Building Your Custom Lead Generation Dashboard in Google Sheets

Google Sheets
Productivity tips
CRM and Sales Ops
February 23, 2024


When it comes to Lead Generation understanding your performance and metrics, is more than necessary—it's essential. This is where the magic of a lead generation dashboard comes into play. Here at Dokin, we are dashboard nerds and we are building a platform revolutionizing this space by giving you the power to connect live data from your systems into your spreadsheets..

Imagine an executive dashboard that serves exemplary clarity, turning abstract figures into tactical insights. With Dokin, these executive dashboard examples come to life, steering decision-makers through the numbers with ease and precision. Each lead sheet is transformed from a simple collection of prospects into a strategic resource that guides your business towards higher conversions.

Incorporating these elements organically into your toolkit means creating lead sheets and tracking brand awareness KPIs not as disjointed activities but as interconnected aspects of your overarching strategy. 

Did you know?

Dokin is a data connector for Google Sheets.

With Dokin you sync live CRM data and manage HubSpot and Salesforce data in bulk directly from your spreadsheets.

Try for free

What is a Lead Generation Dashboard?

A lead generation dashboard is an analytical tool that offers a panoramic view of your marketing efforts, enabling you to monitor, analyze, and optimize your strategies based on real-time data. It goes beyond mere data collection to provide a strategic analysis of your brand awareness KPIs, lead sheets, and other critical metrics, serving as the compass by which you navigate your marketing strategies. Dokin leverages this tool to bring forth insights that were previously buried in spreadsheets and databases, making them accessible and actionable.

CMOs and CROs use dashboards to overview their performance and identify points of improvement. The key aspect to consider for an effective dashboard are the following:

Identification of KPIs and Metrics

Lead generation analytics serve as the foundation of any successful dashboard. Identifying what metrics to track, such as conversion rates or the total lead value, requires a deep understanding of your business goals. Dokin streamlines this process, enabling you to define and monitor these KPIs effortlessly. Whether you're tracking "brand awareness KPI" or evaluating "lead sheets," you will need to have understood the metrics that are important to evaluate your lead generation abilities and that can be managed to improve your lead gen machine. Dokin's customizable dashboard ensures you're always focused on the metrics that matter most to your business.

Data Integration and Automation

The strength of a lead generation dashboard lies in its ability to amalgamate data from diverse sources into a cohesive whole. Dokin excels in this domain, offering seamless integration that brings together data from CRM systems, marketing channels, and more, all while automating the mundane task of data entry with features like autofill in Google Sheets. This not only saves precious time but also reduces the likelihood of human error, ensuring your data is accurate and reliable.

Dokin also offers you to possibility to be up and running with pre-built dashboards 

Visualization and Analysis

Visualization is where data starts to speak. Dokin's advanced visualization tools allow you to transcend traditional checklists in Google Sheets, offering dynamic graphs and charts that provide real-time insights into leads by source and current leads by stage, among others. With Dokin, creating a table in Google Sheets becomes a gateway to deeper analysis, enabling you to draw meaningful conclusions from your data and identify trends that could inform future marketing strategies.

Optimization and Action

The ultimate goal of a lead generation dashboard is to drive action. With Dokin, you can use the insights gleaned from your dashboard to identify potential leaks in your lead funnel, adjust your strategies, and optimize your efforts for better results. The platform's detailed analytics and reporting capabilities enable you to measure the effectiveness of different campaigns and channels, helping you allocate resources more efficiently and maximize your ROI.

The Essential Components of a Lead Generation Dashboard

An effective dashboard transcends basic data representation. It's about making the data work for you. Executive dashboard examples often include comprehensive visuals that summarize vast datasets into digestible insights, from neatly organized tables created in Google Sheets to dynamic charts that autofill with the latest data. Critical to this process is the ability to sort Google Sheets by date, ensuring that your decisions are always based on the most current information. Dokin facilitates this by offering a suite of tools that automate and simplify these tasks, providing a bird's eye view of marketing campaigns' performance.

Building Your Lead Generation Dashboard with Dokin 

Lead generation is easily the most important cog in the digital marketing wheel. To track the full potential of your campaigns, Dokin simplifies the creation of powerful, insightful dashboards. Follow these steps to build a lead generation dashboard that offers real-time insights and drives actionable strategies.

