The eight metrics
| Metric | Source | Why it matters |
|---|---|---|
| Marketing qualified leads | CRM | Top of pipeline volume |
| MQL to SQL rate | CRM | Lead quality vs quantity |
| Pipeline created | CRM | Bookings forecast input |
| CAC blended | Ads spend plus CRM | Unit economics |
| Payback period | Revenue plus CAC | Cash velocity |
| LTV to CAC | Revenue plus CAC | Long term profitability |
| Organic traffic | GA4 | Channel diversification |
| AI traffic | GA4 custom dimension | AEO progress |
Build it in Looker Studio
Connect data sources
GA4 native connector for traffic and conversions. HubSpot, Salesforce, or Attio via the official connectors for CRM data. Sheets connector for any numbers your CRM does not export cleanly.
Layout one screen
Eight scorecards on a single page. Above the fold on a 1440 wide laptop. No tabs, no nested pages. Make the CMO read it in 90 seconds.
Add a 12 week trend below each scorecard
A small line chart under each metric. Pattern matters more than current value. The eye finds the deltas faster than a table of numbers.
Set up alerts
Looker Studio supports email alerts on threshold breaches. Wire CAC, payback period, and LTV to CAC. Daily checks, weekly summaries.
What to leave off the dashboard
- Bounce rate. Engaged sessions is the better signal.
- Average session duration. Game able by autoplay video.
- Vanity numbers like impressions or reach without context.
- Anything that is not directly tied to revenue or pipeline.
Read out cadence
Daily glance for paid media leads. Weekly read out for the full marketing team. Monthly review with the CEO and CFO. Each cadence pulls a different layer of the same dashboard.
Quick answers
- Why Looker Studio over Tableau or Power BI?
- Looker Studio is free, integrates natively with GA4, and renders fast. Tableau and Power BI are better for deep analysis. Most marketing teams need a fast read out tool, not a deep BI tool.
- How long does it take to build the dashboard?
- Two to four hours for the first version. Another two to three hours over the first month tuning the visualizations and adding alerts. The CRM connector setup is the slowest part.
- Can I share this dashboard externally?
- Yes. Looker Studio reports support shareable links with permission control. Lock down to view only for external stakeholders.
- What about real time data?
- GA4 supports real time. CRM connectors usually refresh every 6 to 24 hours. For most CMO decisions, daily data is plenty. Real time is for incident response.
- Should the CMO have one dashboard or many?
- One main dashboard, two or three drill ins. More than that and the dashboard becomes a research tool, not a decision tool.