Build a LinkedIn Ads audience-to-pipeline intelligence dashboard

List the decisions the dashboard must support: audience expansion, account-list quality, budget allocation, creative coverage, new-business penetration, and sales follow-up. Define sourced, influenced, and pre-existing pipeline separately, including lookback windows and whether customer expansion is included. Set the company matching grain, fiscal calendar, currency, and treatment of subsidiaries. Document where LinkedIn demographic reporting is approximate or privacy-thresholded. Record the operation against stable identifiers such as reporting_period, campaign_id, company_name, company_domain, matched_account_id, preserve the raw source reference and capture time, and write any transformation or decision into the system’s change history rather than replacing the prior value. Use an explicit pass, warning, or hold disposition, attach the supporting evidence IDs, and assign every unresolved exception to an owner and due date before moving to the next step.

Build a key map containing LinkedIn ad account, campaign group, campaign, creative, audience, and lead form IDs plus Salesforce campaign, account, contact, campaign-member, and opportunity IDs. Add account domain, normalized company name, parent account, customer status, target-tier, region, segment, and list membership. Preserve raw LinkedIn company names alongside normalized Salesforce accounts. Route uncertain matches to review. Record the operation against stable identifiers such as campaign_id, company_name, company_domain, matched_account_id, match_confidence, preserve the raw source reference and capture time, and write any transformation or decision into the system’s change history rather than replacing the prior value. Use an explicit pass, warning, or hold disposition, attach the supporting evidence IDs, and assign every unresolved exception to an owner and due date before moving to the next step.