Dashboard Structure
- Executive Overview – Organic traffic, qualified conversions, booked revenue/AUM impact.
- Pipeline & Conversion – Lead sources, conversion rates per product, compliance status.
- Content & Authority – Top performing articles, backlinks, PR coverage, regulatory approvals.
- Technical Health – Core Web Vitals, crawl stats, schema coverage, error trends.
- Compliance Log – Pending approvals, disclosure updates, regulator submissions.
Data Sources
- Web analytics (GA4, Adobe Analytics) with consent segmentation.
- CRM or marketing automation (HubSpot, Salesforce, Marketo) for pipeline attribution.
- Call tracking/meeting schedulers for advisor-led conversions.
- Compliance systems or spreadsheets logging approvals and reviews.
- Search Console, log files, ranking tools (Ahrefs/Semrush) for visibility metrics.
Core KPIs
| Category | KPI | Owner |
|---|---|---|
| Acquisition | Qualified organic sessions, share of voice | Marketing |
| Conversion | Booked revenue, AUM enquiries, loan pre-approvals | Sales / Advisory |
| Efficiency | CAC vs. LTV, paid vs. organic mix, funnel velocity | Finance |
| Compliance | Pending approvals, overdue disclosures, regulator interactions | Compliance |
| Authority | Referring domains, PR wins, analyst mentions | PR / Comms |
Reporting Cadence
- Weekly: Technical health, traffic anomalies, critical compliance actions.
- Monthly: KPI review with marketing, sales, compliance leads.
- Quarterly: Board-ready summary linking SEO investments to revenue and risk reduction.
Implementation Tips
- Use data warehouse or BI tool (Looker, Power BI) to unify sources.
- Document metric definitions and owners in a data dictionary.
- Automate alerts for compliance deadlines and major performance shifts.
- Archive dashboards quarterly for audit purposes.