The easiest way to create a marketing dashboard is to begin with a template. Here are the steps you will want to take:
1. Make sure you have the logins for all of your data sources.
2. Find a Looker Studio marketing dashboard template that best suits your needs.
3. Click Make a Copy of This Report at the top of the template.
4. Replace the data sources with your own. If you want to include ad data from social platforms, remember, you’ll need a Supermetrics license.
5. Click Edit, rename the dashboard, replace the logo at the top, and customize the colors to your preference.
6. Remove any data sources that do not belong in the dashboard under Resources > Manage Added Data Sources.
7. Customize each page of the dashboard to show the most important metrics and display them with data tables, graphs, or both.
8. Finally, click the share button and your team will have access to the data.
Contact our ZGM team for help setting up your dashboard.