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Dashboard
Marketing dashboards from one source of truth
Pre-built reports out of the box, a drag-and-drop builder for custom views, and scheduled exports to Slack, email, and Looker. Every dashboard reads from a first-party dataset that ties traffic, leads, and revenue together.
Free 7-day trial. No credit card required.
Used by 750+ marketing teams, agencies, and SaaS companies
What you get
Dashboards your CMO and your campaign manager can both trust
Pre-built reports, drag-and-drop builder, one dataset behind every view.
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Pre-built dashboards out of the box
Marketing overview, channel performance, content performance, funnel health, ad ROI, and an executive summary all ship preset. Open the app, the views your team needs are already there.
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Custom dashboards in clicks, not SQL
Drag tiles onto a canvas, pick a metric, pick a breakdown, done. KPI tiles, line charts, bar charts, funnels, lists, and tables, all powered by the same first-party dataset.
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One source of truth across teams
Marketing, sales, and exec dashboards all read from the same identity-stitched data, so the numbers in the CMO's deck match the numbers in the campaign manager's report.
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Schedule, share, embed
Send dashboards to Slack and email on a schedule. Share read-only links with stakeholders. Embed widgets into Notion, your warehouse BI, or your own admin portal.
Visits 12,840 +24%
Pipeline $184K +18%
Trend
By channel 
Google $48K 
LinkedIn $32K 
Email $19K
Drag, drop, save
A dashboard builder that doesn't need a data team
Drop a KPI tile, a line chart, a funnel, or a table. Pick a metric, pick a breakdown, save. Every widget pulls from the same first-party dataset, so when one team filters by Google Ads, every other team's report agrees.
- Drag & drop, no SQL
- One dataset, every team's numbers agree
Attribution-aware
Every metric reads from your attribution model
Switch between first-touch, last-touch, linear, U-shaped, or W-shaped without rebuilding a single report. ROAS, CAC, and pipeline by channel update instantly so you can argue with the numbers, not the methodology.
- Compare attribution models on the same dashboard
- ROAS, CAC, and pipeline by source & campaign
Channel ROAS · Last 30 days
Linear| Channel | Spend | Pipeline | ROAS |
|---|---|---|---|
| $12K | $50K | ▲ 4.2x | |
| $8K | $30K | ▲ 3.8x | |
| $6K | $13K | ▲ 2.1x | |
| $2K | $11K | ▲ 5.4x |
Attribution model
First touch
Last touch
Linear
U-shaped (40/20/40)
W-shaped (30/30/40)
Custom
How it works
Three steps from snippet to a working dashboard
Snippet, pick a template (or start blank), schedule.
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<script src="https://cdn.sourceloop.ai/sl.js" defer></script>
01Install the snippet
Page views, conversions, ad spend, and CRM revenue start flowing into one dataset.
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Pick a dashboard
- Marketing overview →
- Channel performance →
- Executive summary →
02Open a pre-built or start blank
Six templates ship out of the box. Or drop tiles onto a blank canvas and build your own.
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Send Mondays at 9am
- Audience 14 members
- Format Slack + PNG
- Status Active
03Schedule, share, embed
Slack, email, read-only links, or iframe embeds in Notion or your admin portal.
FAQ
Marketing dashboards, FAQ
What is a marketing dashboard?
A marketing dashboard is a visual report that pulls metrics like visits, leads, conversions, ad spend, and revenue into one view. SourceLoop is marketing dashboard software where every metric pulls from the same first-party identity-stitched dataset, so visits, leads, ad spend, and closed revenue actually tie out across reports.
How is this different from Looker, Tableau, or Power BI?
Looker, Tableau, and Power BI are general-purpose BI tools that need a data warehouse and a data team to feed them. SourceLoop ships marketing dashboards out of the box on top of a first-party data model that's already wired to your CRM, ad platforms, and billing, so you don't need to build the pipeline first.
Can I build a custom dashboard for my team?
Yes. Drag KPI tiles, line charts, bar charts, funnels, and tables onto a canvas. Filter by source, campaign, content, country, device, or any custom dimension. Save as a team dashboard, lock it, or duplicate it for new use cases.
Can I embed a dashboard in Notion or our own admin portal?
Yes. Read-only embed links work in Notion, Coda, Confluence, and any product that allows iframe embeds. Tile-level embeds are also supported for custom admin portals.
Can I schedule dashboards to Slack or email?
Yes. Schedule any dashboard or individual widget to a Slack channel or email distribution list, daily, weekly, or monthly. Slack messages render the chart inline; emails include a PNG snapshot and a link.
Can I export the underlying data?
Yes. Every dashboard supports CSV export, and the underlying events can be exported to BigQuery, Snowflake, or Postgres on a scheduled basis with a stable schema.
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