What it contains

• A master board of activities with Status, Priority, Date, Area and Channel.
• An alternate "Areas Dashboard" to visually sort by Area and by Logical Order.
• Focus Areas section with examples of activities by marketing and sales, business development, administration and creative.

Key properties of the master dashboard

• Page: activity title
• Status: To Do, In Progress, Done
• Focus Areas: Marketing, Sales, Business Development, Administrative, Creative
• Channel: Meet, Meta Ads, Instagram, Linkedin, Shopify
• Priority: High, Medium, Low
• Date: target date or deadline
• Order: number to order the sequence of work within each Area

Views included

• Master table: sorted by Area, Order, Priority and Date.
• Board by Areas: columns by Area, cards sorted by Order and Priority.

Indicative KPIs

• Marketing and Sales: CTR, CPC, CPA, ROAS
• Business Development: No. of meetings, conversion rate to proposal, closing rate.
• Administrative: % reconciled, cash flow variation, aging of invoices
• Creative: No. of pieces ready vs. plan, cycle time per piece, revision rate