CMO · Dashboard · Intermediate · Saves 30+ hours
Demand Gen KPI Dashboard
A pre-built dashboard template for tracking demand generation performance across all key metrics. Includes automated calculations and visualization.
What's included
- Funnel Metrics
- Impressions to leads
- Leads to MQLs
- MQLs to SQLs
- SQLs to opportunities
- Opportunities to customers
- Channel Metrics
- Performance by channel
- Cost metrics by channel
- Trend analysis
- Campaign Metrics
- Active campaign performance
- Historical comparison
- ROI by campaign type
- Executive Dashboard
- Summary view for leadership
- Trend indicators
- Forecast vs. actual
Best used when
- Setting up demand gen reporting
- Standardizing metrics across team
- Executive reporting
- Board presentations
- Weekly team meetings
Why this is Gold
Building dashboards from scratch takes forever. This template is ready to use with your data, with the metrics that actually matter already defined.
The template
The Template
EXECUTIVE SUMMARY VIEW
Monthly Performance Snapshot
| Metric | MTD | Goal | % Goal | MoM Trend |
|---|---|---|---|---|
| Leads | % | ↑↓ | ||
| MQLs | % | ↑↓ | ||
| SQLs | % | ↑↓ | ||
| Pipeline Created | $ | $ | % | ↑↓ |
| Marketing-Sourced Revenue | $ | $ | % | ↑↓ |
FUNNEL METRICS
Full Funnel Dashboard
| Stage | This Month | Last Month | Change | YTD |
|---|---|---|---|---|
| Website Visitors | % | |||
| Leads | % | |||
| MQLs | % | |||
| SQLs | % | |||
| Opportunities | % | |||
| Closed-Won | % |
Conversion Rates
| Conversion | Rate | Benchmark | Status |
|---|---|---|---|
| Visitor → Lead | % | 2-3% | On track / Below |
| Lead → MQL | % | 25-35% | |
| MQL → SQL | % | 40-50% | |
| SQL → Opp | % | 60-70% | |
| Opp → Won | % | 20-30% |
CHANNEL PERFORMANCE
Channel Mix Analysis
| Channel | Spend | Leads | CPL | MQLs | Pipeline | ROAS |
|---|---|---|---|---|---|---|
| Paid Search | $ | $ | $ | x | ||
| Paid Social | $ | $ | $ | x | ||
| Organic | $0 | $0 | $ | N/A | ||
| $ | $ | $ | x | |||
| Events | $ | $ | $ | x | ||
| Referral | $0 | $0 | $ | N/A | ||
| TOTAL | $ | $ | $ | x |
CAMPAIGN PERFORMANCE
Active Campaigns
| Campaign | Status | Leads | CPL | Pipeline | ROI |
|---|---|---|---|---|---|
| Active / Paused | $ | $ | % | ||
| $ | $ | % | |||
| $ | $ | % |
TRENDING METRICS
12-Month Trend
| Month | Leads | MQLs | SQLs | Pipeline | Revenue |
|---|---|---|---|---|---|
| Jan | $ | $ | |||
| Feb | $ | $ | |||
| Mar | $ | $ | |||
| Apr | $ | $ | |||
| May | $ | $ | |||
| Jun | $ | $ | |||
| Jul | $ | $ | |||
| Aug | $ | $ | |||
| Sep | $ | $ | |||
| Oct | $ | $ | |||
| Nov | $ | $ | |||
| Dec | $ | $ |
EFFICIENCY METRICS
| Metric | Current | Target | Status |
|---|---|---|---|
| Customer Acquisition Cost | $ | $ | |
| Marketing % of CAC | % | % | |
| Lead-to-Customer Rate | % | % | |
| Time to Revenue | days | days | |
| Marketing ROI | x | x |
Frequently asked questions
What is the Demand Gen KPI Dashboard?
A pre-built dashboard template for tracking demand generation performance across all key metrics. Includes automated calculations and visualization.
Who is the Demand Gen KPI Dashboard for?
It is built for CMOs and their teams working on Demand Generation. The AI coach adapts it to your company, stage, and goals.
How long does the Demand Gen KPI Dashboard take to use?
It saves roughly 30+ hours versus building from scratch. Our AI coach can tailor the dashboard to your situation in minutes, then hand you a step-by-step plan.
Is the Demand Gen KPI Dashboard free?
Yes. You can read the full dashboard and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Demand Gen KPI Dashboard?
The coach teaches you the framework, asks a few questions about your business, tailors the dashboard to you, and gives you measurable next steps to execute.