Can TPG Set Up Dashboards for Ongoing Performance?
Yes. We implement executive and practitioner dashboards that track answer-first visibility and its impact on pipeline, CAC, and payback. Below is the structure, data sources, and cadence we recommend.
What We Instrument
Dashboards roll up three layers: channel indicators (impressions, answer placements, CTR), funnel KPIs (engagement quality, leads, lead→opportunity), and business outcomes (pipeline dollars, win rate, CAC, payback). Pages are tagged by intent (definition, comparison, implementation, pricing) and by cluster so leaders can see which topics create the most qualified demand.
KPI Hierarchy
Layer | Metrics | Why it matters | Audience |
---|---|---|---|
Channel indicators | Impressions by intent, answer placements, CTR | Leading indicators for demand | SEO/AEO, Content |
Funnel KPIs | Engagement quality, Leads, Lead→Opp, form quality | Shows fit and path to revenue | RevOps, Marketing |
Business outcomes | Pipeline $, Win rate, CAC, Payback months | Ties program to finance goals | Executive team |
Data Sources & Connectors
Source | What we pull | Typical connector | Update cadence |
---|---|---|---|
Google Search Console | Impressions, clicks, CTR by query/URL/intent | Native API → warehouse/BI | Daily |
Analytics (GA4, Adobe) | Engagement quality, entrances, next-page depth | API or CDP stream | Daily |
CRM/Marketing automation | Leads, MQLs, opportunities, revenue, assists | RevOps ETL/Reverse ETL | Daily–Weekly |
Content inventory | Cluster tags, schema health, link integrity | Site crawler export | Weekly |
Example Dashboard Layouts
Executive Scorecard
Topline trends (impressions, answer placements, qualified sessions), pipeline and CAC, plus “Calls to Action” (scale cluster, rewrite titles, add checklists) based on thresholds.
Practitioner View
Query and page tables by intent; broken-schema alerts; content velocity; low-CTR titles; pages with high engagement but weak Lead→Opp for CTA fixes.
Useful Formulas
Metric | Formula | Use |
---|---|---|
Leads/Month (by intent) | Impressions × CTR × CVR | Short-term forecast |
Pipeline $ | New Opps × Avg Deal Size | Revenue pacing |
Bookings | Pipeline $ × Win Rate | Outcome estimate |
Blended CAC | (Paid + Owned + AEO cost) ÷ New Customers | Efficiency |
Payback (months) | AEO Cost ÷ (Gross Profit/Month from AEO) | Investment timing |
Cadence & Governance
Step | What happens | Owner | Output | Cadence |
---|---|---|---|---|
1 | Validate tracking, schema, cluster tags | Content Ops | Health report | Weekly |
2 | Review scorecard and threshold alerts | Program Lead | Action list | Weekly |
3 | Publish rewrites, add tables/FAQs, fix CTAs | Writers/Editors | Release notes | Weekly |
4 | Executive review: Answers → Revenue view | RevOps + Marketing | Prioritized roadmap | Monthly |
Further Reading
Frequently Asked Questions
Common choices include Looker Studio, Power BI, Tableau, and Mode. We map requirements to your existing stack and data contracts.
Yes. We tag each page with cluster and intent, then aggregate metrics and revenue impact accordingly.
We add an “Answer Influence” label when a session follows an AI exposure (brand search, answer citation, or direct visit within a window) and include it in multi-touch attribution.
Daily data loads with weekly content actions and a monthly executive review against pipeline and CAC.
Yes—threshold alerts for CTR drops, schema errors, broken links, or lead-quality dips trigger work items in your PM tool.