This guide provides a breakdown of the RD Station Marketing Dashboard on Power BI by Kondado. If you need help integrating your data into the Dashboard, follow the steps in this guide to configure the integration with RD Station Marketing and enjoy all the features of a customizable Dashboard.
📹 RD Station Marketing Power BI
Watch the video below to learn more about this dashboard:
Table of Contents
Integrations and Models
Below are the integrations and models required to use the Dashboard template. Incremental integrations can have their savepoint changed to fetch historical data.
Integrations:
- Contacts: tags - Incremental
- Contacts: opportunity events - Incremental
- Emails - Full (free)
- Email Analytics - Incremental
- Landing pages - Full (free)
- Contacts - Incremental
- Contacts: funnels - Incremental
- Contacts: conversion events - Incremental
- Pop Ups - Full (free)
Models:
- No models in this template
Dashboard Features
The RD Station Marketing Dashboard on Power BI offers a comprehensive and detailed view of your marketing campaign performance, with essential data on leads, opportunities, conversions, and emails. With direct integration to RD Station, the panel enables effective tracking of marketing metrics, helping optimize strategies, increase engagement, and generate better sales results.
The Dashboard is divided into 3 main pages:
Overview - Presents data on total leads, opportunities, and lead-to-opportunity conversions. Additionally, the page allows comparing metrics with the previous period, providing performance analysis and facilitating progress tracking.
Conversions - Shows conversion totals by Landing Page, Form, and Pop-up, with detailed conversion charts by filtered period. This page enables precise analysis of lead capture and conversion strategy performance.
*Emails - Presents indicators related to email campaign performance, such as "Total campaigns", "Total contacts", "Emails delivered", "Emails opened", "Email clicks", "Click rate", "Delivery rate", "Open rate", "Unsubscriptions", and "Emails reported as spam". There is also a "Campaign Name" filter for campaign-specific analysis.
*Email page indicators are available only for RD Station Marketing accounts on Advanced or Pro plans. For Pro plans, only 45 days of data are loaded.
Benefits of using the RD Station Marketing Dashboard:
- Centralizes all essential information about leads, conversions, and email campaigns in a single panel.
- Allows comparing performance across different periods, helping identify trends and areas for improvement.
- Offers interactive charts and advanced filters to customize analysis according to your marketing team's needs.
- Facilitates tracking email campaign performance, enabling quick adjustments to sending strategies and content.
- Improves strategic decision-making with clear, visual data showing the impact of marketing actions on the sales funnel.
With the RD Station Marketing Dashboard on Power BI, you have complete control over your marketing campaigns, ensuring more agile, strategic, and data-driven management. For more information, visit this link.
Set Up the RD Station Marketing Power BI Dashboard
Configure your RD Station Marketing integration and deploy Kondado's Power BI template to monitor leads, conversions, and email campaigns.
Connect RD Station Marketing to Kondado
Set up the required integrations including Contacts, Emails, Landing pages, and Email Analytics. Configure incremental syncs for historical data and note that Email and Landing pages integrations are free. For help with data connections, see data integration options.
Access the Power BI template
Download and open the RD Station Marketing Power BI report template. If you encounter a login prompt, temporarily adjust Power BI settings for uninterrupted access as noted in the guide.
Load your own data into the dashboard
Replace the example data with your RD Station Marketing data by connecting your Kondado pipeline. Use the 'Use Your Own Data' option to populate the dashboard with your live metrics.
Explore the Overview page
Review total leads, opportunities, and lead-to-opportunity conversions on the Overview page. Compare metrics with previous periods to track performance trends and progress over time.
Analyze conversions and email campaigns
Drill into the Conversions page for Landing Page, Form, and Pop-up performance, then check the Emails page for campaign metrics like open rates and click rates. Note that email indicators require Advanced or Pro RD Station plans, with Pro limited to 45 days of data.
Customize and share insights
Apply interactive filters and advanced charts to tailor analysis for your marketing team. Leverage the centralized panel for data visualization and strategic decision-making across your sales funnel.
