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Small Business Dashboard Reporting Template

Never waste money on flopping ads again. Optimize ad spend with a small business dashboard. Get critical insights for growth on one dashboard.

Track your most important KPIs for all your ad campaigns in one place

Explore ready-made marketing reporting dashboard templates:
Performance Dashboard
Optimize for better financial performance on your PPC campaigns with a powerful dashboard tool. Find out which ad campaigns are working and which are underperforming and allocate budget accordingly.
Connectors used:
KPI Dashboard
Need an all-in-one tool to track all your important KPIs in real-time? A marketing dashboard visualizes both high-level KPIs and granular data. Find out how it works with ready-made templates.
Connectors used:
eCommerce Dashboard
If you are an eCommerce retailer running ad campaigns, you need an automated dashboard to monitor sales performance. Connect easily to our eCommerce dashboard for key revenue and conversion metrics.
Connectors used:

Need a custom reporting or dashboard template?
We got you covered.

Get your custom template within 48 hours

Have a report you’d like us to replicate, or need some extra assistance? Get in touch with us and we’ll build a template within 48 hours to help you evaluate Adriel for your business’ specific goals.
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What is a SMB dashboard?

A small business dashboard is a marketing analytics tool that aggregates data from different sources and represents them using visual elements like charts, tables, and graphs.

By presenting business data in a visually appealing and understandable way, business dashboards help you understand your key performance indicators (KPIs) at a glance, enabling you to make data-driven decisions that improve your revenue.

On Adriel’s small business dashboard, you can see an overview of marketing performance at a glance, set real-time campaign alarms, and download a whitelabeled marketing report with just one click. You’ll also be able to analyze ad creative details and performance trends by channel and demographics.

How do I create a small business dashboard?

Creating a small to medium business dashboard is as easy as 1-2-3 with Adriel. Just connect your ad accounts and marketing channels from a drop-down menu and your data will start flowing onto the dashboard automatically. No coding or technical knowledge required.

Create an account

Sign up for Adriel with your email after your demo.


You can then select a pricing plan that suits your needs.

Connect your accounts

Simply choose from a drop-down list to import dimensions and metrics from your client’s ad accounts, analytics tools, and mobile measurement partners.

Adriel supports integrations with up to 650+ data sources, including social media channels, ad platforms, analytics tools, and eCommerce platforms.

And if you don’t see an integration that we support natively, we can create custom integrations just for you.

Visualize your data

Use our ready-made templates to instantly see all your KPIs in minutes.
Or, start from a blank page and choose your data visualization widgets and graph types.

Create different views for different stakeholders

Set up different views for each account manager or client in just a few clicks. Give different access permissions and collaborate with others on a live dashboard.

Download and share white-labeled reports

Automate your entire client reporting process. Determine your clients’ brand visuals, colors, and logos, and download fully customized reports as PDFs or CSVs. Or share links to the live dashboard with clients.

What should a SMB dashboard include?

Small business dashboards should visualize these important metrics:

How users are discovering you on Google
How long they are reading your content
How they’re interacting with pages on your website
How many times they visited you before converting
Here are the common site-centric data that marketers track:
Ad revenue
Ad revenue

Ad revenue is the income generated from your ad campaigns. It is a critical KPI for assessing the profitability and return of your advertising efforts.

ROAS (Return on ad spend)
ROAS (Return on ad spend)

ROAS evaluates the revenue earned for every dollar spent on advertising, crucial for determining the financial success of your ad investments.

Impressions
Impressions

Impressions count how often your ad is displayed, reflecting the reach of your campaign. Tracking impressions helps gauge brand awareness and the frequency of ad exposure to your audience.

Ad spend
Ad spend

Ad Spend tracks the total expenditure on your advertising campaigns. Monitoring this helps in maintaining budget control and calculating the cost-effectiveness of your ads.

Cost-per-click (CPC)
Cost-per-click (CPC)

CPC measures the cost for each click on your ad. This metric is crucial for managing the budget and optimizing the cost-efficiency of your ad spend.

Click-through rate (CTR)
Click-through rate (CTR)

CTR measures the effectiveness of an ad by the percentage of viewers who click on it, indicating how compelling your ad is to your audience.

