Welcome back to "Process to Profitability." I am beyond excited to dive into today's episode with our incredible guest, Carolyn O'Brien. In this episode, Carolyn shares her expertise on the importance of using visual dashboards to track data in your business. We all know that the ultimate goal is to turn visitors into loyal customers, but how do we make that happen? Carolyn walks us through the process of distilling the overwhelming world of numbers and data into something meaningful and actionable. She shares how she uses dashboards to track metrics, and how they can be a game-changer for making informed decisions in your business. So grab your pen and paper, because this episode is packed with practical tips and strategies to help you optimize your funnel and turn your process into profitability. Let's get started!
Timestamps:
[00:01:09] Meet Carolyn O'Brien
[00:04:39] Getting started with gathering metrics and data
[00:05:59] The important marketing metrics you need to know
[00:07:45] Visualizing data through dashboards can help you see important metrics and trends
[00:11:15] Getting your dashboard set up
[00:13:07] Why you should track your data weekly
[00:14:49] How you can use the data you've gathered to make decisions for your business
[00:18:04] Know your baseline data before determining your goals
[00:21:11] Why GA-4 dashboards aren't helpful for most businesses
[00:22:56] Getting started with Looker Studio
[00:23:45] Connect with Carolyn
Key Topics:
The importance of tracking metrics in a funnel context-
Using dashboards to track metrics and make decisions
Tracking the customer journey from encountering the business to becoming a customer
Making metrics fun and less overwhelming through dashboards and visualizations
Focusing on relevant numbers and not getting overwhelmed by data
Checking dashboard performance regularly and making changes based on results
Using dashboards to identify trends and compare performance over time
Looker Studio's ability to connect to Google Analytics and pull data from a Google Sheet
Resources: