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Create a dashboard
Once you know what data you want to track, it’s helpful to have a dashboard where you can see it all in one place.
Activity
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In theory, there are software tools you can use to create dashboards, but these often require a lot of technical skill. A simpler approach is to create a spreadsheet dashboard. This will require you to manually move data into the spreadsheet, but in Microsoft Excel or Google Sheets you can create graphs that help you visualize your progress. This approach also gives you a document that can help you lead strategy and accountability meetings.
This exercise can help you get started on your dashboard and create processes for keeping it updated.
01. Get Started
Select up to 10 metrics that are important to you:
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02. Types of reports
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Average web session duration
line graph displaying # of seconds of an avg. visit over time
Website pages/session
line graph displaying # of pages per visit over time
Website referrals
table showing list of top 10 sources/mediums (e.g., Google/organic) with # of sessions for each
Website bounce rate
metric presenting % of bounced sessions (when a user leaves the first page they visit)
Website conversions
table showing event/KPI names with total completions, and % completed for each
Website demographics
pie chart (e.g., % of device types (mobile, tablet, desktop))
Email Contacts
bar graph displaying total recipients or total by segment
Email open rate
metric presenting % of recipients who opened
Email click-through rate
metric presenting % of recipients who clicked
Email conversation rate
table showing conversion names/KPIs with total conversions and % converted for each
Email sharing rate
metric presenting % of recipients who shared via social/email
Email unsubscribe rate
metrics presenting total unsubscribes and % of unsubscribes to total recipients
Social post reach
bar graph displaying # of times the post appears in all subscriber feeds
Applause rate (e.g., likes)
metric presenting % of followers who "liked" content
Amplification rate (e.g., shares)
metric presenting % of followers who "shared" content
Engagement rate
metric presenting % of followers who interacted (liked, shared, commented) on content
Follower growth rate
line graph displaying change in total subscribers over time
Social click-through rate
metric presenting % of followers who clicked on a link
Social conversation rate
table showing conversion names/KPIs with total conversions and % converted for each
