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Datorama Dashboard Services (Now: Marketing Cloud Intelligence Service Provider)

StrategicDB is a Certified Marketing Cloud Intelligence Expert (formerly Datorama) and was previously a Datorama Agency Partner before the Salesforce acquisition. As a Marketing Cloud Intelligence agency, we have helped numerous marketing teams and agencies automate their reporting and dashboards—and we can do the same for you!

Our approach focuses on maximizing automation to minimize ongoing maintenance.

We begin with a discovery session to understand your business goals and dashboard requirements. From there, we create a custom roadmap for your dashboard buildout:

  • Integrate your data streams and map out dimensions and measurements

  • Create custom calculations, such as pacing for the month or year-over-year growth over specific periods

  • Customize dashboard design to align with your or your client’s brand colors

  • Review the dashboard with your team and provide simple training so you can maintain it independently if needed

If you’re looking for expert guidance in implementing Marketing Cloud Intelligence, StrategicDB is here to help!

Contact us for your Marketing Intelligence Cloud Services

Marketing Intelligence Cloud Dashboard Examples

Type of Dashboards Build By Datorama

Executive dashboards in Marketing Cloud Intelligence provides high level insights on how your brand or business is performing. While Datorama provides detailed data, without insights into overall trends, goal tracking, and KPIs, it can be difficult to understand the direction of your business.

Datorama began as a marketing business intelligence tool, but its capabilities extend beyond just marketing metrics. The strength of the platform lies in its ability to integrate with all key data sources—from Google Ads and Google Analytics to social media platforms like Sprout Social, Facebook, TikTok, Pinterest, and Twitter, as well as Salesforce Marketing Cloud providing a comprehensive view of your business performance.

Creating a sales dashboard in Datorama is common, especially when combined with marketing data. Thanks to its integration with CRMs like Salesforce, it’s easy to visualize your sales pipeline. The real value comes from understanding where leads originate, how quickly they convert by marketing channel, and evaluating your sales team’s efficiency all in one centralized view.

Pacing budgets can be automated, if you are still running your campaign spend via excel, think again. StrategicDB can automate marketing pacing dashboard to keep track of your spend in real-time although we recommend not including today’s cost into the equations. Pacing dashboard can also be build with Salesforce’s Media Planning Center, which we can help setting it up for you.

Social media reporting can be done right inside Datorama, for both organic and paid media. One of the key strengths of Marketing Cloud Intelligence is its ability to combine data from multiple social media sources. This allows you to analyze campaigns across all channels in a single view. By integrating Salesforce sales data with social media performance, you can also measure social media’s impact on overall sales, providing a complete picture of marketing effectiveness.

Marketing operational dashboards are designed for hands-on marketing teams. They go beyond basic campaign or channel reporting, providing insights into which ads performed best, which ad groups are outperforming, and which keywords are driving the most leads. Datorama dashboards can also include alerts to notify marketing managers when campaign performance improves or declines, or when metrics such as budget or KPIs are above or below target.

We partner with brands and agencies, big and small.

Frequently Asked Questions about Datorama Development:

There are many benefits of developing dashboards in Datorama, including being a marketing focused dashboard. With the majority of standard integration available for most common digital media platforms. It is a Salesforce company, and after being acquired by Salesforce, it is easy to integrate and get sales and marketing data into Marketing Cloud Intelligence. Salesforce Marketing Cloud is integrated with Einstein AI.  AI intelligence that provides automated insights to help with decision making and productivity. There is a strong data harmonization built in tool, which means that you can combine different campaigns into one group. It is also easy to track again goals, including benchmarks, KPIs along with advanced visualization. Marketing pacing can also be achieve with this tool, using a work around with Google Sheets or utilizing the media planner app provided by Salesforce. 

At StrategicDB, our approach to building Datorama dashboards and reports begins with understanding your requirements. We start by identifying the questions the dashboard is meant to answer for example, tracking budgets, comparing brand performance, measuring ROAS, and more.

