Data & Analytics Presentations

Data and analytics play a crucial role in marketing operations and ecommerce, and I regularly generate reports and dashboards based on the needs and requests of stakeholders.

I have experience developing automated dashboards using a variety of tools, including Excel and Pivot charts, Python, SQL, Google (GA4) Looker Studio, Power BI, and Domo, as well as integrations–with key takeaways and actionable insights for stakeholders, offering insight into performance and informing strategy. I rely on machine learning for predictive analytics.

ABM Data Presentations – Power BI

This portfolio highlights ABM-focused Power BI dashboards that turn complex marketing and sales data into actionable insights. By connecting HubSpot and Salesforce data, these reports visualize account penetration, engagement trends, and influenced pipeline to guide strategic decision-making.

By providing clear insights, I enable leadership to identify top-performing campaigns, align go-to-market efforts, and quantify ABM’s contribution to revenue growth.

Stakeholder Presentations

These examples illustrate marketing reports organized into PowerPoint decks for presentations and stakeholder review.

Looker Studio Dashboards

As the HubSpot SME, I’m accustomed to using integrations and staying up-to-date with HubSpot features to build real-time dashboards with actionable insights. The below dashboard is very old.

hubspot-dashboard

Metrics for Actionable Insights

My approach to providing a 360-degree view of the customer or account, and channel performance, includes focusing on the following metrics:

Event tracking

Correctly setting up GA4 event tracking (generally through Google Tag Manager) helps understand key points along the user journey as well as lead magnets.

Trend Analysis

Identify trends among users, and discover which features are most popular by segment and time period.

Funnel Analysis

Use Funnel analysis to understand where users are getting stuck. Identify friction points that are affecting user activation, feature adoption, and expansion revenue.

Path Analysis

Using the Path Explorer feature to determine user behavior, including where users enter and exit the funnel, and where the most churn occurs.

Example insight: I found clear examples of “user looping” or “looping behavior”, meaning people were not finding the info they were looking for and converting through the funnel as desired or expected. Result: updated UX based on personas.

Retention (Cohort) Analysis

Track user retention for different segments and features over time to help understand product stickiness.

Heatmaps for user behavior

Heatmaps help to provide context behind data. Using session replay and heatmaps allows you to gain a deep, qualitative understanding into user behavior, and where improvements can be made.