--- title: The formula for a smooth year-end, a free performance dashboard, and more description: Boost your Q4 game and finish 2023 strong with data-driven decision making. Learn how to identify valuable marketing strategies and stay ahead of the competition. image: https://krauseanalytics.com/hubfs/Featured%20Images/**Feature%20Images%202.jpg --- [Skip to content](https://krauseanalytics.com/blog/nov-23#main-content) ![Krause Analytics Logo](https://krauseanalytics.com/hubfs/Logos/Horizontal/Horizontal%20Default%20(2025).svg)Homepage - [Home](https://krauseanalytics.com) - [Services](https://krauseanalytics.com/services) - [About](https://krauseanalytics.com/about) - [Blog](https://krauseanalytics.com/blog) [Get in touch](https://krauseanalytics.com/get-in-touch) - [Home](https://krauseanalytics.com) - [Services](https://krauseanalytics.com/services) - [About](https://krauseanalytics.com/about) - [Blog](https://krauseanalytics.com/blog) [Get in touch](https://krauseanalytics.com/get-in-touch) ![team reviewing results together while smiling](https://krauseanalytics.com/hs-fs/hubfs/Featured%20Images/**Feature%20Images%202.jpg?width=1200&height=628&name=**Feature%20Images%202.jpg) # The formula for a smooth year-end, a free performance dashboard, and more ![Meghan Krause](https://krauseanalytics.com/hs-fs/hubfs/IMG_2460%20(1).jpg?width=48&height=48&name=IMG_2460%20(1).jpg) Meghan Krause January 25, 2024 Welcome back to The Edge, the newsletter to help ambitious leaders make confident business decisions and drive success with data.   This issue, we're tackling how to up your Q4 game to finish 2023 like a champ, how to identify your most valuable marketing strategies, and news including: optimism survey results for small business owners and some AI news that goes beyond the hype. ### Make the Most of Q4 to Boost Your Year-End Last month kicked off Q4 and the mad dash to year-end that goes with it. We put together our top Q4 to-dos to help you get ahead, finish the year strong and keep headaches at bay. Do: **✓  **Forecast the rest of the year **✓  **Mock a year-end performance review (check out our free template below) **✓  **Catch up on outstanding audits **✓  **Start your 2024 objectives **✓  **Plan for the holidays [Get the full scoop →](https://krauseanalytics.com/blog/year-end-success)   ## Boost Your Decision Making in Just 10 Minutes ![Dashboard on Tablet - Square](https://krauseanalytics.com/hs-fs/hubfs/Dashboard%20on%20Tablet%20-%20Square.png?width=1200&height=1200&name=Dashboard%20on%20Tablet%20-%20Square.png) EXCLUSIVE RESOURCE ###### Interactive Dashboard Did you know data-driven orgs are *three *times more likely to report significant improvements in decision-making? Even better, we've done all the heavy lifting for you. Get instant access to a pre-built, interactive dashboard to start making more profitable decisions today. [Get Your Copy](https://krauseanalytics.com/resources-dashboard-1)   ### Recently Asked Questions #### How do I know what marketing strategies are working so I can repeat and improve on them? Marketing effectiveness is one of the trickiest to measure since there are a lot of touchpoints and (usually) a lot of different apps involved. Start simple and grow over time: Short Term Ease in by mapping out the journey of successful sales. Look for which email campaigns, ads, collateral, etc. they interacted with. Repeat for multiple sales and look for patterns that moved prospects down the funnel and led to revenue. Long Term Use your CRM to help [bring the information together](https://krauseanalytics.com/blog/power-of-crm?utm_campaign=oct23_news&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_YxrAzaIhcGYEDGH5NqV2gk-D6MfJaJQrW1GLn3NQSCMu0XIhoX31xv7Yn6nL8t_DkkkGL) from different tools. Hubspot, for example, integrates with other tools like Wordpress, Mailchimp, Eventbrite and ad platforms. Once you have everything in one place, you can use in-app reporting tools or extract the info and create your own reports to compare everything at once. If you have questions or want to learn more, we [love sharing our expertise.](https://krauseanalytics.com/get-in-touch)   | ![Woman in front of large envelope](https://krauseanalytics.com/hs-fs/hubfs/Illustrations/Newsletter-1.png?width=200&height=127&name=Newsletter-1.png) |   | If you have questions or want to learn more, we [love sharing our expertise.](https://krauseanalytics.com/get-in-touch?utm_source=linkedin&utm_medium=newsletter&utm_campaign=jan24) | | --- | --- | --- |   ### Resources |   | | | | --- | --- | --- | | ![Young creative business people at office](https://krauseanalytics.com/hs-fs/hubfs/Stock%20Photos/Young%20creative%20business%20people%20at%20office.jpeg?width=193&height=129&name=Young%20creative%20business%20people%20at%20office.jpeg)   | | Stop Segmenting by Demographics Grow revenue and make life easier with these tips to better understand and predict your [customers' behavior](https://krauseanalytics.com/blog/behavioral-segments?