Marketing Cloud Intelligence Dashboard Best Practices

Join Decision Foundry’s Larry Cohen, EVP Advisory Services – Salesforce, for an in-depth exploration of dashboard best practices in Marketing Cloud Intelligence (MCI). Learn how award-winning dashboards are structured and discover techniques to maximize your data experience.

Duration: 15 minutes

Section 1: Award-Winning Dashboard Examples

Discover industry-leading dashboard designs through real examples:

• Salesforce Award-Winner – J&J ACUVUE: See how this competitive intelligence dashboard combines beauty and data by integrating social listening, IRI shopper data, Google AdWords, brand health trackers, and site analytics.
• The “Bubble Gum” Dashboard: Learn how to structure paid, owned, and earned media reporting with natural language generation for insights and executive summaries.
• Advanced Social Metrics: Transform basic sentiment data into meaningful brand vitality metrics using emotional scales and engagement tracking.

Section 2: Full Funnel Dashboard Design

Perfect the art of objective-based reporting:

• Executive-First Design: Implementation of the critical 3-second rule for executive consumption.
• Goal Visualization: Using creative approaches like thermometer-style visualizations.
• Switch Metrics: Learn more about the “pivot table on steroids” for flexible analysis.
• Campaign Performance: Deep-dive capabilities for measuring marketing effectiveness.

Section 3: Advanced Visualization Techniques

Explore sophisticated visualization approaches:

• Brand Identity Integration: Techniques for elevating dashboards with brand elements.
• Customer Journey Mapping: Implementation of Sankey charts for user path analysis.
• Interactive Analysis: Combining visual storytelling with data exploration capabilities.

Section 4: Lead Generation Dashboard

Understanding the integration of marketing and sales data:

• CRM Integration: Combining marketing and CRM data effectively.
• Funnel Analysis: Tracking leads through MQL, SQL, and closed-won stages.
• Conversion Metrics: Time-series analysis of lead progression.
• Performance Tracking: Value and volume metrics for comprehensive reporting.

Section 5: Marketing Optimization Dashboard

Creating actionable optimization views:

• Multi-Channel Overview: Comprehensive channel and campaign performance tracking.
• Executive Cockpit: Filter implementations for account management.
• Flexible Analysis: Modular design for various reporting needs.

Key Takeaways:

• Best practices for executive-friendly dashboard design.
• Techniques for integrating multiple data sources.
• Advanced visualization approaches for different use cases.
• Methods for scaling dashboard solutions.

Perfect for:

• Marketing Analytics Teams
• Dashboard Designers
• Account Executives
• Marketing Operations Professionals
• MCI Platform Users