{"id":999979522,"date":"2025-12-10T17:53:06","date_gmt":"2025-12-10T10:53:06","guid":{"rendered":"https:\/\/bizzi.vn\/?p=999979522"},"modified":"2026-06-09T13:39:46","modified_gmt":"2026-06-09T06:39:46","slug":"top-5-marketing-dashboard-templates","status":"publish","type":"post","link":"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/","title":{"rendered":"Top 5 Marketing Dashboard Templates: How to Choose KPIs, Design a Template, and Connect It to Costs to Optimize ROI"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">In the era of digital marketing, businesses are generating massive amounts of data. From Google Ads, Facebook Ads, TikTok, SEO, email marketing, to KOL and offline campaigns, operational data is constantly being produced. However, the biggest challenge is not a lack of data, but rather... <\/span><b>The data is scattered.<\/b><span style=\"font-weight: 400;\"> and <\/span><b>lack of a comprehensive picture<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Performance data resides in Ads Manager, behavioral metrics in GA4, customer information in CRM, while actual costs remain dormant within the Accounting\/ERP system.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Running multiple channels simultaneously and having scattered data created a major &quot;blind spot&quot; for decision-makers. Without a standardized dashboard, meetings between Sales, Marketing, and Finance often turned into arguments about figures instead of focusing on strategy.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">What are the consequences?<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Newspaper marketing <\/span><b>&quot;Good performance&quot;<\/b><span style=\"font-weight: 400;\"> (High number of leads, high CTR).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Finance report <\/span><b>&quot;Inflated costs&quot;<\/b><span style=\"font-weight: 400;\"> (Budget exceeded, payments overlapped).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">CEO\/Board of Directors <\/span><b>The ROI\/ROAS picture is not clearly visible.<\/b><span style=\"font-weight: 400;\"> and it is difficult to make decisions about budget allocation.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">This is where marketing dashboards become indispensable tools. Let Bizzi help you discover 5 effective marketing dashboard templates for your business.\u00a0<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_80 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Index<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewbox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewbox=\"0 0 24 24\" version=\"1.2\" baseprofile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Marketing_Dashboard_la_gi\" >What is a Marketing Dashboard?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Marketing_dashboard_la_gi\" >What is a marketing dashboard?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Phan_tang_dashboard_theo_nguoi_dung_trong_doanh_nghiep\" >User-based dashboard stratification in enterprises<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Dashboard_cho_CMO_CEO_Executive_Level\" >Dashboard for CMO\/CEO (Executive Level)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Dashboard_cho_Head_of_Marketing_Performance_Manager_Management_Level\" >Dashboard for Head of Marketing \/ Performance Manager (Management Level)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Dashboard_cho_chuyen_vien_Operational_Level\" >Dashboard for professionals (Operational Level)<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Lien_he_voi_Business_Intelligence_tai_chinh\" >Contact Business Intelligence &amp; Finance<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#5_loai_mau_Marketing_Dashboard_pho_bien\" >5 Popular Marketing Dashboard Template Types<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Marketing_Performance_Dashboard_da_kenh_%E2%80%93_nhin_tong_the\" >Marketing Performance Dashboard (multi-channel \u2013 overall view)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#CMO_CEO_Dashboard_chien_luoc_%E2%80%93_tai_chinh_growth\" >CMO \/ CEO Dashboard (Strategy \u2013 Finance &amp; Growth)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Channel-specific_Dashboard_Google_Ads_Facebook_Ads_SEO_Email_Social\" >Channel-specific Dashboard (Google Ads, Facebook Ads, SEO, Email, Social)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Campaign_Performance_Dashboard\" >Campaign Performance Dashboard<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Customer_Acquisition_Funnel_Dashboard\" >Customer Acquisition &amp; Funnel Dashboard<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#5_buoc_thiet_ke_mau_Marketing_Dashboard_chuan_cho_doanh_nghiep\" >5 steps to designing a standard marketing dashboard template for your business.<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Buoc_1_Xac_dinh_ro_nguoi_dung_cau_hoi_chinh\" >Step 1: Clearly identify the user and the main question.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Buoc_2_Chon_KPI_theo_business_question_khong_%E2%80%9Cnhat_cho_nhieu_cho_vui%E2%80%9D\" >Step 2: Choose KPIs based on business questions, not just randomly selecting a few.