Finding effective ways of organizing your analytics dashboards is quite a bit easier if you can get a sense for what has worked for others. To that end, in today's Whiteboard Friday the founder of Sixth Man Marketing, Ed Reese, shares his five favorite approaches.
UPDATE: At the request of several commenters, Ed has generously provided GA templates for these dashboards. Check out the links in his comment below!
For reference, here's a still of this week's whiteboard!
Video transcription
Hi, I'm Ed Reese with Sixth Man Marketing and Local U. Welcome to this edition of Whiteboard Friday. Today we're going to talk about one of my favorite things in terms of Google Analytics -- the dashboard.
So think of your dashboard like the dashboard on your car -- what's important to you and what's important to your client. I have the new Tesla dashboard, you might recognize it. So, for my Tesla dashboard, I want navigation, tunes, calendar, everything and a bag of chips. You notice my hands are not on the wheel because it drives itself now. Awesome.
So, what's important? I have the top five dashboards that I like to share with my clients and create for them. These are the executive dashboards -- one for the CMO on the marketing side, new markets, content, and a tech check. You can actually create dashboards and make sure that everything is working.
These on the side are some of the few that I think people don't take a look at as often. It's my opinion that we have a lot of very generic dashboards, so I like to really dive in and see what we can learn so that your client can really start using them for their advantage.
#1 - Executives
Let's start with the executive dashboard. There is a lot of debate on whether or not to go from left to right or right to left. So in terms of outcome, behavior, and acquisition, Google Analytics gives you those areas. They don't mark them as these three categories, but I follow Avinash's language and the language that GA uses.
When you're talking to executives or CFOs, it's my personal opinion that executives always want to see the money first. So focus on financials, conversion rates, number of sales, number of leads. They don't want to go through the marketing first and then get to the numbers. Just give them what they want. On a dashboard, they're seeing that first.
So let's start with the result and then go back to behavior. Now, this is where a lot of people have very generic metrics -- pages viewed, generic bounce rate, very broad metrics. To really dive in, I like focusing and using the filters to go to specific areas on the site. So if it's a destination like a hotel, "Oh, are they viewing the pages that helped them get there? Are they looking at the directional information? Are they viewing discounts and sorts of packages?" Think of the behavior on those types of pages you want to measure, and then reverse engineer. That way you can tell they executive, "Hey, this hotel reservation viewed these packages, which came from these sources, campaigns, search, and social." Remember, you're building it so that they can view it for themselves and really take advantage and see, "Oh, that's working, and this campaign from this source had these behaviors that generated a reservation," in that example.
#2 - CMO
Now, let's look at it from a marketing perspective. You want to help make them look awesome. So I like to reverse it and start with the marketing side in terms of acquisition, then go to behavior on the website, and then end up with the same financials -- money, conversion rate percentages, number of leads, number of hotel rooms booked, etc. I like to get really, really focused.
So when you're building a dashboard for a CMO or anyone on the marketing side, talk to them about what metrics matter. What do they really want to learn? A lot of times you need to know their exact territory and really fine tune it in to figure out exactly what they want to find out.
Again, I'm a huge fan of filters. What behavior matters? So for example, one of our clients is Beardbrand. They sell beard oil and they support the Urban Beardsman. We know that their main markets are New York, Texas, California, and the Pacific Northwest. So we could have a very broad regional focus for acquisition, but we don't. We know where their audience lives, we know what type of behavior they like, and ultimately what type of behavior on the website influences purchases.
So really think from a marketing perspective, "How do we want to measure the acquisition to the behavior on the website and ultimately what does that create?"
These are pretty common, so I think most people are using a marketing and executive dashboard. Here are some that have really made a huge difference for clients of ours.
#3 - New markets
Love new market dashboards. Let's say, for example, you're a hotel chain and you normally have people visiting your site from Washington, Oregon, Idaho, and Montana. Well, what happened in our case, we had that excluded, and we were looking at states broader -- Hawaii, Alaska, Colorado, Texas. Not normally people who would come to this particular hotel.