Link clicks
Link clicks

Link clicks are the number of times users have clicked on a link within your ad. They signify user interest and are essential for understanding which content drives interaction.

Conversion rate
Conversion rate

The conversion rate indicates the percentage of visitors who complete a desired action, like a purchase, sign-up, or download. It's a direct measure of your campaign's success in motivating users to take action.

How do you make a KPI dashboard?

You should structure your marketing dashboard the way you write stories—with a clear beginning, middle, and end.
Divide your dashboard into three levels: top, middle, and bottom.
At the top, include:
  • Your brand / client’s visuals (name, logo, taglines)
  • Data stories
  • An overview of business metrics or compared with a specific time period
The middle section should analyze these KPIs in more detail:
  • Performance trends visualized in different types of graphs
  • Relationships between one KPI and another
  • Causes and effects
Finally, drill down to granular data:
  • Marketing mix
  • Details of ad campaignsAd creative insights (e.g. ad copy, photos, videos)Analysis of creative intelligence (e.g. keywords, colors, emojis)
  • Ad creative insights (e.g. ad copy, photos, videos)
  • Analysis of creative intelligence (e.g. keywords, colors, emojis)

What our customers are saying

Adriel made it easy for us to track our online ads across multiple platforms. The reporting process is now a lot more straightforward for my account managers, and our clients are in love with their new live dashboard. What a win!
J.Townley, Founder of Paparico
Marketing Agency
+140%
ROI
100%
Satisfied Clients
30h
Hours saved per week
Clicks Overview
Impressions
Impressions are the total number of times any of your webpages or your ads appear in search engine results and are viewed by users.

You can measure ad impressions through Adriel’s marketing dashboard across multiple ad channels, creatives, keywords, and audiences.
Link Clicks
Link clicks are the total number of times the links in your ad copy, call-to-action, or images have been clicked.

These links can lead to destinations within or outside of the platform where you’ve launched your ad, such as your landing page, social media profile, or a blog post. This is also a key metric for SEO.
Click-through rates (CTR)
Click-through rates measure the number of clicks you receive on an advertisement—per the number of impressions.

Generally, high CTRs mean that your ads were successful in attracting the attention of your target audience. High CTRs can also lead to lower advertising costs on advertising platforms like Google Ads. This article lists the average CTRs for all your favorite PPC channels.
Cost Overview
Cost-per-click (CPC)
Cost-per-click (CPC), similar to pay-per-click, is a popular programmatic advertising term where you pay an ad seller a cost every time someone clicks on an ad.

Different social media platforms, search engines, and programmatic publishers set different CPCs. They can range anywhere from $0.4 (Twitter Ads) to $6 (LinkedIn Ads). Get the average CPCs for your industry here.
Cost-per-mile (CPM)
Cost-per-mile (CPM) is the amount you pay for every 1000 impressions that your ad garnered. The CPM on different ad channels depends on a number of factors, such as the target audience, ad format, and the level of competition for ad space.
Cost-per-conversion (CPCV)
Everything comes with a cost, even conversions. Cost-per-conversion, or also known as cost-per-acquisition (CPA) pits the total revenue gained from an ad campaign against the total cost of that campaign.

CPCV is one of the easiest and most effective ways to determine if your ads are working. If your CPCV is too high, it could mean you have the wrong keywords, visuals, target audience, or channel. This is why it’s important to have a PPC reporting tool that lets you see super granular data as well as essential KPIs.
Conversions Overview
Conversions revenue
Revenue is the most rudimentary metric you can track on your report, but it helps you and your clients understand which campaigns or channels are bringing in money and which are draining your wallet. When you have this data, you can devise well-informed strategies in the future.

On Adriel’s PPC dashboard, you can view the total revenue for your ad campaigns across multiple digital channels, from LinkedIn Ads and Bing Ads to Walmart Connect.
Conversion rates (CVR)
Conversion rates (CVR) measure how many people took this desired action out of the total number of website visitors. Discover average CVRs by industry here.

