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
