How to Build Your B2B Marketing Dashboard: The Extended Q&A

It?s no secret that marketers are on the hunt for metrics that matter. Since we?re always looking to prove the value of our marketing efforts, having data-driven insights by our side is a must. With an analytics platform like B2B Marketing Analytics (B2BMA), marketers can leverage insights that not only impact the business, but can improve the effectiveness of their marketing as well.

On July 25th, we presented, How to Build Your B2B Marketing Dashboarda live, audience-led demo showcasing how to build, customize and share dashboards to improve marketing campaign performance and effectiveness. We sat down with our B2B Marketing Analytics guru, Ryan Wilkins, to dive in and answer some hard-hitting questions from our live Q&A session on how marketers can leverage B2BMA to maximize their ROI.

Q. What are some of the biggest advantages of using the out-of-the-box dashboards available in B2BMA?

A. In my opinion, there are three huge advantages:

  1. Seeing your marketing analytics + sales data visualized together in brand new ways, without any setup. Marketers can use this to discover new insights, ask new questions, and explore your data. You no longer need to analyze marketing data in your marketing tool and sales data in your sales tool. That data is blended together and visualized for you, out-of-the-box.
  2. Data integrity. Viewing the dashboards for the first time could serve as a ?health check? of sorts, pointing out opportunities for data cleanup and/or enrichment. For example, the Engagement dashboard will quickly reveal if some assets are associated with the incorrect campaign or are not tagged as you would expect them to be. You likely would not have known this without seeing the data visualized for you.
  3. Use them as launchpads for creating your own dashboards. The out-of-the-box dashboards are fully editable and can be copied and tweaked to create new versions with completely new insights. Use them as inspiration for other types of visualizations you would love to build and see in the tool.


Q. I often have meetings where I need to share campaign metrics with my team and leaders from other departments. Is this something that can be easily done with my dashboards in B2BMA?

A. Yes! You can share individual charts (called Lenses in B2BMA), or entire dashboards using the Share button. Post a dash directly to a user or group in Chatter, or download it as an image and email it to whoever is interested