Conversions are easier explained than measured, as they involve multiple circular paths from impressions to clicks to action on different marketing channels. But a PPC reporting dashboard reduces the hassle of having to go into each marketing channel and manually looking at each metric to arrive at conversions data.
Return on Ad Spend (ROAS)
When you pit revenue against ad spend, you get return on ad spend. ROAS measures the amount of revenue you earn for every $1 you spend on advertising. Find out what is regarded as a good ROAS ratio here.

Keeping track of your return on investment can be overwhelming when you have multiple campaigns running across different channels. Delegate the task to a reliable marketing dashboard but opt for one that comes with push notifications so that you don’t have to check back every ten seconds for potential fluctuations.

How do I report Meta Ads? What metrics do I show?

When reporting Meta Ads, you will want to visualize Instagram Ads and Facebook Ads performance side-by-side to understand how each platform is contributing to your digital marketing goals. Here’s how it looks like on Adriel’s report template:

Overview
An overview of key metrics on your Facebook and Instagram accounts.
Facebook
  • Followers
  • Fans
  • Impressions
  • Engagements
  • Reach
  • Profile views
Link Clicks
  • Followers
  • Engagements
  • Impressions
  • Profile views
Charts
A closer look at performance trends. Compare different metrics over a specific time period.
Facebook
  • Facebook Impressions/Profile views
Link Clicks
  • Instagram Impressions/Profile views
Posts
A deep dive of all your Instagram and Facebook posts.
Facebook
  • Facebook posts by
    • Impressions
    • Post engagement
    • Post comments
    • Post like
    • Post shares
Link Clicks
  • Instagram posts by
    • Impressions
    • Post engagement
    • Post comments
    • Post like
    • Post shares
Other metrics you can visualize:
  • Click-through rate (CTR): the ratio of impressions to clicks
  • Cost-per-click (CPC): the price you pay for each click on your Facebook ar Instagram ads
  • Cost-per-mille (CPM): the price you pay for every 1000 impressions
  • Conversion rates: the ratio of ad impressions or clicks that led to purchases or any other
    campaign goal
  • Cost-per-acquisition (CPA): the total cost of landing a new customer through Instagram or
    Facebook Ads

What is cross-platform analytics?

Cross-platform analytics refers to the ability to measure and analyze the performance of marketing campaigns across multiple platforms. This can include channels like:
  • Ad accounts: e.g. Google Ads, Meta Ads, LinkedIn Ads, etc.
  • E-commerce social platforms: e.g. Pinterest, Reddit
  • Programmatic platforms: e.g. Walmart Connect, The Trade Desk
  • Analytics tools: e.g. Google Analytics
  • Mobile analytics tools: e.g. AppsFlyer, Adjust
  • …and other sales and CRM tools
Check out our integration library to find out which platforms you can integrate to Adriel.
Cross-platform analytics helps agency owners and marketers identify areas where they need to make adjustments to optimize their ad spend. For instance, they can look at conversion and revenue figures and decide how to reallocate their budget across different marketing platforms.

What factors do we need to consider while making a digital dashboard?

To build an impactful cross-platform dashboard, you should consider:
The number of integrations
Most dashboard software in the market allows you to connect with anywhere from 60 to 600+ advertising and analytics platforms. The more connections, the better. Adriel supports integrations with 600+ channels and if there’s one that we don’t support natively, we can custom-make it for you.
Ease of use
It’s not just about the number of connections but also how easy it is to connect to these data sources.On Adriel, you can simply choose the platform you want to connect to from a drop-down list, and drag and drop widgets to start building your dashboards.
Real-time data
In a world where data is evolving every second, you need a dashboard that streams data as it comes in real-time so you can always see the latest campaign performance and take action in a timely manner.
Visualize ad creative data
Most dashboard software can show you all the main KPIs at a glance. But what if you want to dive deep into the details of your marketing campaigns? Adriel shows you granular data down to the ad level and allows you to report back on headlines, CTAs, and ad copies that led to higher conversion rates.
Alert system
Look for a dashboard software that alerts you whenever campaign metrics go above or below a certain KPI. With Adriel’s cross-channel alarm system, you can take advantage of opportunities and fix issues immediately.
White label reports
When it comes to client reporting, it’s very time-consuming to manually build complex dashboards in Google Data Studio or beautify your reports on PowerPoint. With Adriel, you can generate PDF reports with your brand visuals and client logos and colors within minutes.
1
Create an account
Book a Demo to get started. After your demo, we'll send you a link to sign up to Adriel for 14 days free. We'll also help you choose a pricing plan that suits your needs.
2
Connect data sources
Simply choose from a drop-down list to import dimensions and metrics from your ad accounts, analytics tools, and mobile measurement partners. See this page for a full list our integrations.
3
Visualize your data
Use our ready-made templates to instantly see all your KPIs in minutes. Or, start from a blank page and choose your data visualization widgets and graph types.

