Marketing Dashboards: The Dos and Don’ts of Effective Reporting
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The webinar discussed effective practices for marketing dashboards and reporting. It addressed questions about how much data and insights to include for different stakeholders, reporting cadence, balancing automated and manual reporting, taking a holistic view of data to derive trends and insights, and benchmarking performance against industry peers. Key takeaways included automating manual tasks, avoiding data silos, customizing views for different audiences, not overanalyzing small data sets, testing changes, and avoiding rash decisions.
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Marketing Dashboards: The Dos and Don’ts of Effective Reporting
- 1. 1 HILE-LIGHTS PRESENTS… August 22, 2018 © Hileman Group. All rights reserved. Marketing Dashboards:The Dos and Don’ts of Effective Reporting
- 2. 2 • No worries about scrambling to take notes. As a follow-up, we will send an email of the video recording and the entire deck for your records. • If you would like to live tweet throughout the webinar, feel free to use – #hile- lights • We’d love to hear from you! If we don’t cover something, or if your question isn’t answered, send us an email and we will get you a response as soon as possible – Contact@HilemanGroup.com Housekeeping Notes HILE - LIG HT S PRESENT S NEW FORMAT IN TESTING Today’s format is a quick-hitting, get-straight-to-the-point-style webinar. With that, we will shoot to get as much helpful information into a 30-minute period during your lunch break. Please submit questions and, if we don’t get to them, we will follow up via a blog post.Thank you!
- 3. 3 Tom Hileman Chief Executive Officer Michelle Law Analytics Process Lead @MrktingMichelle Angela Ruggeri Marketing Automation Specialist Today’s Panel: Introductions HILEMAN G ROUP Kyle Chandler Director of Marketing @ProjectChandler
- 4. 4 • Categories and Questions • How Much Data vs. How Many Insights • Reporting Cadence • Manual Reporting Effort vs. Impact • HolisticView of Reporting • Benchmarking • KeyTakeaways Agenda HILE - LIG HT S PRESENT S
- 5. 5 Question #1 HILEMAN G ROUP Q: How much data should I include in my marketing and sales dashboards? • Does my ExecutiveTeam have different needs than my Marketing Team? • Are written insights needed? How much?
- 6. 6 Question #1: How Much Data? HILEMAN G ROUP
- 7. 7 Question #1: How Much Data? HILEMAN G ROUP
- 8. 8 Question #2 HILEMAN G ROUP Q: How often should I be pulling and sending reports out to my different stakeholders/teams?
- 9. 9 Question #2:What Cadence? HILEMAN G ROUP
- 10. 10 Question #2:What Cadence? HILEMAN G ROUP
- 11. 11 Question #2:What Cadence? HILEMAN G ROUP
- 12. 12 Question #2:What Cadence? HILEMAN G ROUP
- 13. 13 Question #2:What Cadence? HILEMAN G ROUP
- 14. 14 Question #3 HILEMAN G ROUP Q: Most organizations have a small or no dedicated analytics team. How can I achieve this reporting at scale?
- 15. 15 Question #3:To Automate or Not to Automate HILEMAN G ROUP
- 16. 16 Question #3:To Automate or Not to Automate HILEMAN G ROUP
- 17. 17 Question #3:To Automate or Not to Automate HILEMAN G ROUP
- 18. 18 Question #3:To Automate or Not to Automate HILEMAN G ROUP
- 19. 19 Question #3:To Automate or Not to Automate HILEMAN G ROUP
- 20. 20 Question #3:To Automate or Not to Automate HILEMAN G ROUP
- 21. 21 Question #4 HILEMAN G ROUP Q: My team struggles with defining trends and, in turn, providing future recommendations and suggestions. • How can I better understand the impact of optimizations? • How can we better derive insights in the data?
- 22. 22 Question #4: HolisticView of Reporting HILEMAN G ROUP
- 23. 23 Question #4: HolisticView of Reporting HILEMAN G ROUP
- 24. 24 Question #4: HolisticView of Reporting HILEMAN G ROUP
- 25. 25 Question #4: HolisticView of Reporting HILEMAN G ROUP
- 26. 26 Question #5 HILEMAN G ROUP Q: My executive team continues to ask me how we are performing against others in the industry. How do we do this effectively?
- 27. 27 Question #5: Benchmarking HILEMAN G ROUP
- 28. 28 Question #5: Benchmarking HILEMAN G ROUP
- 29. 29 Question #5: Benchmarking HILEMAN G ROUP
- 30. 30 KeyTakeaways HILEMAN G ROUP 1. Do find the right partner to automate manual reporting tasks.This investment gives you an ongoing return. 2. Don’t keep your marketing tactics in silos. 3. Do create unique views of your data for each particular audience. • Think CEO vs. marketing lead 4. Don’t overanalyze small sets of data. 5. Do test, but don’t make rash decisions.
- 31. 31 Don’t Make Rash Decisions HILEMAN G ROUP
- 32. 32 Utilizing Interactive Content to Solve Common Buyer’s Journey Pitfalls: How quizzes, surveys and calculators can make boring content engaging What’s on deck for Hile-Lights? © Hileman Group. All rights reserved. Presented by Hileman Group & SnapApp Date: Mid-October