UTM Dashboard

UTM Tracking and Client Management Application

Problems:

1. Scattered UTM Data: Marketing campaigns generate multiple UTM links, making it difficult to consolidate and analyze traffic sources, campaigns, and funnel performance.

2. Manual Cost Tracking: Campaign costs must be entered manually, creating a risk of errors.

3. Lack of Visibility on Leads and Performance: Clients need insights into their leads based on UTM parameters and campaign funnels, but filtering through large datasets is complex without intuitive dashboards.

4. Limited Role Management and Personalization: Admins need to create and manage customer accounts manually, assign them a Client ID, and ensure each client only views their relevant leads and costs.

5. Ineffective Reporting and Revenue Tracking: There is a need for automated calculations of key metrics like revenue, cost per lead, and ROAS, along with graphical representations of lead statuses and cash flow.

Solutions:

1. Centralized UTM Parameter Tracking: A streamlined dashboard where admins and clients can view all UTM links, leads, and associated parameters (source, medium, campaign, etc.).

2. Manual Cost Management with Editable Fields: Campaign costs can be entered or updated directly in the system through the cost tab, ensuring flexibility while tracking spend.

3. Role-Based Account Management: Admins create and manage customer accounts with unique Client IDs, ensuring each client sees only their assigned leads and related data.

4. Real-Time Dashboards & Filters: Dynamic filters and visual reports allow clients to view leads by funnel, lead status, and campaign performance. Graphs display trends in active/completed leads.

5. UTM Link Builder: The built-in link builder helps generate UTM links quickly, reducing time spent on manual entry and ensuring consistency across campaigns.

Benefits

1. Centralized Lead Tracking with UTM Parameters: All leads are tracked with detailed UTM parameters (source, medium, campaign, etc.), providing full visibility into campaign performance.

2. Enhanced Campaign Performance Insights: Clients can filter and analyze lead data effortlessly, enabling them to pinpoint high-performing traffic sources and optimize funnels for improved outcomes.

3. Improved Data Visibility and Performance Tracking: With all campaign and lead data consolidated, clients gain better insights into what’s driving conversions.

4. Time Efficiency: Automated lead filtering, role-based dashboards, and editable cost fields eliminate manual tracking efforts, enabling quicker decision-making.

5. Accurate Financial Monitoring: The system calculates costs per lead, cash flow, and ROAS, helping clients stay on top of their campaign profitability.

6. Enhanced User Experience: Clients and admins enjoy intuitive navigation through clearly segmented pages for UTM link building, leads, costs, and dashboards.

Key Features:

1. Admin Control Panel: Admins can add customers, assign Client IDs, and manage access roles.

2. UTM Link Builder: Generate UTM links with ease, ensuring parameter consistency across campaigns.

3. Comprehensive Dashboard: Visual graphs for active vs. completed leads, cost flow, revenue tracking, and lead statuses.

4. Lead and Cost Management: View all leads with UTM parameters, add costs manually, and calculate cost per lead for campaigns.

5. Dynamic Filters for Reporting: Multi-select dropdowns and date filters allow users to refine views based on funnels, lead status, and campaign terms.

6. Revenue & Cash Flow Calculation: Real-time metrics like ROAS, revenue, and setting/closing rates keep clients updated on financial performance.