Article

Check This Out: “How can I create a custom dashboard with new subscribers & ROI for my clients?”

Kai Davis
Head of Marketing @ SegMetrics

In this week’s Check This Out video, we explore how to create custom dashboards in SegMetrics that highlight your client’s — or your own — KPIs: “How can I create a custom dashboard with new subscribers & ROI for my clients?”

Video: “How can I create a custom dashboard with new subscribers & ROI for my clients?”

Summary of Main Points

  1. Martin from London asks about creating a custom dashboard in SegMetrics to track ROI and new subscriber growth from marketing campaigns.
  2. Custom dashboards are crucial for marketing reports, emphasizing campaign success through ROI and subscriber growth.
  3. SegMetrics allows easy creation of custom dashboards, requiring no technical expertise and offering flexibility in data display.
  4. Building a dashboard involves adding widgets for ROI and new leads, which can be customized with graphs, tables, or KPIs.

Video Transcript

Welcome to Data Beats Opinion, where we unlock the secrets to your hidden profits. I’m your host, Ian, and today we have a query from Martin in London.

He wants to know, how can I create a custom dashboard that highlights the return on investment from our marketing campaign and the number of new subscribers gained?

Excellent question, Martin. Let’s uncover the power of custom dashboards in SegMetrics

Putting together an insightful and visually compelling report for your clients is an essential part of marketing. It underlines the success of your strategies, highlighting the ROI and demonstrating the subscriber growth achieved from the campaign.

Having a custom dashboard at your disposal allows you to convey all this key information concisely and effectively, building credibility with your clients. The ability to construct such a dashboard means you can create a compelling narrative that showcases the success of your efforts.

Often we get asked, is technical expertise required to create custom dashboards? The good news is with Semetrics, creating a custom dashboard is a breeze.

Another common question is, can I choose the data to display? Absolutely. SegMetrics offers the flexibility to highlight the metrics that truly matter to you and your clients.

Let’s start by launching our dashboard panel and selecting New Dashboard. While SegMetrics offers a variety of ready to use custom dashboards, we’ll craft one from the ground up for now. We’ll begin by adding two widgets. One to track ROI and another for new leads. We can then customize each widget to track the specific campaign for this dashboard.

The ROI widget offers a clear view of the campaign’s profitability, and the new leads widget displays the growth in subscribers from your campaign. All of these widgets can be arranged and customized using graphs, tables, or KPIs. And just like that, you have a custom client ready dashboard.

for more in depth guidance, visit our blog for a detailed tutorial on creating custom dashboards in SegMetrics. You can also explore our Sales Velocity Report to understand the pace of your subscriber growth. Another vital piece to the story to add to your client’s dashboard.

Thank you for tuning into Data Beats Opinion, Martin. Keep those questions coming, and let’s uncover more hidden profits together. Until then, happy data crunching.

Your Next Actions

First, go like this Check This Out video on YouTube. And I encourage you to subscribe to the @SegMetrics YouTube Channel.

Ready to visualize your marketing success? Create custom dashboards for ROI and new subscriber growth with SegMetrics. Start your 14-day FREE trial now and simplify your data analysis. Click here for your trial and begin crafting compelling client reports today!


Kai Davis

Head of Marketing @ SegMetrics

Kai has a lifelong love of marketing and understanding what motivates customers to convert. You can find him gardening, hiking, and running SegMetrics' marketing engine.


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