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Buoc_3_Thiet_ke_cau_truc_layout_dashboard\" >Step 3: Design the dashboard layout structure<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Buoc_4_Quy_uoc_chuan_ve_data_naming\" >Step 4: Standardizing data and naming conventions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Buoc_5_Xac_dinh_tan_suat_cap_nhat_do_tre_du_lieu_data_latency\" >Step 5: Determine the update frequency and data latency.<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Cong_cu_xay_dung_marketing_dashboard_template_goi_y\" >Marketing dashboard builder tools and template suggestions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Cong_cu_mien_phi_de_tiep_can\" >Free\/accessible tool<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Cong_cu_BI_dashboard_nang_cao\" >Advanced BI tools &amp; dashboards<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Data_connectors_data_pipeline_Ha_tang_du_lieu\" >Data connectors \/ data pipeline (Data infrastructure)<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Nhung_loi_thuong_gap_khi_dung_%E2%80%9Cmau_marketing_dashboard%E2%80%9D_co_san\" >Common mistakes when using pre-made &quot;marketing dashboard templates&quot;<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-25\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#1_Dashboard_dep_nhung_khong_gan_voi_ngan_sach_chi_phi_thuc_te\" >1. The dashboard looks nice but isn&#039;t aligned with the actual budget\/cost.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-26\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#2_KPI_nhieu_nhung_khong_co_%E2%80%9Cdecision_path%E2%80%9D\" >2. Numerous KPIs but no clear decision path.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-27\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#3_Du_lieu_sai_do_khong_doi_soat_voi_he_thong_tai_chinh\" >3. Incorrect data due to failure to reconcile with the financial system.<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-28\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Ket_noi_Marketing_Dashboard_voi_chi_phi_ngan_sach_bang_Bizzi\" >Connect your Marketing Dashboard to your costs and budget with Bizzi.<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-29\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Bizzi_Expense_%E2%80%93_Lop_kiem_soat_chi_phi_marketing_phia_Finance\" >Bizzi Expense \u2013 Marketing Cost Control Layer (Finance)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-30\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Bizzi_IPA_3way_%E2%80%93_Dam_bao_chi_phi_tren_dashboard_la_chi_phi_that_hop_le\" >Bizzi IPA + 3way \u2013 Guaranteed that the costs displayed on the dashboard are genuine and legitimate.<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-31\" href=\"https:\/\/bizzi.vn\/en\/top-5-marketing-dashboard-templates\/#Ket_luan\" >Conclude<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Marketing_Dashboard_la_gi\"><\/span><b>What is a Marketing Dashboard?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Before delving into specific examples, we need to agree on the definition and role of a Marketing Dashboard within an organization.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Marketing_dashboard_la_gi\"><\/span><b>What is a marketing dashboard?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><b>Marketing Dashboard<\/b><span style=\"font-weight: 400;\"> It is an intuitive interface that aggregates and displays marketing performance data from various sources (Ads Manager, GA4, CRM, Accounting) through charts, tables, and key performance indicators (KPIs).<\/span><\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-999979535 size-large\" src=\"https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/IC-Web-Analytics-Marketing-Dashboard-Template-1024x764.png\" alt=\"marketing dashboard template \" width=\"1024\" height=\"764\" title=\"\" srcset=\"https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/IC-Web-Analytics-Marketing-Dashboard-Template-1024x764.png 1024w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/IC-Web-Analytics-Marketing-Dashboard-Template-300x224.png 300w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/IC-Web-Analytics-Marketing-Dashboard-Template-768x573.png 768w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/IC-Web-Analytics-Marketing-Dashboard-Template-16x12.png 16w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/IC-Web-Analytics-Marketing-Dashboard-Template.png 1127w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><img decoding=\"async\" class=\"alignnone size-medium wp-image-999979533\" src=\"https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/Screen-Shot-2022-08-09-at-14.14.07-2.png\" alt=\"\" width=\"1\" height=\"1\" title=\"\"><\/p>\n<p><b>Main purpose:<\/b><span style=\"font-weight: 400;\"> Help users <\/span><b>Answer key business questions quickly.<\/b><span style=\"font-weight: 400;\"> (Business Questions) at a glance, for example:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Which channel is currently the most cost-effective?<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">&quot;Is the advertising expenditure burning according to plan\/budget?