Modern marketing is a multi-channel marathon. Your campaigns are running on email, mobile, programmatic display, social, and maybe even in-store activations—often all at once. But with every platform offering its own siloed reporting, how can you see the full picture and make quick, confident decisions?
The answer lies in building custom dashboards that consolidate campaign data into a single, real-time, decision-making hub.
In this blog, we’ll walk you through how to build and leverage custom dashboards to monitor cross-channel campaign performance in real time, what to include, and how Data-Dynamix helps agencies and marketers move from fragmented metrics to unified insight.
Why Cross-Channel Dashboards Are Essential in Modern Marketing
Running a campaign without a dashboard is like flying blind. You might know the destination, but you’re missing the instruments that tell you where you’re headed—or if you’re off course.
Here’s why custom dashboards are essential:
✅ Real-Time Decision Making
Dashboards give you instant visibility into campaign performance across channels. No more waiting days or weeks for manual reports.
✅ Unified Storytelling
Combine online and offline metrics (like email clicks and foot traffic) into a single narrative that reflects true impact.
✅ Faster Optimization
Spot underperforming creatives or channels and adjust quickly—while campaigns are still live.
✅ Client Confidence
Show clients what’s working, what’s being improved, and how you’re delivering ROI with clear, visual performance metrics.
What Makes a Great Cross-Channel Dashboard?
A well-built dashboard is more than just a bunch of numbers on a screen. It’s a strategic tool.
Here’s what it should deliver:
| Attribute | Why It Matters |
| Real-Time Updates | So you can make in-flight optimizations |
| Cross-Channel View | So you see how email, mobile, and programmatic are working together |
| Custom KPI Tracking | So each dashboard aligns with campaign goals |
| Visual Clarity | So insights are easily understood—by your team and your clients |
| Drill-Down Capability | So you can go from 30,000-foot view to tactical details in seconds |
Step 1: Identify Your Key Campaign Channels and Data Sources
Before building your dashboard, list all active channels and where their data lives.
Common channels and sources:
- 📧 Email: ESP platforms (Mailchimp, Constant Contact, etc.)
- 📱 Mobile ads: DSP or media vendor data
- 💻 Programmatic display: DSPs or ad servers
- 🌐 Website: Google Analytics or other tracking platforms
- 🛍️ Foot traffic: Mobile device attribution tools like Data-Dynamix
- 📊 CRM: Salesforce, HubSpot, Zoho, etc.
The goal is to bring these together in one place for synchronized analysis.
Step 2: Define the KPIs That Matter
Not every metric deserves dashboard space. Focus on actionable, goal-aligned KPIs.
Sample KPI categories:
| Campaign Goal | Key KPIs |
| Awareness | Impressions, reach, video views |
| Engagement | CTR, email open/click rate, time on site |
| Conversions | CPA, ROAS, conversion rate |
| Store Visits | Cost per visit, foot traffic lift, dwell time |
| Lead Gen | Cost per lead, form fills, call tracking |
📌 Pro Tip: Always segment KPIs by channel—so you can spot which tactic is pulling its weight and which needs help.
Step 3: Choose the Right Dashboard Platform
Your dashboard platform should support:
- Real-time data syncing or regular refreshes
- Data integration from various APIs and platforms
- Custom visualizations (charts, graphs, tables)
- User permissions (internal vs. client-facing views)
- White-labeling options if you’re an agency
Popular tools:
- Google Looker Studio (formerly Data Studio)
- Tableau
- Power BI
- Domo
- Agency-specific platforms (some partners offer turnkey dashboards)
At Data-Dynamix, we offer white-labeled dashboards that integrate email, mobile, programmatic, and foot traffic data—so agencies can give clients a unified, branded view of campaign impact.
Step 4: Integrate Real-World and Digital Signals
Here’s where next-level dashboarding begins: combining online engagement with offline behavior.
With foot traffic attribution from Data-Dynamix, you can track:
- Number of users who visited a store after seeing an ad
- Time lag between exposure and visit
- Frequency and dwell time
- Attribution by channel (email vs. mobile vs. programmatic)
📍 This is how you prove real ROI—not just digital noise.
Step 5: Build Out Visual Modules
Each campaign dashboard should include clear, modular sections:
🧩 Overview Panel
Quick snapshot of total impressions, spend, conversions, and ROI.
🧩 Channel Breakdown
Performance data for each platform (email, mobile, display).
🧩 KPI Scorecard
Your must-watch metrics, benchmarked against goals.
🧩 Attribution Funnel
Path from awareness to action—visually mapped.
🧩 Store Visits / Offline Actions
Mobile foot traffic insights and cost-per-visit analysis.
🧩 Optimization Log
Highlight tests run, changes made, and upcoming adjustments.
Step 6: Enable Filtering and Segmentation
Give users the ability to segment performance by:
- Channel
- Date range
- Creative version
- Audience segment
- Store or location
This flexibility helps teams and clients ask better questions—and find the answers fast.
Real-World Example: Retail Campaign Dashboard
Client: Regional beauty retailer
Channels: Email, mobile, programmatic
Dashboard KPIs:
- Email open/click rate
- Mobile ad CTR
- Programmatic impressions and ROAS
- Verified store visits
- Cost per visit
Outcome:
- Discovered that email + mobile sequence led to 2.3x more in-store visits
- Shifted 20% of budget from display to email retargeting
- Reduced CPA by 28% over 30 days
The dashboard enabled smarter, faster optimizations.
Step 7: Make It Client-Ready (if You’re an Agency)
Great dashboards aren’t just for your team—they’re proof of performance for clients.
At Data-Dynamix, our white-label dashboards include:
- Your agency logo and branding
- Client-specific views and permissions
- Downloadable reports and annotations
- Attribution callouts that connect digital spend to real-world outcomes
When clients see clean visuals and real-time results, trust goes up—and so does retention.
Tips for Success
✔️ Start simple – Build a “Phase 1” version focused on top KPIs. Add complexity over time.
✔️ Review weekly – Set a cadence for reviewing dashboards and acting on insights.
✔️ Keep humans in the loop – Dashboards surface data. Teams translate it into action.
✔️ Show wins – Use dashboards to highlight wins, not just problems. Celebrate optimizations that work.
✔️ Train your clients – If clients have access, guide them through how to read and interpret what they see.
Final Thoughts
In the age of omnichannel marketing, siloed reporting is a thing of the past. Custom dashboards give marketers and agencies the real-time, cross-channel intelligence they need to move fast, optimize smarter, and deliver measurable results.
By aligning online and offline signals in one unified view, you don’t just track campaigns you steer them toward greater impact.
Want to monitor your campaigns from click to visit in real time?
Partner with Data-Dynamix for white-labeled, real-time dashboards that unify email, mobile, programmatic, and foot traffic metrics—all under your brand.
