado geralmente de forma gráfica ou em tabelas, com ou sem a possibilidade de edi??o pelo usuário. Eles podem utilizar uma ou múltiplas fontes de dados, e estes dados podem ser atualizados automaticamente ou alimentados através de planilhas periodicamente. Você pode se utilizar de diversos sistemas para criar o seu painel de inteligência, ou come?ar simplesmente com boas planilhas de Excel. Neste ponto o mais importante é sair da inercia e come?ar a sua jornada de análise de dados! Boa Sorte!

A principal fun??o de um dashboard é responder perguntas. Ele precisa estar vivo, em constante evolu??o para responder novas perguntas. Isso porque em determinado momento ele dará a maturidade necessária ao negócio e, aquelas respostas iniciais, já n?o ser?o suficientes pata empresas que querem decolar. Dashboards precisam estar em todos os níveis da empresa, fazendo parte do dia a dia. Seja para tomada de decis?o orientada à dados ou para apoio na sustenta??o da opera??o. O importante é atender o cliente e provocar novos insight a partir do que está sendo apresentado.

Before building your first dashboard in a BI tool ask yourself the following three questions: Who is my audience? What story am I trying to tell? What questions am I trying to answer?

Ferramentas de Business Intelligence podem ser observadas no mundo corporativo como solu??es que apoiam a tomada de decis?o e a gest?o de negócio. O fluxo da análise pode partir de perguntas e necessidades em busca de respostas, ou ent?o identificando oportunidades e insights que aprofundam o conhecimento e competitividade. Em geral, s?o uma ponte entre dados e a gera??o de informa??es gerenciais.

Em Deus nós acreditamos. Todos os demais: mostrem as evidencias empíricas. ?? ?? Um painel BI é essencial para medir e aprimorar os resultados na medida em que resume e comunica evidências empíricas. A prática de julgamentos baseados em evidências permite identificar e antecipar tendências. Adiciona uma perspectiva clara de como o desempenho agregado é atingido. Ajuda a alinhar equipes, destacando onde está a cria??o de valor e as oportunidades de aprimoramentos.

Pretty colourful charts are worth far more than looking at large data tables, and this is what BI dashboards do best. They condense all the underlying information into visual insights, enabling swift, informed decisions.

Business Intelligence (BI) provides a multi-dimensional view of marketing team performance, offering insights beyond surface-level results. Its interactive nature allows dynamic exploration, aiding in strategy enhancement and identification of strengths and weaknesses. By analyzing diverse data sets, BI unveils patterns and trends, fostering informed decision-making. Its ability to assess historical and real-time data empowers your team to adapt swiftly, optimizing marketing strategies for better outcomes. Emphasize BI's role in providing a holistic perspective and facilitating data-driven actions for continuous improvement.

A partir do momento em que o clintecentrismo passou a ser o foco, entender cada vez mais suas a??es e o impacto de cada uma delas a cada perfil de cliente passou a ser, n?o apenas inteligente, mas também um modo de sobrevivência. é absolutamente relevante ter os dados a disposi??o de maneira simples, inteligente, traduzidos em informa??es que gerem a??es.

Um BI bem estruturado te auxiliará na tomada de decis?o operacional, tática ao estratégica. Ainda gerará ganho de tempo com relatórios e aumento do tempo de análise. Geram informa??es facilmente acionáveis para times de campo, como também trazem ricos insights para todos os níveis de gest?o da organiza??o. Uma das belezas do BI é a possiblidade de modelar uma quantidade de variáveis, somada a um volume de dados, que dificilmente um analista conseguiria fazer e atualizar a todo tempo. Ent?o sair do óbvio é primordial. Quais outras variáveis de vendas você poderia cruzar além de volume, pre?o e receita de produtos para sair do básico? Como desenvolver sinais de alerta? s?o perguntas que devemos fazer ao criar Dashboards de BI.

Start with defining clear, measurable outcome and interim KPIs that can be tracked regularly. Define the underlying data sources that need to be collected to reflect the performance of the team on this KPI. Build a dashboard construct that serve the need to govern and monitor the KPI at different intervals. Identify a tool like Power BI or Tableau that can connect with different systems and pull out the data and visualise the performance in simple easy to understand format. Fine tune the dashboard to be able to pivot to different views of the same dashboard ( example channel view, campaign view, vertical view, segment view) Ensure the underlying data sources are kept current.

Based on my experience, every goal—be it increasing traffic, boosting sales, or raising awareness—comes with specific key performance indicators (KPIs) that need to be monitored. Each campaign we launch is aligned with one or more of these goals, and the relevant KPIs should be accessible on your dashboard. This allows you to regularly check these metrics and make decisions based on data. It's important that these KPIs are SMART (Specific, Measurable, Achievable, Relevant, and Time-bound), as they are the ones that enable us to make informed choices.

1. Design dashboards with the target audience in mind. 2. Adopt a "less is more" approach. 3. Don't cram dashboards with too much information. 4. Pretty is not always equal to useful. 5. Display only relevant KPIs. 5. Follow a natural flow. 6. Minimize the load time. 7. Include a help section

A business information dashboard must be created using a few essential processes. Establish your goals and KPIs first. Select your tools and data sources next. Next, create the components and layout of your dashboard. In order to ensure continuous progress, test and update your dashboard for accuracy and user-friendliness.

