Management Dashboard & Performance Monitoring
Design the data structure, KPIs and management dashboard for continuous monitoring of marketing, sales and return on investment.
This service turns marketing and sales data into a management monitoring system. KPIs are defined around business goals, data sources and ownership are made explicit, and a Power BI dashboard provides a reliable view of channel, campaign, funnel and return-on-investment performance.
Core deliverables
What the team can use at handover
- KPI framework
- Data dictionary and structure
- Power BI management dashboard
- Monitoring and reporting cadence
Expected outcomes
The change that should become visible
- KPIs aligned with business objectives
- Consistent, comparable reporting
- Faster evidence-based decisions
Working process
A staged path through the engagement
- 01Define objectives and management decisions
- 02Audit data sources and quality
- 03Design indicators and the reporting model
- 04Build and validate the dashboard
- 05Train the team and establish the monitoring cycle
From objective to indicator
Every indicator is connected to a business objective and management decision so the dashboard does not become a collection of unused numbers.
- Define marketing, sales and brand KPIs
- Specify formula, source and update frequency
- Assign ownership for data quality
Monitoring and optimisation
The dashboard is paired with a clear cycle for review, variance analysis and corrective action.
- Review channel and campaign performance
- Analyse conversion and return on investment
- Record decisions and follow up corrective action
What should we know before starting?
Next step