&quot;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">&quot;Is ROI\/ROAS increasing or decreasing compared to the previous period and compared to the target?&quot;<\/span><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Phan_tang_dashboard_theo_nguoi_dung_trong_doanh_nghiep\"><\/span><b>User-based dashboard stratification in enterprises<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">A single dashboard cannot serve everyone. It needs to be tiered according to strategic and operational levels:<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Dashboard_cho_CMO_CEO_Executive_Level\"><\/span><b>Dashboard for CMO\/CEO (Executive Level)<\/b><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Focus on:<\/b><span style=\"font-weight: 400;\"> Bottom Line and the Sustainability of Growth.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>KPIs:<\/b><span style=\"font-weight: 400;\"> Revenue, Gross Profit, <\/span><b>CAC (Customer Acquisition Cost)<\/b><span style=\"font-weight: 400;\">, <\/span><b>LTV\/CAC ratio<\/b><span style=\"font-weight: 400;\">Marketing Spend \/ Revenue (%), Budget Acquisition Rate.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Target:<\/b><span style=\"font-weight: 400;\"> Make strategic budget allocation decisions and evaluate the effectiveness of all departments.<\/span><\/li>\n<\/ul>\n<h4><span class=\"ez-toc-section\" id=\"Dashboard_cho_Head_of_Marketing_Performance_Manager_Management_Level\"><\/span><b>Dashboard for Head of Marketing \/ Performance Manager (Management Level)<\/b><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Focus on:<\/b><span style=\"font-weight: 400;\"> Performance by channel, campaign, and budget shift.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>KPIs:<\/b><span style=\"font-weight: 400;\"> Spend by channel, Leads\/MQLs by channel, CPL (Cost Per Lead), CPA (Cost Per Acquisition), ROAS (Return On Ad Spend).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Target:<\/b><span style=\"font-weight: 400;\"> Manage monthly budgets, optimize multi-channel performance, and adjust campaigns.<\/span><\/li>\n<\/ul>\n<h4><span class=\"ez-toc-section\" id=\"Dashboard_cho_chuyen_vien_Operational_Level\"><\/span><b>Dashboard for professionals (Operational Level)<\/b><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Focus on:<\/b><span style=\"font-weight: 400;\"> Operational details.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>KPIs:<\/b><span style=\"font-weight: 400;\"> CPM, CPC, CTR, Frequency, Creative Performance, Search Terms (Google), Open Rate\/Unsubscribe (Email).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Target:<\/b><span style=\"font-weight: 400;\"> Optimize operational elements such as A\/B testing, bid strategy, and creative processes on a daily\/hourly basis.<\/span><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Lien_he_voi_Business_Intelligence_tai_chinh\"><\/span><b>Contact Business Intelligence &amp; Finance<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Marketing Dashboard is <\/span><b>Visualization Layer<\/b><span style=\"font-weight: 400;\">, not the original data source (Source of Truth). To obtain accurate and reliable data, it needs to be connected to:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Performance data:<\/b><span style=\"font-weight: 400;\"> Traffic, Conversion, Leads from GA4, CRM.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Actual Cost Data:<\/b><span style=\"font-weight: 400;\"> Expenditure data, Purchase Orders (PO), and Invoices from the finance and accounting system.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">In particular, connecting to the Cost\/Payment\/Budget data controlled by Finance is extremely important. This is where cost management systems like <\/span><b>Bizzi<\/b><span style=\"font-weight: 400;\">\u00a0become <\/span><b>&quot;Data Backbone&quot;<\/b><span style=\"font-weight: 400;\"> (Data backbone) for the Marketing Dashboard. If the costs are wrong, the ROI\/ROAS calculation will be incorrect.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"5_loai_mau_Marketing_Dashboard_pho_bien\"><\/span><b>5 Popular Marketing Dashboard Template Types<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Using pre-made marketing dashboard templates saves you design time, allowing you to focus solely on customizing KPIs and connecting data.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Marketing_Performance_Dashboard_da_kenh_%E2%80%93_nhin_tong_the\"><\/span><b>Marketing Performance Dashboard (multi-channel \u2013 overall view)<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">This is the most popular marketing dashboard template, providing a 360-degree view of digital marketing performance.