Building a Marketing Dashboard for Executive Reporting

By defining a KPI tree tied to revenue and shipping a Looker dashboard the CEO opened daily, marketing gained credibility, budget, and speed.

A enterprise Fintech SaaS operating in the Fintech SaaS space.

• Give the executive team one place to see marketing performance.
• Reduce weekly reporting time from 12 hours to under 2.
• Anchor every metric to a revenue outcome.

The team had inconsistent execution across channels, no shared dashboard, and no repeatable framework for prioritizing investment.

• No documented ICP or JTBD anchored to marketing programs.
• KPIs tracked in isolation, not tied to revenue outcomes.
• Tool sprawl with 4+ overlapping platforms and no single source of truth.
• Content and paid teams operating on separate roadmaps.

• Built a KPI tree with one North Star and 3 second-level metrics.
• Aligned marketing + sales on shared definitions.
• Shipped a Looker dashboard with executive, operational, and diagnostic views.
• Instituted a monthly data-quality audit.

1. 1

   Discovery & Audit

   Weeks 1–2

   Baseline every metric that matters.

   • Current-state audit
   • ICP + JTBD document
   • KPI tree
2. 2

   Strategy & Planning

   Weeks 3–4

   Define bets, sequence, and ownership.

   • Quarterly roadmap
   • Framework selection
   • Executive review deck
3. 3

   Implementation

   Weeks 5–12

   Ship the work in weekly cycles.

   • Campaigns live
   • Dashboards deployed
   • SOPs documented
4. 4

   Measurement & Iteration

   Weeks 13+

   Compound gains with weekly review.

   • Weekly readouts
   • Experiment log
   • Next-quarter plan

• Kicked off with a 5-day baseline sprint to map current state and quick wins.
• Locked scope for the first 90 days to prevent context switching.
• Ran a weekly 45-minute execution review — decisions only, no status updates.
• Stood up a live dashboard as the single source of truth for the leadership team.

• Dashboards win budget faster than decks.
• Shared definitions between marketing and sales are the pre-req for shared credibility.
• The North Star metric must be one number, not three.

• Skipping the audit phase to 'move faster' — teams later rebuild the same work.
• Confusing activity metrics with outcome metrics in weekly reviews.
• Running too many experiments in parallel to reach statistical clarity.

• Anchor every quarter to one primary outcome metric — everything else is a leading indicator.
• Run a monthly framework review — retire what isn't producing decisions.
• Give one owner accountability per workstream — shared ownership stalls output.

• Document ICP and JTBD before writing any brief.
• Publish a single KPI tree tied to revenue.
• Ship the dashboard before the first campaign.
• Run a weekly 45-min decision review with the DRIs.
• Retrospect every 30 days; adjust bets accordingly.

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