Well, we discovered in the dashboard -- and it was actually the client that discovered it -- that we suddenly had a 6000% increase in Hawaii. They called me and said, "Are we marketing to Hawaii?" I said no. They said, "Well, according to the dashboard, we've had 193 room nights in the past 2 months." Like, "Wow, 193 room nights from Hawaii, what happened?" So we started reverse engineering that, and we found out that Allegiant Airlines suddenly had a direct flight from Honolulu to Spokane, and the hotel in this case was two miles from the hotel. They could then do paid search campaigns in Hawaii. They can try to connect with Allegiant to co-op some advertising and some messaging. Boom. Would never have been discovered without that dashboard.
#4 - Top content
Another example, top content. Again, going back to Beardbrand, they have a site called the Urban Beardsman, and they publish a lot of content for help and videos and tutorials. To measure that content, it's really important, because they're putting a lot of work into educating their market and new people who are growing beards and using their product. They want to know, "Is it worth it?" They're hiring photographers, they're hiring writers, and we're able to see if people are reading the content they're providing, and then ultimately, we're focusing much more on their content on the behavior side and then figuring out what that outcome is.
A lot of people have content or viewing of the blog as part of an overall dashboard, let's say for your CMO. I'm a big fan of, in addition to having that ,also having a very specific content dashboard so you can see your top blogs. Whatever content you provide, I want you to always know what that's driving on your website.
#5 - Tech check
One of the things that I've never heard anyone talk about before, that we use all the time, is a tech check. So we want to see a setup so we can view mobile, tablet, desktop, browsers. What are your gaps? Where is your site possibly not being used to its fullest potential? Are there any issues with shopping carts? Where do they fall off on your website? Set up any possible tech that you can track. I'm a big fan of looking both on the mobile, tablet, any type of desktop, browsers especially to see where they're falling off. For a lot of our clients, we'll have two, three, or four different tech dashboards. Get them to the technical person on the client side so they can immediately see if there's an issue. If they've updated the website, but maybe they forgot to update a certain portion of it, they've got a technical issue, and the dashboard can help detect that.
So these are just a few. I'm a huge fan of dashboards. They're very powerful. But the big key is to make sure that not only you, but your client understands how to use them, and they use them on a regular basis.
I hope that's been very helpful. Again, I'm Ed Reese, and these are my top five dashboards. Thanks.
Hi Shahzad, that's a good point. The only caveat is that some of the widgets will need to be changed / updated as the destination URL's will be different. Here are examples of my favorite 5 dashboards: Executive, CMO, Content, New Markets, Tech Check. Just remember to keep in mind that these will require some customization. For example, my new markets dashboard separates core market (United States) and new markets (exclude United States). For your site this could be new region, new product, etc. But it's very impactful. In creating a new dashboard for this blog post I discovered the the ecommerce conversion rate for a clients core market was 3.87% while their new markets conversion rate was only .51%. That will yield a new discussion next week about how these markets are different and how we can begin to discover how we can improve our efforts in this new market. But to your point, hopefully these will provide a good starting point for those new with GA dashboards.
Another way to maximize the power of your dashboards is to incorporate goals. For example, let's say you're a hotel in Spokane, WA that markets to five states as part of their core market (WA, ID, OR, MT, AK). You could create a goal that includes reservations in this defined core market. That allows you to group these five states together and create dashboard widgets like "Core Market Ecommerce Conversion Rate," "Core Market Top Content," etc. You can then create another goal that includes the other states as a separate goal for new markets. The same concept could work for products or really anything else that's important to track as a goal for your business. There are so many times that I create a dashboard and then months later discover (or a client discovers) some awesome insight that I wouldn't have likely seen otherwise. Hope that helps!
Awesome. Thanks for the templates. Much appreciated. Most useful WBF so far this year. :-)
Thank you so much for templates. I ned them
Hi Ed, It was a great WBF, thanks for sharing dashbourd templates. If templates are customized for every person and alligned with KPIs then they save a lot of time
Thanks for the templates
Really awesome of you to share these templates!
