Marketing KPI Dashboard Document Template

A visual Excel dashboard to track marketing performance metrics.

Marketing KPI Dashboard

Purpose: This dashboard presents an overview of essential marketing performance indicators, offering a visual summary to track ongoing campaign success, ROI, and KPI trends over time. It facilitates decision-making and aligns the team around key strategic goals.

Executive Summary

Report Generated By: {reportAuthor}

Date: {reportDate}

Reporting Period: {reportingPeriod}

Overall KPI Summary

KPI	Target	Actual	Performance
{#kpis}{kpiName}	{target}	{actual}	{performance}{/kpis}

Channel Performance Overview

{#marketingChannels}

{channelName}: Impressions: {impressions}, Clicks: {clicks}, Conversions: {conversions}, Cost: {cost}

{/marketingChannels}

Campaign Insights

Campaign	Start Date	End Date	Budget	Results
{#campaigns}{campaignName}	{startDate}	{endDate}	{budget}	{results}{/campaigns}

Audience Engagement Metrics

Website Visitors: {websiteVisitors}
Bounce Rate: {bounceRate}%
Avg. Session Duration: {avgSessionDuration} min
Pages per Session: {pagesPerSession}

Lead Generation Metrics

Total Leads: {totalLeads}
Leads Qualified (MQL): {marketingQualifiedLeads}
Leads Converted to Customers: {convertedLeads}
Conversion Rate: {conversionRate}%

Budget Utilization

Total Budget Allocated: {totalBudget}

Total Spent: {totalSpent}

Remaining Budget: {remainingBudget}

Top Performing Campaigns

{#topCampaigns}

{campaignName}: ROI: {roi}%, Conversions: {conversions}, Cost: {cost}

{/topCampaigns}

Recommendations & Notes

{#hasRecommendations} Recommendations: {recommendations} {/hasRecommendations}

{^hasRecommendations} No specific recommendations provided for this period. {/hasRecommendations}

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