1. Define Dashboard Goals
For a Marketing CRM dashboard, you want answers to questions like:
Who are my best customers?
Which channels perform best?
What products generate the most revenue?
How effective are marketing campaigns?
Which customer segments respond better?
2. Data Wrangling
Below is an example of raw Marketing Campaign data in Excel that gets cleaned, transformed and examined, and on which we apply formulas and create visuals to provide clear and actionable insights into your customers and campaign performances.
3. Access and Explore your Report/Dashboard
Once we have cleaned, transformed, explored and visualised your data, a report/dashboard link will be made available to you for you to look over in your own time.
Example Report Link