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
- Total spend — ad budget consumed across channels in the period.
- Impressions and reach — how many people saw your ads or content.
- Clicks and CTR — click-through rate by campaign or channel.
- Conversions and conversion rate — actions taken (leads, purchases, sign-ups).
- Cost per acquisition (CPA) — spend divided by conversions.
- Return on ad spend (ROAS) — revenue generated per pound or dollar spent.
- Spend by channel — how budget is split across Google, Meta, email, organic, and other channels.
- Monthly or weekly trend — spend and conversions over time to spot what is working.
What your spreadsheet should look like
Sheetavo works best with a flat table — one row per campaign or per day per channel. Recommended columns:
DateorWeek— for trend charts.ChannelorPlatform— Google, Meta, email, organic, etc.Campaign— name or ID for breakdowns.Spend— numeric, in your reporting currency.Impressions,Clicks,Conversions— numeric counts.RevenueorPipeline— optional, for ROAS calculation.
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
- Upload your campaign CSV or Excel file, or connect the Google Sheet where your data lives.
- Sheetavo detects spend as a currency measure, date columns for trends, and channel/campaign as categorical breakdowns.
- It generates a spend trend chart, a bar chart by channel, KPI cards for total spend, conversions, and CPA, and a full data table.
- Enable AI insights to get a written summary of top performers, underperformers, and trends — in plain language.
- 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.