Marketing Dashboards in Power BI: Spend, Leads and Revenue
A useful marketing dashboard uses agreed definitions and consistent data grain. Join advertising costs with qualified leads and sales without duplicating spend across lead-level rows.
What to do first
Define CPL, qualified CPL, CAC, ROAS and margin with the team before connecting sources.
Implementation and review
- Aggregate source tables to compatible dates and dimensions, retaining currency and attribution context.
- Test totals against original reports and display refresh times and missing-data warnings.
What to watch for
A polished dashboard can still be wrong. Check many-to-many joins, refunds and time-zone differences.
A practical example to work through
An advertising cost table may contain a row per campaign per day, while a CRM export contains a row per lead. Joining those rows directly can repeat the full daily cost for every lead. Aggregate or model the relationship before calculating totals. Reconcile the final dashboard against source spend and accepted outcomes so the ratios remain commercially meaningful.
| Dimension | What to check | How to evaluate it |
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References and further reading
References explain platform behavior; they are not independent verification of portfolio results. Check current documentation before implementation.
Need help applying this? Explore consulting services or review the project results.
Frequently Asked Questions
What is the first step?
Define CPL, qualified CPL, CAC, ROAS and margin with the team before connecting sources.
What should I avoid?
A polished dashboard can still be wrong. Check many-to-many joins, refunds and time-zone differences.
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