Episode 9: How Dashboards Make the Whole Funnel Work

Fifty years ago, Author and Ad Age writer Bob Stone gave a framework for direct marketing funnels: list, offer, creative. This series expands that list for the digital age, itemizing the elements every website now needs to act as a funnel and generate leads. This episode focuses on the dashboard component.

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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