A Comprehensive All-in-One Marketing Reporting Dashboard to Monitor All Your Paid Media KPIs

Easily Track Paid Campaign Results in a Single Marketing Reporting Dashboard

Integrate all your paid ad channels’ results into one marketing reporting dashboard. Curious to know how your Meta, Google, or TikTok Ads are performing? Connect all of these platforms to Adriel, and in less than 5 minutes, show all of your paid campaign results in one unified dashboard. See our integrations page for more information.

White-Labeling & Customization
In Our Marketing Reporting Tool

Our software was expertly designed with powerful functions for marketers. But everything can be customized. Adriel’s flexibility allows you to change all aspects of the dashboard design and appearance. Impress your clients with a professional marketing reporting dashboard report for an expert brand image.

Create an Insightful
Small Business Dashboard
Using Our Pre-made Templates

You can start from a blank page to create a marketing reporting dashboard, but what if you don’t have time? Our extensive pre-made marketing reporting dashboard library has everything you might need. Try Adriel, and you’ll have more time to research ways to increase conversion or optimize your landing pages.

Other Dashboard Examples

PPC Dashboard
Have pay-per-click campaigns on different channels? A PPC dashboard aggregates and displays all your key insights in one place so you can optimize for higher ROAS.
Social Media Dashboard
Paid social campaigns are critical for brand awareness and conversions. See marketing dashboard examples to track campaign performance in real-time.
Manager Dashboard
Keep on top of all the critical information the management needs to know in order to make decisions with our ready-to-go manager dashboards.

Why Leading Advertisers Choose Adriel

Eliminate manual reporting
Spend more time acting for impact and less time on repetitive tasks
Foolproof your data
Say goodbye to data translation risks with automated data transfers and harmonization
Get real-time alerts
Automatically track KPIs and insure all your campaigns against unforeseeable errors
Drive better performance
Access a full suite of creative intelligence tools designed to help you maximize performance
White label your work
Generate beautifully branded reports your clients will love in minutes
Offer better services
Get more time to do what you love and build more trustworthy relationships

What our customers are saying:

Revenue
+170%
Management Cost
-20%
Hours saved per week
45h
I was always asking for reports from my teams but by the time I got them it was too late to capitalize on some important insights, which hindered our growth. Now I just sign in to Adriel and see everything for myself as it happens.
J.Riley, CEO of Edge
Digital Agency
ROI
+140%
Satisfied Clients
100%
Hours saved per week
30h
Adriel made it easy for us to track our online ads across multiple platforms. The reporting process is now a lot more straightforward for my account managers, and our clients are in love with their new live dashboards. What a win!
P. Townley Jones, Founder of Paparico
Marketing Agency

FAQs

All your questions answered. And if you can’t find it here, chat to our friendly team.
What makes a great small business dashboard?

If you're a small business looking for a marketing or reporting dashboard, we recommend you choose a tool that has these features:

  • Extensive Data Connectors: A great business intelligence dashboard, especially for small businesses and those managing complex data, should be able to pull data from a wide range of sources.

    This includes ad accounts like Google Ads, Meta Ads, LinkedIn Ads, and other key marketing channels, crucial for tracking marketing efforts and business performance.

    For small business dashboards, the variety and ease of integrating these data sources are crucial. If a specific connector isn't available, a good dashboard software should offer to build one, demonstrating flexibility and user-friendliness.
  • Easy to Use Platform:
    The best dashboard software for small businesses is not just about the number of connections but also the simplicity in connecting to these various data sources.

