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The One-Stop Guide to Marketing Dashboard & Its Importance

Florian Cabirol
April 30, 2024
The One-Stop Guide to Marketing Dashboard & Its Importance

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How to install Google Sheets Catchr Add-on.

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Install Catchr Google Sheets Add-on

Option B: Directly within a Google Sheets:

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Install Catchr Add-on for Google Sheets
Install Catchr Add-on for Google Sheets

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The tutorial

Quick steps to create a report with Looker Studio:

You can easiliy create a report following this step :

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The tutorial

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The tutorial

On average, companies allocate around 13.6% of their total budgets to marketing, but how many of these efforts translate into tangible results? A marketing debrief answers this question: a post-campaign analysis that helps you understand what worked, what didn’t, and why. Comparing a campaign’s outcomes against its objectives, this systematic review gathers data-backed insights to guide future strategies. 

Besides, a marketing debrief is a purpose-driven meeting that reveals the insights, learning points, and actionable takeaways from your campaigns. This ensures that your next campaign is not just a shot in the dark but a well-informed, strategic move. Read on for a one-stop guide to marketing debriefing, including its importance, benefits, and the best practices to conduct one. 

What Is a Marketing Dashboard: Definition + Objectives

With global advertising spending expected to reach $667 billion by 2024, it’s essential to ensure that you’re reaping the fruits of your investments. A marketing debrief helps you do just that and more. Defined as a structured, detailed report drafted after a marketing campaign or project has been completed, a marketing debrief helps you analyze a campaign’s performance. 

Simply put, a marketing debrief is like a group discussion after a big game, where everyone shares their opinions on what worked, what didn’t, and how to play better next time. Thus, this report helps businesses connect better with their audience and achieve their marketing goals by dissecting past campaigns. 

A well-prepared marketing debrief should be clear, concise, and focused on tangible insights. Plus, it should involve input from everyone involved in the campaign, from marketers and designers to sales teams and even customers. 

Top 8 Questions to Address in Your Marketing Dashboard

A marketing reporting is a staple in any post-campaign analysis, giving teams the opportunity to reflect on the outcomes of their PPC advertising efforts. To achieve its goals, an effective debrief should answer the following questions: 

  1. What were the campaign’s goals and objectives? Were you aiming to increase brand awareness, drive sales, or launch a new product? 
  2. What strategy and tactics were used? Talk about the marketing channels (Facebook, Instagram, TikTok) and tools employed. 
  3. Did we hit our targets? Look at your numbers in the digital marketing report. If your goal was to increase website traffic by 20%, did you achieve that? 
  4. What worked well? Maybe your social media KPIs were a hit, or your email campaign got a great open rate. This helps you celebrate your wins and learn what to keep doing. 
  5. What didn’t work as expected? Not everything goes as per the plan, and that’s fine. This question is about learning from the missteps (like a certain marketing channel not working well). 
  6. How did the audience respond? Review customer feedback and engagement through comments, reviews, and social media interactions to gauge the audience’s sentiments. 
  7. What can we do better next time? Based on everything discussed, draft specific steps to improve your campaigns, like refining your messaging or testing other channels. 
  8. What are the key learning points for future campaigns? This could be a list of dos and don’ts based on your findings from this campaign. 

The Benefits of Conducting a Marketing Debrief

1. Measure Effectiveness

When a marketing campaign is executed, it’s essential to assess how well it achieved its intended objectives. This can be done through a marketing debrief, where the team compares the goals they set out in advance to what actually happened. Through this comparison, you not only learn about whether the campaign was a hit or a miss but also understand the insights behind specific metrics. 

These may include return on investment (ROI), click-through rate (CTR), customer acquisition cost (CAC), and conversion rate, to name a few. By analyzing these marketing metrics, businesses can quantify the effectiveness of their campaigns, which helps them make more data-driven decisions in the future. 

2. Identify Strengths & Weaknesses

A marketing debrief provides a structured opportunity to understand the strengths and weaknesses of your campaigns. This is based on a detailed, thorough analysis of elements such as messaging, channel selection, audience targeting, and creative execution. For example, if an e-commerce or social media campaign got better engagement (leads, queries, and comments) than email marketing, the team needs to understand why. 

Was it because your target audience is more active on social media, or was the messaging more persuasive on those platforms? Such factors help you analyze what worked and what didn’t, providing tangible insights on what to continue, stop, or start doing in future campaigns. 

