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Agency dashboard template

Get the actual Agency dashboard template used by Porter to monitor your Marketing performance.
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Meet the author

Porter

This template is built by the same marketers behind all our tutorials, support, and our template gallery.

+40,000 marketers have downloaded our dashboards

Template setup

Copy-paste the same dashboards that other teams and agencies use to monitor their Marketing performance

Agency dashboard template overview

With this Agency dashboard example, monitor specific metrics such as website traffic, conversion rates, and social media engagement. For performance monitoring, track the number of leads generated, the average time spent on the site, and the bounce rate. Segment the data by traffic sources, such as organic search, paid ads, or referrals, to identify which channels are driving the most conversions. Allow users to share the dashboard data via PDF, email, or link, so they can influence their teams or clients. Share monthly reports highlighting the increase in website traffic from SEO efforts and the boost in conversion rates from a recent marketing campaign. Provide evidence of the impact social media engagement has on brand visibility and customer engagement through real-time graphs and charts. Answer critical questions using the data provided. Determine which marketing campaigns are generating the highest return on investment by comparing the conversion rates and cost per conversion. Identify the sources that drive the most qualified leads by analyzing the conversion rate and average time spent on the site. Determine which social media platforms are most effective for reaching the target audience by evaluating the engagement metrics. Stay in the loop and make data-driven decisions with this comprehensive Agency dashboard example. Monitor, share, and analyze your metrics to drive success and achieve your business goals.

Suggested data sources

Use cases

Metrics and dimensions included

Customize the template’s metrics and dimensions as you like. See all available fields.

Metrics

Conversion metrics

– Conversion Rate – Cost per Conversion – Return on Investment (ROI)

Engagement metrics

– Number of likes/followers on social media platforms – Number of shares/comments on social media posts – Click-through rate (CTR) on digital advertisements

Visibility metrics

– Impressions – Reach – Click-through rate

Dimensions

Campaign

– Demographic breakdown: age, gender, location – Psychographic breakdown: interests, lifestyle, personality traits – Behavioral breakdown: purchase history, online activity, engagement levels

Audience

– Demographics – Psychographics – Behavior

Time

By hour, day, week, month, quarter, or year

Features

100% custom charts

White-label

Custom metrics​

All-time historical data

Schedule email alerts​

Filters

Interactive

Goals​

Data blending

FAQs

A Agency report should include visibility metrics such as impressions and reach, engagement metrics like likes and shares, and conversion metrics including click-through rates and conversions. The data should be segmented by campaign, channel (e.g., social media platforms), audience demographics, content type, and objective (e.g., brand awareness, lead generation). It should also be organized by date to track performance over time. For example, a report may include the impression and click-through rates for a specific social media campaign targeting a particular audience on a specific date.
To analyze data in an Agency report, follow these steps: 1) Choose metrics such as visibility (reach, impressions), engagement (likes, comments), and conversion (click-throughs, sales). 2) Add context by comparing against cost (ad spend, budget), date range, goals (ROI, KPIs), rates (CTR, engagement rate), and benchmarks (industry average, previous campaigns). For example, compare the CTR of a social media campaign in September to the average CTR in the industry. 3) Segment data by campaign (social media, email), channel (Facebook, Instagram), audience (age, location), content (video, image), objective (awareness, lead generation), and date. For instance, analyze the engagement metrics of a specific email campaign targeted at females aged 25-34. Remember to be concise and focus on the elements without stating the benefits.
To build an Agency dashboard, 1) connect your data and accounts such as Google Analytics, Facebook Ads, or CRM systems. 2) Select the metrics to monitor performance, like click-through rates, conversion rates, or customer acquisition costs. 3) Segment or break down data by campaign, channel, audience, product, customer content, objective, date, for example, comparing the performance of a Facebook campaign for Product A vs Product B. 4) Add filters or buttons to make your report interactive, such as a date range filter or a drop-down menu for different campaigns. 5) Share your dashboard via PDF, scheduled emails, or links to relevant stakeholders.
An agency dashboard is a visual representation of the most important data that an agency needs to track to achieve its objectives, providing a quick overview of business performance. It is significant for businesses as it helps in making informed decisions, tracking KPIs, and identifying trends using tools like Looker Studio. Key elements typically included are sales performance, customer analytics, campaign results, and ROI. Real-time data monitoring is crucial for immediate response to changes. For learning how to create a marketing dashboard using Looker Studio, visit our YouTube channel: https://www.youtube.com/@porter.metrics.

Yes, Looker Studio allows you to download your report as a PDF. To do it, follow these steps:

Before downloading your report choose the date range you want to visualize on your report.
Click on the “File” menu at the top left corner of the screen.

Select “Download as” from the drop-down menu and choose “PDF.”

You can choose which pages you want to download, and also you can add a password to protect the report and add a link back to the online report.

Click on “Download” to save the report on your device.

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