A marketing KPI dashboard for demand-gen, brand, and content teams running multi-channel programs in Taskade. Tracks MQLs, pipeline contribution, channel CAC, content engagement, and brand share-of-voice — live from GA4, HubSpot, Buffer, and ad platforms.
What's Included
- Metric Database: Table view with MQLs, SQL conversion, channel CAC, content engagement, share-of-voice, and pipeline contribution per channel
- Channel Performance Board: Board view where each channel is a card with this-week trend
- Channel Narrator Agent: AI agent reads GA4 + HubSpot weekly and writes the "what moved and why" digest
- Threshold Alert Automation: When CAC crosses target or a channel drops 20%+, the automation DMs the owner with context
- Weekly Digest: Auto-drafted Friday email to the CMO with the three numbers that need attention
- Campaign Attribution: Last-click + multi-touch model with content piece-level breakdown
Why This Template Wins
- Live numbers, not Sunday-night updates: GA4 and HubSpot integrations write the values; the agent narrates them
- Why questions answered in seconds: Ask "why did paid CAC jump?" and the agent reads spend + conversion + attribution to answer
- CMO digest writes itself: The Friday email is drafted by the agent — the marketing leader edits, doesn't author from scratch
How to Use
- Clone this template into your Taskade workspace
- Customize metric definitions, targets, and channel mix
- Connect GA4, HubSpot, Buffer, ad platforms
- Train the Channel Narrator Agent on your attribution model
- Set up automation triggers for CAC alerts and Friday digest
FAQ
Does this work for B2B and consumer marketing?
Yes. B2B emphasizes pipeline contribution and SQL conversion; consumer emphasizes engagement, retention cohorts, and brand-search lift. The agent adapts its narration to whichever metric set you keep active.
Can the agent recommend budget reallocation?
Yes. The agent reads channel CAC trends and surfaces channels with declining efficiency alongside ones outperforming target — with a proposed budget shift the marketing leader can accept or reject.
What plan supports a 10-channel marketing team?
Pro ($16/mo annual) handles a full marketing team. Business ($40/mo) adds advanced cross-channel attribution and audit logs.
CTA
Try this template free in Taskade. For attribution setup, see /learn/automation/automations-execution. To generate a custom marketing dashboard from a prompt, try the AI Analytics Generator. Browse marketing apps in the Community Gallery.