Next, we develop the reporting architecture, which includes integrating marketing sources, creating customized formulas, harmonizing and standardizing campaign names, and completing other back-end tasks.

Once the architecture is in place, we move to the front-end development, adding widgets, creating dashboards, and incorporating goals, filters, and other functionality to provide an intuitive and actionable reporting experience.

StrategicDB used to be a Datorama partner, prior to Salesforce’s acquisition. We are certified in Datorama, but not an official partner. The reason is we work with different BI and marketing reporting tools such as Looker’s DataStudio, PowerBI, Tableau, TapClicks, DashThis, Braze and others. Our competitive advantage is to build actionable and insightful dashboards focusing on marketing and sales, and we also help clients migrate their reporting between different platforms, therefore, we are not an official MCI partner.

The cost of setting up a dashboard in Datorama, depends on the complexity, number of sources and visualization requirements. For example, if you are setting up a single dashboard with a few sources, a few custom calculations, that will include about 20 widgets it will not cost as much as setting up 10 dashboards for each brand, with unique channel mix, and 40 widgets, with complex formulas. If you are looking for Datorama dashboard services, we would be happy to help.

Yes, you can save money by reducing unnecessary rows in Datorama. StrategicDB can clean up your Datorama data without any loss of information. We begin with a data audit to identify what is causing the high row count, then develop a custom cleaning strategy before executing the cleanup, ensuring your dashboards remain accurate and cost-efficient.

At StrategicDB, we’re not tied to any specific BI tool we’ve worked with them all. This allows us to recommend the right solution for your unique needs. From executive dashboards to automation of app performance metrics, our BI consultants have you covered.

We take data integrity seriously. With our marketing and sales operations background, we dig deeper into the data to ensure accuracy and meaningful insights. As a marketing analytics agency, we help cleanse your data and consider all stakeholders when developing your custom dashboard strategy and execution.

Our process starts with understanding your business goals to create the most effective visualizations. We define and customize KPIs based on what you want to achieve, ensuring your dashboards drive actionable decisions.

We also address data gaps. In a perfect world, you’d have every piece of data needed for decisions but that’s rarely the case. By identifying what’s missing, we can recommend ways to fill the gaps and move your marketing forward.

We’re flexible and understand that data needs evolve over time. Dashboards may occasionally break, and when they do, we’re ready to fix and update them. As experienced Datorama consultants, we solve even the toughest challenges from data streams not updating correctly to widgets not displaying the right information. Whatever the problem, we step in and resolve it efficiently.

StrategicDB is a Marketing Cloud Intelligence service provider. Our BI consultant can help with implementation of Datorama, maintenance of your reporting, automation of data source which maybe hard, visualization widgets, consult on architecture of your dashboards, creating custom calculations, harmonize your data sources and Datorama row clean-up to name a few.

Not only can StrategicDB fix and maintain existing Marketing Cloud Intelligence dashboards, but we also help optimize dashboards that require frequent maintenance. We have worked with large agencies and Fortune 500 companies to streamline reporting, ensuring the back-end is set up correctly so minimal human intervention is needed. When a dashboard is built properly, it runs automatically, delivering insights without ongoing upkeep unless new channels or brands are added.

The time required to set up Marketing Cloud Intelligence (MCI) dashboards depends on several factors, including the number of data sources (we typically require a marketing manager to provide credentials for automated connectors), the number of dashboards or reports needed, and the effort required to standardize or harmonize data. While a single dashboard can often be built within a week including back-end architecture most projects take 3–4 weeks or longer, depending on complexity and scope.

Harmonizing data is our specialty. At StrategicDB, we can do this in multiple ways using native Marketing Cloud Intelligence functionality, parsing campaign names to automatically extract key information for your dashboards, or leveraging Google Sheets as a lookup table. Regardless of the method, we implement harmonization in a way that is easy to maintain or even maintenance-free.