Episode 9: How Dashboards Make the Whole Funnel Work

This is the first of a series on Elements of Every Funnel. The graphic here shows how they all work together to generate a conversion.

Though it’s not an outwardly facing element, something that’s always part of the mix is the management metrics (top-right). Today’s episode focuses on how to make the dashboards that contain those metrics work for you.

Here is the 7-step process described for building a marketing dashboard:

  • Interview stakeholders
  • Review Technology
  • Select KPIs
  • Group requirements
  • Select Charts
  • Prototyping/Wireframing
  • Launch

Ideas and Products mentioned in episode:

Entity relationship Model (ERM)

Database Schema

Extract Transform Load (ETL)

Supermetrics

Domo

Tableau

Klipfolio

Geckoboard

Google Data Studio

People mentioned in episode:

Special thanks to Doug McCaffrey who collaborated on this dashboarding initiative with me.

Ben Yoskovitz

Alistair Croll

James Hebdon

Robert Rose

Matt Heinz

Christopher Berry

Reboot:

Look at Nicholas Kelly’s site, Nicksight.com for ideas and products related to dashboard-making

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