The monthly marketing campaign is finally over and you’re now ready to present your agency’s hard-won results to stakeholders.
There’s just one problem.
The report looks overwhelming, even with its charts and pivot tables. Can your client, a C-suite business executive with little marketing experience, understand it?
In this guide, we look at an alternative way of turning complex information into digestible graphics—so digestible, in fact, that anyone can grasp it within minutes.
We’ll also share our free Google Sheets dashboard template for you to get started immediately.
A report with Google spreadsheet displays critical information visually (e.g., key metrics turned into a Gantt chart and pivot table).
You usually sync these reports from sources like Google Forms or import data from a CSV file or an API connector (e.g., Facebook Ads).
In some cases, marketers will upload the spreadsheets in a reporting tool like DashThis to better visualize complex information, distill actionable insights, and automate reporting from start to finish.
It takes a few clicks to create a beautiful and functional dashboard on DashThis.
Here’s a quick step-by-step walkthrough to connect Google Sheets with our automated marketing reporting tool:
Enter the metrics and dimensions accordingly. You will end up with a Google Sheets dashboard like this.
Notice the clean and straightforward layout. Anyone—even clients with zero marketing expertise—can quickly gauge the performance of each metric.
Even the most user-friendly software tool stumps new users from time to time.
To make the most out of your Google Sheets reporting on DashThis, note the following:
With these insights at the back of your mind, you can whip up an engaging report in the blink of an eye.
[DashThis editor] Select metrics in dropdown menu via Custom Widgets
Of course, our tool also comes with a few limitations, such as:
There are several workarounds to some of these limitations. For example, consider creating another sheet with the remaining data if your spreadsheet exceeds the columns, rows, and tabs limit.
Drop a message to our support team if you need a hand. We’ll do our best to resolve the issue. 😊
Great reports convey critical information at a few glances.
Whether you send them to a marketing specialist or a client with zero marketing expertise, they should be free of endless rows of data that take hours to dissect.
These three best practices help you create a digestible Google Sheet dashboard for all stakeholders.
It takes effort to perform data analysis on raw data fresh out of the marketing oven.
Clients rarely have time or interest to decipher every single metric. These managers or C-suite leaders usually look for metrics that impact revenue and ROI the most.
In the Google Sheets dashboards, ensure you prioritize metrics that drive a business outcome.
For example, if you’re monitoring the number of monthly leads in a Facebook retargeting campaign, you’ll want to focus more on metrics like top converting campaigns and cost-per-conversion, not number of likes (since like count rarely correlates with engagement and conversions).
Data visualization is the process of turning data into visually beautiful graphs and charts, so that you can make sense of your marketing (or sales) dataset quickly.
It hits the sweet spot between comprehensive and digestible.
Say you want to show a client their overall social media performance. Rather than displaying multiple channels next to each other, merge them into a single widget, like this.
It helps the client understand how each channel contributes to the overall engagement (tip: to do this, click Edit Widget > Merge Widgets).
On top of creating a comprehensive and digestible marketing dashboard, it’s also vital to make it as accessible as possible.
Consider using a reporting tool like DashThis to speed up your reporting.
You can share the dashboards via a shareable link, export them as a PDF, or schedule an automatic email dispatch.
Click Sharing Options> Share by Email.
Select the dashboard period, recipient’s email address, and frequency (e.g., once, weekly, monthly) and click Save when you’re done. You can also auto-generate the full report as a PDF attachment if your clients prefer to keep it on file.
With automatic email dispatch, you can streamline the reporting workflow and gain back hours of your time.
Customizable templates save effort.
Whether you’re tracking SEO performance, monitoring sales activity via HubSpot CRM, or combining several data source platforms into a single report, admit it; templates are time-saving assets.
You can take two free Google Sheets dashboard templates (from our template gallery!) for a spin.
Sales reports identify bottlenecks in the sales pipeline.
This e-commerce sales dashboard shows how organic traffic and paid ads impact store sales.
It measures metrics like product views, checkouts, and the ratio of new and returning users (see pie chart on left), giving stakeholders a cohesive look at the overall e-commerce sales strategy.
Customers are scattered across multiple channels.
This digital marketing report marries paid and organic website traffic into one dashboard. Integrating Google Analytics and Google Ads, it measures the digital touchpoints that hurt or heighten the customer journey.
Google Sheets is the quickest way to communicate marketing performance to a client.
Unfortunately, only so many pivot tables and Gantt charts can do.
DashThis is an automated marketing reporting tool that helps everyone better visualize complex information, distill actionable insights, and automate reporting from start to finish.
Start creating your Google sheet dashboard today
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