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KPI Health Check
Anushka Patil avatar
Written by Anushka Patil
Updated over 7 months ago

The KPI Health Check dashboard provides a health check of performance for each metric versus a comparative period, with visual cues to indicate improvements and deterioration so that you can understand your marketing performance quickly and easily.

Why would you use this dashboard?

Performance Health-check

  • Use the KPI period comparison feature to quickly get a sense of whether key KPI performance has increased or decreased versus the equivalent previous period.

  • Alternatively, by using the 'Custom Date Range Comparison' filter you can see a comparison versus a desired date range.

  • Use the Performance vs target feature to understand how the selected Lead KPI is tracking versus its target.

Dashboard-in-detail

Selectors and Filters

  • Period

  • Custom Date range

  • Custom Date Range Comparison

  • Market

  • Lead KPI

  • Currency

Comparison KPIs

The comparison KPIs features a selection of the most important KPIs for tracking marketing performance.

Featured KPIs:

  • CPP (Cost per purchase)

  • CAC (Customer Acquisition Cost)

  • ROAS (Return on advertising spend)

Each instance of a KPI contains the data point as the main value (based on the period selected). Below the main value is a visual indicator of the movement in the KPI vs either the equivalent previous period or a custom date range if that filter is in use.

For example, if I have selected the Last 30 days in the Period selector, there will be one of two occurrences. If the 'Custom date Range Comparison' filter is not in use; the current period will be compared to performance in the 30 days immediately preceding the current period. If the 'Custom date Range Comparison' filter is in use; the current period will be compared to the date range selected (this is a great way to compare year-on-year figures)

The colour of the comparison indicator describes whether the change is trending positively or negatively (versus commonly held perceptions of good and bad for each KPI; hence Cost does not have an indicator as it is inherently neutral - spending more might be a good or bad thing depending on the context - but nobody wants a lower Return-on-Ad-spend).

The KPI can be chosen using the Lead KPI filter.

Available Lead KPIs:

  • CPP

  • CAC

  • ROAS

Performance vs target

The 'performance vs target' trackers describe how the Lead KPI is tracking versus a brand’s target for that KPI.

The tracker is split into two parts:

  • Overall - Inclusive of sales and revenue from all channels

  • Paid Media - Inclusive of sales and revenue driven from paid marketing, excludes that from non-paid channels

The KPI target is set during onboarding and can be changed upon request. A target can be set for each KPI you are tracking versus a target. If no target is set, the tracker will display 0.0 progress.

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