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reopt Handbook
reopt Handbook
New Brand Marketing Strategy

Brand Strategy

Brand Strategy

Agent-Based Marketing

Agent ArchitectureMarket IntelligencePersona Engineering

Digital Marketing Channels

Search MarketingContent MarketingSocial MediaPerformance Marketing

Customer Relationships and Offline

CRM and EmailOffline Marketing

Measurement and Operations

Marketing AnalyticsExperimentationCalendar and OKRs

References

Verification
Handbook›New Brand Marketing Strategy›Marketing Analytics
한국어English

Marketing Analytics

Build a KPI tree that connects brand, channels, funnel movement, and revenue outcomes.

Key takeaways

  • Marketing analytics should drive decisions; a dashboard that lists every metric but clarifies no action only creates reporting work.
  • The KPI tree links the business goal down through pipeline, qualified demand, channel conversion, and lifecycle progression.
  • Metrics sit in five layers (brand, demand, funnel, revenue, quality), each tied to a specific decision.
  • Dashboard rules separate health from diagnostic metrics, show owner and source of truth, and avoid over-crediting one channel in multi-touch journeys.
  • Review questions ask what changed, whether it is meaningful or noise, what explains it, and what decision to make this week.

Marketing analytics should help the team make decisions. A dashboard that lists every metric but does not clarify action creates reporting work without operational value.

KPI Tree

Metric Layers

LayerMetric examplesDecision supported
BrandDirect traffic, branded search, share of voice proxyAwareness and trust direction
DemandQualified leads, demo requests, target account engagementCampaign and offer fit
FunnelConversion rate, velocity, stage progressionFriction and prioritization
RevenuePipeline, win rate, CAC, payback, expansionInvestment level
QualityICP fit, source quality, retention signalSustainable growth

Dashboard Rules

  • Separate health metrics from diagnostic metrics.
  • Always show owner, update cadence, and source of truth.
  • Avoid over-crediting one channel when buying journeys are multi-touch.
  • Add notes for campaign launches, pricing changes, and seasonality.
  • Include decisions made from the dashboard, not only numbers.

Review Questions

  • What changed since the last review?
  • Is the change meaningful or noise?
  • Which audience, channel, message, or offer explains it?
  • What decision will we make this week?

Related docs

Metrics and Dashboards

CRM Standard · Connect CRM operations to a KPI tree and decision-ready dashboards.

Analytics

Agentic MVP · Instrument MVP experiments so the team can make decisions from evidence.

Forecast and Metrics

B2B SaaS Sales and Customer Success · Build revenue visibility across sales pipeline, adoption, expansion, and renewal.

References

Reference categories for operating a brand marketing system.

Agent Architecture

Design AI-assisted marketing workflows with clear roles, inputs, and review gates.

Offline Marketing

Use events, field activity, partnerships, and direct interactions as part of the brand system.

Experimentation

Turn marketing ideas into controlled tests with hypotheses, guardrails, and decisions.

On this page

KPI TreeMetric LayersDashboard RulesReview Questions