Dashboard builder

A marketing dashboard that ties spend
to the results it produced.

Describe your channels, budgets and publishing rhythm, and Netiva’s agent builds a web app where the campaign calendar, weekly spend and content status stop living in four separate tools — with code you own.

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Starter prompt

Build a marketing dashboard for a six-person team running paid search, paid social, email and a blog. Store campaigns with a client or brand, channel, status, flight dates, planned budget and the utm_campaign value in their links. Agencies run several clients, so a signed-in client contact sees only theirs. Log spend, impressions, clicks, conversions and revenue per campaign each week. Track content from brief through drafting, review and published, each with an owner, a due date and the campaign it supports. Show a month calendar of what is live, a channel table with cost per conversion and return on ad spend, plus pacing against the plan.

Build it in Netiva Paste the prompt into a new workspace and adjust it to your business.
Overview

Who this marketing dashboard is for

Most marketing teams already know their numbers — they are just spread across ad account exports, a shared calendar, a spreadsheet of blog drafts and last month’s report deck. By the time someone stitches them together, the quarter is half gone and nobody can say which campaign earned the next budget increase. A marketing dashboard built with Netiva keeps campaigns, weekly channel results and the content pipeline in one place, so the Monday stand-up and the client report start from the same figures.

Key features

What your marketing dashboard can do

  • Campaign calendar and flight dates

    Every campaign carries its channel, client, status and the dates it runs, so the month view shows what is live now, what starts next week and where two promotions land on top of each other.

    • Month and quarter views filtered by channel, client or status
    • Overlapping promotions visible before the creative is booked
    • Draft campaigns kept apart from the ones already live
    • Each campaign page lists its content, spend and results

  • Spend against results by channel

    Weekly rows add up into cost per click, cost per conversion and return on ad spend for each channel, so the paid lead can tell which line item earned its budget before the next planning meeting.

    • Cost per click, per thousand impressions and per conversion
    • Return on ad spend from the revenue you record on a campaign
    • Spend to date against the quarter’s plan, per channel
    • Saved views for a channel, a quarter or one client

  • A content pipeline with owners

    Briefs, drafts, reviews and scheduled posts move through named stages with an owner and a due date, so the editor can see what is stuck in review and what still has no writer this week.

    • Stages from brief to published, each with an owner and date
    • Every piece linked to the campaign it supports
    • Overdue drafts listed first on the editor’s board
    • Bulk edits when tags or titles need reformatting across rows

  • Monthly reporting without the deck

    A scheduled email sends the month’s summary, and a signed-in client or executive opens one account’s campaigns, spend and headline results instead of waiting for a slide.

    • Monthly summary email on the day you choose
    • Client contacts sign in and see only their own campaigns
    • A printable month view for the board pack
    • Every figure traces back to the week it came from
Data model

The collections behind it

Netiva keeps your records in built-in collections. Here’s a starting structure — the agent adapts it to your prompt, and you can change it any time.

Campaigns

What you are running this quarter, for which client, on which channel and against what budget.

  • Name (required) Text
  • Client or brand (required) The client it runs for — in-house teams use their own brand Text
  • Channel (required) Paid search, paid social, email, SEO, events, partnerships… Text
  • Status (required) Draft, live, paused or finished Text
  • Runs from (required) Date
  • Runs to Leave blank for always-on campaigns Date
  • Planned budget (required) Total planned spend for the flight, in your reporting currency Number
  • UTM campaign name The utm_campaign value used in this campaign’s links Text

Weekly results

One row per campaign per week: what you spent and what came back.

  • Campaign (required) Relation to Campaigns
  • Week starting (required) Monday of the reporting week Date
  • Spend (required) Number
  • Impressions Number
  • Clicks Number
  • Conversions Sign-ups, demos or orders — settle on one definition per channel Number
  • Revenue Revenue you attribute to the campaign, if you track it Number
  • Entered how Typed in or pulled from the ad platform API, so odd weeks are traceable Text

Content pieces

Everything being written, designed or scheduled, and how far it has got.

  • Title (required) Text
  • Format (required) Blog post, landing page, email, video, ad creative Text
  • Campaign Blank for evergreen pieces that support no single campaign Relation to Campaigns
  • Stage (required) Brief, drafting, in review, scheduled or published Text
  • Owner (required) Text
  • Due date Date
  • Publish date Date
  • Asset The export or final creative, kept with the piece File

Channel budgets

The plan each channel is measured against for a month or a quarter.

  • Channel (required) Text
  • Period starts (required) First day of the month or quarter the plan covers Date
  • Period ends (required) Pacing counts the days between these two dates Date
  • Planned spend (required) Number
  • Target cost per conversion The channel table flags a period running above it Number
  • Notes Why the number changed, so next quarter’s planning has context Paragraph

Required field. Types are Netiva collection field types.

Screens

Pages and screens to start with

A typical first version. Ask the agent for more, or annotate the preview to change any of them.

  • Campaign calendar

    The month laid out by channel: what is live, what starts this week and which pieces are scheduled against each campaign.

    Your team

  • Channel performance

    Spend, clicks, conversions, cost per conversion and return on ad spend for every channel over the period you pick, with anything above target flagged.

    Your team

  • Campaign detail

    One campaign’s budget, week-by-week results, linked content and the notes that explain why a week looks unusual.

    Your team

  • Content board

    Every piece grouped by stage with its owner and due date, so the editor can see what is stuck in review.

    Your team

  • Budget pacing

    Spend to date against each channel’s plan, with what is left and how many days remain between the period’s start and end dates.

    Your team

  • Client summary

    A signed-in client contact or executive sees the campaigns filed under their name, the month’s spend and headline results with a short written note.

