Marketing dashboard template
A marketing dashboard template for weekly channel reporting
Weekly leads by channel with the previous period alongside, so the trend, the channel mix, and the percentage change all come from the same file.
- Sample rows
- 32 across 8 weeks
- Channels
- 4, ranked by contribution
- Chart
- Bar, switchable to area or line
Built for the weekly report, not the ad platform
This blueprint expects an export you already produce — one row per channel per week. It does not connect to an ad account, and it will not reconcile attribution for you. What it does is make the same file readable to a client without a spreadsheet walkthrough.
Channel mix is ranked, not alphabetical
Categories are ordered by contribution to the total and the top five are drawn, so the channel doing the work is the first thing on the panel. The recent-rows table underneath shows the raw mapped values, so anyone can check the ranking against the source.
Columns this template expects
Eight weeks of marketing-sourced leads split by channel, with the previous period in its own column for a like-for-like comparison. Column names are yours to change — the mapping step is what connects your headers to these four roles.
| Column | Role | Required | Rule |
|---|---|---|---|
week | Date | Required | The week commencing date. Every row in the same period is summed into one trend point. |
channel | Category | Required | The acquisition channel. The category mix ranks channels by contribution to the total. |
leads | Value | Required | The metric being reported. Displayed as a plain number here, but any blueprint can switch to percent or an ISO currency. |
prior_period | Comparison | Optional | The matching value from the previous period. It drives the percentage delta on the headline card. |
The sample file, and what it fails on
The first rows of the downloadable CSV are on the left. On the right are the messages the live validator returns for a copy with an empty cell and a non-numeric metric — generated by the same code that checks your own import.
week,channel,leads,prior_period
2026-06-01,Organic search,86,74
2026-06-01,Paid social,52,61
2026-06-01,Email,41,38
2026-06-01,Webinars,17,12
2026-06-08,Organic search,94,80
2026-06-08,Paid social,48,58
…- Row 3Category value is empty.
- Row 4Metric value is not numeric.
The preview this file produces
Rendered from the sample CSV by the same projection that builds a share link: totals, the date-ordered trend, the ranked category mix, and the most recent mapped rows.
Marketing REPORT
Sample: Fieldline Group
SAMPLE PREVIEW32 validated rows
Performance trendMarketing leads over time
06-0106-0806-1506-2206-2907-0607-1307-20
Category mixContribution
Organic search
856
Paid social
458
Email
385
Webinars
199
Recent published recordsBounded share snapshot
2026-07-20Webinars34
2026-07-20Email58
2026-07-20Paid social63
2026-07-20Organic search132
Sample data written for this template. It is not a customer dataset, and no figure on it is a DashTrellis result claim.
How the workflow works
Move from the search problem into a working product without a fake demo or an invented integration.
Step 1
Import and validate
Paste or upload a bounded CSV, inspect row and column errors, and start from original sample data when useful.
Step 2
Map the story
Choose a supported blueprint, map dimensions and metrics, and preview KPIs, trends, category mix, and recent rows.
Step 3
Save or share
Keep versioned private configurations, export JSON or CSV, and create a revocable public snapshot containing bounded projected data.
Current product boundaries
Useful SEO starts with an accurate promise. These limits apply before you begin.
- DashTrellis does not provide live data connectors, scheduled refreshes, Looker Studio import, or team collaboration.
- Public links contain bounded aggregates and recent mapped rows, never the uploaded raw CSV or private version history.
- The template library is intentionally small and original rather than a mass of programmatic industry pages.
Questions about marketing dashboard template
Can it pull data from Google Ads or Meta?
No. There are no advertising, analytics, or ecommerce connectors. You export the file and map it.
Can I report spend and leads together?
Not on one blueprint. Map spend as the value on one blueprint and leads on another, or export a single blended metric.
What if a channel is missing from one week?
Nothing breaks. Periods are grouped from the rows that exist; a channel with no row for a week simply contributes nothing to that point.