Build and share your marketing dashboard

You will build a one-page Looker Studio dashboard from your measurement plan and share it with its reader.

You now have the pieces: a measurement plan from module 1, key events from module 3, a sketch from lesson 6.1, connected data from lesson 6.2 and a sense of which chart suits which number from lesson 6.3. This project puts them together into a one-page Looker Studio dashboard that a real person reads, and ends with their verdict on it.

Jun's dashboard for the furniture shop runs through the steps as a worked example. Yours will look different, because your reader and their decisions are different.

Here is the brief. 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.

Budget about an hour for the build if your data sources are already connected, and longer if your sales sheet needs tidying first.

Step 1: start from the plan and the sketch

Open your measurement plan and your sketch side by side. The plan tells you the main KPI for each goal, the supporting numbers, and the key events you set up in GA4. The sketch tells you the reader, their questions and which chart answers each.

Then go through the sketch chart by chart and find each number in the plan. Whenever a chart needs something the plan does not mention, one of them is wrong: either the plan is missing a number or the chart is not needed. Jun found one of each. His sketch had a chart for Google Ads cost, which the plan had left out, so he added it to the plan. It also had a chart for Instagram followers, which the plan had deliberately dropped in lesson 1.1, so he removed it.

Step 2: build the page top to bottom

Work in reading order.

Across the top, add a date range control and the headline scorecards: the main KPI and up to three supporting numbers, each with a comparison to the previous period or the same period last year. Jun chose three, starting with sales this month from the sales sheet, shown against the target. Website enquiries use the generate_lead key event, and the third card counts showroom appointment bookings.

Below that, add the trend: a line chart of the main KPI over the last twelve months, with last year as a second line if you have it.

Then the channel breakdown: a sorted bar chart of key events or sales by channel. For the furniture shop, Jun used GA4's purchases and enquiries by session default channel group.

Then the comparison with real results. This is the chart that makes the dashboard more than a GA4 summary. Jun blended GA4 sessions by month with the sales sheet by month, so the owner could see whether busier months on the website were also busier months in the till. If you have spend by channel in a sheet, a table of spend, key events and real sales by channel works too.

Title each chart with its question. Check every number against its source once: open GA4 or the sheet and confirm the dashboard shows the same figure for the same period.

Step 3: share it safely

Use the share button in Looker Studio and add the reader by email with viewer access. Viewers can use the date range control and filters but cannot move charts or change data sources. Keep editor access for yourself and anyone who maintains the report.

The data sources use the credentials of whoever connected them, by default yours, so the reader can see GA4 charts without their own GA4 login. That also means anyone you share with sees what your access shows, so share with care, and avoid sharing by open link if the report contains sales figures.

If the reader is unlikely to log in, use the option to schedule email delivery from the share menu. Choose the recipients, the day and the frequency, such as the first Monday of each month, and Looker Studio sends the report by email on that schedule. Jun set one for the owner at 8am on the first working day of the month.

Step 4: get feedback in writing

Send 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 a reply in writing, even a short message, so you have a record to come back to.

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

What done looks like

A finished dashboard fits on one page, or one screen without much scrolling. A reader can tell within a minute whether the main KPI is on track and which channels moved it. Every chart has a question for a title and a comparison where it matters. At least one chart joins marketing data to real sales or leads. The reader has viewer access and, if needed, a scheduled email. And you have their written feedback, with any changes you made because of it.

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

Share a one-page Looker Studio dashboard with your main KPI, a trend, a channel breakdown and one sales comparison, and get the reader's feedback in writing.

Course

Junxiong-WFG Organisation is an authorised representative of AIA Financial Advisers Private Limited (Reg. No. 201715016G).