Marketing Performance Dashboard - Example
Data as of
June 30, 2026

Marketing Performance DashboardSample structure

Is marketing working, and how is it driving firm growth? — built to answer that in 15 seconds.

Website Sessions
8,420
▲ 12.4% vs last month
Total Ad Clicks
1,936
▲ 6.8% vs last month
Cost per Lead
$64
▼ 9.1% vs last month (lower is better)
New Marketing-Sourced Clients
7
▼ 1 client vs last month
% Leads Marketing-Led
10%
▲ 1.5 pts vs last month
Channel Performance & Lead Trends (13 Months)
Channel Performance Over Time
Google Ads LinkedIn Ads Newsletter
Jun '25AugOctDecFebAprJun '26
Marketing-Generated Leads
Monthly count
Jun '25AugOctDecFebAprJun '26
Lead Source Breakdown (Year to Date)
New Clients by Source
45 new clients tracked YTD
Google Ads12LinkedIn Ads9Referral (CPA)8Referral (Banker)6Event5Organic Web3Referral (Employee)2
Conversion Rate by Source
Leads → new clients, YTD
Referral (Employee)45%Referral (Banker)42%Referral (CPA)38%Event9.5%Organic Web6.8%LinkedIn Ads3.6%Google Ads4.2%