<\/span><\/p>\n<p><img decoding=\"async\" class=\"wp-image-999979541 size-large aligncenter\" src=\"https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/marketing_campaign_performance_kpi_dashboard_slide01-1024x576.jpg\" alt=\"marketing_campaign_dashboard\" width=\"1024\" height=\"576\" title=\"\" srcset=\"https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/marketing_campaign_performance_kpi_dashboard_slide01-1024x576.jpg 1024w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/marketing_campaign_performance_kpi_dashboard_slide01-300x169.jpg 300w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/marketing_campaign_performance_kpi_dashboard_slide01-768x432.jpg 768w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/marketing_campaign_performance_kpi_dashboard_slide01-18x10.jpg 18w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/marketing_campaign_performance_kpi_dashboard_slide01.jpg 1280w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Use when: <\/b><span style=\"font-weight: 400;\">We need a quick overview of the performance across all digital channels: Paid, Organic, Email, and Social.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Core KPIs:<\/b>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Spend by channel.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Impressions, Clicks, CTR.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Leads, Conversions, Revenue.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">CPL, CPA, ROAS.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>The blocks in the dashboard:<\/b>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Total KPI card (Spend, Revenue, ROAS, Conversions).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Trend chart over time.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Comparison table of channels: Google, Facebook, TikTok, SEO, Email.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Campaign performance heatmap.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"CMO_CEO_Dashboard_chien_luoc_%E2%80%93_tai_chinh_growth\"><\/span><b>CMO \/ CEO Dashboard (Strategy \u2013 Finance &amp; Growth)<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">This marketing dashboard template helps management evaluate marketing as an investment, not a cost center.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-999979525 size-large aligncenter\" src=\"https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/Screen-Shot-2022-08-09-at-13.37.05-1024x579.png\" alt=\"\" width=\"1024\" height=\"579\" title=\"\" srcset=\"https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/Screen-Shot-2022-08-09-at-13.37.05-1024x579.png 1024w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/Screen-Shot-2022-08-09-at-13.37.05-300x170.png 300w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/Screen-Shot-2022-08-09-at-13.37.05-768x434.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Use when: <\/b><span style=\"font-weight: 400;\">The leadership team needs to consider: &quot;How much value has the marketing budget actually generated?&quot;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Key KPIs should include:<\/b>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Revenue by channel.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Marketing Spend \/ Revenue (%).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">CAC (Customer Acquisition Cost).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">LTV \/ CAC ratio.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Net profit per customer \/ per channel.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Target achievement rate by month\/quarter (target vs actual).<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Display components:<\/b>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">The funnel diagram is Marketing \u2192 Sales \u2192 Revenue.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Cost and revenue breakdown table by channel, product, and region.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Warning: Channel shows unusually high CAC and ROAS below threshold.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Channel-specific_Dashboard_Google_Ads_Facebook_Ads_SEO_Email_Social\"><\/span><b>Channel-specific Dashboard (Google Ads, Facebook Ads, SEO, Email, Social)<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">For specialists to work effectively, they need a detailed marketing dashboard template for their channel.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-999979536 size-large aligncenter\" src=\"https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/screely-1613536162455-1024x564.webp\" alt=\"Channel-specific Dashboard (Google Ads, Facebook Ads, SEO, Email, Social)\" width=\"1024\" height=\"564\" title=\"\" srcset=\"https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/screely-1613536162455-1024x564.webp 1024w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/screely-1613536162455-300x165.webp 300w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/screely-1613536162455-768x423.webp 768w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/screely-1613536162455-1536x846.webp 1536w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/screely-1613536162455-18x10.webp 18w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/screely-1613536162455.webp 1980w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Each channel has its own dashboard, for example:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Google Ads dashboard:<\/b><span style=\"font-weight: 400;\"> cost, clicks, CTR, conv., search terms, device.