Executive Dashboard Template and Examples

If you’re a marketing agency looking to scale up, a management dashboard can be the ultimate project management tool that you need to monitor and optimize all your clients’ ad campaigns in one place.Here are three main benefits of using one:

1. Contextualization: In the digital marketing landscape, there’s simply too much data for even the brightest analytics whiz to be able to connect the dots between disparate data points in their raw state.

But with a business intelligence dashboard, you’ll be able to see this data in context in digestible widgets and graphs.

2. Automation: Dashboards eliminate manual workflows and spreadsheets that would otherwise eat up a great deal of time and prevent your team members from working on needle-moving tasks.

3. Faster reporting: Self-service manager dashboard software like Adriel offers a white-labeled reporting feature that allows both business users and end-users to put together reports packed with real-time insights and intuitive data displays.

An effective business intelligence tool is both a strategic dashboard and an operational dashboard at the same time.Top-level executives should be able to see a high-level view of marketing KPIs right off the bat, but also be able to drill down to granular data and uncover which channels or advertisements are driving sales or engagement.

Having the option to invite different members of the executive team with different access rights and views would also help greatly. For instance, a CFO should have access to a particular set of performance metrics, while a CMO should have access to another.

In terms of user experience, a simple, clear, and easy-to-read user interface would lead to better analysis and informed discussions across the executive team.

But the work of dashboard software doesn’t end at visualization. You should be able to export this data into a PDF or a CSV report and share it with different stakeholders through unique links.

This is especially helpful if you’re a marketing agency that needs to report to your clients regularly so they can stay informed on the performance of your initiatives.

Here are the main differences between the two:

 • Dashboards are interactive, reports are static.

On an interactive dashboard, you can see performance changes in real-time, experiment with widgets and graph types, and adjust the metrics and trends you want to visualize. Once you’re satisfied with your dashboard, you can then download the data as a PDF or CSV report, but they will no longer be customizable.

 • Dashboards are comprehensive, reports are focused.

Dashboards provide a wide range of information to showcase an overview of your marketing performance. In contrast, reports zoom in on a specific narrative depending on who it’s for. For instance, a report for a CFO would focus on sales performance, while one for a CMO would focus on an in-depth analysis of channels and creatives.

 • Dashboards are for internal teams, reports are for executives and clients.

Because dashboards are interactive and comprehensive, they’re usually for internal teams to keep track of insights and make day-to-day decisions. When the time comes for monthly or quarterly reports, teams put together reports based on the dashboard data for executives and other external stakeholders (e.g. clients).

On Adriel’s dashboard, you can get the best of both worlds. Create different views for different stakeholders on an interactive dashboard and generate white-labeled reports in just a few clicks.