Ed, thanks a lot! Really great Whiteboard Friday presentation and excellent dashboards!
Awesome!! Thank you very much!!
Nice Video Ed, but it would be much better if you share the link of these dashboards, so that many newbies can directly import them to their Analytics, I know it varies from industry to industry, but still it helps.
Shareable dashboard links: Executive, CMO, Content, New Markets, Tech Check
Thanks a lot for these links. They are really useful. I like the video pretty much :)
Thats perfect :) really appreciated you sharing some templates with us.
Thanks for the article , it has served me well for my analysis , I hope to read more articles yours . a greeting
Hi PIXUS, just added them in a comment. It's just above yours. Hope that helps!
Excellent Whiteboard Friday as always!
Google Analytics is a great source of information, but we do not know how to get what we need can bring more of a headache.There are many great dashboards and ready to import, but to better understand how it works, it is best to us to create a personalized for our own needs.Dashboards are a way to keep track of our website with which we can save a lot of time in our day to day.
Thanks for sharing your 5 favorite. Please note ....
Hi Ed, this is a really great insight on GA and how to structure dashboard for different management level (CFO, Marketing etc). Thanks for sharing your top five dashboards. Love it.
No doubt - GA dashboard is a very tool for marketers...customizing dashboard and getting your client to understand how to use is a big tip.
Very helpful tips - thank you
Alex
Brilliant post. How would you suggest getting non-SEO people to view the GA data? Basically, I guess you could say have an understanding why this info is important.. I see a gap a lot of times when working on sites between myself (seo) and sales side where being uninformed about what is going on in the actual business and what conversions are actually converting... Thought I'd just throw that out there.
Thanks, John. Much appreciated! I think the conversations between technical marketers (SEO's website analysts, etc.) and the business & sales side of the house is one of the most important conversations to have. And they don't happen often enough. You're dead-on. There is a HUGE gap between what's actually driving the business and people think is driving the business. One of the things I try to do first is break down any technical barriers people often have and make it crazy-simple to understand. After that it's important to have them practice having those conversations and make gaining insights from analytics part of their business acumen.
Hi Ed,
Very helpful video. Thanks for sharing the dashboards. I look forward to read your post with the screenshots and examples.
Good points regarding adding real-world examples. I'll create a blog post this weekend with screenshots and use-case examples that go into more detail. There are a lot of nuances that I think are important to go into as well. Tough to address those without the additional details and actual examples. I'll create that post this weekend and add to the comment string so you'll have that information as well.
Short post, but to the point and high value. Much appreciated! Great templates!
Ed
Great WBF. The reason why I love Dashboards so much, is it allows your clients to go on the journey with you. Thanks for sharing.
Hi Ed,
amazing timing, I've just finished a dashboard training and your WBF will help me a lot to understand and create what my customers need.
You brought me great ideas to organize my dashboards.
Thank you a lot, I hope there will be more post like this on the Moz blog. O:)
Thanks for sharing. I think it would have been nice to see a screen shot of a real example.
Hi Ed - with the amount of content being churned out on a daily basis I completely agree that having a content dashboard can actually give you some data and reasoning behind why you are putting so much effort into content creation. It not only means that you can understand the type of content that is engaging clients but you should also be looking at what happens after they have read whatever you have produced - capitalising on that consumption and converting it into a sale is (in my opinion) on of the most important functions of this type of data.
Great piece Ed, any chance you could link to each of your top 5 dashboards to allow us to import them? Thanks
Great post! I would have been weary in placing most metrics under 5 dashboards, I currently use dozens yet great post as usual!
I really like all these 5. I really want to implement it in my all campaigns. I think it will become easy to know the perfect result through the analytical tracking.
Hi Ed,
Thanks for your Whiteboard Friday. Might be a silly question, but when you are talking about these dashboards are you referring to the DASHBOARDS feature specifically within GA?
Or the content of dashboards in general??
