Build and share your marketing dashboard

Build a one-page Looker Studio dashboard from your measurement plan and share it with the person who will read it.

Open your measurement plan from Module 1 and your dashboard sketch from Lesson 6.1, and put them side by side. Go through the sketch one chart at a time and find each number it needs in the plan. Do this before you build anything so you don't spend time on a chart you'll later remove.

The plan gives you the main KPI for each goal, the supporting numbers, and the key events you set up in GA4 in Module 3. The sketch gives you the reader, the questions they ask, and the chart that answers each question. If a chart in the sketch needs a number the plan doesn't mention, one of the two is wrong. Either the plan is missing a number, so you add it, or the chart isn't needed, so you drop it.

This project brings together your plan, your key events, your sketch, the data you connected in Lesson 6.2 and what you learned in Lesson 6.3 about which chart suits which number. The brief reads:

"Build one page in Looker Studio for one reader. It must show your main KPI with a trend, a breakdown by channel, and at least one chart that puts marketing data next to real sales or leads from your source of truth. Share it so the reader can view it without being able to break it, and set up an email delivery if they will not open it on their own. Then ask for feedback and get it in writing."

If your data sources are already connected, the build takes about an hour. It takes longer if your sales sheet needs tidying first. Your dashboard will look different from the example below, because your reader and the decisions they make are different.

Matching Jun's sketch to the plan

Jun is building a dashboard for a furniture shop, and the shop's owner is the reader. When Jun compared the sketch with the plan, there was one mismatch of each kind. The sketch had a Google Ads cost chart that the plan had left out, so Jun added Google Ads cost to the plan. The sketch also had an Instagram followers chart. The plan had dropped Instagram followers on purpose back in Lesson 1.1, so Jun removed that chart.

Building the page from top to bottom

Build the page in the order the reader will read it, starting at the top.

The top row holds a date range control and the headline scorecards. These are your main KPI plus up to three supporting numbers. Each scorecard needs a comparison, either with the previous period or with the same period last year. Jun chose three scorecards. The first is sales this month from the sales sheet, shown against target. The second is website enquiries, using the generate_lead key event. The third is showroom appointment bookings.

Below the scorecards goes the trend. This is a line chart of the main KPI over the last twelve months. If you have last year's data, add it as a second line.

Next is the channel breakdown, a sorted bar chart of key events or sales by channel. Jun built it from GA4 purchases and enquiries by session default channel group.

Then comes the chart that compares marketing data with real results. It blends marketing data with sales or leads from your source of truth, and it is what makes the dashboard more than a GA4 summary. Jun blended GA4 sessions by month with the sales sheet by month, so the owner can see whether busier months on the website were also busier months in the till. If you keep spend by channel in a sheet, a table of spend, key events and real sales by channel works as an alternative.

Give each chart a title that is the question it answers. Then check every number once against its source. Open GA4 or the sheet and confirm the dashboard shows the same figure for the same period.

Sharing with viewer access and a scheduled email

To share the report, click the Looker Studio share button and add the reader's email with viewer access. Viewer access lets the reader use the date range control and the filters, but they can't move charts or change data sources. Keep editor access, which gives full edit rights, for yourself and anyone who maintains the report.

Each data source runs on the credentials of whoever connected it, and by default that is you, the builder. So the reader can see your GA4 charts without their own GA4 login. It also means anyone you share the report with sees whatever your access shows, so be careful who you add. If the report contains sales figures, don't share it by open link.

Some readers won't open a dashboard on their own. For them, set up scheduled email delivery from the share menu. You choose the recipients, the day and the frequency, for example the first Monday of each month, and Looker Studio emails the report on that schedule. Jun scheduled the report to reach the owner at 8am on the first working day of the month.

Getting the owner's written verdict

Send the reader the link with three questions:

Which chart did you look at first? Is there a question this page does not answer? Is there anything you would remove?

Ask for the answer in writing. A short message is enough, and it gives you a record to come back to. Make any changes the feedback calls for, and log the feedback with its date.

The furniture shop owner replied in two lines. She looked first at sales against target, she wants to see the sofa range separately from other furniture, and she would remove nothing. Jun added a product range filter control and logged her feedback with the date.

The project is done when all of the following are true. The dashboard fits on one page, or on one screen without much scrolling. Within a minute, the reader can tell whether the main KPI is on track and which channels moved it. Every chart has a question as its title and a comparison where one matters. At least one chart joins marketing data to real sales or leads. The reader has viewer access and, if needed, a scheduled email. You have the reader's feedback in writing and have made any changes it called for.

Your own reader is waiting, and their reply is the measure of whether the page works.

Share a one-page Looker Studio dashboard showing your main KPI, a trend, a breakdown by channel and one comparison with sales. Ask the reader for written feedback.

Course

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