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Best Youtube report templates for marketing teams and agencies (2024)

Automate marketing reporting with dozens of 100% customizable, white-label Youtube report templates. Used and made by +10,000 marketers in over 60 countries.
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Google Ads PMax Report template for Marketing teams and agencies

Track key metrics with this Google Ads PMax report template. Measure conversion value, CTR, and impressions. Analyze by campaign type, audience segment, and time period. Consolidate data from Google Ads and Paid Media for actionable insights. Ideal for marketing teams focused on optimizing PPC performance and achieving strategic goals.

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CRM Report template for Marketing teams and agencies

CRM report template tracks key metrics: conversion rate, cost per acquisition, ROI. Analyze demographic, geographic, and psychographic data. Measure sales cycle length, average deal size, and CRM contact conversion. Ideal for B2B and email marketing teams to consolidate insights and refine strategies.

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E-commerce Report template for Marketing teams and agencies

Optimize your strategy with this E-commerce report template. Track metrics like conversion rate, average order value, and CPA. Analyze dimensions by audience, channel, and time. Integrate data from E-commerce, Paid Media, and SEO. Ideal for marketing teams to measure performance and achieve goals effectively.

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HubSpot Report template for Marketing teams and agencies

Optimize B2B marketing with this HubSpot report template. Track metrics like conversion rate, ROI, and average deal size. Analyze CRM contacts and campaign performance by demographic and psychographic breakdowns. Ideal for inbound marketing teams to measure and refine email marketing and funnel strategies across different timeframes.

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Facebook Ads Report template for Marketing teams and agencies

Optimize your Facebook Ads strategy with this report template. Measure key metrics like cost per conversion, ROAS, and CTR. Analyze performance by audience, placement, and time. Ideal for PPC specialists to track and improve paid media campaigns. Consolidate data from Facebook Ads and PPC for actionable insights.

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Instagram Insights Report template for Marketing teams and agencies

Analyze key metrics with the Instagram Insights report template. Measure CTR, conversion rate, ROI, likes, comments, shares, impressions, and reach. Segment by age, gender, location, and time. Ideal for social media marketers to consolidate performance data and refine strategies. Gain actionable insights to optimize engagement and ROI.

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Paid media Report template for Marketing teams and agencies

Analyze key metrics like CTR, conversion rate, and CPA with this Paid media report template. Integrate data from Facebook Ads, TikTok Ads, Google Ads, and more. Segment by location, age, and interests. Ideal for PPC specialists to track performance and refine strategies across platforms using Google Analytics 4.

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SEM Report template for Marketing teams and agencies

Optimize your SEM strategy with this report template. Analyze cost per conversion, conversion rate, and ROAS. Measure click-through rate, social media engagement, and organic search ranking. Segment by audience, content, platform, and more. Perfect for PPC specialists to track Google Ads and Paid Media performance.

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Facebook Ads Funnel Report template for Marketing teams and agencies

Optimize your Facebook Ads Funnel with this report template. Track CTR, conversion rate, CPA, and more. Analyze audience targeting, ad creative, and placement strategy. Segment by demographics and behavior. Ideal for PPC and paid media specialists to enhance campaign performance and achieve marketing objectives. Perfect for understanding reach, impressions, and organic search traffic.

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Shopify Report template for Marketing teams and agencies

Analyze key metrics like revenue, average order value, and conversion rate with this Shopify report template. Track cost per acquisition and return on ad spend. Segment by audience, messaging, and channels. Ideal for e-commerce marketing teams to unify insights and optimize strategies. Perfect for monitoring Shopify store performance across various timeframes.

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ActiveCampaign Report template for Marketing teams and agencies

Track and measure key metrics with the ActiveCampaign automation report template. Analyze conversion rates, ROI, and click-through rates across demographics and psychographics. Integrate CRM and email marketing data for actionable insights. Ideal for B2B marketing teams to optimize performance and achieve specific goals.

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E-commerce Report template for Marketing teams and agencies

Optimize your strategy with this E-commerce report template. Track metrics like conversion rate, average order value, and CPA. Analyze dimensions by audience, channel, and time. Integrate data from E-commerce, Paid Media, and SEO. Ideal for marketing teams to measure performance and achieve goals effectively.