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Facebook Ads dashboard:<\/b><span style=\"font-weight: 400;\"> CPM, CPC, CTR, results, frequency, creative performance.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>SEO dashboard:<\/b><span style=\"font-weight: 400;\"> organic sessions, top landing pages, keyword rankings, CTR, backlinks.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Email dashboard:<\/b><span style=\"font-weight: 400;\"> open rate, CTR, unsubscribe, revenue per email.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use when deep optimization is needed. <\/span><b>each channel<\/b><span style=\"font-weight: 400;\">A\/B testing, creative optimization, keyword research.<\/span><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Campaign_Performance_Dashboard\"><\/span><b>Campaign Performance Dashboard<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Focus on the performance of a specific campaign, usually those with large budgets (Seasonal, Product Launch).<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-999979542 size-large\" src=\"https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/Multi-Client-Campaign-Dashboard-1024x853.png\" alt=\"Campaign Performance Dashboard\" width=\"1024\" height=\"853\" title=\"\" srcset=\"https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/Multi-Client-Campaign-Dashboard-1024x853.png 1024w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/Multi-Client-Campaign-Dashboard-300x250.png 300w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/Multi-Client-Campaign-Dashboard-768x640.png 768w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/Multi-Client-Campaign-Dashboard-14x12.png 14w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/Multi-Client-Campaign-Dashboard.png 1200w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Summary of results <\/span><b>according to the campaign<\/b><span style=\"font-weight: 400;\"> instead of following the channel.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Suitable for: Product launches, seasonal campaigns, and large-budget campaigns.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">KPIs:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Reach, frequency, CTR.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Leads, MQL, SQL, Opportunities, Deals.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">CPA, CPL, cost per opportunity.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Customer_Acquisition_Funnel_Dashboard\"><\/span><b>Customer Acquisition &amp; Funnel Dashboard<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Focusing on the customer journey helps Marketing and Sales identify bottlenecks.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Focus on <\/span><b>customer journey<\/b><span style=\"font-weight: 400;\"> From awareness to purchase.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Ingredient:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Traffic \u2192 Leads \u2192 MQL \u2192 SQL \u2192 Customer \u2192 Revenue.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Conversion rate between steps.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Cost per stage (cost per MQL, cost per SQL).<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">This helps to clearly see which channels are generating quality leads and which stages are experiencing high dropout rates.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-999979537 size-large aligncenter\" src=\"https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/Customer-Acquisition-Funnel-Dashboard-1024x576.png\" alt=\"Customer Acquisition &amp; Funnel Dashboard\" width=\"1024\" height=\"576\" title=\"\" srcset=\"https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/Customer-Acquisition-Funnel-Dashboard-1024x576.png 1024w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/Customer-Acquisition-Funnel-Dashboard-300x169.png 300w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/Customer-Acquisition-Funnel-Dashboard-768x432.png 768w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/Customer-Acquisition-Funnel-Dashboard-1536x864.png 1536w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/Customer-Acquisition-Funnel-Dashboard-2048x1152.png 2048w, https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/Customer-Acquisition-Funnel-Dashboard-18x10.png 18w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"5_buoc_thiet_ke_mau_Marketing_Dashboard_chuan_cho_doanh_nghiep\"><\/span><b>5 steps to designing a standard marketing dashboard template for your business.<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Regardless of the template used, designing an effective dashboard always follows these 5 steps:<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Buoc_1_Xac_dinh_ro_nguoi_dung_cau_hoi_chinh\"><\/span><b>Step 1: Clearly identify the user and the main question.<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Dashboards should be designed around... <\/span><b>Business Question<\/b><span style=\"font-weight: 400;\"> It&#039;s for the user&#039;s benefit, not just to display available data.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>CMO\/CEO:<\/b><span style=\"font-weight: 400;\"> &quot;Are we spending the money wisely?&quot;, &quot;Is LTV\/CAC sustainable?