By Role | Marketing

Power BI for Marketing Analytics

The marketing director and team see ROMI by channel, lead conversion, and campaign performance — in one dashboard. No more "can't measure it" and no more defending the budget with gut feelings.

2–3 weeks to launch
8 marketing KPIs in one place
data across all channels

8 KPIs the Marketing Director Tracks in a Single Dashboard

The marketing director should not spend every month consolidating data from ten ad accounts, Google Analytics, and CRM just to answer the CEO's question of "where is the marketing budget going." Marketing Dashboard does this automatically.

01

ROMI by Channel

Return on Marketing Investment broken down by each channel and campaign. You see which channels actually drive revenue — not just leads. The foundation for reallocating budget from low-performing channels to profitable ones.

02

CPL and CPA by Channel

Cost per Lead and Cost per Acquisition broken down by channel, campaign, and audience. Comparison against target values and trend. Where the cost of acquisition has exceeded profitability thresholds — visible at a glance.

03

Funnel Conversion

Full funnel: impressions → clicks → leads → MQL → SQL → deals. Where are the biggest drop-offs happening? The dashboard points to the weak link — content, landing page, form, or lead qualification by sales.

04

Budget Utilization

Planned vs. actual marketing budget by channel and month. Spend rate: are we on track to use the budget, or are we already going over? Quarter-end forecast based on current pace.

05

Sources and Attribution

Lead and revenue distribution by acquisition source with attribution (first-touch, last-touch, or multi-touch). You know where each lead came from and which source had the greatest influence on the purchase decision.

06

Campaign Performance

Campaign ranking by ROMI, CPL, CTR, and conversion. Which campaigns overperformed, which ones failed and why. Retrospective and planning for future campaigns based on real data, not gut feelings.

07

Leads: Volume, Quality, Trend

Total lead count with trend and comparison to plan. Share of qualified (MQL) and sales-accepted (SQL) leads. Lead quality — one of the key marketing performance metrics that is often overlooked.

08

⚠ LTV by Marketing Channel

Lifetime Value of customers acquired from different channels. A channel with low ROMI may produce customers with higher LTV — and vice versa. This is the most important metric for strategic marketing budget planning.

Who Gets the Most Value

Marketing Dashboard is for teams where the marketing budget is an investment that must deliver measurable results.

📣

Marketing Director / CMO

You finally have one dashboard showing the performance of all marketing in real time. You justify the budget to the CEO with specific ROMI figures — not reach numbers. You reallocate spend based on data, not gut feelings.

📊

Marketers and Analysts

Your daily work tool. You see CTR drops or CPL spikes while a campaign is still running — and react before the budget is wasted. Less manual consolidation across multiple ad accounts, more time for analysis and action.

🏢

CEO / Business Owner

The marketing budget is one of the largest and hardest-to-control expense lines. The dashboard shows how much revenue each marketing dollar generates — and where there's a risk of overspending without results. No extra questions needed.

What Connects to the Marketing Dashboard

The dashboard consolidates all marketing platforms and CRM into a single analytical model.

📈

Advertising Platforms

Google Ads, LinkedIn Ads, Meta Ads — impressions, clicks, CTR, and spend data. We connect via ready-made Power BI connectors or API to consolidate all ad channels in one model.

📊

Google Analytics 4

Traffic, on-site behavior, conversions, and events. We connect via the GA4 connector for Power BI — and build a funnel from first visit to lead.

🏢

CRM (Dynamics 365 Sales)

Leads, deals, and revenue from CRM for ROMI calculation and attribution. Native Power BI integration — marketing leads and closed deals in a single model.

📧

Email and Marketing Automation

Mailchimp, HubSpot Marketing, Dynamics 365 Marketing — opens, clicks, and conversions. We connect to analyze the email channel alongside others and calculate its ROMI.

🔒

All connections are configured in accordance with information security requirements. Data stays within your infrastructure; access is controlled at the role level.

Implementation Four Steps to Marketing Dashboard — in 2–3 Weeks More channels means a bit more time for connecting and setting up attribution. Your involvement is minimal.

1

Week 1 Channel Audit and Access Setup We get access to ad accounts, GA4, and CRM. We check UTM tagging and data completeness. We define the attribution model together with the marketing director.

2

Week 1–2 Model and Attribution We build a unified analytical model: connecting ad data, GA4, and CRM, configuring attribution, and calculating ROMI and CPL for each channel.

3

Week 2 Launch in Power BI Service We deploy the dashboard in the cloud, configure automatic refresh, CPL overage alerts, and role-based access for the team.

4

Week 3 Team Training We run a 90-minute workshop for the marketing director and team. We explain attribution, how to read ROMI, and filters. 30 days of support — included.

Answers to Common Questions

Which attribution model is best for B2B?
For B2B with a long sales cycle, we recommend multi-touch attribution (linear or time decay): it distributes value across all customer touchpoints. We select it together with you based on your sales cycle and channel mix.
What if UTM tagging isn't in place?
We help fix it: we prepare a UTM template and checklist for the team. For historical data, we build attribution based on available parameters. This is a temporary solution — in parallel, we set up proper tagging going forward.
Can email campaign performance be tracked?
Yes. We connect Mailchimp, HubSpot, or Dynamics 365 Marketing and display opens, clicks, conversions to leads, and email channel ROMI alongside other channels. You see which emails and segments deliver the best results.
Is it possible to compare different campaigns?
Yes. The dashboard has filters by channel, campaign, time period, and audience. You can compare any campaigns against each other using a standard set of metrics — without manual consolidation in Excel.
What Power BI license is required?
Power BI Pro (~$10/user/month). If Microsoft 365 is already in place, the license may be included. At the first consultation, we'll determine the optimal option for your team.

Ready to Launch Marketing Dashboard?

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✓ Free consultation · ✓ Mon–Fri 9:00–18:00

Defend Your Marketing Budget with Numbers, Not Gut Feelings

In 2–3 weeks, the marketing director and team have a single dashboard with ROMI by channel, CPL, and lead conversion — in real time. No more "hard to measure" and no more disputes with sales about lead quality.