Playbook for B2B marketers

Dashboard setup

Build dashboards that show what matters. Give your team clarity without noise or vanity metrics. Agree definitions and review insights on a simple schedule.

Dashboard setup

Introduction

A good dashboard shows you what to do next. But most marketing dashboards are either too shallow to be useful or so detailed no one actually uses them.

This playbook shows you how to build a dashboard that helps you steer your growth efforts with confidence. You’ll learn how to bring together the key numbers from across traffic, funnel performance, sales pipeline and lifetime value, all in one clear view.

The goal is to create a daily and weekly snapshot that helps you make better decisions, spot issues early and track progress without digging into five different tools.

If you want a way to keep your growth metrics in check without getting buried in noise, this dashboard structure is a good place to start. It gives your team the clarity to focus and the context to move faster.

Chapters

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Google Analytics
Tool review

Google Analytics

Web analytics that tracks user behaviour and conversions, essential for understanding traffic and lead sources when configured well.

Databox
Tool review

Databox

Dashboard tool with fast connectors and scorecards, ideal for exec views and alerts when you need speed over deep modelling.

Looker Studio
Tool review

Looker Studio

Free dashboard tool that pulls data from many sources, great for quick reports and shareable views.

Amplitude
Tool review

Amplitude

Product analytics for events, funnels and cohorts, useful when you need to see how users move and where they drop in product journeys.

Spectacle
Tool review

Spectacle

Multi touch attribution built for SaaS. Spectacle shows which campaigns, content and channels create customers, with funnels and an audience hub that syncs high LTV segments to ad platforms.

Book summary & review

Lean Analytics

Alistair Croll

Pick the One Metric that Matters for your stage. Build lean dashboards and use data to decide the next best move.

Lean Analytics
Book summary & review

Measure What Matters

John Doerr

A clear guide to OKRs for growth teams. Write good objectives, choose key results and run cadences that stick.

Measure What Matters
Book summary & review

The Ultimate Blueprint

Keith J. Cunningham

A practical summary of how businesses really grow. Clear levers, simple maths and actions you can take this quarter.

The Ultimate Blueprint

Wiki articles

Go to wiki
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Further reading

You're ready for growth, but your tool stack isn't.

Growth feels chaotic. You're firefighting because of broken tools and messy data. You need a solid foundation to grow.