Who this is for
Which data should I use?
Dashboard patterns
These three layouts work across most marketing reviews:KPI row and trend
Track spend, leads, conversion rate, and ROAS over time on one screen.
Channel or campaign breakdown
Compare performance side by side with bar charts — by campaign, channel, or segment.
Funnel view
Show where prospects drop off from awareness to conversion.
Questions to ask by role
Example conversations
Campaign comparison
Ask: Compare leads, spend, and conversion rate by campaign. Look for spend and conversion on the same chart so you can spot efficient and inefficient programs quickly. Try next: Filter to a single segment, then save the view on your campaign dashboard for recurring reviews.Metrics worth defining
Add to Connector memory:- ROAS — attributed revenue ÷ spend
- Conversion rate — your team’s standard numerator and denominator
- Channel mix — share of traffic or spend by channel