Marketing Dashboard

A marketing dashboard that shows profit per campaign, not just clicks.

A typical marketing dashboard shows clicks, leads, and spend. The CDAI dashboard shows what each campaign actually made after every cost, what its leads really cost, and one clear decision for every campaign, refreshed every night. See it in action below, or read how it works.

Live Demo

See the marketing dashboard in action.

This is the CDAI dashboard your team opens each morning. Every campaign has its real numbers, a decision, and a confidence level behind it.

CDAI marketing dashboard screenshot showing campaign profit, cost per lead and nightly decisions
The CDAI marketing dashboard.
The Right Questions

What a marketing dashboard should answer.

Wrike describes a marketing dashboard as a reporting tool that pulls key metrics from multiple channels into a single, easy-to-read view. In practice, most teams build one in their CRM or a reporting tool, filtered to show things like “ad spend, ROI, clicks, form submissions, and traffic by source,” as one HubSpot community answer puts it.

That view answers “what happened in the ads?” The owner of a lead-driven business needs three different answers:

  1. Did each campaign make money after partner payouts, refunds, chargebacks, fees, and the cost of delivering the work?
  2. What does a lead really cost, compared with what the ad platform says?
  3. What should I do with each campaign tomorrow?

The CDAI marketing dashboard is built around those three questions. The numbers come from the CDAI engine, which calculates them every night from your connected ad accounts, CRM, and other tools.

Example

Marketing dashboard example.

This is an illustrative example with sample numbers, not client data. It shows the core view: every campaign on one row, with the platform’s number next to the real one and tonight’s decision.

CampaignDashboard CPLTrue CPLReal profit (30 days)DecisionConfidence
Search: brand terms$38$46$9,400SCALEHigh
Search: service terms$64$81$2,100HOLDMedium
Social: lead form$22$41−$600CUTMedium
Partner: bought leads$55$112−$3,800PAUSEHigh

On a normal marketing dashboard, the social lead form looks like the cheapest source at $22 a lead. Once refunds, payouts, and fees are counted, it costs $41 and loses money. The bought leads look reasonable at $55 until partner payouts and returns are added. That’s the gap the CDAI dashboard exists to show. Our guide to the average cost per lead explains why the platform number runs low.

What’s On It

Every view. What it shows. Why it matters.

Each part of the CDAI marketing dashboard is built around a decision your team needs to make. Nothing decorative, and nothing that needs an analyst to interpret.

Campaign ProfitRevenue − Cost = Profit
Revenue closed, true cost, real profit, and margin for every campaign, so winners and losers separate at a glance.
CPL GapDashboard vs. True CPL
What the ad platform reports per lead, next to what each lead really cost after every expense.
DecisionsOne Call per Campaign
SCALEHOLDCUTPAUSE
Each with the numbers behind it and a confidence level. You stay in control of every move.
Early WarningsTrends Before Losses
Close rates slipping, or true cost per lead rising faster than the platform’s number.
Partner ViewMargin by Partner
If you buy leads or calls, see which partner relationships pay and which drag margin down.
Decision HistoryGraded Once Results Are In
Past decisions and how they were graded. Our 30-day retest explains how.

Behind every view, CDAI rechecks its own math each night and stops on bad data instead of showing numbers it can’t stand behind. The dashboard recommends; you decide what changes in your ad accounts.

Every Morning

How to use the marketing dashboard each morning.

  1. Start with the decisions. Look at anything marked cut or pause first; that’s where money is leaving.
  2. Check the CPL gap. A big difference between dashboard CPL and true CPL means costs outside the ad account are growing.
  3. Scale the proven winners. Add budget where real profit is strong and confidence is high.
  4. Watch the warning signs. A slipping close rate today becomes a losing campaign next month.

Our scale, hold, cut, pause framework goes deeper on turning each decision into a budget move, and the lead quality guide covers what to do when a source’s leads stop closing.

The Difference

CDAI vs. a typical marketing dashboard.

Typical marketing dashboardCDAI dashboard
Main numbersClicks, leads, spend, ROI from the ad platformsReal profit, true cost per lead, and margin per campaign
Costs countedMostly ad spendAd spend, fees, partner payouts, refunds, chargebacks, compliance, and operating costs you add
What you do with itInterpret charts and decide yourselfRead one clear decision per campaign, with the reasons
SetupBuild and maintain the reportsConnect your accounts; the engine fills it every night

Before release, CDAI was validated on simulated businesses where the true answer is known. The method and every result are in the contribution margin marketing validation report.

8simulated businesses, three runs each
966 of 966per-campaign checks matched the database and the engine
2HubSpot and Salesforce developer accounts tested
Integrations

Every source the dashboard connects to.

Meta, Google Ads, LinkedIn, HubSpot, and Salesforce connect in one click. Other tools connect by API key, CSV upload, or webhook.

Meta AdsGoogle AdsLinkedIn AdsHubSpotSalesforceCallRailRingbaBoberdooBing AdsStripeCSV importWebhook (any CRM)
Common Questions

Marketing dashboard FAQs.

What is a marketing dashboard?
A marketing dashboard is a single view of your key marketing numbers from multiple channels. Most show clicks, leads, spend, and ROI. The CDAI dashboard adds real profit per campaign, true cost per lead, and one decision per campaign.
Can you give me an example of a marketing dashboard?
The example above shows four campaigns with the platform’s cost per lead, the true cost per lead, real profit over 30 days, and a scale, hold, cut, or pause decision with a confidence level.
What are the three types of dashboards?
Operational dashboards track day-to-day activity, strategic dashboards track high-level goals for leaders, and analytical dashboards help dig into why numbers changed. The CDAI dashboard combines the profit view leaders need with a clear call on each campaign.
How often does the CDAI dashboard update?
Every night. The engine pulls fresh data from your connected accounts, recalculates every campaign, and posts the new decisions before your day starts.
Does the dashboard change my ads?
No. It recommends a decision for each campaign. You make every change in your ad accounts.
How do I get access?
Sign up, choose your industry, and connect your ad accounts and CRM. Existing clients log in through the client portal. See pricing for plans.
Get Started

See your campaigns on the dashboard.

Connect the ad accounts and CRM you already use, and your first numbers arrive after the first nightly run. Questions first? Send us a note and we’ll get back to you.

01
Sign up and choose your industryDecisions are graded against your real sales cycle.
02
Connect your accountsAd accounts and CRM first; partner, call tracking, and payment tools when you’re ready.
03
Open your dashboardReal profit, true cost per lead, and one clear decision for every campaign.
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