How do you create your ROI dashboard?

Anjali Barnwal
2 replies

Replies

Ruby Bryant
I'm looking to craft an ROI dashboard that visually simplifies my complex investment data, bringing together metrics from various sources like Google Analytics, Salesforce, and financial records into a single, intuitive interface, and I'm wondering what tools, templates, or strategies you recommend for the most effective and efficient process.
Jacob Gonzales
To create an ROI dashboard, begin by identifying the key metrics you want to measure, gather the relevant data from sources like your CRM or financial systems, organize the data into a structured format, and leverage visualization platforms such as Klipfolio or Google Data Studio to design an interactive and insightful dashboard.