&quot;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Head of Marketing:<\/b><span style=\"font-weight: 400;\"> &quot;Which channels should have their budgets cut, and which should receive budget increases for 20% this month?&quot;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Performance:<\/b><span style=\"font-weight: 400;\"> &quot;Which campaign has the lowest CPA, and which creative campaigns should be scaled up?&quot;<\/span><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Buoc_2_Chon_KPI_theo_business_question_khong_%E2%80%9Cnhat_cho_nhieu_cho_vui%E2%80%9D\"><\/span><b><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-999979533\" src=\"https:\/\/bizzi.vn\/wp-content\/uploads\/2025\/12\/Screen-Shot-2022-08-09-at-14.14.07-2.png\" alt=\"CMO Dashboard\" width=\"1\" height=\"1\" title=\"\">Step 2: Choose KPIs based on business questions, not just randomly selecting a few.<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Each question should only be answered by <\/span><b>2\u20135 KPI<\/b><span style=\"font-weight: 400;\"> directly related.<\/span><\/p>\n<p><b>Limit:<\/b><span style=\"font-weight: 400;\"> The dashboard has 30 KPIs, but users only see 3 and don&#039;t know what to do with the remaining 27. The KPIs should be... <\/span><b>Actionable Metrics<\/b><span style=\"font-weight: 400;\"> (Data leads to action).<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Buoc_3_Thiet_ke_cau_truc_layout_dashboard\"><\/span><b>Step 3: Design the dashboard layout structure<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The layout should allow users to easily transition from the overview to the details:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Top Section:<\/b> <b>Overall KPIs<\/b><span style=\"font-weight: 400;\"> (Executive summary) \u2013 3-5 most important metrics (ROAS, Spend, Revenue).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Middle Section:<\/b> <b>Trends over time<\/b><span style=\"font-weight: 400;\"> (Month over Month, Year over Year), comparison with target\/budget (Target vs Actual).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Bottom Section:<\/b> <b>Detailed table<\/b><span style=\"font-weight: 400;\"> by channel, campaign, creative, audience \u2013 where specialists search for data to optimize.<\/span><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Buoc_4_Quy_uoc_chuan_ve_data_naming\"><\/span><b>Step 4: Standardizing data and naming conventions<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The input data must be normalized; otherwise, the dashboard will be very difficult to read.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Naming Normalization:<\/b><span style=\"font-weight: 400;\"> How to name campaigns, ad groups, and purchase orders\/marketing-related contracts.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>UTM normalization:<\/b><span style=\"font-weight: 400;\"> A unified convention for using UTM (Source, Medium, Campaign) ensures consistent traffic\/conversion data between GA4 and CRM.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Mapping:<\/b><span style=\"font-weight: 400;\"> Standardize how you map channels to Source\/Medium to ensure Google Ads\/Facebook Ads are always categorized correctly.<\/span><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Buoc_5_Xac_dinh_tan_suat_cap_nhat_do_tre_du_lieu_data_latency\"><\/span><b>Step 5: Determine the update frequency and data latency.<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Everyone needs to agree on the frequency of data refresh (Real-time, every 4 hours, every 1 day, etc.).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ensure all dashboards clearly display messages like this: <\/span><b>\u201cData updated as of 10:00 AM, December 10, 2025\u201d<\/b><span style=\"font-weight: 400;\"> To avoid arguments about discrepancies between the systems.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Cong_cu_xay_dung_marketing_dashboard_template_goi_y\"><\/span><b>Marketing dashboard builder tools and template suggestions<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Choosing the right tools to suit your scale and budget is crucial.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Cong_cu_mien_phi_de_tiep_can\"><\/span><b>Free\/accessible tool<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Looker Studio (Google Data Studio):<\/b><span style=\"font-weight: 400;\"> Suitable for SMEs and Digital Teams. Integrates well with the Google ecosystem (GA4, Ads, Sheets, BigQuery). Requires the use of third-party connectors (Supermetrics, Fivetran) to pull Facebook\/TikTok data.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>GA4 Explorer:<\/b><span style=\"font-weight: 400;\"> Provides customized reports and in-depth visualizations of website and event tracking, useful for SEO\/Website professionals.<\/span><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Cong_cu_BI_dashboard_nang_cao\"><\/span><b>Advanced BI tools &amp; dashboards<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Power BI, Tableau:<\/b><span style=\"font-weight: 400;\"> Designed for large businesses looking to integrate Marketing, Sales, and Finance into a single, centralized Business Intelligence (BI) platform. Supports complex data models and stringent security and access control policies.