📣 Marketing Performance

Marketing & Growth Dashboard

Campaign ROI, event performance, cost tracking, channel attribution and new client acquisition — all in one view. All figures are simulated demo data.

Period

Marketing spend & ROI trend

Monthly spend vs new AUM generated

New client acquisition

Source breakdown — clients won and AUM generated

Clients AUM (£100k)

Campaign performance

All campaigns — cost, leads generated, conversions and ROI

Campaign	Type	Spend	Leads	Conversions	Conv. rate	New AUM	ROI

Events

Seminars, client dinners, networking and webinars

Budget & cost tracking

Spend vs budget by category

Channel lead attribution