Back to Calculator & HandbookCategory 4: Analytics & Tracking
🔥 Tier 1 - Must KnowID: dashboardReporting

Dashboard & Reporting

Communicating performance data clearly to stakeholders

In Simple Words (Zero Jargon):

Communicating performance data clearly to stakeholders

Why It Is Critical

Dashboards and reports are how performance data reaches decision-makers. The same data presented differently produces different decisions. Bad dashboards hide performance problems. Good dashboards surface them immediately.

How It Works & Underlying Dynamics

Structure of an Executive Performance Report: 1. Executive Summary: 3-5 sentences on what worked, what didn’t, and recommended actions. 2. KPI Scorecard: Current period vs previous period vs target with traffic-light coding. 3. Channel Breakdown: Spend, CPA, ROAS, and conversions across Meta, Google, etc. 4. Creative Performance: Top and bottom creatives with root cause explanations. 5. Action Recommendations: Tactical roadmap for the next sprint.

Calculation Example & Benchmark Matrix

Reporting ToolBest Use Case
Looker Studio (Google)Free - connects to GA4, Google Ads, Meta via connectors. Industry standard for client dashboards.
Meta Ads ManagerPlatform-native reporting. Good for deep Meta-specific analysis, limited for cross-channel.
Google Ads DashboardPlatform-native. Essential for Search campaign bid analysis.
SupermetricsPaid connector that pulls 70+ marketing platforms into Sheets, Looker Studio, or BI warehouses.
Google SheetsMost flexible option for custom formulas, financial models, and white-label sharing.
What You Get: Data that actually changes decisions - rather than reports that are read, filed, and forgotten because they lack clarity.

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