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Databox, Klipfolio, Supermetrics Dashboard:<\/b><span style=\"font-weight: 400;\"> Specialized marketing dashboard tools often have many ready-made templates and diverse connections to marketing\/sales data sources.<\/span><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Data_connectors_data_pipeline_Ha_tang_du_lieu\"><\/span><b>Data connectors \/ data pipeline (Data infrastructure)<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">To eliminate manual work, data connectivity tools need to be used:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Supermetrics, Funnel.io:<\/b><span style=\"font-weight: 400;\"> Specifically designed to pull data from marketing sources (Facebook, Google, TikTok, CRM, Email) into one place. <\/span><b>Data Warehouse<\/b><span style=\"font-weight: 400;\"> (like BigQuery) or Google Sheet\/SQL Database.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Self-built\/Zapier API:<\/b><span style=\"font-weight: 400;\"> Used to automate simpler data flows.<\/span><\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Nhung_loi_thuong_gap_khi_dung_%E2%80%9Cmau_marketing_dashboard%E2%80%9D_co_san\"><\/span><b>Common mistakes when using pre-made &quot;marketing dashboard templates&quot;<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Using templates is good, but if you don&#039;t address the following core issues, the dashboard will never be effective.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Dashboard_dep_nhung_khong_gan_voi_ngan_sach_chi_phi_thuc_te\"><\/span><b>1. The dashboard looks nice but isn&#039;t aligned with the actual budget\/cost.<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The most common mistake is that the dashboard only shows operational metrics (Clicks, Leads, Conversions) without mapping them to:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Actual cost<\/b><span style=\"font-weight: 400;\"> (Total Actual Spend) for each campaign.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Approved budget<\/b><span style=\"font-weight: 400;\"> According to the budget.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Actual costs according to the accounting system.<\/b><span style=\"font-weight: 400;\"> (The invoice has been processed).<\/span><\/li>\n<\/ul>\n<p><b>Consequences:<\/b><span style=\"font-weight: 400;\"> ROAS is calculated based on the cost figures from Ads Manager (excluding VAT, agency fees, and platform fees), leading to inflated and inaccurate ROI\/ROAS ratios.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_KPI_nhieu_nhung_khong_co_%E2%80%9Cdecision_path%E2%80%9D\"><\/span><b>2. Numerous KPIs but no clear decision path.<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">A dashboard is just a collection of useless KPIs if it doesn&#039;t answer this question: <\/span><b>&quot;What should we do after seeing this?&quot;<\/b><\/p>\n<p><span style=\"font-weight: 400;\">A good dashboard should have clear rules (rule-based):<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">If ROAS (Google Ads) &lt; $X$ (Break-even point) \u2192 The system will flag it as Red (Campaign Review).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">If CPA (Facebook Ads) &gt; $Y$ (Maximum Threshold) \u2192 Automatically send an alert to the Performance Team (Reduce Budget \/ Replace Creative).<\/span><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"3_Du_lieu_sai_do_khong_doi_soat_voi_he_thong_tai_chinh\"><\/span><b>3. Incorrect data due to failure to reconcile with the financial system.<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">There is a large difference between <\/span><b>Costs according to Ads Manager<\/b><span style=\"font-weight: 400;\"> and <\/span><b>Actual costs according to accounting<\/b><span style=\"font-weight: 400;\">:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The Ads Manager reported a spending budget of 500 million VND.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The accountant recorded an invoice of 600 million VND (due to the addition of agency fees, platform fees, and other production costs...).<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">If the Marketing Dashboard is not based on verified and accounted-for cost data from Finance, then any budget allocation decisions based on ROI\/ROAS on that Dashboard are flawed.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Ket_noi_Marketing_Dashboard_voi_chi_phi_ngan_sach_bang_Bizzi\"><\/span><b>Connect your Marketing Dashboard to your costs and budget with Bizzi.<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">This is the solution to transform your Marketing Dashboard into a truly effective financial decision-making tool.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Bizzi_Expense_%E2%80%93_Lop_kiem_soat_chi_phi_marketing_phia_Finance\"><\/span><b>Bizzi Expense \u2013 Marketing Cost Control Layer (Finance)<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/bizzi.vn\/quan-ly-chi-phi\">Bizzi Expense<\/a> help control <a href=\"https:\/\/bizzi.vn\/chi-phi-marketing-la-gi\">Marketing costs<\/a> Right from the first step:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Setting a Budget:<\/b><span style=\"font-weight: 400;\"> Set up your marketing budget by Channel\/Campaign\/Cost Center within the Bizzi system.