5 Essential boards for organizing work that every marketing team should have

Discover how to organize tasks, campaigns, and metrics with key dashboards that enhance your team's efficiency.
June 25, 2025
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Working in marketing involves dealing with multiple projects, campaigns, channels, and metrics simultaneously. For this reason, having well-organized dashboards or control panels is not a luxury, but a necessity. An effective dashboard enables you to visualize tasks, track objectives, and align your team around clear priorities. And the best part: there is no need to create them from scratch. Platforms such as Monday.com already offer templates ready for these needs: you simply need to adapt them.

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What is a Marketing Dashboard?

A dashboard (or control panel) is a visual tool that organizes key information into columns and rows, allowing the team to see at a glance the status of tasks, responsible parties, and deadlines. It functions as a shared map of ongoing work and can be tailored to various objectives: from planning campaigns to monitoring metrics or managing social media.

Here we present five types of dashboards that every marketing team should actively use and keep up to date in order to improve their productivity and results.

1. Content Planning Dashboard

Any team working with a blog, an SEO strategy, or an editorial calendar needs a panel to visualize what will be published, when, and on which channel. The ideal dashboard allows you to classify by content type (article, video, guide, infographic), status (pending, drafting, under review, published), and person responsible.

In addition, it is advisable to include fields for keywords, target audience, CTA, and internal links, which helps to maintain SEO quality and brand consistency. This type of dashboard is useful not only for planning, but also for reviewing what has been effective and what can be optimized.

A well-designed editorial board reduces oversights, avoids duplication, and keeps the focus on priority topics.

2. Marketing Campaign Dashboard

Each campaign—whether a promotion, launch, or a one-off initiative—consists of multiple phases that must be managed clearly. This includes planning, budgeting, creation of materials, approval, distribution, monitoring, and final analysis.

A well-designed campaign dashboard reflects each phase as a column or section, and includes those responsible, key dates, expected objectives, and links to creative materials. This way, any team member can access the dashboard, understand the current phase of the campaign, and know what is required to move forward.

This panel may also be integrated with other areas: sales, product, or customer service, to ensure coordinated execution.

3. Social Media Dashboard

Publishing on social media goes beyond scheduling content: it involves responding to the community, measuring results, and spotting opportunities. A social media board facilitates planning posts by channel (Instagram, LinkedIn, TikTok, etc.), scheduling, defining key messages, and tracking interactions.

Additionally, you may integrate columns for reviewing mentions, influencer requests, or content ideas generated by the audience. In some teams, this dashboard connects directly with social management tools such as Buffer or Hootsuite.

Centralizing your social strategy in a single dashboard helps maintain coherence and promotes quick response to trends.

4. A/B Testing Dashboard

Data-driven marketing is not just about measuring; it is about experimenting. Therefore, having a dedicated board for A/B testing makes it easier to record all hypotheses tested, involved segments, variables changed (email subject, button color, product order, etc.), and the results obtained.

This type of panel enables your team to learn from mistakes and replicate successes. Over time, it also becomes a repository of best practices for the team.

There is no real learning without documentation, and a well-maintained experimentation dashboard is essential in digital environments.

5. KPI Tracking Dashboard

You cannot improve what you do not measure. Therefore, the marketing team needs a panel where the main key performance indicators are visible: website traffic, conversions, email open rate, cost per lead, ROAS, or engagement, depending on the channel.

This dashboard may be updated manually or connected to analytics tools such as Google Looker Studio, HubSpot, or Salesforce. The most important factor is that it serves to make rapid decisions, not simply to report results.

Having KPIs visible helps you detect deviations in a timely manner and prioritize based on data.

Ultimately, well-structured operational dashboards are key allies for any marketing team. They help gain clarity, distribute responsibilities, and reduce mistakes. And the best part: there is no need to invent them from scratch. Platforms such as Monday.com already include pre-designed templates for content, campaigns, social media, or KPIs, which can be adapted to the specific needs of each team or project.

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