Dokin also offers the possibility to get started with pre-built dashboard templates.

Step 1: Identify Your Lead Generation KPIs

Firstly, it's crucial to identify which KPIs are most relevant for your team. Here are essential metrics we suggest for effective lead tracking:

  • The Number of Leads: Define a lead based on your company's qualification criteria, like free trial sign-ups.

  • Leads by Source: Understand which channels, like SEO, digital ads, or social media, are generating new leads.

  • Current Leads by Stage: Monitor your lead lifecycle to spot trends and improve strategies.

  • Total Lead Value: Estimate the overall worth of your leads to the organization.

  • Conversion Rate: Measure the percentage of leads taking desired actions, from newsletter sign-ups to purchases.

Step 2: Gather Your Data

Leverage Dokin's integration capabilities to pull data directly into your preferred analytics platform. For example, if you're using Google Sheets, Dokin's seamless integration allows you to import Salesforce data without the hassle of manual exports.

1. If you haven't already, you need to install the Dokin add-on for Google Workspace. You can refer to this tutorial to know how to install Dokin.

2. Navigate to the Dokin sidebar and choose Connect new Data > Select your source, i.e., Salesforce in this case.

P.S. - You can get an in-depth understanding of linking your Salesforce Data on Google Sheets with Dokin, refer to this guide.

3. Import the reports or use custom queries to get the exact data you need.

4. Click Import, and watch as your data is populated automatically on your Google Sheet.

Step 3: Visualize Your Data

Create engaging and informative graphs that tell the story of your lead data:

  1. Highlight the data range in your spreadsheet and press Insert > Chart.
  1. Use the Chart editor to select the right chart type. Dokin recommends column charts for monthly lead trends.

  2. Customize your chart to reflect brand design and highlight critical data points.

Step 4: Assemble Your Dashboard

Expand your dashboard by moving each new chart to its dedicated sheet. Create additional visualizations for more granular KPIs as needed.

Arrange your visual elements in a color-coded, easy-to-read format to enable quick insights at a glance.

Step 5: Keep Your Dashboard Live

With Dokin, ensuring your dashboard stays up to date is effortless. Set an auto-refresh schedule directly through Dokin's interface, so your data syncs without manual intervention.

Step 6: Share and Alert

Use Dokin's built-in functions to:

  • Auto-refresh your dashboard with Live data
  • Set alerts to notify team members of key updates, with options to send timely reminders through channels like Slack or email.

Dokin doesn't just help you build dashboards; it transforms your lead generation into a strategic powerhouse. By providing easy integration, real-time updates, customizable visualizations, and automated alerts, Dokin ensures your marketing efforts are well-informed, aligned, and effortlessly optimized.

A dashboard is meant to be easy

Creating a lead generation dashboard with Dokin is a streamlined process. Start by identifying the key data points you need to track. Then, utilize Dokin's intuitive interface to drag and drop these metrics into customizable templates. Whether you're creating tables in Google Sheets or designing complex visualizations, Dokin's no-code solution makes it accessible to all. Plus, with features like "how to sort Google Sheets by date" and "checklist on Google Sheets," organizing and prioritizing your lead generation efforts has never been easier.

Dokin not only simplifies the creation and management of lead generation dashboards but also empowers your team to make data-driven decisions. By automating data collection and analysis, Dokin frees up your marketing and sales teams to focus on what they do best: crafting strategies that captivate and convert.

By partnering with Dokin, you're amplifying your marketing efforts, driving conversions, and fueling business growth. Keep track of brand awareness KPIs, manage lead sheets, and learn from top-notch executive dashboard examples—all in one place.

So let Dokin be your guide to success in the digital marketing world, unlocking the full potential of data-driven strategies that help your business grow. Are you ready for the journey? Get started for free!

Looking for alternatives?

If you’d like to explore alternatives there are some options. However, Dokin is the only one that is easy and quick to implement and which comes at the cheapest price and with a free option.

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Jacopo Proietti

Co-founder @Dokin
Jacopo, a co-founder of Dokin, boasts 8 years in finance, having worked as a finance manager at Ogury and head of Financial Planning and Control at BlaBlaCar.
His passion for data integration led to the creation of Dokin, a game-changer for modern business teams. With customizable templates and built-in data connections, Dokin allows modern CMOs and CFOs to streamlines data reporting across Google Workspace applications.

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