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.
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.
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.
Optimize your PPC strategy with this Google Ads report template. Track key metrics like conversion rate, ROI, and CTR. Analyze performance by campaign type, goal, and status. Segment data by age, gender, and location. Ideal for marketing teams to measure and refine paid media campaigns effectively.
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.
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.
Optimize your strategy with this Content marketing report template. Track key metrics like conversion rates, CTR, and website traffic. Analyze demographics, psychographics, and behavior using Google Analytics 4. Ideal for marketing teams to measure performance and achieve objectives across different timeframes.
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.
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.
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.
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.
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.
Analyze key metrics like conversion rate, CTR, and RPE with this Mailchimp report template. Track open rates, click rates, and engagement trends. Segment by campaign, audience, and content type. Ideal for email marketing teams to consolidate strategy and assess performance over time.
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.
Analyze key metrics such as CTR, conversion rate, and engagement with the Social Media competitors report template. Utilize data from Social Media and Instagram Public Data. Segment by audience demographics, content strategy, and timeframes. Perfect for marketing teams to assess performance and optimize strategies.
A CEO report is a document that consolidates data from multiple sources (e.g., financial systems, CRM, HR platforms) to track and display key performance indicators (KPIs) (e.g., revenue growth, profit margins, employee performance), enabling executives to monitor overall business performance and make informed strategic decisions.
CEO 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 CEO report balances context and specificity based on the audience (executives, board members, and stakeholders) and their use cases.
Executive reports for CEOs and board members show the company's bottom-line impact. Reviewed weekly, monthly, or quarterly, they include:
Managerial reports have cross-departmental views with drill-downs to see performance by department, region, team member, and project. They help align teams, define strategies, and include:
Operational reports for analysts and department managers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:
Operational CEO 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 CEO 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 financial systems for revenue and expense data, CRM for customer data, HR platforms for employee data, and ERP systems for operational 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 from dozens of CEO report templates in Google Sheets or Looker Studio, designed for use cases like financial monitoring, operational efficiency, strategic goal tracking, and employee performance.
Learn to copy Looker Studio templates.
While templates are the starting point. Make them specific for your business or organization. Map your specific metrics, especially custom financial metrics, CRM contact data, HR metrics, and all the fields and metrics that you define as "key performance indicators" and "strategic goals".
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 CEO reporting use cases, such as financial monitoring, operational efficiency, strategic goal tracking, and employee performance.
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 CEO reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand.
Follow these tutorials to design your CEO reports:
Share your CEO reports via links, PDF, schedule emails, and control permissions.
CEO reports should include a mix of financial, operational, strategic, and employee performance metrics and KPIs to fully understand the performance of the organization towards business goals. They include:
Financial KPIs measure the financial health and performance of the organization:
Operational KPIs assess the efficiency and effectiveness of business operations:
Strategic KPIs track progress towards long-term goals and objectives:
Employee performance KPIs show the impact of human resources on business performance:
To analyze these CEO KPIs, segment them by:
