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CRM Implementation: Dashboards

Enhance your own CRM reporting with the core principles of CRM dashboard usage, development, and best practices

$99 non-members $149

This course is not currently being offered. If you are interested in learning about upcoming education opportunities, visit https://www.ana.net/schoolofmarketing

Course Description

In this module, we will take a deeper dive into CRM Marketing “Dashboards” in order to help you understand the pre-requisites and core principles of Dashboard usage, development, and best practices.

You will learn the Marketing Dashboard development cycle – specifically, the Design, Build, Review, Deploy and Refine phases. The Design phase will include a discussion on KPI selection, use of visualizations such as charts and graphs, formatting, placement, and interactivity.

Next our instructor will walk you through a variety of Marketing Performance dashboard types, to demonstrate the various aspects of dashboards that stand out – with an emphasis on “good” features vs. missing elements. In addition, you will learn ways to use the information within Dashboards to make changes in Marketing strategy or tactics. The goal of this course is to show you a number of “live” dashboards with different pros and cons, with an emphasis on a combination of design elements, actual marketing usage, actionability, and inferences that may be made based on the Dashboards.

This then should start you off on a journey towards either designing brand new Marketing dashboards or refining existing ones. Ultimately, you will be able to implement Dashboard lifecycle “best practices” so that you can fully utilize Dashboards to answer key business questions in the areas of Marketing Performance, Email Marketing, Social Media, and Web Analytics.

This module is the third in a six-part series entitled: “CRM Implementation: Dashboards”. This module can be taken either as a stand-alone course or as part of the series.


  • CRM dashboard development cycles
  • CRM dashboard design phase
  • CRM dashboard types
  • Requirements and considerations for Marketing Performance dashboards by channel: Email, Social media, Web/Digital


Devyani Sadh
CEO Data Square Read Biography »

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Section 1: Dashboard Overview

  • Definitions
  • Development cycle
  • Design phase
    • The 4 primary components of dashboards
    • Selecting KPIs
    • Visualization
    • Format
    • Interactivity
    • Build
    • Deploy phase
    • Review phase
    • Refine phase
  • Dashboard types
  • Exercise 1

Section 2: Dashboards for Marketing Performance and Email Marketing

  • Email Marketing Dashboards – types, requirements, and considerations
    • By campaign
    • By client, device, browser, and mail domain
    • Reputation, ratios by country, operating system, etc.
  • Marketing Performance Dashboards – types, requirements, and considerations
  • Section exercise

Section 3: Dashboards for Social Media and Web Analytics

  • Social Media Marketing Dashboards – types, requirements, and considerations
    • Overall social media performance
    • Media-specific
      • Facebook engagement
      • Facebook ads
      • Twitter
  • Web/Digital Marketing Dashboards – types, requirements, and considerations
  • SEM Marketing Dashboards – types, requirements, and considerations
  • Positive dashboard features
  • Section exercise

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