[Part #4] Confluence for Marketers: Report Campaign Results with Embedded Dashboards and Trackers

Don’t let your wins go unseen

You planned your campaign. You launched it. Now it’s time to show what worked.

But for many teams, reporting happens in a disconnected doc—or worse, a one-off presentation that disappears after the meeting.

Instead of creating yet another isolated file, why not build your report right inside Confluence, where your team already planned and executed the work?

In this guide, we’ll walk through how to create a simple yet effective post-campaign report page in Confluence using native macros, lightweight visuals, and Excel-like Tables for Confluence to structure and reuse your data more efficiently.

Step 1: Create a Standard Campaign Reporting Page

Start with a clear structure that mirrors how you planned the campaign. You don’t need a fancy dashboard—just something consistent and scannable.

Suggested Page Sections:

• 🎯 Campaign Overview: Goal, target audience, channels, duration
• 📊 Performance Summary: Key metrics (traffic, signups, engagement, etc.)
• ✅ Outcomes vs Objectives: What was achieved, what wasn’t
• 💬 Insights & Learnings: Notable results, surprises, or feedback
• 🔁 Follow-up Actions: Next steps, iterations, or improvements

💡 Tip: Save this as a page template so you can reuse the layout for each campaign.

Step 2: Display Metrics with Tables (and Make Them Reusable)

You can use a native Confluence table for simple summaries.

But if you want to reuse or pull performance data into a slide deck or another page—Excel-like Tables for Confluence gives you more flexibility.

🧩 Optional: Use Excel-like Tables for Confluence’s Excerpt Table Macro

• Mark key results as excerpts
• Reuse that data in a high-level dashboard or slide-deck-style Confluence page
• Maintain a single source of truth for reporting across multiple campaigns

🛠️ Learn more about Excel-like Tables for Confluence

This is especially useful if you’re running multiple campaigns and want to maintain a high-level KPI overview.

Step 3: Embed External Dashboards (Optional)

If your analytics live in external tools, you can still keep everything in context by:

• Embedding static screenshots from GA4, HubSpot, Looker, etc.
• Using the Widget Connector macro for embeddable dashboards (when supported)
• Linking to source dashboards from your reporting page

No need to rebuild charts—just embed the most meaningful data where your team can find it.

Step 4: Link Back to the Campaign Lifecycle

Close the loop by linking your campaign report back to:

• The original campaign brief
• The execution tracker or timeline
• The retrospective page (see Part 5)

💡 Tip: Use Pages Manager to keep reports organized by quarter, type, or goal—especially if your team runs lots of campaigns.

Final Takeaways

• Confluence is a great home for campaign reporting: structured, accessible, and transparent
• Use native tables for simplicity—or Excel-like Tables when you need reusability or advanced formatting
• Link everything back to your campaign lifecycle to keep institutional knowledge alive
• Small improvements in reporting structure can lead to stronger cross-team visibility over time

📍 Next in the series:

👉 Part 5: Capture Learnings and Make Retros Worth Revisiting →