Regards
Ben, London
Hi Ben, I'm referring to the dashboards featured within GA, but the concepts can be applied to a variety of reporting platforms. I think that client dashboards on any platform (on average) stay pretty close to the default dashboard rather than push the envelope to maximize the insights specific to each individual client. That said, I've gotten several comments from people using (in some cases) dozens of dashboards to gain insight. I don't think there is a magic number, but love to hear people using them to their potential. Hope that helps!
When you really think about it, Google Analytics provides a comprehensive platform for marketers to collect marketing data. In your opinion, are marketers falling short of their true potential by not mastering analytics? Why would marketers not be aware of these templates? I guess the big question is if marketers are keeping up with available technology? It would be great if you could follow up with a series to address this. Thanks for sharing heapin’ helpins’.
Hi Matt, yeah that's exactly where I think the landscape is today. The data at our disposal is mostly under-utilized. I was at a Google Analytics conference last year where Google's GA engineering team let us know there were something like 72 full updates to GA last year. That makes it really challenging to keep up with unless you're in it fairly regularly. Google is improving it to be as robust as possible. I think it's a huge opportunity. There are amazing champions and technical ninjas out there (Avinash Kaushik, Justin Cutroni, Caleb Whitmore, Annie Cushing, Dana DiTomaso, and many more) but I think we're still very early in fully using the power to make impactful changes and improvements. Great idea about the follow-up as well. Thanks!
Thanks for sharing such beautiful information about GA, i am going to implement it in my all project. and i really love the way you explain with detailed examples. keep sharing such great information. looking forward to see your next post on more Google analytics features.
This is very great thanks Ed!
Great input with the new markets dashboard. I tried something similar with an international client of mine and a custom report, and it really gave us new open questions about the source of our traffic.
A custom dashboard with this information would be right in the spot!
I wanted to thank you for this great read. In this post you have to post #4 "Top content", content marketing has turned into the genuine source of traffic.
Nice article and great work!
Thanks Ed the templates are really cool. I just tried a couple of them. I think once we tweak them to different clients they can be quick and powerful views. I am thinking of creating few now to other levels too for different teams.
While we have all the information that is there one can really get lost in them. Dashboards could easily get us focused.
Ed, many thanks for the post and the insights on New Markets dashboard - that's a great pick for international campaigns ROI tracking - I tuned this up on a couple of projects and it looks really good and client-oriented. Adding Landing pages widget could be a nice add-on here: thus one can track ongoing campaigns "winners" and "losers" and see the "shakers". This data can become especially relevant when new ads/campaings/pages are just launched and A/B testing is in progress.
Many thanks again for the insights.
nice sharing, about tech checks what is the proficient tool?
Hey Ed, that was great! I use similar ones with clients as well, and find that once you show them data that isn't a "data puke" they have a much easier time understanding it. Also thanks for sharing your templates, that will definitely help out everyone.
Nice video I agree with Egol probably the best WBF so far (this year)
Great starter content, but would be nice to link to some shared dashboards for import into GA. Then allow people to modify them to meet their specific site's needs.
Wow thank you very much! This Video is great and contains very valuable information! Also thank you for Also thanks for sharing your templates, casinoval.se that will definitely help out everyone. =)
Brilliantly elaborated Ed, Dashboards can make your life a lot easier when your client (in my cases) cannot really understand the technical stuff and the only thing that he is interested in is the ROI of the campaign.
I appreciate the comments! In regards to my tech check dashboards I don't use a specific tool, per se. But I like to set up dashboards that monitor areas that have a good opportunity to discover problem areas. That usually includes the monitoring of browsers, devices, conversions by device / browser / operating system / version / etc. It really depends on the client. For example, I have a client that is a big Microsoft shop that sells primarily to parents of young children (Mom's). They are so pro-PC that they didn't perform any testing on Safari. I kept putting Apple related conversion data (or lack of conversion data :) in front of them until they "got it" and realized that nearly half of their audience was visiting via MacBook's, iPhones, and iPads. It really depends on what your client needs to see. To me they're most impactful when they teach / provide new insights for your clients.
Love the templates cracking whiteboard
good points , and easy to understand
Thank you! an excelent combination of info!
great template. Thanks !