3 - Introduction to Dashboard Categories

Welcome to Your Dashboards

As you've seen, the Full Circle Method is a framework. Your Funnel Metrics dashboards are here to help you fill in that framework with your data, so you can use our standard process to guide your company's unique decisions. The following is a brief overview of each dashboard category, along with some real-world use cases to get you thinking about how you might want to leverage your data.

(Psst! If you're more of a visual learner, we've included a video for you at the bottom of this page.)

Planning

Key metrics needed to effectively plan tomorrow's marketing activities

• Use Case: Planning the annual marketing plan (sometimes referred to as "reverse waterfall")
• Use Case: Evaluating where and how to best reduce budget or allocate a budget surplus

Deep Dive: Using the Planning Dashboard

Achieving

At-a-glance key performance metrics relative to marketing goals

• Use Case: Are Marketing Qualified Lead (MQL) volume goals being achieved?
• Use Case: Are we meeting our Sales Qualified Lead (SQL) conversion rate goal?

Deep Dive: Using the Achieving Dashboard

Optimizing

Priority operational metrics for marketers- including sales rep and lead quality insights

• Use Case: For month-to-month MQL-to-SQL conversion and velocity rates, are there certain patterns? Are things staying the same or changing over time?
• Use Case: How are sales reps dispositioning their leads? Are different patterns emerging?

Deep Dive: Using the Optimizing Dashboard

Evaluating

Focused metrics to help evaluate strategic program performance and contributions to the organization.

• Use Case: What is the impact of Marketing's campaigns? Are certain campaigns yielding better deal sizes, conversion rates, velocity rates and/or revenue?
• Use Case: How are campaigns performing relative to one another?

Deep Dive: Using the Evaluating Dashboard

Note: While this video refers to Response Management, its content applies specifically to Funnel Metrics.