3. Accountability & Documentation

Conducting a marketing debrief not only gives you the scoop behind your performance but also ensures a formal record of the campaign’s intentions, execution, and outcomes. This documentation helps you hold the team accountable for their decisions and actions since it provides a clear, transparent view of what was planned and achieved. 

Apart from this, documenting a debrief is an excellent resource for reporting to stakeholders. How, you may ask. Well, it helps businesses justify their marketing expenditures and demonstrate the value generated, gaining the trust and confidence of associates and partners. 

Key Components of an Effective Debrief

Presented as a structured document or discussion, a marketing debrief helps businesses review the objectives, execution, and outcomes of their campaigns. If you want to design an effective debrief, remember to include these components in your report:

1. Executive Summary

A short campaign overview, including the main objectives, strategies, and outcomes. This section gives stakeholders an overview of the debrief. 

2. Objectives and Goals

Give a detailed description of what the campaign aimed to achieve, including specific, measurable, achievable, relevant, and time-bound goals. 

3. Campaign Strategy + Execution

A section on the campaign’s strategy, including the target audience, messaging, channels used, and details about execution. 

4. Budget & Resource Allocation

Write details about the campaign budget, how resources were distributed, and any mismatches between planned vs actual spending. 

5. Data & Performance Analysis

Include qualitative data (like sales figures, website traffic, and engagement KPIs) and qualitative feedback (such as customer feedback). 

6. Challenges

Be open about the challenges faced during the campaign, how they were addressed, and the effectiveness of the solutions implemented. 

Conducting A Marketing Debrief: 3 Best Practices

1. Choose the Right Timing

As a general rule of thumb, the earlier you schedule your marketing debriefs after a campaign concludes, the better. Since the details are fresh in everyone’s minds, conducting a meeting within 24-72 helps the team to immediately reflect on and learn from their experiences. 

For long-term marketing campaigns that last more than 2 months, schedule weekly debriefs to review the progress. This approach helps businesses evaluate and adjust campaigns on the go, helping them identify issues before it's too late. 

2. Draft An Agenda

Outlining the topics to be discussed, an agenda is like a roadmap for the debrief, ensuring the conversation stays on track. Plus, when participants know what will be discussed ahead of time, they can gather their thoughts, questions, and data. As you know, not all topics are equally important, and thus, an agenda helps you prioritize the most critical components to be discussed first. 

Remember, an agenda is only effective when you distribute it in advance, so don’t forget to email the proceedings to your attendees before time. Here’s how you can start preparing your agenda for a marketing debrief.


Agenda Item



9:00 AM

Welcome & Introduction

To greet participants and outline the meeting’s objectives.

Meeting Chair

9:05 AM

Campaign Overview

Briefly review the campaign’s goals and scope.

Marketing Lead

9:15 AM

Performance Analysis

Present data on the campaign’s performance against objectives.

Analytics Lead

9:30 AM

Success Stories

Encourage the marketing team employees to share what worked well.

Marketing Team Employees

9:45 AM

Challenges & Lessons Learned

Discuss what didn’t work, unforeseen challenges, and key learning points.

Marketing Team Employees

10:00 AM

Open Discussion

An open forum for team members to share thoughts and suggestions.

All Participants

3. Invite Key Stakeholders 

Remember, for an effective marketing debrief, you should involve all key stakeholders in the meeting. This includes members from the marketing team, sales team, product management, and any external partners (or agencies) who contributed to the campaign. 

Thus, having a diverse list of participants opens the door to different perspectives and insights, which help provide a detailed understanding of the campaign’s strengths and weaknesses. For example, the sales team may give you the scoop on customer feedback that wasn’t visible from online metrics alone. 

Get on Top of Your Marketing Debrief Process With Catchr

Marketing debriefs are a go-to for analyzing the successes and failures of your campaigns, providing actionable insights to adapt and optimize future efforts. To level up your marketing debriefs and enhance your data reporting, Catchr is the tool you need. Bridging the gap between raw data and detailed analysis, Catchr makes data visualization challenges a thing of the past.

Plus, the platform helps you integrate marketing data from tens of channels, including Facebook, Instagram, and HubSpot, into your favorite reporting tools, such as Google Data Studio or Google Sheets. Catchr makes it easier to draft cross-channel reports and collaborate with your team and clients on the go. So, next time you need to optimize your marketing debriefs, try Catchr!

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In this template, you will find all the metrics and dimensions you would need to get a better view of your data.

If you need more templates, you could look at our looker studio template gallery.

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In this template, you will find all the metrics and dimensions you would need to get a better view of your data thank to our integrations.

If you need more templates, you could look at our PowerBI template gallery.

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