Salesforce Marketing Cloud Dashboard Template for Data Studio — Data Studio template preview
Data Studio template

Salesforce Marketing Cloud Dashboard Template for Data Studio

By Windsor.ai

Email & CRM Free

Best for: For marketing teams and agencies that run customer communications in Salesforce Marketing Cloud and want automated reporting.

Overview

This free white-label Data Studio template reports on Salesforce Marketing Cloud data through the Windsor.ai connector. You connect your Salesforce Marketing Cloud account to populate the prebuilt report in minutes, then move and resize widgets to customize it. The template supports automated, scheduled marketing reports so they refresh without manual work.

Who it's for

For marketing teams and agencies that run customer communications in Salesforce Marketing Cloud and want automated reporting.

Questions it answers

  • How are our marketing campaigns performing across channels?
  • Which messages drive the most engagement?
  • Is our marketing ROI improving over time?
  • Where can we personalize customer journeys further?

What's inside

3 report pages:

1Campaign performance overview
2Engagement and communication metrics
3Marketing ROI and outcomes

Key features

  • White-label template
  • Salesforce Marketing Cloud connector
  • Automated, scheduled reports
  • Drag-and-drop widget customization
  • Engagement and ROI metrics
  • Free to use

Set it up in minutes

  1. Make a copy of the template.
  2. Connect your data through Windsor.ai — 350+ sources, no manual exports or scripts.
  3. Your report populates and refreshes automatically in Data Studio.

FAQs

Is the template free?
Yes — the template is free to copy and use. Windsor.ai's connector powers the data and may need a paid plan after its free trial.
Do I need technical skills?
No. Connect your account through Windsor.ai and open the report — nothing is built from scratch.
Can I customise it?
Yes. Once you copy it, edit the charts, metrics, filters, colours and layout to match your reporting.
How often does the data update?
It refreshes automatically through Windsor.ai, so the report stays current without manual exports.
Can I use it for client reporting?
Yes. Copy the template, connect the client's account, customise and share straight from Data Studio.
Which data sources are supported?
Windsor.ai connects 350+ marketing and business sources, so you can extend the template well beyond its default connector.
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