Creating a BI dashboard involves several steps: Define Objectives: Identify the key metrics and goals the dashboard will address. Choose a BI Tool: Select a BI tool that suits your organization's needs. Data Integration: Connect and integrate data sources for a unified view. Design Layout: Organize the dashboard layout for clarity and easy navigation. Visual Elements: Use charts, graphs, and other visual elements for effective data representation. Interactivity: Ensure the dashboard is user-friendly with interactive features. Testing: Thoroughly test the dashboard to validate data accuracy and functionality.

Examples of 2024 BI Dashboard Trends: Sales Dashboards:?Visualize sales performance by region,?product,?and channel,?with AI-powered insights to optimize campaigns and predict future sales. Marketing Dashboards:?Track website traffic,?social media engagement,?and campaign performance in real-time,?and leverage AI to personalize customer journeys. Financial Dashboards:?Monitor key financial metrics like revenue,?expenses,?and cash flow,?with AI-powered anomaly detection and forecasting capabilities. HR Dashboards:?Track employee engagement,?turnover rates,?and diversity metrics,?and use AI to identify potential issues and recommend actions.

Examples of BI dashboards include: Sales Performance Dashboard: Monitoring sales data, conversion rates, and revenue. Marketing Analytics Dashboard: Tracking campaign performance, leads, and ROI. Financial Dashboards: Analyzing financial metrics like cash flow, expenses, and profitability. HR Dashboards: Managing workforce analytics, employee performance, and HR metrics.

An example I would like to mention while I wroked at Verizon was Marketing campaign dashboard. It used to track types of campaigns run against customers and how many of them signed up for it. It could be mail or online (email) campaigns. It also used to contain discounts and promos for various pay per channels and video content. We could track each click made by customer to see his interest level. If we come across a customer who came all the way to last step of signing up but did not complete transaction, we would send out reminders or additional discounts for them to encourage sign up for offers.

Un Dashboard que nos permite controlar: - Interacciones por RRSS - Publicaciones por RRSS _ Fechas y horas con mayor interacción en nuestras publicaciones - Países donde recibimos más interacciones de nuestras publicaciones - Leads obtenidos - Leads convertidos en clientes

Na Watch temos vários 1. Vendas por tipo de cliente, produto, regi?o 2. Upgrade 3. Penetra??o por carteira 4. Upselling Para citar alguns exemplos

User-Centric Design: Tailor dashboards to the needs and preferences of end-users. Clarity and Simplicity: Keep visuals clean, avoiding unnecessary complexity. Real-Time Updates: Ensure data is regularly updated for accuracy. Mobile Responsiveness: Design dashboards that are accessible and functional on various devices. Security Measures: Implement robust security protocols to protect sensitive data.

In my view BI dashboard should be: * User friendly that is easy to navigate and provided with proper slicers * Crisp visuals - too much data and too many graphs loose the audience, visuals need to be impactful with key information, yet not too much * Minimal lag when opening the dashboard or applying the filters * Goes without saying data has to be accurate and updated at decided intervals (daily,weekly etc.)

For me marketing dashboards should always use the conversion funnel as a backbone. Measuring top funnel metrics like CPC, CPA, CPA... going down to conversion, activation and retention... Get that right and then you can explore different KPIs and views to better understand not only 'what' is happening but 'why' it is happening.

Na minha vis?o, há três pontos essenciais: 1. Clareza visual: Simplicidade e foco, com destaque para as informa??es essenciais! 2. Flexibilidade de intera??o: Permitir que os usuários explorem os dados de maneira personalizada também é essencial. 3. Adapta??o as dinamicas do negócio: Manter a regularidade de atualiza??o faz com que o painel seja sempre relevante para orientar a tomada de decis?o.

Keep It Simple: Clutter is the enemy. Focus on what’s essential and use colors and labels to highlight key data and trends. Make It Interactive: Let users play with the data. Filtering, drilling down, and zooming in should be easy and intuitive. Update Regularly: Markets change, strategies evolve. Keep your dashboard in sync with these changes to ensure it remains relevant and accurate. A great BI dashboard is all about clarity, interaction, and staying up-to-date. ??

I guess, the marketing performance metrics will be different based on the industry and quite frankly depend on the value of the marketer. In our practice, we have tied our goals/metrics to Company/Client KPIs, and it helped us not to perceive just a cost center. More so, knowing more about the KPI's and the industry/vertical will certainly help to effectively and efficiently measure performance.

Remember your colour choices are important. If your audience is colour blind, they might not see the “obvious” difference between red and green that you have used.

Uma boa história tem bem definidos seu início, meio e fim. Um enredo consistente cria conex?o entre os dados e as necessidades de informa??o para o negócio. Ainda, a história do BI deve almejar a aten??o do seu público consumidor. Principalmente, a apresenta??o dos dados deve ser capaz de conduzir as partes interessadas para boas tomadas de decis?o e gest?o do negócio.

Few tool’s I have come across for Marketing and Product analytics are: Appsflyer & Mixpanel - These tools's captures source of customer aquisition, event's or clickstream data on the App. This can help to track user journey, funnel movement, bounce rates across different inbound channels, sources etc to figure out effectiveness of channels or campaigns. - Mixpanel and Appsflyer has built in feature to build analytical dashboard’s or download reports with real time data. But there can be some limitation with data size, customisation etc. - Hence you can import data to your analytical database/DWH and build custom dashboards/report’s using visualisation tool’s. - You can also map this data with system CRM data to build richer dashboard’s.

é de extrema importancia treinar os usuários para que os painéis sejam acompanhados da forma correta e na frequência necessária para o negócio. Muitos painéis ou ferramentas acabam obsoletos por falta de treinamento de quem vai usá-los, gerando diversos problemas n?o só para quem cria os painéis, mas também para quem n?o irá acompanhar as métricas corretamente.