Who this is for
| Teams | Marketing, growth, demand gen, CMO office |
| Best fit | Retail campaign data (E-commerce) or SaaS trial data (B2B SaaS) |
Which data should I use?
| Your business | Start with | Why |
|---|---|---|
| D2C / e-commerce | E-commerce cookbook | Campaigns, web events, orders, ROAS |
| B2B SaaS | B2B SaaS cookbook | Trials, feature adoption, segment conversion |
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
| Role | Questions to try |
|---|---|
| Marketing manager | Compare leads, spend, and conversion rate by campaign. |
| Growth analyst | Show daily add-to-cart rate for the last 30 days. Which segment converts best? |
| CMO | What is channel mix and ROAS trend for the last quarter? |
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