Turning Reporting Chaos into Clarity with a CEO Dashboard

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Speakers

  • Coral Willis

    Coral Willis

    Director of Marketing Data and Operations, Nasdaq Inc.

  • Kelsey White

    Kelsey White

    VP of Client Services and Delivery, GNW Consulting

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Session Resources

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About the Session

Disconnected reports across Marketing, Sales, and Finance make it difficult for executives to trust the numbers or act with confidence. Learn how to turn fragmented reporting into a unified, executive-ready dashboard that tells a single, credible growth story. Kelsey White from GNW Consulting and Coral Wills from Nasdaq share how they built an integrated reporting framework using Adobe Marketo Engage, Marketo Measure, and Adobe Journey Optimizer B2B Edition to align KPIs across teams. Discover how to identify the metrics that matter most to the C-suite, connect performance data across systems, and automate dashboards that clearly show marketing impact on pipeline, revenue, and long-term value. Explore how generative AI within Adobe tools helps surface insights faster, reduce manual reporting effort, and deliver executive-level clarity that improves forecasting and decision-making. 

Key takeaways: 

  • Connect marketing, sales, and finance data to track ROI, pipeline velocity, and customer lifetime value in a single view
  • Simplify attribution and reporting by aligning teams around shared, executive-level KPIs
  • Use generative AI to automate executive-ready dashboards and accelerate insight delivery

Industry : Financial Services , High Tech

Technical Level: Beginner to Intermediate

Track: B2B Customer Journeys

Content Category: Tips and Tricks

Audience : Business Analyst, Campaign Marketer, Analyst, Digital Marketer, Marketer, Operations Marketer , Martech Professional

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