Course Overview
This course equips participants with the skills to design and build interactive marketing dashboards using Microsoft Power BI. Participants will learn how to connect multiple data sources (CRM, Google Analytics, social media, email campaigns), transform and model data, and visualize marketing KPIs to support data-driven decision-making. The program emphasizes practical projects to ensure participants can immediately apply dashboard development to their organization’s needs.
Course Duration
5 Days
Target Audience
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Marketing Analysts and Executives
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Digital Marketing Specialists
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Business Intelligence & Data Analysts
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Sales and Marketing Managers
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Professionals involved in campaign reporting and ROI tracking
Personal Impact
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Gain confidence in using Power BI to analyze marketing data.
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Learn to design interactive dashboards that communicate insights clearly.
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Improve ability to measure campaign ROI, customer engagement, and pipeline performance.
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Strengthen decision-making through real-time analytics and visualization.
Organizational Impact
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Enable data-driven marketing strategies.
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Consolidate disparate marketing data sources into one view.
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Increase transparency and accountability with real-time dashboards.
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Improve campaign performance and ROI tracking.
Course Outline
Course Objectives
By the end of the course, participants will be able to:
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Connect Power BI to marketing data sources (CRM, GA4, LinkedIn, Mailchimp, etc.).
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Model and transform marketing data for actionable reporting.
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Build interactive dashboards with campaign, funnel, and ROI KPIs.
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Automate report updates for real-time visibility.
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Share dashboards securely with stakeholders for collaborative decision-making.
Course Modules
Course Outline
Module 1: Foundations of Power BI for Marketing
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Overview of Power BI interface and key features
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Connecting to marketing data sources (CRM, Excel, GA4, social media APIs)
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Understanding marketing KPIs and metrics (CPL, CAC, ROI, CLV)
Case Study: Setting up a campaign performance dataset
Module 2: Data Preparation & Transformation
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Power Query for cleaning and transforming marketing data
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Handling missing data, duplicates, and inconsistent formats
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Data modeling for multi-channel campaigns
Exercise: Transform campaign data for funnel analysis
Module 3: Building Marketing Dashboards
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Designing dashboards with visual storytelling principles
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Visualizing key metrics: impressions, clicks, conversions, revenue
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Funnel analysis and pipeline performance reporting
Practical: Build a marketing funnel dashboard in Power BI
Module 4: Advanced Analytics & Insights
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Calculating measures with DAX for ROI, churn, and attribution
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Using AI visuals for trend and sentiment analysis
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Integrating Power BI with Excel and PowerPoint for reporting
Case Study: Multi-channel ROI dashboard for marketing campaigns
Module 5: Sharing, Automation & Capstone Project
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Automating report refresh with Power BI service
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Sharing dashboards securely with stakeholders
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Embedding dashboards in Teams, SharePoint, or websites
Capstone Project: Develop a full interactive marketing dashboard integrating campaign data from at least 2 sources
Related Courses
Course Administration Details
Methodology
These instructor-led training sessions are delivered using a blended learning approach and include presentations, guided practical exercises, web-based tutorials, and group work. Our facilitators are seasoned industry experts with years of experience as professionals and trainers in these fields. All facilitation and course materials are offered in English. Participants should be reasonably proficient in the language.
Accreditation
Upon successful completion of this training, participants will be issued an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).
Training Venue
The training will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
Accommodation and Airport Transfer
Accommodation and Airport Transfer are arranged upon request. For reservations contact the Training Officer.
Tailor-Made
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our IRES Training Centre or at a convenient location. For further inquiries, please contact us on:
Payment
Payment should be transferred to the IRES account through a bank on or before the start of the course. Send proof of payment to [email protected]
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