Pre-built reports
Marketing dashboards
Marketing dashboard software, built on one source of truth
Pre-built reports out of the box, a drag-and-drop report builder for custom views, and scheduled exports to Slack, email, and Looker. Every dashboard reads from one first-party dataset that ties traffic, leads, and revenue together.
Free 7-day trial. No credit card required.
Used by 750+ marketing teams, agencies, and SaaS companies
Dashboard stack
Dashboards your CMO and your campaign manager both trust
Pre-built reports, a drag-and-drop builder, and scheduled exports, with one first-party dataset behind every view.
Custom builder
Drag and drop any metric and dimension into a view.
Live metrics
ROAS, CAC, and pipeline, refreshed in real time.
Scheduled exports
Auto-send to Slack, email, your warehouse, or Looker.
One dataset
Every report runs on the same first-party source of truth.
Show ROAS by channel for last quarter
Dashboard readylive
Google 4.2xLinkedIn 3.1xMeta 2.4x
Ask in 
Ask AI
Ask for the report, AI builds it
Connect your attribution data to Claude, ChatGPT, and Cursor through the SourceLoop MCP server. Ask "show ROAS by channel last quarter" in plain English and get a live, accurate answer, no SQL and no builder required.
- Ask in Claude, ChatGPT, or Cursor
- Live answers from your real first-party data
Attribution-aware
Every metric reads from your attribution model
Switch between first-touch, last-touch, linear, U-shaped, or W-shaped without rebuilding a single report. ROAS, CAC, and pipeline by channel update instantly so you can argue with the numbers, not the methodology.
- Compare attribution models on the same dashboard
- ROAS, CAC, and pipeline by source & campaign
Channel ROAS · Last 30 days
Linear| Channel | Spend | Pipeline | ROAS |
|---|---|---|---|
| $12K | $50K | ▲ 4.2x | |
| $8K | $30K | ▲ 3.8x | |
| $6K | $13K | ▲ 2.1x | |
| $2K | $11K | ▲ 5.4x |
Attribution model
First touch
Last touch
Linear
U-shaped (40/20/40)
W-shaped (30/30/40)
Custom
How it works
Three steps from snippet to a working dashboard
Snippet, pick a template (or start blank), schedule.
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<script src="https://cdn.sourceloop.ai/sl.js" defer></script>
01Install the snippet
Page views, conversions, ad spend, and CRM revenue start flowing into one dataset.
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Pick a dashboard
- Marketing overview →
- Channel performance →
- Executive summary →
02Open a pre-built or start blank
Six templates ship out of the box. Or drop tiles onto a blank canvas and build your own.
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Send Mondays at 9am
- Audience 14 members
- Format Slack + PNG
- Status Active
03Schedule, share, embed
Slack, email, read-only links, or iframe embeds in Notion or your admin portal.
FAQ
Marketing dashboards, FAQ
What is a marketing dashboard?
A marketing dashboard is a visual report that pulls metrics like visits, leads, conversions, ad spend, and revenue into one view. SourceLoop is marketing dashboard software where every metric pulls from the same first-party identity-stitched dataset, so visits, leads, ad spend, and closed revenue actually tie out across reports.
How is this different from Looker, Tableau, or Power BI?
Looker, Tableau, and Power BI are general-purpose BI tools that need a data warehouse and a data team to feed them. SourceLoop ships marketing dashboards out of the box on top of a first-party data model that's already wired to your CRM, ad platforms, and billing, so you don't need to build the pipeline first.
Can I build a custom dashboard for my team?
Yes. Drag KPI tiles, line charts, bar charts, funnels, and tables onto a canvas. Filter by source, campaign, content, country, device, or any custom dimension. Save as a team dashboard, lock it, or duplicate it for new use cases.
Can I embed a dashboard in Notion or our own admin portal?
Yes. Read-only embed links work in Notion, Coda, Confluence, and any product that allows iframe embeds. Tile-level embeds are also supported for custom admin portals.
Can I schedule dashboards to Slack or email?
Yes. Schedule any dashboard or individual widget to a Slack channel or email distribution list, daily, weekly, or monthly. Slack messages render the chart inline; emails include a PNG snapshot and a link.
Can I export the underlying data?
Yes. Every dashboard supports CSV export, and the underlying events can be exported to BigQuery, Snowflake, or Postgres on a scheduled basis with a stable schema.
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