Dashboard Use Cases/Marketing PerformanceCFO/Finance Director

I need a quarterly dashboard showing the percentage of new customers acquired through each channel — organic, paid, referral, partner, events — with CAC by channel and trend over 4 quarters.

Analyzes the mix of acquisition channels and their cost efficiency to guide budget reallocation toward the most efficient channels.

Metrics & KPIs

Channel mix percentageCAC by channelnew customers by channelQoQ trendtotal CAC

Required Data

New customer datachannel attributionacquisition costs by channel

Data Sources

CRMMarketing PlatformFinance System

Works with tools like

SalesforceHubSpotPipedriveCloseCopperMarketoMailchimpActiveCampaignBrevoNetSuiteQuickBooksXeroSageFreshBooks

How Bruin builds this

Bruin

Bruin AI Dashboards

I need a quarterly dashboard showing the percentage of new customers acquired through each channel — organic, paid, referral, partner, events — with CAC by channel and trend over 4 quarters.

Bruin connects to your CRM, Marketing Platform, Finance System and builds the dashboard automatically.

It visualises Channel mix percentage, CAC by channel, new customers by channel and delivers a live, interactive dashboard in seconds, no SQL or configuration needed.

Bruin AI Dashboards

Dashboard use cases across every team, from executive reporting to engineering velocity, marketing funnels to financial planning. Describe what you need, get a live dashboard in seconds.

Business AnalystCEO/FounderCFO/Finance DirectorCustomer Success ManagerData AnalystEngineering ManagerHR/People ManagerOperations ManagerProduct ManagerSupport ManagerVP of MarketingVP of Sales

Build this dashboard in seconds

Describe what you need in plain English. No SQL, no drag-and-drop, no waiting.