    Signed-in users
How it works

From prompt to a live marketing dashboard

  1. Describe how the team plans

    Tell Netiva which channels you run, how often you report and what counts as a conversion. The agent drafts collections for campaigns, weekly results, content pieces and channel budgets, then wires them to screens.

  2. Load this quarter’s plan

    Add the live campaigns, their budgets and the pieces already in flight in the collection grid. The assistant can fill channels or reformat campaign names across many rows once you settle on a naming convention.

  3. Check the math in the preview

    Open the channel table in the live preview next to last month’s platform exports. Annotate any figure that looks wrong and the agent changes the rule behind it until the two agree.

  4. Publish and set the rhythm

    Ship it with one click, invite the team to sign in and choose the day the weekly and monthly emails go out. Checkpoints mean a layout experiment never costs you the version that worked.

Why Netiva

Netiva vs a traditional build

Building a marketing dashboard with Netiva compared with a traditional build
Criterion With Netiva Traditional build
Weekly reporting One channel table fed by the weekly rows the team enters or the app pulls in Exports from every ad account pasted into a spreadsheet, then rebuilt as slides
Content status A stage, owner and due date on every piece, on a board the whole team can see Chased in chat threads and a calendar nobody updates once a draft slips
Getting started Describe what you need in chat and watch it take shape in a live preview Hire developers, or stitch together templates, plugins and a hosting plan
Content and data Built-in collections with nine field types, bound straight to your pages Set up and connect a separate database or CMS
Making changes Ask the agent; every change is checkpointed and reversible File a ticket, wait for a sprint, redeploy
Hosting and domain Global hosting and automatic SSL; connect a custom domain from the Starter plan Buy hosting, then install and renew SSL certificates yourself
Code ownership Clean production code you own and can export Locked into a template, plugin or agency setup
Examples

Ways teams use it

  • A six-person in-house team

    Paid, lifecycle and content all report to one marketing manager. The Monday stand-up runs off the pacing screen, and the writers’ board shows which posts have to clear review before the campaign’s landing page goes live.

  • An agency reporting to 10 clients

    Each client gets a saved view. Account managers enter Friday’s spend per campaign, and the monthly summary email reaches the client contact with exactly the figures the team saw internally, so the call is about decisions rather than reconciliation.

  • A B2B team with a long sales cycle

    Conversions here are demo requests, not orders, so revenue lands on a campaign months later when a deal closes. The channel table keeps cost per demo beside that booked revenue, which makes the next budget conversation shorter.

Good to know

Before you build

  • The dashboard doesn’t run the campaigns

    Budgets, creative and scheduling stay in your ad accounts and publishing tools. This app records what you planned, what you spent and where each piece stands; it doesn’t change a bid, pause an ad or post to a network.

  • Platform figures rarely agree

    Each ad platform counts conversions inside its own attribution window and your analytics tool applies its own model, so totals differ. Pick one source of record per metric and note it on the screen, or the same meeting re-argues the numbers every month.

  • Pulling numbers in needs API access

    A Netiva app can call an ad platform’s REST API with keys stored securely, but someone needs an account with API access and has to decide which report and date range to request. Typing a weekly row per campaign is a fine place to start.

  • Revenue has to come from somewhere

    Return on ad spend is only as honest as the revenue you record against a campaign. Teams with long cycles often track a proxy such as qualified demos, then add the revenue by hand when the deal closes.

FAQ

Questions about building a marketing dashboard

How does the marketing dashboard work out cost per conversion and ROAS?

Both come from the weekly rows. Cost per conversion is the spend for the period divided by the conversions recorded in it, and return on ad spend divides the revenue you attribute to a campaign by what you spent — Google describes a 500% target as five dollars in sales for every dollar of ad spend. Click-through rate and cost per thousand impressions are worked out the same way. Ask the agent to change a definition and every view follows.

Can it pull spend and clicks from our ad accounts automatically?

Netiva apps can call REST APIs with keys stored securely, so if your ad platform exposes a reporting API you can ask the agent to fetch spend, impressions and clicks on a schedule and write them into the weekly rows. You will need an account with API access and a decision about which report and date range to request. Many teams start by typing one row per campaign each Friday.

Where do UTM parameters fit into the dashboard?

Each campaign stores the utm_campaign value used in its links, so the naming convention lives with the plan instead of in someone’s notes. Google recommends always setting utm_source, utm_medium and utm_campaign, with utm_term and utm_content for keywords and creatives. Matching those strings to session or conversion counts means pulling them from your analytics provider’s API, or entering the totals you already report each week.

Can a client see results without a login to our ad accounts?

Yes. Every campaign records the client it runs for, so a signed-in contact sees only those campaigns, with the month’s spend, results and a short written note for context. Nothing in that view touches your ad accounts, because the figures are the rows your team entered or the app pulled in. A scheduled email can send the same summary every month.

Can writers update the content board from a phone?

Yes. Netiva builds web apps that run in the browser, including on phones, so a writer can move a piece from drafting to review on the way to a meeting and there is nothing to install. Stage changes, owners and due dates save straight to the collection, so the editor’s board and the campaign calendar show the new status right away.

Can we hand the dashboard over to a client when a contract ends?

Yes. Netiva writes clean, framework-standard code that you own and can export whenever you want, with no proprietary runtime, so a client’s own developer can pick it up. Publishing it on their domain needs the Starter plan or higher on their account. Every change made while you ran it is checkpointed, so they can read the history and roll back a bad edit.

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Drafted with AI assistance from Netiva’s product pages and reviewed by the Netiva team. Example data models, screens and prompts are illustrative starting points, not customer projects.

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