Marketing Dashboard: How-to

Marketing Dashboard

*Marketing Dashboards (Excel and PDF files) are saved in each client’s Reports folder in Dropbox.

*Here is the link for the Marketing Dashboard Statistics Google Sheet.

On the 2^nd – 4^th of every month, the following should happen:

1. Social Media Data should be put into the Marketing Dashboard Statistics Google Sheet for all applicable clients. This should be done by the Social Media Team.
2. Email Data should be put into the Marketing Dashboard Statistics Google Sheet for all applicable clients. This should be done by the Comms Coordinator for the clients.
3. Website Data should be put into the Marketing Dashboard Statistics Google Sheet for all applicable clients. This should be done by the Team Lead.

On the 4^th – 6^th  of the month, the following should happen:

1. The TL edits the Marketing Dashboard to prepare it for the next month’s data.
2. The TL copy/pastes values the data from the Marketing Dashboard Statistics Google Sheet into appropriate areas in the Marketing Dashboard (see client-specific videos in Teamwork).
3. Confirming the data updated well in the charts and the print area/ PDF still looks ok, the TL should save ONLY the charts with populated data as a PDF and send the Marketing Dashboard to the client in the same email as their Project Plan.

Start here:

• Overview video of Marketing Dashboards

Resources:

• • Master File Template located in the Accordus – A Drive folder
  • “Emails” section – how to fill out data – this is for adding data to the Main Marketing Dashboard that includes all clients, but if your client has a specific email dashboard, reach out to Blaine for filling that out.
  • “Social Media” section – how to fill out data
  • How to update charts
  • Website Data – how to pull from Squarespace