Best Facebook Insights report templates for marketing teams and agencies (2024)

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

Peso model Report template for Marketing teams and agencies

Analyze key metrics such as leads, conversion rates, and engagement with the Peso model report template. Evaluate campaign performance across Facebook Ads, Instagram Insights, and SEO. Segment by audience demographics and timeframes. Perfect for marketing teams to track e-commerce and social media strategies efficiently.

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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.

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PPC Report template for Marketing teams and agencies

Optimize your PPC strategy with this report template. Track metrics like conversion rate, ROAS, and CTR across Facebook Ads, TikTok Ads, and Google Ads. Analyze by audience, channel, and time. Ideal for marketing teams to measure campaign performance and achieve objectives efficiently.

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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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Brand awareness Report template for Marketing teams and agencies

Awareness report template consolidates key metrics like CTR, CPA, and conversion rate from Social Media, Instagram Insights, and LinkedIn Pages. Analyze demographics, psychographics, and behavior over time. Perfect for marketing teams to track performance and strategy, providing actionable insights into audience engagement and organic search ranking.

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Community manager Report template for Marketing teams and agencies

Community manager Social Media report template tracks key metrics like conversion rate, cost per conversion, and engagement. Analyze dimensions such as campaign duration, budget, and audience demographics. Monitor likes, shares, and comments across Social Media platforms. Ideal for community managers to consolidate data and refine social media strategy.

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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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Website Report template for Marketing teams and agencies

Analyze key metrics with this Website report template. Track conversion rates, average order value, and customer lifetime value. Measure audience demographics, interests, and behavior using Google Analytics 4. Segment data by time periods. Perfect for marketing teams to consolidate insights and refine strategies.

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Creator marketing Report template for Marketing teams and agencies

Track key metrics like CTR, conversion rate, and ROAS with the Creator marketing report template. Analyze audience breakdowns by demographics, psychographics, and behavior. Measure engagement through likes, shares, and comments. Utilize data from Social Media, Instagram Insights, and LinkedIn Pages. Optimize strategy with actionable insights segmented by time periods. Ideal for marketing teams.

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Youtube Report template for Marketing teams and agencies

Optimize your social media strategy with this Youtube report template. Track CTR, conversion rate, CPA, likes, comments, shares, views, watch time, and subscribers. Analyze by audience, age, gender, interests, and time. Perfect for marketing teams seeking actionable insights to enhance performance across advertising platforms and align with SEO objectives.

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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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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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Lead generation Report template for Marketing teams and agencies

Optimize your strategy with the Lead generation report template. Track conversion rates, cost per conversion, and ROI. Analyze B2B, CRM, Email Marketing, and Facebook Ads data. Segment by audience, demographics, and behavior. Measure SQLs, sales cycle length, and CRM contact performance. Ideal for marketing teams seeking actionable insights.

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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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What is a Facebook Insights report?

A Facebook Insights report is a tool that consolidates data from Facebook to track and display key performance indicators (KPIs) (e.g., engagement rate, reach, impressions), enabling teams and agencies to monitor page and post performance and create presentations for clients and executives. 

Facebook Insights 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 Facebook Insights report?

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

Executive Facebook Insights reports

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

  • Engagement analysis: by post type, using metrics like likes, shares, and comments.
  • Reach analysis: organic vs. paid reach over time.
  • Audience insights: demographics, interests, and behavior of engaged users.
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Facebook Insights manager reports

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

  • Post performance reporting: overall engagement, reach, and impressions across posts.
  • Goal tracking: compare current performance vs objectives.
  • Audits for prioritization and spotting issues 
  • Competitive analysis for page and content mapping.
  • Topic, keyword, content, audience research

Operational Facebook Insights reports

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

  • Engagement: post metrics, follower growth, engaging topics/hashtags.
  • Reach: impressions, reach, frequency.
  • Content performance: video views, link clicks, reactions.

Operational Facebook Insights 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 Facebook Insights report?

To build a Facebook Insights 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 Facebook Insights for page analytics, Meta Ads for ad performance, and Instagram for cross-platform social media data.

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 Facebook Insights report templates in Google Sheets or Looker Studio, designed for use cases like engagement monitoring, reach analysis, and audience 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 engagement metrics, audience data, and all the fields and metrics that you define as "key performance indicators".

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 Facebook reporting use cases, such as engagement monitoring, reach analysis, and audience 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: 

  1. Select the data source and the account connected to it
  2. Choose metrics (e.g., Likes, Shares, Reach, Impressions, etc.). 
  3. Choose breakdowns to segment your data (e.g., by date, post type, audience demographics, etc.)

You can follow these tutorials on adding data to your reports

Design

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

Follow these tutorials to design your Facebook Insights reports:

Share

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

KPIs to include in a Facebook Insights report?

Facebook Insights reports should include a mix of engagement, reach, audience, and content performance metrics and KPIs to fully understand the performance of Facebook pages towards business goals. They include:

Engagement KPIs measure user interaction with content: 

  • Engagement metrics: likes, comments, shares, reactions
  • Reach metrics: impressions, reach, frequency
  • Content performance metrics: video views, link clicks, post clicks

Audience KPIs provide insights into the demographics and behavior of your audience:

  • Demographics: age, gender, location
  • Interests: pages liked, topics engaged with
  • Behavior: active times, device usage

To analyze these Facebook KPIs, segment them by:

  • Time: Hourly, daily, weekly, monthly
  • Post type: video, image, link, text
  • Audience: geo, tech, demographics, interests, behavior
  • Content: creatives, format, topic, keyword