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HubSpot Report template for Marketing teams and agencies

Optimize B2B marketing with this HubSpot report template. Track metrics like conversion rate, ROI, and average deal size. Analyze CRM contacts and campaign performance by demographic and psychographic breakdowns. Ideal for inbound marketing teams to measure and refine email marketing and funnel strategies across different timeframes.

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LTV Report template for Marketing teams and agencies

Analyze key metrics such as conversion rate, CPA, and CLTV with this LTV report template. Ideal for e-commerce and Shopify, it helps marketing teams track customer segmentation and channel attribution. Gain insights by age, location, and income to refine your strategy and boost sales performance.

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Email marketing Report template for Marketing teams and agencies

Analyze key metrics like conversion and bounce rates with this Email marketing report template. Track campaigns by name, type, and duration. Consolidate data from Mailchimp, Klaviyo, ActiveCampaign, and Hubspot. Segment by demographics and engagement levels. Ideal for marketing teams to measure performance and optimize strategies.

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Google Ads Report template for Marketing teams and agencies

Optimize your PPC strategy with this Google Ads report template. Track conversion rate, cost per conversion, and CTR. Analyze by campaign type, audience, and time. Perfect for marketing teams to measure performance and align with objectives. Consolidate data from Google Ads and Paid Media for actionable insights and enhanced campaign management.

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Inbound marketing Report template for Marketing teams and agencies

Optimize your strategy with this Inbound marketing report template. Track KPIs like conversion rates and social media engagement. Analyze data from CRM, E-commerce, Facebook Ads, Google Analytics 4, and LinkedIn Ads. Segment by demographics and timeframes. Ideal for B2B and e-commerce teams to measure performance and achieve marketing goals.

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Content performance Report template for Marketing teams and agencies

Optimize your social media strategy with the Content performance report template. Track conversion rates, engagement, and audience demographics using data from Google Analytics 4, Instagram Insights, and Facebook Insights. Analyze key metrics by campaign, duration, and time. Perfect for marketing teams to measure performance and achieve objectives efficiently.

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AOV Report template for Marketing teams and agencies

Analyze key metrics with the AOV report template. Measure conversion rates, average order value, and CPC. Integrate data from E-commerce, Google Analytics 4, Shopify, Google Ads, and Facebook Ads. Segment by audience, campaign, and time. Perfect for marketing teams to track performance and refine strategies.

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Instagram Insights Report template for Marketing teams and agencies

Analyze key metrics with the Instagram Insights report template. Measure CTR, conversion rate, ROI, likes, comments, shares, impressions, and reach. Segment by age, gender, location, and time. Ideal for social media marketers to consolidate performance data and refine strategies. Gain actionable insights to optimize engagement and ROI.

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Social Media Engagement Report template for Marketing teams and agencies

Analyze key metrics like CTR, ROI, and conversion rates with the Social Media Engagement report template. Leverage data from Social Media and Instagram Insights to optimize performance. Ideal for marketers to track audience segmentation, channel selection, and message personalization, enhancing strategy across demographics and timeframes. Perfect for understanding engagement trends and improving marketing efforts.

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What is a YouTube report?

A YouTube report is a tool that consolidates data from multiple sources (e.g., YouTube Analytics, Google Ads, Social Blade) to track and display key performance indicators (KPIs) (e.g., views, watch time, subscriber growth), enabling creators and agencies to monitor channel performance and create presentations for clients and executives. 

YouTube reports are typically built using flexible tools like Google Looker Studio, Power BI, Google Sheets, or platform-specific solutions to enable high customization and integration of multiple data sources.

What to include in a YouTube report?

An actionable YouTube report balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.

Executive YouTube reports

Executive reports for CMOs, CEOs, and clients show YouTube's bottom-line impact. Reviewed weekly, monthly, or quarterly, they include:

  • Channel performance analysis: by video, using metrics like watch time, engagement, and subscriber growth.
  • Revenue analysis: AdSense earnings, sponsorships, and merchandise sales.
  • Cohort analysis: retention, engagement, and growth by viewer cohort (subscription period, content type)
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

YouTube manager reports

Manager reports have cross-video views with drill-downs to see performance by video, playlist, region, team member, and campaign. They help align teams, define tactics, and include:

  • Cross-video reporting: overall channel, video, or region reporting across content types
  • Goal tracking: compare current performance vs objectives
  • Audits for prioritization and spotting issues 
  • Competitive analysis for channel and content mapping
  • Topic, keyword, content, audience research

Operational YouTube reports

Operational reports for analysts and channel managers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:

  • Video performance: views, watch time, engagement, CTR
  • Subscriber metrics: growth, churn, demographics
  • Content analysis: top-performing videos, audience retention, traffic sources
  • SEO: keyword rankings, impressions, clicks, video tags

Operational YouTube reports are highly customized, built in flexible tools like Google Sheets or Looker Studio to enable data cleaning, blending, annotations, and integrating multiple sources.



How to build a YouTube report?

To build a YouTube report, connect your data sources, choose a template on Looker Studio or Sheets, build your queries by selecting metrics and dimensions, choose charts to visualize your data, customize the report, design and share via link, PDF or email. 

Here’s the breakdown: 

Connect data sources

Define and connect the data sources to bring to your report. Common sources are YouTube Analytics for video performance, Google Ads for ad performance, and Social Blade for competitive analysis.

To connect your data sources, go to portermetrics.com, choose the data sources to bring to your report. 

You can follow these tutorials on connecting your data:

Choose a template

Choose from dozens of YouTube report templates in Google Sheets or Looker Studio, designed for use cases like video performance monitoring, audience analysis, and revenue tracking. 

Learn to copy Looker Studio templates. 

While templates are the starting point. Make them specific for your channel or agency. Map your specific metrics, especially custom conversions, viewer data, and all the fields and metrics that you define as "engagement" and "revenue".

Depending on your reporting tool—Google Sheets or Google Looker Studio, pick any of the dozens of templates created by our team and customers to solve your YouTube reporting use cases, such as video performance monitoring, audience analysis, and revenue tracking. 

Select metrics, dimensions, and charts

Once your report template is downloaded, you may 1)modify it or 2) create a blank page to build it from scratch. Whatever the case, setting up a query always follows these steps: 

  1. Select the data source and the account connected to it
  2. Choose metrics (e.g. Views, watch time, Subscribers, Revenue, etc.). 
  3. Choose breakdowns to segment your data (e.g. by date, video title, traffic source, etc.)

You can follow these tutorials on adding data to your reports

Design

To make your YouTube reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand. 

Follow these tutorials to design your YouTube reports:

Share

Share your YouTube reports via links, PDF, schedule emails, and control permissions.

KPIs to include in a YouTube report?

YouTube reports should include a mix of funnel—visibility, engagement, conversion—,efficiency, effectiveness, revenue, and cost metrics and KPIs to fully understand the performance of your channel towards business goals. They include:

YouTube funnel KPIs measure the viewer journey (from the creator perspective), regardless of the content type: 

  • Visibility metrics: impressions, reach, subscribers, video uploads
  • Engagement metrics: views, likes, comments, shares, watch time, average view duration
  • Conversion metrics: subscriber growth, key actions, revenue events

Efficiency KPIs compare your YouTube outputs to the cost, including:

  • Visibility: CPM (Cost per Mille)
  • Engagement: CPC (Cost per Click)
  • Conversion: CPA (Cost per Acquisition), CPP (Cost per Purchase) 

Effectiveness KPIs compare the input with the output from one funnel stage to another

  • Visibility: Frequency
  • Engagement: CTR, engagement rate
  • Conversion: Conversion rate

Sales and cost KPIs show the bottom-line impact of your YouTube performance:

  • Sales: revenue, sponsorships
  • Cost: ad spend, production costs
  • Efficiency: ROI, ROAS, CAC
  • Effectiveness: AOV, ACV

To analyze these YouTube KPIs, segment them by:

  • Channel: organic, paid, YouTube Ads vs other platforms
  • Time: Hourly, daily, weekly, monthly
  • Campaign: content type, objective
  • Business: client, branch, region
  • Audience: geo, tech, demographics, interests, behavior, placement
  • Content: creatives, format, topic, keyword

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