Skip to main content

Marketing dashboard — build one from your campaign spreadsheet

Marketing teams generate a lot of data: ad spend, impressions, clicks, conversions, email open rates, and more. Most of that data ends up in spreadsheets exported from Google Ads, Meta, HubSpot, or your internal systems. The problem is that raw spreadsheet exports are not dashboards — they are hard to read, impossible to filter at a glance, and difficult to present to stakeholders. Sheetavo turns your marketing spreadsheet into a clear, interactive marketing dashboard automatically.

Key metrics to track in a marketing dashboard

What your spreadsheet should look like

Sheetavo works best with a flat table — one row per campaign or per day per channel. Recommended columns:

Most CSV exports from Google Ads, Meta Ads Manager, and HubSpot already follow this format. You may need to combine exports from multiple platforms into one file — a simple VLOOKUP or copy-paste is all it takes. See the CSV-to-dashboard guide for tips on preparing your export.

How Sheetavo builds your marketing dashboard

  1. Upload your campaign CSV or Excel file, or connect the Google Sheet where your data lives.
  2. Sheetavo detects spend as a currency measure, date columns for trends, and channel/campaign as categorical breakdowns.
  3. It generates a spend trend chart, a bar chart by channel, KPI cards for total spend, conversions, and CPA, and a full data table.
  4. Enable AI insights to get a written summary of top performers, underperformers, and trends — in plain language.
  5. Share the view-only link with your marketing director, CEO, or agency — they can filter by date range and channel without editing anything.

Sharing your marketing dashboard with stakeholders

Marketing dashboards often need to be shared across teams — with the CEO, the sales team, and sometimes with clients or agency partners. Sheetavo share links work in any browser without a Sheetavo account. Viewers can use interactive filters (by channel, campaign, or date range) and step through charts in Present mode during reviews. For client-facing dashboards with sensitive spend data, add optional password protection on Pro plans.

If you are looking for a simpler alternative to Looker Studio for marketing reporting — especially for data that does not already live in a Google source — or a lighter-weight option compared to Tableau, Sheetavo is a fast fit. See also the marketing performance template for a ready-to-use starting point.

Frequently asked questions

Can I combine data from Google Ads and Meta Ads in one marketing dashboard?
Yes. Export each platform as a CSV, combine them in Excel or Google Sheets with a consistent column structure (Date, Channel, Spend, Conversions), and upload the combined file to Sheetavo. The Channel column becomes a filter and breakdown in the dashboard automatically.
Does Sheetavo calculate ROAS and CPA automatically?
Sheetavo shows the raw values from your spreadsheet — Spend, Revenue, and Conversions. If you add a ROAS or CPA column to your spreadsheet (as a calculated field), Sheetavo will display it as a KPI. AI insights on supported plans can identify the best and worst performing channels based on these values.
How do I update the marketing dashboard each week?
For CSV uploads, re-upload the updated file each week. For Google Sheets connections, keep your sheet updated and refresh the dashboard with one click to pull the latest data.
Can I share the marketing dashboard with a client without giving them access to the data?
Yes. Sheetavo share links are view-only — clients see charts and filters in the browser but never access the underlying spreadsheet. Add a password on Pro plans for extra security.