
Here’s What You Get:
Automate Your Data and Build Dashboards for Smarter Decisions
Learn how to stop manually chasing numbers and let your dashboards do the heavy lifting. Whether you start with the Quickstart templates or the full build training, you’ll have clarity at your fingertips, tailored to your exact stage of business
Gain Confidence with
4 Dashboards, Customized for Your Biz
Take the guesswork out of your decisions with four powerful dashboards. Use the Dashboard Quickstart templates to set them up fast, or the Full Course Path to build them from scratch — either way, you’ll know exactly what’s working and what’s not.
Get the Answers You’re Looking for From Your Data
Use our 3-part measurement method to identify key metrics, analyze what they mean, and uncover clear insights that guide your next best step.
Unlimited Access to Course Content and Every Update
Come back any time, binge at your own pace, or revisit when your business evolves. You’ll always have the latest training and tools at your fingertips.
Personalized Implementation Support When You Need It
Ask questions, get tech help, and celebrate progress inside our private community – where we’ll troubleshoot right alongside you.
Live Coaching Calls to Keep You Moving Forward
Feel confident every step of the way with direct access to expert support. Bring your numbers and questions and we’ll work through them together.
Know where your traffic comes from with the…
Traffic Dashboard
No more mystery. No more hoping. With your DIY Traffic Dashboard, you’ll be able to spot what’s driving results (and what’s not), so you can double down on what’s working.
When you set up your DIY Traffic Dashboard, it will answer questions like…
- Where are our leads coming from?
- Where are our sales coming from?
- Which marketing activities are generating us the most leads/sales?
- Which marketing activities are not getting us any results?
- How do conversion rates vary by traffic source?
Find and fix your funnel leaks with the…
Funnel Dashboard
When you can see the exact drop-off points in your funnel, you can fix them fast, make the most of your traffic, and keep more sales on the table.
When you set up your DIY Funnel Dashboard, it will answer questions like…
- How are leads moving through the funnel?
- Where are there leaks in our funnels or opportunities to improve conversions?
- What is our funnel abandon rate?
- What is our funnel conversion rate?
- How much revenue has this funnel generated?
Monitor your sales in real-time with the…
Sales Dashboard
When you know your numbers, you can lead with confidence. This dashboard gives you a bird’s-eye view of sales, revenue trends, refunds, and more -without the spreadsheet chaos.
When you set up your DIY Sales Dashboard, it will answers questions like…
- How much cash have we collected across all channels this month?
- How much have we paid out in refunds?
- What is our average order value?
- How is revenue trending over time and against goal?
- What is our best selling product or offer?
Launch with confidence with the…
Launch Dashboard
Instead of guessing why a launch flopped or being unsure during a promo, you’ll have a clear view of revenue, emails, and marketing impact—all in one place.
When you set up your DIY Launch Dashboard, it will answer questions like…
- How much revenue did we generate during this launch?
- Where did our sales come from?
- Which emails lead to more sales? Which emails need to be improved next time?
- Which launch marketing activities do we want to repeat or cancel next time we launch?
MODULE ONE
Prepare to Measure
Our goal for this module is to help you feel comfortable and confident working with data, provide you with a framework for thinking about what to measure so you know exactly where to focus, and have you plan your initial measurement setup.
- Where are our leads coming from?
- Where are our sales coming from?
- Which marketing activities are generating us the most leads/sales?
- Which marketing activities are not getting us any results?
- How do conversion rates vary by traffic source?
You’ll walk away feeling confident with numbers, knowing exactly what to measure, and having a personalized plan to get started on.
MODULE TWO
Set Up Your Measurement
Our goal for this module is to have you set up, install, and properly configure your Google Analytics account so you can capture your marketing analytics.
We also want you to feel confident with and understand how to navigate Google Analytics (we promise, it’s not scary!).
You’ll walk away having installed GA on your website, having verified it’s sending data, and having your events and conversions set up to start measuring.
MODULE THREE
Prepare to Report
Our goal for this module is to ensure you understand what a dashboard is and what makes a great one, so you can build the most impactful and useful dashboards for your business.
We’ll also introduce you to “Looker Studio”, the tool you’ll use to build your own dashboards.
Don’t worry: We keep this simple and walk you through step-by-step how to build the 4 most commonly needed dashboards for online businesses of all kinds!
MODULE FOUR
Optimize Your Traffic Data & Build Your DIY Traffic and Funnel Dashboards
Our goal for this module is for you to understand where your traffic is coming from and how your funnels are performing so you can ensure you’re getting the most leads, reach, and engagement possible.
We’ll dive into the key components of measuring traffic data and teach you how to use “UTM parameters” for advanced insights. (UTM parameters will take your marketing to new heights as you get information about things like specific social media posts and how they’re performing!)
You’ll walk away having built both a traffic AND funnel dashboard, two dashboards that will change your business and show you how valuable this data can truly be!
MODULE FIVE
Build Your DIY Sales Dashboard
Our goal for this module is to ensure you have all the sales data you need to make informed decisions that get you more sales.
We find even the most experienced business owners (or bookkeepers) struggle to explain where revenue is coming from and how products are performing. .
We’ll help you de-mystify this data and build a sales dashboard to easily keep tabs on your sales (and how to improve them) moving forward.
You’ll walk away feeling clear and certain about how your programs and products are performing and the opportunities you have to grow even more!
MODULE SIX
Create Your DIY Launch Dashboard
Our goal for this module is for you to understand how your launches are performing so you can ensure you’re getting the best results possible.
We’ll help you organize your launch so you can easily get reliable insights that help you adjust in real-time to what’s working and what isn’t.
You’ll be able to track your launches throughout the entire launch cycle to see when most sales come through, compare to previous launches, and make smart adjustments throughout your launch.
You’ll walk away having built a launch dashboard to use for every launch in your business moving forward, plus know how to analyze past launches for better results!
MODULE SEVEN
Elevate Your Dashboard Design
Our goal for this module is for you to not just be a numbers queen but do so with style. This is not your mama’s outdated excel spreadsheet—and it shouldn’t look like it, either.
We’ll teach you styling tricks to make your dashboard stand out for you, your team, and/or your clients, plus the questions you should be asking to make your data tell a story.
You’ll also be able to understand how to select the types of displays that work best for the questions you’re trying to answer.
You’ll walk away feeling like a true CEO with dashboards and data that match it.
MODULE EIGHT
Turn Your Data Into Insights
Our goal for this module is for you to be able to make sense of your data and apply it to your business.
We’ll walk you through our ‘OCT Framework’ (Opportunity, Change, Trend) so you can interpret your dashboards and use them to make smart decisions that grow your business.
We’ll teach you best practices for monthly data reviews, plus how to create and test a theory in your business so you can see how your ideas will perform before you invest tons of hours or dollars.
You’ll walk away feeling more certain in your decisions, confident in your next steps, and most importantly, able to apply this over and over at every level of your business to maximize your success and profit long-term.




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