Full-Funnel Performance Dashboard for ClickToClose

Shaily Soni

ClickToClose: Full-Funnel Performance Dashboard

An advanced Excel dashboard that tracks and visualizes the full customer journey from ad click to final paymentβ€”helping optimize marketing ROI across YouTube, Facebook, and Instagram.

πŸ“Œ Project Overview

This dashboard maps the entire conversion funnel, from initial engagement to final payment, using multi-source campaign data. Built entirely in Excel, it allows the marketing team to:
Monitor platform-wise performance (YouTube, Facebook, Instagram)
Identify drop-offs at each funnel stage
Analyze campaign effectiveness daily
Support smarter ad spending and optimization

πŸ“Š Key Insights

πŸ“‰ Facebook had the highest drop-off rate at the chat stage despite the most clicks.
🎯 Instagram showed the best conversion from chats to webinar registrations.
πŸ‘₯ Counseling session attendance dropped by ~45% after webinars.
πŸ’³ UPI was the most popular payment mode, especially via Google Pay and PhonePe.
πŸ“ˆ Best conversion day: Wednesday showed the highest chat-to-payment ratio.

πŸ›  Tools & Techniques Used

Microsoft Excel (Advanced Dashboarding)
Regex & Text Functions for Data Cleaning (especially Payment Data)
Funnel Calculation Logic
Platform-wise Drop-off Analysis
Dynamic Dropdown Filters and KPIs

πŸ–Ό Dashboard Preview

πŸ’Ό Business Value

πŸ“Š Identifies where potential customers lose interest
🎯 Enables targeted platform-level improvements
πŸ’° Drives higher ROI by aligning budget with high-performing stages
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Posted Jul 1, 2025

Created an Excel dashboard to track and optimize marketing ROI across platforms.

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