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Approval process:<\/b><span style=\"font-weight: 400;\"> All marketing expenses (agency fees, media, KOLs, production) must go through this channel. <\/span><b>Payment Request \/ Approval<\/b><span style=\"font-weight: 400;\"> on Bizzi.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Record Actual Spend:<\/b><span style=\"font-weight: 400;\"> Once the expense is approved and paid, the Bizzi system records: the actual amount, the campaign it belongs to, the channel it belongs to, and the department it belongs to.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Data <\/span><b>actual usage<\/b><span style=\"font-weight: 400;\"> The cost data recorded by Bizzi is the controlled cost data, the &quot;Source of Truth&quot; used to calculate ROI\/ROAS in the dashboard.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Bizzi_IPA_3way_%E2%80%93_Dam_bao_chi_phi_tren_dashboard_la_chi_phi_that_hop_le\"><\/span><b>Bizzi IPA + 3way \u2013 Guaranteed that the costs displayed on the dashboard are genuine and legitimate.<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Bizzi IPA (Intelligent Process Automation) and 3-Way Matching technology:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Check the Invoice:<\/b><span style=\"font-weight: 400;\"> Automatically retrieve and verify input invoices from suppliers, agencies, and advertising platforms.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Reconciliation:<\/b><span style=\"font-weight: 400;\"> Automatically reconcile with Purchase Orders \/ Contracts \/ Banking:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Avoid duplicate payments.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Ensure that costs, taxes, and suppliers are legitimate.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><b>Result:<\/b><span style=\"font-weight: 400;\"> The marketing costs used in the dashboard are data that has already been processed. <\/span><b>Finance confirms<\/b><span style=\"font-weight: 400;\"> (Not an estimate from Ads Manager), ensuring the validity and accuracy of ROI\/ROAS.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Ket_luan\"><\/span><b>Conclude<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Sample <\/span><b>Marketing Dashboard<\/b><span style=\"font-weight: 400;\"> A good chart is not just a collection of pretty charts; it&#039;s a strategic tool that helps businesses move from recording to... <\/span><b>making immediate decisions and optimizing costs.<\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">An effective dashboard must be aligned with core business questions, focus on actionable KPIs, and most importantly, connect to data. <\/span><b>Actual Costs and Budget<\/b><span style=\"font-weight: 400;\"> It has been confirmed by the financial system. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">By standardizing data processes and integrating platforms such as <\/span><b>Bizzi<\/b><span style=\"font-weight: 400;\"> (Control spending and actual bills) with the platform <\/span><b>EPM\/FP&amp;A<\/b><span style=\"font-weight: 400;\">\u00a0Businesses will gain a seamless data stream from actual spending to future forecasts. This makes the Marketing Dashboard an indispensable part of a continuous financial performance management system, helping leaders allocate resources accurately and maximize ROI.<\/span><\/p>","protected":false},"excerpt":{"rendered":"<p>In the era of digital marketing, businesses are generating enormous amounts of data. From Google Ads, Facebook Ads, TikTok, SEO, email, and more\u2026<\/p>","protected":false},"author":56,"featured_media":999979525,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[76],"tags":[],"class_list":["post-999979522","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-goc-nhin-cfo"],"acf":[],"_links":{"self":[{"href":"https:\/\/bizzi.vn\/en\/wp-json\/wp\/v2\/posts\/999979522","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bizzi.vn\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bizzi.vn\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bizzi.vn\/en\/wp-json\/wp\/v2\/users\/56"}],"replies":[{"embeddable":true,"href":"https:\/\/bizzi.vn\/en\/wp-json\/wp\/v2\/comments?post=999979522"}],"version-history":[{"count":7,"href":"https:\/\/bizzi.vn\/en\/wp-json\/wp\/v2\/posts\/999979522\/revisions"}],"predecessor-version":[{"id":999980463,"href":"https:\/\/bizzi.vn\/en\/wp-json\/wp\/v2\/posts\/999979522\/revisions\/999980463"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bizzi.vn\/en\/wp-json\/wp\/v2\/media\/999979525"}],"wp:attachment":[{"href":"https:\/\/bizzi.vn\/en\/wp-json\/wp\/v2\/media?parent=999979522"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bizzi.vn\/en\/wp-json\/wp\/v2\/categories?post=999979522"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bizzi.vn\/en\/wp-json\/wp\/v2\/tags?post=999979522"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}