Setting Up a Shared Marketing Dashboard Template

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Stay aligned and informed with a shared marketing dashboard. This template guides you through the process of setting up a dashboard that keeps your team updated on key tasks and objectives. From defining objectives and selecting software to training your team and collecting feedback, this template covers everything you need for a successful launch.

Ensure your marketing campaigns run smoothly with regular updates and check-ins, making sure everyone is on the same page and tasks are completed on time.

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Setting Up a Shared Marketing Dashboard for Priority Matrix

Setting Up a Shared Marketing Dashboard in Priority Matrix

Create a shared marketing dashboard to keep your team aligned on key tasks and objectives.

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Proposed Tasks

Critical and Immediate

  • Define Dashboard Objectives
    ☐ Identify key metrics ☐ Identify data sources ☐ Determine update frequency
  • Design Dashboard Layout
    ☐ Plan where to place each metric on the dashboard ☐ Ensure layout is intuitive and easy to understand
  • Input Data Sources
    ☐ Connect software to data sources ☐ Ensure data is displaying correctly
  • Regular Updates
    ☐ Update dashboard with new data as needed ☐ Ensure data is always current

Critical but Not Immediate

  • Select Dashboard Software
    ☐ Research available software ☐ Compare features and pricing ☐ Select software
  • Test Dashboard
    ☐ Ensure all metrics are updating correctly ☐ Check that all team members can view the dashboard

Not Critical but Immediate

  • Launch Dashboard
    ☐ Announce dashboard launch to team ☐ Ensure everyone knows how to access it
  • Train Team on Software
    ☐ Arrange training session ☐ Ensure everyone can access and use the software

Not Critical or Immediate

  • Collect Feedback
    ☐ Ask team members for feedback ☐ Make improvements based on feedback
  • Regular Check-ins
    ☐ Check in with team members to ensure they're using the dashboard ☐ Address any issues or concerns