After talking to hundreds of marketers about collecting and analyzing data, I realized one thing: marketersDREAD他们的老板或客户的每月营销报告。

您可能会认为，到2017年，营销人员将有一种有效的方法来检查其数据并做出数据驱动的决策。事实并非如此。通常，营销人员这样的报告汇总在一起：

1. Create a list of KPIs这决定了当月的成功。
2. 登录到每个数字营销服务– Google Analytics, Facebook Ads, HubSpot, AdWords etc. – and copy those key metrics on the last day or last week of the month.
3. 粘贴指标into the KPI spreadsheet and compare them to last month’s numbers
4. 组装一些图从最新数据
5. 粘贴这些图into a PowerPoint and add a few annotations with analysis

哇。这是在5个以上工具上进行的很多手动努力，而无需添加太多实际分析。在Dabeplay体育appiostaBox，我们想自动化该过程的每个步骤，以便您可以单击打开我们的报告工具，并立即开始检查您的每周或每月结果。或者，更好的是，您可以避免完全开放服务，而是使用Alertsand记分卡要通知KPI。

Regardless of your preference, here are 17 GIFs that teach you how to eliminate the manual work and get straight to analyzing insights from ourmarketing dashboard software.

设置您的报告仪表板

1- Add A Template to Your Account

Templatesare pre-made dashboards that top marketers have submitted to our directory. Some of them provide an overview of all your metrics from a specific service, like Google Analytics. Others go deep into specific metrics. For example, ourHubSpot Landing Pagestemplate tells you all you need to know about landing page performance.

Usually, marketers want to set up theirmarketing dashboardsjust the way they want them. But, if you would like to instantly populate your dashboard, or if you would like to get a new perspective on analyzing specific metrics, templates are there for you.

2-Add A Preconfigured Datablock to a new Databoard

数据库是特定指标的个体可视化。我们的Google Analytics（分析）集成包括一个默认的DataBlock，该数据在过去30天内检查用户和会话。您可以使用它们快速探索自定义数据库上可用的指标。

3添加一个自定义数据库到新数据库

我们为您提供15种可视化指标的方式。但是，在选择度量标准之前，您需要确定显示它的最佳方法。

时间是重要的因素吗？您可能想要一个线图。

您想比较多少个数据点？如果少于5，饼图可能是最好的。

你想年代ee a month-to-month trend? You may need a Leaderboard.

4- Choose A Metric

At this point, you probably know which KPI you want to display. Here is the key- you need to know the terminology from the digital marketing service to describe that KPI. Google Analytics has众所周知，术语令人困惑, but this specific jargon is necessary due to the variety of available in-depth metrics.

因此，在您向下打磨并开始构建仪表板之前，请确保您可以将KPI映射到每个服务中的特定指标。

5- Choose a Timeframe

You can actually choose multiple timeframes for each metric, based around a day, week, month, quarter or year. You probably want to choose these based on your reporting period. Since you can switch the reporting period for all your Datablocks at once, make sure you load up the same options for each Datablock on the dashboard.

6-与上一个时期相比

Let’s say you want to see how many times you have tweeted over the last 28 days. Then, you want to compare that to the previous 28 days to see how your habits have changed over the last month. You can do this with the ‘Previous’ toggle, which will instantly create a comparison. If you use a graph, it will chart the daily values from the previous 28 days on the same graph.

7- Set A Goal

Let’s say you are hell-bent on tweeting 50 times this month. You want to make sure that is clear on your graph. You canuse a Goalto add a line to your graph for that specific amount. Of course, you may want a more results-driven metric, like number of retweets or impressions. But that is up to you!

测量您需要的确切指标

8-计算自己的指标

如果您需要计算诸如开放率，可交付性和目标完成率之类的比率，则需要创建一个新的指标并将其保存Data Calculator.

9-Test Your Calculated Metric

假设您想在Google Analytics（分析）中每个会话指标构建自己的页面。您可以在多个时间段内计算该数字，并确保其在数据计算中起作用。

10-为特定数据创建自定义查询

Sometimes, you need the standard metrics for subsets of your marketing data. This is where Custom Queries will help you. They allow you to group your data into specific cohorts, and just use that data in a Datablock.

11-测试您的自定义查询

假设您只想在过去30天内计算有机源的浏览量。自定义查询工具为您提供了这种特异性。您也可以使用过滤器进行钻探，就像在普通的Google Analytics（分析接口）中一样。如果您只想查看包含“/blog/'”的URL，这是给您的。

Collaborate with Teammates or Clients

12-确保它在手机上工作

If you want to review your data anywhere and anytime, you need thebeplay体育appiosDataBox移动应用程序. Or, if you have a boss or client that wants to casually check their data whenever they want, they need the mobile app too. The mobile toggle allows you to change the appearance and order of your Datablocks on mobile.

13-每周设置报告

If your teammates or clients prefer email to a mobile app, no worries. You can send the real-time dashboard on a daily, weekly, monthly or quarterly basis so that you never forget to send out your updates.

14- Create A Carousel of Databoards

假设您有三个特定的仪表板，总是像HubSpot Landing Pages,HubSpot电子邮件广告系列andHubSpot Blog Post Performance. You canset up a carousel of dashboards那连续地循环了三个。如果您想在办公室里进行演示或设置电视，这很好。

(再次将客户添加到您的帐户cies Only)

15- Add One Client Account

在开始与客户分享数据库之前，首先需要在代理商帐户中创建一组报告。这些报告应该cover the needs of most or all clients. Otherwise, you will spend hours on creating highly specific dashboards that cannot be shared.

After you have a consistent set of reports, you can then create client accounts to hook them up to client data sources.

16- Switch To Client Accounts

添加一系列客户端后，您需要进入每个帐户以添加数据源并创建与该客户端相关的任何自定义仪表板。

17- Add Client Data Sources

输入每个特定客户帐户后，您需要添加他们的单独数字服务。

Make The Most of Your Limited Hours

Databox has free accounts for bothmarketersand机构. If you do not already have an account on thiscustom dashboard software, you should give these features a try and see if they fit within your workflow.

Most marketers find that once they eliminate the hours of copy and pasting into reports, they can take time to do real analysis on their data. Their entire team can keep with marketing data in real-time. Agencies find that instead of giving high-level overviews to clients, they can immediately jump into analysis and data-driven strategies. Clients appreciate that they receive more service for the same amount of money.

使用这些免费marketing automation dashboard examplesto streamline your marketing efforts and improve them.