Marketing Data Optimization: Custom Setup of Metabase Self-Hosted on VPS

Benefits of Metabase Self-Hosted for Marketing Businesses

Metabase self-hosted helps marketing businesses fully control data. You are not dependent on expensive cloud services. Customer data, ad performance always ready for analysis.

According to VietnamWorks 2023 report, 68% Vietnamese SMEs face difficulties in accessing realtime data. Metabase solves this problem effectively. Agencies like DPS.MEDIA use it to optimize ROI quickly.

Self-hosting on VPS ensures high security. Sensitive marketing data is absolutely protected. Operating costs are 40-60% lower than SaaS.

Accelerate Marketing Decision-Making Speed

Metabase Dashboard displays realtime metrics from Facebook Ads, Google Ads. Marketing team captures trends immediately. No more waiting for slow Excel reports.

You can create funnel analysis, cohort retention in just 5 minutes. Beautiful visualizations easily convince stakeholders. Conversion rate increases by average 15-25% after application.

Key Insight: Integrating Metabase with Google Analytics 4 helps discover hidden insights not shown in GA4 dashboard.

• Identify Key Daily Marketing KPIs to Track
• Set Up Database Connection with Ad Platforms
• Create Realtime Dashboard for Sales & Marketing Team
• If using Facebook Ads Manager, sync data every 15 minutes
• Test Query Performance Before Sharing Dashboard
• Schedule Automated Weekly Email Reports

Long-term Cost Savings for SMEs

Cloud SaaS like Tableau, Power BI charge per user/month. Metabase self-hosted only costs VPS about 200,000đ/month. Scale according to actual business needs.

With 10,000 sessions/day traffic, 4GB RAM VPS is sufficient. Automatic backup, 99.9% uptime. No worry about unexpected overage fees.

Real Case: An agency in HCM saved 180 million/year after switching to self-hosted. ROI from data visualization doubled.

Professional Metabase Installation Process on VPS

DPS.MEDIA deploys Metabase to enterprise standards. From selecting VPS, server setup to migrating old data. Ensures zero downtime for business.

We use Ubuntu 22.04 LTS with Docker container. Metabase runs stably, easy to scale horizontally when needed. PostgreSQL as backend database.

Complete setup time only 4-6 hours. Your IT team can manage easily after 2-hour training.

Select Optimal VPS Configuration for Marketing Data

VPS needs at least 4GB RAM, 2 CPU cores, 100GB SSD. DigitalOcean, Vultr, Viettel IDC are all suitable. Choose Singapore data center for lowest latency.

For agency running 5+ campaigns simultaneously, recommend 8GB RAM. Database size under 50GB still smooth. Monitoring with Prometheus + Grafana supplement.

Pro tip: Use reserved static IP for whitelist in Facebook Business Manager.

1. Choose VPS provider with SLA 99.91% uptime
2. Install clean Ubuntu 22.04 LTS
3. Setup firewall only open port 3000, 5432
4. If using domain, config Nginx reverse proxy
5. Enable free SSL Let's Encrypt
6. Daily backup to S3 bucket

Install Docker & Metabase Container

Docker helps isolate Metabase from system. Pull latest official image. Volume mapping data persistent through container restart.

postgres:13-alpine as database companion. Environment variables config database name, user, password. Health check ensures service always ready.

Automated script used by DPS.MEDIA tested with 50+ projects. Zero error deployment.

Integrate Metabase with Marketing Ecosystem

Metabase connects natively with Google BigQuery, Postgres, MySQL. Facebook Ads, Google Ads via Supermetrics or BigQuery export. All data in one place for analysis.

Custom SQL query for complex marketing metrics. LTV calculation, multi-touch attribution model. No need for expensive data engineer.

Alert system notifies when CAC exceeds threshold. Team reacts immediately to protect budget.

Connect Facebook & Google Ads Data

Facebook Ads Manager exports CSV daily automatically via API. Google Ads uses native OAuth2 connector. Data syncs realtime every 15 minutes.

Create calculated field for ROAS, CTR benchmark by industry. Dashboard compares performance by campaign, adset level. Spot underperforming ads immediately.

Real-life example: Agency A discovered 30% budget poured into ineffective adset thanks to Metabase dashboard. Optimized immediately, ROI increased 42% the next month.

• Setup Google Cloud service account for BigQuery
• Config Facebook API token with ads_read permission
• Create custom metrics: ROAS = Revenue / Ad Spend
• If tracking offline conversion then sync CRM data
• Build cohort analysis for customer retention
• Export professional monthly PDF report

Build In-Depth Marketing Dashboard

Main dashboard includes 6 tiles: Overview KPIs, Funnel Analysis, Channel Performance, Geo Analysis, A/B Test Results, Forecast Revenue. Each tile drill-down enabled.

Use native chart types: Sankey for funnel, Heatmap for geo performance. Filter by date range, campaign type flexibly.

Security & Scale Metabase for Businesses

3-layer security: Network firewall, App level auth, Data encryption. SSO integration with Google Workspace, Azure AD. Detailed role-based access control.

Horizontal scale with Docker Swarm or Kubernetes. Load balancer distributes traffic. Redis caching increases query speed 300%.

Backup strategy 3-2-1 rule: 3 copies, 2 media types, 1 offsite. Recovery time objective under 4 hours.

Setup Authentication & User Management

Disable public signup, only admin creates user. Group permission by team: Marketing view-only, Analyst edit query, Admin full access.

LDAP/SSO for enterprise. Mandatory 2FA for admin user. Session timeout 30 minutes inactive.

Audit log tracks every query, dashboard access. Detect unauthorized access immediately.

1. Enable SSO with Google Workspace
2. Setup user groups by department
3. Config 2FA for all admin users
4. If compliance requirement then enable audit log
5. Review permission quarterly
6. Test disaster recovery monthly

Monitoring & Performance Optimization

Prometheus + Grafana monitor CPU, RAM, query latency. Alert Slack/Email when resource >80%. Auto scaling script when needed.

Database indexing for frequently queried tables. 24h query cache for static reports. CDN for dashboard static assets.

Insight: 80% performance issue from unindexed foreign keys in ads data tables.

Why Choose DPS.MEDIA Service for Metabase

7 years experience digital marketing data infrastructure. Set up for 50+ SME agencies. Ready dashboard templates for 12 popular industries.

24/7 Vietnamese support. SLA 99.9% uptime guarantee. Clear fixed price package, no hidden fees.

Free migration from Looker Studio, Google Data Studio. Onsite or online training optional. ROI guaranteed in first 3 months.

Service Packages Suitable for Every Business Scale

Basic Package 15m: VPS + Metabase + 3 basic dashboards setup. Pro Package 35m: Full integrations + custom metrics + training. Enterprise Package 75m+: SSO, scale infra, dedicated support.

All packages include 2m monthly maintenance. 30-day money-back if not satisfied.

Real Successful Case Studies

Agency X in Hanoi serves 25 SMEs beauty brands. Previously used Google Sheets to track ads. Switched to Metabase after 1 month, team saved 20h/week reconciling data.

Discovery: 25% budget ads Facebook wasted on peak hours inefficiently. Optimized timing, CAC reduced 35%. Client satisfied, retention rate increased 40%.

They expanded with 12 new clients thanks to proof-of-concept realtime dashboard sent to partners.