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How to Build Reporting Dashboards to Track Your B2B SaaS Marketing Results

Alfie Dawson
Founder & Executive Creative Director
June 18, 2024
Reporting

Marketing experts know that data is essential for making informed decisions about marketing campaigns. But with so much data available, it can be difficult to know where to start and how to make it actionable.

Reporting dashboards can help marketing experts to quickly and easily visualize and analyze their marketing data. Dashboards can be used to track key performance indicators (KPIs) such as website traffic, lead generation, and sales. They can also be used to identify trends, see what's working, and make informed decisions about where to allocate resources.

Building a reporting dashboard can seem daunting, but it doesn't have to be. By following these steps, marketing experts can create a dashboard that is tailored to their specific needs and helps them to track their marketing results effectively:

1. Define your goals

What do you want to track with your dashboard? Are you interested in tracking website traffic, lead generation, or sales? Are there any specific marketing campaigns that you want to track? Once you know what you want to track, you can start to gather the data that you need.

2. Choose a reporting tool

There are a variety of reporting tools available, both free and paid. Here are the top 10 reporting tools for B2B SaaS marketing experts:some text

  1. Google Data Studio
  2. Looker Studio
  3. Tableau
  4. Microsoft Power BI
  5. Sisense
  6. Domo
  7. Klipfolio
  8. Grow
  9. Chartio
  10. Databox
  11. MetricsCat

Choose a tool that is easy to use, that offers the features that you need, and that can integrate with your existing marketing stack.

3. Connect your data sources

Once you have chosen a reporting tool, you need to connect it to your data sources. This could include your website analytics, CRM system, marketing automation platform, and social media platforms.

4. Design your dashboard

Once your data sources are connected, you can start to design your dashboard. Drag and drop different widgets onto your dashboard to visualize your data. You can also use filters and segments to customize your dashboard and focus on the data that is most important to you.

5. Share your dashboard

Once you are happy with your dashboard, you can share it with your team or stakeholders. Most reporting tools allow you to share your dashboards via email, link, or embed code.

Here are some tips for building effective reporting dashboards for B2B SaaS marketing experts:

  • Focus on the most important metrics. Don't overload your dashboard with too many metrics. Focus on the metrics that are most important to your business and that will help you to achieve your marketing goals.
  • Use visual cues. Visual cues such as charts, graphs, and maps can help you to quickly identify trends and patterns in your data.
  • Make your dashboard interactive. Allow users to interact with your dashboard by adding filters and segments. This will help them to get the most out of your dashboard and to find the data that is most relevant to them.
  • Keep your dashboard up-to-date. Make sure to update your dashboard regularly with new data. This will help you to stay up-to-date on your marketing results and make informed decisions about your campaigns.

Here are some examples of reporting dashboards for B2B SaaS marketing experts:

  • Customer acquisition dashboard: This dashboard can be used to track the customer acquisition funnel, including the number of leads generated, the number of leads qualified, the number of opportunities created, and the number of deals closed.
  • Marketing campaign performance dashboard: This dashboard can be used to track the performance of individual marketing campaigns, including the number of impressions, clicks, conversions, and revenue generated.
  • Product marketing dashboard: This dashboard can be used to track product engagement and adoption, including the number of active users, the number of new features used, and the customer churn rate.

By following the tips above, B2B SaaS marketing experts can build reporting dashboards that help them to track their marketing results effectively and make informed decisions about their campaigns.

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