    A user-friendly platform like Adriel allows you to select and connect to platforms from a drop-down list, making data analysis accessible even to those without technical expertise. This feature is particularly beneficial for small business owners who need to focus on their business data and marketing report efficiency.
  • Data Visualization: Key performance indicators (KPIs) and business data should be presented in an easily digestible format. Dashboards that provide interactive visualizations, drag and drop functionality, and custom dashboards are vital for small businesses to make data-driven decisions.
  • Real-Time Access: For a small business dashboard, real-time data is crucial. It enables businesses to make informed decisions swiftly when market trends change. This feature is essential for tracking marketing performance and adjusting marketing strategies at lightning speed.
What is the best dashboard software for a small business owner?

For small businesses, compiling and analyzing complex data from marketing campaigns can be overwhelming.

A small business owner needs a dashboard that is not only data-rich but also user-friendly, helping them to spot trends, track performance, and make informed decisions. A platform like Adriel, with its real-time, interactive dashboard and extensive library of pre-built templates, is a prime example of this.

Adriel's Features for Small Businesses:

  • 650+ easy data connectors, including key data sources like Google Analytics and email marketing tools.
  • Custom dashboards tailored for small business company needs, including marketing analytics and sales performance tracking.
  • Real-time access to data, allowing businesses to make decisions on the fly.
  • Interactive dashboards and custom alerts for key metrics like conversion rate and customer retention.

Other notable dashboard software for a small to medium sized company includes DashThis, Google Data Studio (Looker Studio), Whatagraph, and AgencyAnalytics. Each offers unique features like custom KPIs, extensive data connectors, real-time dashboards, and various pricing models to suit the needs of smaller businesses and their specific marketing campaigns.

By focusing on user-friendly interfaces, extensive data connectors, and real-time, interactive dashboards, these platforms help small businesses make data-driven decisions to enhance their marketing efforts and overall business performance.

What are the top small business dashboard metrics?

Here are the metrics we recommend you track on your small business dashboard to better understand advertising performance, allocate budgets efficiently, and maximize returns on investment:

  • Ad revenue: Income generated from ad campaigns, crucial for assessing profitability.
  • ROAS (Return on ad spend): Evaluates revenue earned for every dollar spent on advertising.
  • Impressions: Reflects the reach of your campaign by counting how often your ad is displayed.
  • Ad spend: Tracks total expenditure on advertising campaigns for budget control.
  • Cost-per-click (CPC): Measures cost for each click on your ad, aiding budget optimization.
  • Click-through rate (CTR): Indicates ad effectiveness by the percentage of viewers who click on it.
  • Link clicks: Number of times users clicked on a link within your ad, showing user interest.
  • Conversion rate: Percentage of visitors completing a desired action, like a purchase or sign-up.
What channels should you connect to on a small business dashboard?

For small businesses aiming to expand their reach and revenue, it’s important to be present on the right marketing channels. 

Here are several key channels that small businesses should consider being present on to drive growth:

  1. Google Ads: Allows you to appear in front of potential customers precisely when they search for related products or services. This channel drives immediate traffic and leads, crucial for growth.
  2. Facebook (Paid and Social): Provides access to a vast audience with varied interests. Paid ads can target specific demographics, while organic posts build community engagement and brand loyalty.
  3. Instagram (Paid and Social): Ideal for businesses that benefit from visual marketing. Paid ads enhance visibility and reach, while regular social posts engage and grow a dedicated following.
  4. LinkedIn Ads: Perfect for B2B companies, as it targets professionals and industries with precision, enhancing the quality of business connections and leads.
  5. YouTube Channel: Offers a platform for longer-form content that can improve SEO and provide valuable, engaging content to viewers, helping to build a strong brand identity.

You can then connect these channels onto a small business dashboard like Adriel. We support over 650+ integrations with all major (and minor) advertising and marketing channels. 

If you use an incredibly niche channel and you can’t see a native integration, just reach out to us and we’ll build it for you.

Take control of your marketing data today

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