Excel Marketing Dashboard | Track KPIs with Ease

Discover a clean and powerful marketing dashboard built in Excel that tracks essential KPIs like awareness, engagement, calls, meetings, proposals, and SOWβ€”all in one easy-to-use interface. This video walkthrough showcases interactive charts, quick data updates, and smooth navigation designed to simplify your marketing analytics and reporting. Perfect for marketers, analysts, and business professionals seeking clarity and efficiency.

πŸ“‹ Requirements from the Client

Job Description:
We are seeking an experienced Excel expert to build a clean, compact, and user-friendly marketing dashboard. The dashboard should enable quick tracking of essential marketing KPIs on a single screen, including awareness, engagement, calls, meetings, proposals, and SOW.

Key Requirements:

  • Design a visually appealing and intuitive dashboard layout in Excel

  • Provide overview metrics with detailed drill-down pages for each KPI

  • Include dynamic charts (line, bar, pie) to represent data clearly

  • Enable easy data refresh and update functionality through an integrated database or data source

  • Implement simple navigation controls such as a Home button to jump between pages

  • Optimize the dashboard for clarity, speed, and usability

Skills Needed:

πŸ› οΈ Autotask Solution

Dashbord:


πŸ‘₯ Teams

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πŸŽ₯ Video Demo
Excel Marketing Dashboard | Track KPIs with Ease