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Guides

Dashboards

A dashboard earns its place when every card answers a question someone acts on, and every number says who counted it. These guides list the cards for each kind of business and show how to compare periods fairly.

Ecommerce dashboard template: the cards that matter, and who counts eachAn ecommerce dashboard template card by card: revenue, orders, conversion rate and MER first, which tool should count each number, and a worked month.Dashboards · 4 min readLead generation dashboard: what to show, and where each lead is countedA lead gen dashboard template: leads, lead rate, cost per lead and qualified leads by source, which tool counts each, and how to read a month.Dashboards · 4 min readSaaS metrics dashboard: signups, MRR and the source of each customerA SaaS metrics dashboard template: signups, cost per signup, MRR and its moves, lifetime value by source, plus MRR vs ARR and churn vs retention.Dashboards · 4 min readMarketing dashboards for agencies: one for you, one for each clientAn agency needs two dashboards: a portfolio view that ranks clients by what needs attention, and a client board with three numbers and a target.Dashboards · 4 min readYear over year comparison in analytics: same dates or same weekdaysYoY growth formula, when to compare 364 days back so weekdays line up, partial months, moving holidays, and what breaks a comparison with last year.Dashboards · 5 min read

Terms used here

  • Blended ROAS
  • Cost per lead
  • MRR
  • Conversion rate
  • Year over year

Other topics

  • Tracking accuracy
  • Campaign tracking
  • Attribution
  • Privacy and consent
  • Metrics explained
  • Agency reporting

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