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Campaign Results Dashboard Request Form

A campaign results dashboard request template — brief a live results dashboard with its data sources, key metrics, audience and refresh rate.

Description

A live dashboard beats a static report when a campaign is moving fast. This campaign results dashboard request form briefs the dashboard a campaign needs — the data, the metrics and who it’s for — so it shows the right things to the right people.

You give the campaign and client, the data sources to include, the key metrics to show and who the audience is. It captures how often it should refresh, any specific views or comparisons needed, whether the client should have direct access, and whether to show targets against actuals.

Use it when a campaign warrants live, always-current reporting rather than periodic updates. Send it to whoever builds the dashboard. Customize the fields, add your branding, and embed it or share a link in minutes.

Form fields

Everything the Campaign Results Dashboard Request Form above collects — 12 fields, so you can see exactly what it captures before you make it your own.

Request a Results Dashboard

  • Campaign name

    Short Answer Icon
    Short Answer

  • Client / brand

    Short Answer Icon
    Short Answer

  • Data sources to include

    Multi-Select Icon
    Multi-Select

  • Key metrics to show

    Multi-Select Icon
    Multi-Select

  • Who's the audience?

    Dropdown Icon
    Dropdown

  • How often should it refresh?

    Dropdown Icon
    Dropdown

  • Any specific views or comparisons needed?

    Long Answer Icon
    Long Answer

  • Should the client have direct access?

    Yes/No Icon
    Yes/No

  • Do you need targets/benchmarks shown against actuals?

    Yes/No Icon
    Yes/No

  • Needed by

    Date Icon
    Date

  • Requested by

    Short Answer Icon
    Short Answer

  • Email address

    Email Icon
    Email
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Template FAQs

Common questions about the Campaign Results Dashboard Request Form — what it captures, when to use it, and how to make it your own.

What is a campaign results dashboard?

A campaign results dashboard is a live, always-current view of how a campaign is performing, pulling data from its channels into one place. Unlike a static report, it updates automatically, so anyone can check the latest numbers without waiting for the next update.

What should a dashboard request include?

This form captures the campaign and client, the data sources to include, the key metrics to show, the audience, how often it refreshes, any specific views or comparisons needed, whether the client has direct access, and whether to show targets against actuals.

When should you request a results dashboard?

When a campaign moves fast enough that periodic reports lag behind, or when a client wants to check progress themselves. Briefing it early means the dashboard is built and populated before launch, showing live results from day one rather than catching up later.

Who is a campaign dashboard for?

The form asks directly, because the audience shapes the design. A dashboard for a client shows headline results and progress against target; one for the internal team can go deeper into channel detail. Knowing who it’s for keeps it useful rather than cluttered.

Why show targets against actuals on a dashboard?

Because a number on its own means little — 500 leads is only good or bad against what you expected. Showing targets alongside actuals lets anyone see at a glance whether the campaign is ahead, on track or behind, without doing the maths themselves.

Is this dashboard request template free to use?

Yes, completely free. Add or remove fields, adjust the metrics to fit your campaigns, and restyle it to your brand, then embed it on your site or share a link — no coding needed. A free Fun Forms account lets you collect requests.

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