In this SmartSuite Showcase episode, we explore how marketing teams are using dashboards to streamline their production, planning, and measurement of marketing campaigns. Discover how these teams use embedded grid views, reporting toolbars, and charts to gain an overall view of their campaigns, track the status of their leads and opportunities, and analyze the ROI of their campaigns.
This Video’s Chapters:
0:00 -Showcase Intro
1:10- Solution Overview
1:26- Production Dashboard
1:56- Embedded Grid Views
3:00 - Measurement & Analytics Dashboard
4:07- Adding Dashboards to Starred Items
4:37- Showcase Outro
Solution Overview
SmartSuite's marketing operations dashboards provide a comprehensive view for marketing teams to manage their campaigns effectively. The solution allows teams to:
- Collect and organize campaign information
- Track tasks related to campaigns
- Set and monitor campaign objectives
- Manage leads and opportunities
Production Dashboard
The production dashboard offers a centralized view of marketing campaign activities, featuring:
- Widgets displaying important dates and meeting links
- A donut chart tracking campaign status and lead value
- A link to Figma for content production
- Embedded grid views for campaigns and tasks
Embedded Grid Views
The embedded grid views enhance productivity by allowing users to:
- Work directly within the grid views
- View tasks and campaigns side by side
- Visualize automation flows
- Add new campaign records
- Edit campaign information and add tasks
Measurement & Analytics Dashboard
This dashboard focuses on campaign performance metrics, including:
- Comparison metrics for leads generated from campaigns
- Total active campaigns and influenced pipeline value
- ROI chart by campaign
- Pipeline chart showing revenue from leads
Adding Dashboards to Starred Items
To improve accessibility and efficiency, users can:
- Add dashboards to starred items for easy access
- Pin dashboards for quick reference
These features in SmartSuite enable marketing teams to streamline their campaign management, track performance, and make data-driven decisions efficiently.
