Executive Analytical Dashboard | Google Lookerstudio
1. Work Context
The commercial director of WT faced a problem: reports were collected manually from various sources (CRM, advertising, Google Sheets), taking over an hour before each meeting. Data was often updated with delays, leading to management decisions being made based on incomplete information.
2. Task
Automate the collection and visualization of data from all major channels.
Provide quick access to current metrics.
Simplify preparation for strategic and operational meetings.
3. Implementation
Integrated data from CRM, Google Sheets, Facebook Ads, Google Ads, and email marketing.
Developed a user-friendly dashboard in Looker Studio with the following sections:
Overall reach and distribution by channels.
Channel ranking by effectiveness.
Leads (overall, by days, by channel).
Deals and average check.
Cost per lead (CPL) and cost per deal (CPO).
Implemented interactive filters by periods and channels.
Configured automatic data updates.
4. Results
Preparation time for meetings reduced from over an hour to a few minutes.
The manager received a tool for daily real-time business monitoring.
Decision-making became more transparent and data-driven.
The ability to quickly identify weak channels and reallocate budget emerged.
5. Conclusions
The dashboard became a convenient "control center" for the commercial director, allowing time savings and keeping key marketing and sales performance indicators under control.
Link to the report and example of the PDF mailing to email
https://lookerstudio.google.com/u/6/reporting/991bb82e-a710-4fa5-9406-ab5d5d2119f3/page/VpyTF/edit
https://drive.google.com/file/d/1VQJMt1xlh1q7DMZInO42a4trpIHIMa8U/view?usp=sharing
The commercial director of WT faced a problem: reports were collected manually from various sources (CRM, advertising, Google Sheets), taking over an hour before each meeting. Data was often updated with delays, leading to management decisions being made based on incomplete information.
2. Task
Automate the collection and visualization of data from all major channels.
Provide quick access to current metrics.
Simplify preparation for strategic and operational meetings.
3. Implementation
Integrated data from CRM, Google Sheets, Facebook Ads, Google Ads, and email marketing.
Developed a user-friendly dashboard in Looker Studio with the following sections:
Overall reach and distribution by channels.
Channel ranking by effectiveness.
Leads (overall, by days, by channel).
Deals and average check.
Cost per lead (CPL) and cost per deal (CPO).
Implemented interactive filters by periods and channels.
Configured automatic data updates.
4. Results
Preparation time for meetings reduced from over an hour to a few minutes.
The manager received a tool for daily real-time business monitoring.
Decision-making became more transparent and data-driven.
The ability to quickly identify weak channels and reallocate budget emerged.
5. Conclusions
The dashboard became a convenient "control center" for the commercial director, allowing time savings and keeping key marketing and sales performance indicators under control.
Link to the report and example of the PDF mailing to email
https://lookerstudio.google.com/u/6/reporting/991bb82e-a710-4fa5-9406-ab5d5d2119f3/page/VpyTF/edit
https://drive.google.com/file/d/1VQJMt1xlh1q7DMZInO42a4trpIHIMa8U/view?usp=sharing