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_YxrAzaIhcGYEDGH5NqV2gk-D6MfJaJQrW1GLn3NQSCMu0XIhoX31xv7Yn6nL8t_DkkkGL). | |   | | | | ![iot](https://krauseanalytics.com/hs-fs/hubfs/Stock%20Photos/iot.png?width=194&height=102&name=iot.png)   | | Create New Product Value from Data & Digital Learn how to increase your value proposition and create new revenue opportunities [with digital](https://krauseanalytics.com/blog/iot-innovation?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_YxrAzaIhcGYEDGH5NqV2gk-D6MfJaJQrW1GLn3NQSCMu0XIhoX31xv7Yn6nL8t_DkkkGL). | ### Around the Web Uncover what's derailing your company's success with Harvard Business Review's approach to [act like an anthropologist](https://hbr.org/2023/10/whats-derailing-your-companys-transformation?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_YxrAzaIhcGYEDGH5NqV2gk-D6MfJaJQrW1GLn3NQSCMu0XIhoX31xv7Yn6nL8t_DkkkGL). 10 Investors talk AI, sharing their thoughts on how we got here and what they [predict for the future](https://hbr.org/2023/10/whats-derailing-your-companys-transformation?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_YxrAzaIhcGYEDGH5NqV2gk-D6MfJaJQrW1GLn3NQSCMu0XIhoX31xv7Yn6nL8t_DkkkGL). Use generative AI to create win-win scenarios like Twilio, who alleviated boring tasks and reallocated time savings into [more revenue generating activities](https://www.linkedin.com/posts/mskrause_generative-ai-is-coming-for-sales-execs-activity-7115742477063467009-DD6L?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_YxrAzaIhcGYEDGH5NqV2gk-D6MfJaJQrW1GLn3NQSCMu0XIhoX31xv7Yn6nL8t_DkkkGL). Record breaking small business positivity with strong demand for goods and services, and plans to increase hiring and spending were reported by [PNC's Fall 2023 Business Survey](https://www.pnc.com/insights/small-business/running-your-business/q4-2023-economic-outlook-for-small-businesses.html?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_YxrAzaIhcGYEDGH5NqV2gk-D6MfJaJQrW1GLn3NQSCMu0XIhoX31xv7Yn6nL8t_DkkkGL). Rising prices and unfilled job openings are still a concern for many small business owners according to [NFIB's Small Business Optimism Index](https://www.uschamber.com/small-business/small-business-weekly-forecast?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_YxrAzaIhcGYEDGH5NqV2gk-D6MfJaJQrW1GLn3NQSCMu0XIhoX31xv7Yn6nL8t_DkkkGL).   ## Share this post [mailto:https%3A%2F%2Fkrauseanalytics.com%2Fblog%2Fnov-23](mailto:https%3A%2F%2Fkrauseanalytics.com%2Fblog%2Fnov-23) ## Keep reading ### [![Woman reviewing report](https://krauseanalytics.com/hs-fs/hubfs/Featured%20Images/**Feature%20Images%2012.jpg?width=1200&height=628&name=**Feature%20Images%2012.jpg) How to get numbers that actually matter for your business](https://krauseanalytics.com/blog/numbers-that-matter) ### [![team confused and debating what they're looking at on an ipad](https://krauseanalytics.com/hs-fs/hubfs/Featured%20Images/**Feature%20Images-Sep-16-2025-02-21-54-0072-AM.jpg?width=1200&height=628&name=**Feature%20Images-Sep-16-2025-02-21-54-0072-AM.jpg) What to do when you're getting different answers to the same question](https://krauseanalytics.com/blog/which-number-is-right) [![Krause Analytics logo](https://krauseanalytics.com/hubfs/Logos/Horizontal/2025%20Horizontal%20Default%20White.svg "Krause Analytics logo")](https://krauseanalytics.com) - [Home](https://krauseanalytics.com) - [Services](https://krauseanalytics.com/services) - [About](https://krauseanalytics.com/about) - [Blog](https://krauseanalytics.com/blog) [mailto:hello@krauseanalytics.com](mailto:hello@krauseanalytics.com) --- [Privacy Policy](https://krauseanalytics.com/privacy) · © 2026 Krause Analytics. 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