Analyze key metrics with this Social Media Client presentation report template. Track conversion rates, engagement, and audience insights from Instagram and Facebook. Segment data by campaign, demographics, and time. Perfect for agencies to present actionable insights and performance, aligning with marketing goals and strategies.
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.
Optimize B2B demand generation with this report template. Track conversion rates, cost per conversion, and click-through rates. Analyze social media shares and impressions. Integrate data from CRM, E-commerce, Facebook Ads, Google Analytics 4, and LinkedIn Ads. Segment by demographics and time for strategic insights. Ideal for marketing teams focused on performance.
Optimize your social media strategy with this Facebook Insights report template. Track CTR, conversion rate, and engagement. Analyze metrics by age, gender, and location. View insights by hour, day, or month. Perfect for marketing teams to measure performance and achieve objectives.
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.
Get the actual PPC monthly on Looker Studio template used by Porter to monitor PPC performance.
Optimize your campaigns with this A/B testing report template. Measure conversion rates, ROI, and click-through rates. Analyze target audience, demographics, and campaign messages. Consolidate data from Email Marketing and Copy for actionable insights. Ideal for marketing teams to track performance and refine strategies.
Optimize your marketing strategy with this Dropshipping report template. Measure conversion rates, average order value, and customer lifetime value. Segment by demographics, interests, and time. Consolidate data from E-commerce, Google Analytics 4, Shopify, Google Ads, and Facebook Ads. Perfect for tracking key metrics and enhancing performance in the competitive e-commerce landscape.
Track key metrics like CTR, conversion rate, and share of voice with the Facebook Insights competitors report template. Analyze performance across demographics, channels, and timeframes. Leverage social media and Facebook public data to refine your strategy. Perfect for marketing teams aiming to consolidate insights and achieve specific goals.
Optimize your LinkedIn Pages strategy with this report template. Track CTR, conversion rate, and engagement. Analyze metrics by audience, objectives, and channels. Measure performance across demographics and timeframes. Perfect for marketing teams to refine strategies and achieve LinkedIn goals.
Get the actual PPC multi-channel on Looker Studio template used by Porter to monitor PPC performance.
Measure key metrics with the Store performance report template. Analyze total revenue, conversion rates, and traffic sources. Segment by audience, marketing channels, and campaign objectives. Consolidate data from E-commerce, Google Analytics 4, Shopify, Google Ads, Facebook Ads, and SEO. Perfect for marketing teams to track performance and optimize strategies.
ActiveCampaign report template: Track key metrics like click-through rate, conversion rate, and ROI. Analyze customer acquisition cost and average order value. Segment by audience, campaign objectives, and timeline. Ideal for B2B, CRM, and email marketing teams seeking actionable insights through automation.
Optimize your strategy with this DTC report template. Track revenue, conversion rates, and cost per acquisition. Blend data from E-commerce, Google Analytics 4, Shopify, Google Ads, and Facebook Ads. Segment by demographics, behavior, and time. Perfect for marketing teams to measure key metrics and enhance E-commerce performance.
Frequency report template consolidates metrics like conversion rate, ROI, and CTR from Facebook Ads, TikTok Ads, and Google Ads. Analyze audience targeting and campaign duration. Track performance by time period. Designed for marketing teams to measure PPC strategies and optimize paid media efforts efficiently.
Optimize your SEO strategy with this Google Search Console report template. Track key metrics like conversion rate, ROI, and CTR. Analyze data by age, gender, device, and location. Perfect for marketing teams to measure performance and gain actionable insights, enhancing your online presence over time.
Optimize your local SEO strategy with this Local SEO report template. Track CTR, conversion rate, and cost per conversion. Analyze keyword ranking, organic traffic, and local pack visibility. Segment data by demographics, location, and behavior over time. Perfect for marketing teams aiming to achieve specific goals and improve performance.
This Acquisition report template helps marketing teams track key metrics like conversion rate, ROI, and CTR. Analyze dimensions such as target audience and campaign goals. Integrate data from Google Analytics 4, Copy, and PPC. Ideal for measuring performance and refining strategies to meet specific objectives.
Optimize your strategy with this Social Media report template. Analyze conversion rates, ROAS, and engagement metrics from Instagram Insights and LinkedIn Pages. Track key metrics like likes, comments, and shares. Segment by audience, age, and location. Perfect for marketing teams to measure performance and achieve specific goals.
A client presentation report is a document that consolidates data from multiple sources (e.g., CRM systems, project management tools, financial software) to track and display key performance indicators (KPIs) (e.g., project progress, budget utilization, client satisfaction), enabling teams to monitor performance and create presentations for clients and executives.
Client presentation reports are typically created 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.
An actionable client presentation report balances context and specificity based on the audience (executives, managers, and clients) and their use cases.
Executive reports for CEOs, CFOs, and clients show the bottom-line impact of projects. Reviewed weekly, monthly, or quarterly, they include:
Manager reports have cross-project views with drill-downs to see performance by client, project, region, team member, and phase. They help align teams, define tactics, and include:
Operational reports for analysts and project managers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:
Operational reports are highly customized, built in flexible tools like Google Sheets or Looker Studio to enable data cleaning, blending, annotations, and integrating multiple sources.
To build a client presentation 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:
Define and connect the data sources to bring to your report. Common sources are CRM systems for client data, project management tools for project tracking, financial software for budget and cost data, and communication platforms for client interactions.
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 from dozens of client presentation report templates in Google Sheets or Looker Studio, designed for use cases like project tracking, budget monitoring, client satisfaction, and performance analysis.
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 client interactions, project milestones, financial data, and all the fields and metrics that you define as "success" and "performance".
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 client presentation use cases, such as project tracking, budget monitoring, client satisfaction, and performance analysis.
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:
You can follow these tutorials on adding data to your reports
To make your client presentation reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand.
Follow these tutorials to design your client presentation reports:
Share your client presentation reports via links, PDF, schedule emails, and control permissions.
Client presentation reports should include a mix of project progress, financial, client satisfaction, and performance metrics and KPIs to fully understand the performance of projects towards business goals. They include:
Project progress KPIs measure the advancement of projects, regardless of the client:
Financial KPIs compare your project outputs to the cost, including:
Performance KPIs compare the input with the output from one project phase to another
To analyze these KPIs, segment them by:
