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

Automate marketing reporting with dozens of 100% customizable, white-label ActiveCampaign report templates. Used and made by +10,000 marketers in over 60 countries.

Google Business Profile report template for marketing teams and agencies

Optimize your local SEO strategy with this Google Business Profile report template. Track CTR, conversion rate, CAC, clicks, impressions, and reviews. Analyze data by location, age, gender, and time. Perfect for marketing teams aiming to consolidate performance insights and meet specific goals.

PPC ROAS report template for marketing teams and agencies

Track PPC performance with this PPC ROAS report template. Measure CTR, CPA, and conversion rates. Analyze ad placement, audience, and creative formats. Integrate data from Facebook Ads and Paid Media. Segment by time and demographics for actionable insights. Ideal for marketing teams aiming to optimize their strategy and achieve specific goals.

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.

Agency report template for marketing teams and agencies by Porter (2024)

Get the actual Agency template used by Porter to monitor Marketing performance.

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.

Paid media Creative performance report template for marketing teams and agencies

Analyze key metrics with the Paid media Creative performance report template. Measure CTR, CPA, and conversion rates across Facebook, TikTok, and Google Ads. Segment by audience, message, and channel. Track impressions, reach, and engagement. Ideal for marketing teams to refine PPC strategies and meet specific goals.

Google Ads Funnel report template for marketing teams and agencies

Track key metrics like conversion rate and CTR with the Google Ads Funnel report template. Analyze performance across campaigns, ad groups, and devices. Segment by time and audience type. Perfect for PPC specialists and marketers using Google and Facebook Ads to optimize paid media strategies and achieve specific marketing objectives.

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.

Facebook Ads report template for marketing teams and agencies

Optimize your Facebook Ads strategy with this report template. Track metrics like cost per conversion, ROAS, and CTR. Analyze performance by audience, placement, and time. Ideal for PPC and Paid Media teams to measure ad effectiveness across demographics and interests.

Amazon Seller Central report template for marketing teams and agencies

Analyze key metrics with this Amazon Seller Central report template. Track GMV, AOV, and CPA. Segment by demographics, ad format, and time. Perfect for e-commerce marketing teams to consolidate data from Amazon Seller Central. Optimize performance and refine strategies for targeted audiences. Measure success across platforms efficiently.

Agency report template for marketing teams and agencies

Agency report template: Track conversion rates, ROI, and CTR across Google Analytics 4, Facebook Ads, and LinkedIn Ads. Analyze demographics, psychographics, and behavior by time. Ideal for marketing teams to measure performance and refine strategies.

Google Ads Campaign performance report template for marketing teams and agencies

Analyze key metrics like conversion rate, CTR, and impressions with this Google Ads Campaign performance report template. Segment by campaign type, audience, and time. Ideal for PPC specialists to track performance and refine paid media strategies. Consolidate data from Google Ads for actionable insights and strategic marketing goals.

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.

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.

B2B Marketing performance report template for marketing teams and agencies

Optimize B2B Marketing performance with this report template. Track metrics like conversion rate, cost per acquisition, and customer lifetime value. Analyze CRM contacts and segment by industry, company size, and location. Ideal for marketing teams to measure and strategize using B2B, CRM, and Email Marketing data sources.

Google Ads Keyword analysis report template for marketing teams and agencies

Track key metrics like conversion rate, CTR, and impressions with the Google Ads Keyword analysis report template. Analyze performance by campaign type, device, and more. Consolidate data from Google Ads and Keywords. Ideal for PPC specialists to optimize strategy and meet marketing objectives. Segment by time for specific insights.

Twitter Ads report template for marketing teams and agencies

Analyze key metrics like CTR, conversion rate, and social actions with this Twitter Ads report template. Track performance by campaign objective, ad format, and audience targeting. Segment data by time, location, gender, and age. Perfect for PPC specialists to consolidate Twitter Ads and Paid Media strategies for actionable insights.

What is an ActiveCampaign report?

An ActiveCampaign report is a tool that consolidates data from multiple sources (e.g., email campaigns, automation workflows, CRM data) to track and display key performance indicators (KPIs) (e.g., open rates, click-through rates, conversions), enabling teams to monitor campaign performance and create presentations for clients and executives.

ActiveCampaign 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 an ActiveCampaign report?

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

Executive ActiveCampaign reports

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

Campaign ROI analysis: by channel, using attribution for large budgets.
Customer journey analysis: engagement, conversion, and retention metrics from email campaigns.
Cohort analysis: retention, expansion, and LTV by customer cohort (sign-up period, acquisition channel).
Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

ActiveCampaign manager reports

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

Cross-channel reporting: overall campaign, product, client, or region reporting across channels.
Goal tracking: compare current performance vs objectives.
Audits for prioritization and spotting issues.
Competitive analysis for channel and tactic mapping.
Topic, keyword, content, audience research.

Operational ActiveCampaign reports

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

Email: delivery, open, click-through, conversion rates.
Automation: workflow performance, engagement metrics.
CRM: contact management, deal tracking.

Operational ActiveCampaign 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 an ActiveCampaign report?

To build an ActiveCampaign 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 ActiveCampaign for email and automation data, CRM for sales data, and other marketing platforms for additional insights.

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 ActiveCampaign report templates in Google Sheets or Looker Studio, designed for use cases like email performance monitoring, automation tracking, and CRM insights.

Learn to copy Looker Studio templates.

While templates are the starting point, make them specific for your business or agency. Map your specific metrics, especially custom conversions, CRM contact data, and all the fields and metrics that you define as "conversions" 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 ActiveCampaign reporting use cases, such as email performance monitoring, automation tracking, and CRM insights.

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:

Select the data source and the account connected to it.
Choose metrics (e.g., open rates, click-through rates, conversions).
Choose breakdowns to segment your data (e.g., by date, campaign name, contact segment).

You can follow these tutorials on adding data to your reports:

Design

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

Follow these tutorials to design your ActiveCampaign reports:

Share

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

KPIs to include in an ActiveCampaign report?

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

ActiveCampaign funnel KPIs measure the buying process (from the marketer perspective), regardless of the channel:

Visibility metrics: email deliveries, contact reach.
Engagement metrics: open rates, click-through rates, engagement scores.
Conversion metrics: custom conversions, leads, purchases, key events.

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

Visibility: cost per email sent.
Engagement: cost per click.
Conversion: cost per acquisition, cost per lead.

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

Visibility: frequency of email sends.
Engagement: engagement rate.
Conversion: conversion rate.

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

Sales: customers, revenue.
Cost: campaign spend, operational expenses.
Efficiency: ROI, customer acquisition cost.
Effectiveness: average order value, average customer value.

To analyze these ActiveCampaign KPIs, segment them by:

Channel: email, automation, CRM.

Time: hourly, daily, weekly, monthly.

Campaign: funnel stage, objective.

Business: client, branch, region.

Audience: geo, tech, demographics, interests, behavior, placement.

Content: email templates, automation workflows, contact segments.