Revenue Dashboards for Comprehensive Sales & Marketing Insights

Combine spend data with conversion analytics from your website to understand how your revenue varies from channel to channel.

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My team used to spend a lot of time manually downloading and cleaning publisher data for client reporting. Improvado has all but eliminated our time doing that, which has enabled us to spend more time on analyzing performance.

Peter S
Digital Marketing Manager
Peter S
Digital Marketing Manager

My team used to spend a lot of time manually downloading and cleaning publisher data for client reporting. Improvado has all but eliminated our time doing that, which has enabled us to spend more time on analyzing performance and making critical optimizations. We are also providing reliable client-facing reports on a more consistent basis now. The Improvado support team has been really accessible and proactive in making sure I have everything I need.

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A great customer service that always tries to be helpful with a "how can we make it" approach. They understand your needs, provides all relevant solutions to successfully implement them, and make your job done.

Ahmet Sergen D
Regional Digital Manager
Ahmet Sergen D
Regional Digital Manager

A great customer service that always tries to be helpful with a "how can we make it" approach. They understand your needs, provides all relevant solutions to successfully implement them, and make your job done.

If you consider hiring Improvado, you are also a hiring team that supports you to achieve your goals to become a more data-driven company.

Improvado is helping us to aggregate our paid marketing data from multiple channels and present it in a meaningful way. We are more efficient with reporting our campaign results and have better ideas about what's going on easily.

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What are revenue dashboards?

A revenue dashboard is a live-updating report of revenue and revenue metrics that tie back to the revenue attribution model.

The revenue attribution model assigns value to each touchpoint in a purchase journey, from the very first visit all the way through post-conversion. When applied, an attribution model will give you valuable insight into how your revenue varies from channel to channel. At its most basic level, revenue dashboards are tools that can take revenue data and output valuable insights based on the revenue attribution model.

Purpose of Revenue Dashboards


You may have heard the advice to "know your revenue". But for many marketers, revenue is a blind spot. They can see revenue down to the very last detail, but they don't know how revenue breaks down along channels or channels vs. individual customers.

This revenue blind spot is a significant problem. It can lead companies to focus on revenue at the wrong level, such as revenue by product instead of revenue by channel, and it can cause them to allocate resources inefficiently.

This blind spot often emerges because different people in an organization see revenue very differently: salespeople may see revenue down to the transaction, while marketers may see revenue down to the lead. Managers generally have a bird's-eye view of revenue across the entire customer base, but they don't always communicate easily with sales and marketing teams or know how revenue is distributed along channels or customers.

What metrics are used to build a revenue dashboard?

Revenue dashboards can be customized to the needs of the business. The metrics displayed depend on the requirements. A few examples of what metrics from the marketing perspective are:

  • user engagement,
  • acquisition sources,
  • LTV, CAC,
  • churn rate, and more.

From the sales & finance perspective:

  • revenue,
  • revenue growth rate,
  • revenue per user,
  • revenue distribution by channel, and revenue retention.

Tools to create a revenue dashboard

While smaller team can build custom revenue dashboards in Excel spreadsheet, or even use Hubspot, SalesForce or other CRM or ERP systems' default dashboards, teams working with large marketing, sales, and customer success data sets, usually require professional tools to build dashboards.

Some great examples of such tools are Google Data Studio, Tableau, Looker, and Power BI.

How to build the most accurate revenue dashboards

In order to create a single source for truth of data across multiple departments and not miss any data along the way, marketing analysts use ETL software that helps them consolidate siloed data from multiple data sources, clean and normalize it and streamline to their dashboards automatically.

Marketing ETL to build revenue dashboards

Revenue Dashboards for Comprehensive Sales & Marketing Insights

Combine spend data with conversion analytics from your website to understand how your revenue varies from channel to channel.

Schedule a demo
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Get all your data from 200+ data sources into one, unified format

Over 200 connectors empower your marketing team to use their favourite tools to map data, build and visualize custom dashboards and more.

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Revenue Dashboards for Comprehensive Sales & Marketing Insights

Combine spend data with conversion analytics from your website to understand how your revenue varies from channel to channel.

Schedule a demo
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Build custom dashboards in any platform of your choice

How to build the most accurate revenue dashboards

In order to create a single source for truth of data across multiple departments and not miss any data along the way, marketing analysts use ETL software that helps them consolidate siloed data from multiple data sources, clean and normalize it and streamline to their dashboards automatically.

Marketing ETL to build revenue dashboards

What are revenue dashboards?

A revenue dashboard is a live-updating report of revenue and revenue metrics that tie back to the revenue attribution model.

The revenue attribution model assigns value to each touchpoint in a purchase journey, from the very first visit all the way through post-conversion. When applied, an attribution model will give you valuable insight into how your revenue varies from channel to channel. At its most basic level, revenue dashboards are tools that can take revenue data and output valuable insights based on the revenue attribution model.

Purpose of Revenue Dashboards


You may have heard the advice to "know your revenue". But for many marketers, revenue is a blind spot. They can see revenue down to the very last detail, but they don't know how revenue breaks down along channels or channels vs. individual customers.

This revenue blind spot is a significant problem. It can lead companies to focus on revenue at the wrong level, such as revenue by product instead of revenue by channel, and it can cause them to allocate resources inefficiently.

This blind spot often emerges because different people in an organization see revenue very differently: salespeople may see revenue down to the transaction, while marketers may see revenue down to the lead. Managers generally have a bird's-eye view of revenue across the entire customer base, but they don't always communicate easily with sales and marketing teams or know how revenue is distributed along channels or customers.

What metrics are used to build a revenue dashboard?

Revenue dashboards can be customized to the needs of the business. The metrics displayed depend on the requirements. A few examples of what metrics from the marketing perspective are:

  • user engagement,
  • acquisition sources,
  • LTV, CAC,
  • churn rate, and more.

From the sales & finance perspective:

  • revenue,
  • revenue growth rate,
  • revenue per user,
  • revenue distribution by channel, and revenue retention.

Connectors for this dashboards

Improvado offers 300+ pre-built connectors to empower your marketing team wit the highest variety of marketing & sales data sources. To build this kind of dashboard, you might need the following connectors:

Tools to create a revenue dashboard

While smaller team can build custom revenue dashboards in Excel spreadsheet, or even use Hubspot, SalesForce or other CRM or ERP systems' default dashboards, teams working with large marketing, sales, and customer success data sets, usually require professional tools to build dashboards.

Some great examples of such tools are Google Data Studio, Tableau, Looker, and Power BI.

How to build the most accurate revenue dashboards

In order to create a single source for truth of data across multiple departments and not miss any data along the way, marketing analysts use ETL software that helps them consolidate siloed data from multiple data sources, clean and normalize it and streamline to their dashboards automatically.

Marketing ETL to build revenue dashboards

Book a demo

Revenue Dashboards for Comprehensive Sales & Marketing Insights

Combine spend data with conversion analytics from your website to understand how your revenue varies from channel to channel.

Automate your marketing data with Improvado

Schedule a demo
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Get effective dashboards clearly displaying your marketing's results and KPIs

Connect your business to Improvado and we will do everything for you on a turn-key basis.

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We used to have someone doing this manually and it took them about 20 hours a week.

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