Marketing Dashboard Template
Measure the impact of your marketing initiatives with an easy-to-understand marketing dashboard.
Why use this template?
The CMO who ran marketing before me, said our B2B SaaS company had a data problem.
He spent 9 months trying to sort it out. Every month, our marketing metrics got worse.
We didn't have a data problem. We had a marketing problem. We weren't very good at B2B marketing.
Don't waste time trying to get perfect data. Get data that is good enough and stable. Stability is key to being able to watch how metrics change with different marketing initiatives.
This is the dashboard that I use to run our marketing organization. It's simple and easy to read. We have more detailed level views, but this is a good place to start.
What's inside the template
This worksheet includes the following tabs:
- Instructions: instructions on how to use this template most effectively.
- Marketing Dashboard Template: a high-level view into the key performance metrics you need to run a marketing team.
- Marketing Dashboard Tables: tables that are linked directly to the dashboard, so you can quickly input your team's numbers.
- Bonus: Go-to-Market Checklist: a simple checklist to ensure you do the right things in the right order when bringing products to market.
It tells me the following story: how much we're spending across various channels, how much traffic is coming to our website from each source, how many leads are generated from those sources, how many demos are booked, how many deals are won and lastly, how much money we bring in each month.
How to use this template
Here's how you can take advantage of this marketing dashboard to manage your marketing team toward better results:
- Review all tabs to familiarize yourself with this Google sheet.
- Input your raw data into the Dashboard tables to populate the Marketing Dashboard.
- Fix any data problems this may illuminate in your funnel.
- Share the dashboard with your Sales Operations team (or whoever helps with your reporting) to validate the accuracy of it.
- Build these dashboards directly into your CRM or into your business intelligence tool.
Immediately download this template and customize it for your marketing organization.
Click “Add to Cart” on the right. Then checkout to copy the Google Sheet of the Marketing Dashboard Template.
VP of Marketing Playbook
Everything you need to run marketing at a venture-backed SaaS company.
VP of Sales Playbook
Everything you need to run sales at a venture-backed SaaS company.
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Top reviews from SaaS Executives
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
Our Resources
Our templates give you complete flexibility to choose exactly what you need to unlock growth. Whether it’s defining your ICP, mapping the buyer journey, optimizing your sales process, or building forecasts—our templates make it easy to get started fast and execute with precision.
Our go-to-market playbooks are designed to guide executives from a place of uncertainty to hitting aggressive sales and marketing goals. Each playbook is a step-by-step roadmap built to help you confidently navigate the most critical growth stages and scale your business.
Work with us to develop a custom sales and marketing playbook tailored specifically to your company. We’ll collaborate with you to define a winning strategy and tactics, leaving you laser-focused on execution and results. No guesswork—just clear, actionable steps designed for growth.
