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 the Instagram Insights competitors report template. Analyze CTR, conversion rate, CPA, likes, and engagement. Segment by audience, goals, and duration. Leverage social media and Instagram public data for actionable insights. Perfect for marketing teams to track performance across demographics and timeframes.
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.
Optimize B2B sales with the ActiveCampaign Sales pipeline report template. Track metrics like conversion rates, sales velocity, and average deal size. Analyze CRM data for audience insights. Align campaign goals and messaging strategy. Ideal for sales teams to boost CRM contact conversion and lifetime value.
Track key metrics with this CPA report template. Measure CPA, conversion rate, and CLV across Facebook Ads, TikTok Ads, and Google Ads. Analyze performance by demographic, geographic, and psychographic dimensions. Segment data by timeframes to gain actionable insights and optimize your marketing strategy effectively.
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 with the CMO report template. Measure conversion rates, ROI, and CTR from Facebook Ads, Google Ads, and Paid Media. Analyze demographics, psychographics, and buyer behavior using Google Analytics 4. Ideal for marketing teams to consolidate data and assess performance efficiently.
Track key metrics like conversion rate, CPA, and ROAS with the Facebook Ads E-commerce report template. Analyze audience targeting, ad creative, and budget allocation. Integrate data from Google Analytics 4, Shopify, and Google Ads. Ideal for marketing teams to measure performance and refine strategies by demographic, geographic, and psychographic dimensions.
Get the actual Twitter Ads template used by Porter to monitor PPC performance.
Get the actual Instagram Insights template used by Porter to monitor Social Media performance.
Get the actual E-commerce template used by Porter to monitor E-commerce performance.
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.
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.
Optimize your SEM strategy with this report template. Analyze cost per conversion, conversion rate, and ROAS. Measure click-through rate, social media engagement, and organic search ranking. Segment by audience, content, platform, and more. Perfect for PPC specialists to track Google Ads and Paid Media performance.
Optimize your strategy with the Marketing campaign budget tracking and pacing report template. Track conversion rates, ROI, and CTR across Facebook, TikTok, Google, Twitter, and LinkedIn Ads. Analyze by audience, channel, and time. Integrate Google Analytics 4 for specific insights. Ideal for marketing teams to measure performance and align with objectives.
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.
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.
E-commerce cohorts report template tracks KPIs like conversion rate, CTR, and average order value. Analyze demographic, geographic, and psychographic dimensions. Consolidate data from Google Analytics 4, Shopify, Google Ads, and Facebook Ads. Perfect for marketing teams to measure performance and optimize strategies.
Track and measure key metrics with the SEO On-page report template. Analyze conversion rates, ROI, and click-through rates. Monitor organic and paid keyword rankings over time. Segment by campaign, audience, and time. Ideal for marketing teams to unify strategies and achieve specific goals.
Get the actual TikTok Ads template used by Porter to monitor PPC performance.
Get the actual Instagram Insights template used by Porter to monitor Social Media performance.
Get the actual Daily Marketing performance template used by Porter to monitor Marketing performance.
A marketing automation report is a document that consolidates data from multiple sources (e.g., HubSpot, Marketo, Salesforce) to track and display key performance indicators (KPIs) (e.g., lead scoring, email open rates, conversion rates), enabling teams and agencies to analyze automation workflows and campaign performance and create presentations for clients and executives.
Marketing automation 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 marketing automation report balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.
Executive reports for CMOs, CEOs, and clients show marketing automation's bottom-line impact. Reviewed weekly, monthly, or quarterly, they include:
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:
Operational reports for analysts and channel managers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:
Operational marketing automation 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 marketing automation 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 HubSpot and Marketo for automation performance, Salesforce for CRM data, and email platforms for campaign metrics.
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 marketing automation report templates in Google Sheets or Looker Studio, designed for use cases like lead tracking, email performance, and workflow 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 conversions, CRM contact data, automation events, 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 marketing automation reporting use cases, such as lead tracking, email performance, and workflow 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 marketing automation reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand.
Follow these tutorials to design your marketing automation reports:
Share your marketing automation reports via links, PDF, schedule emails, and control permissions.
Marketing automation reports should include a mix of funnel—lead generation, nurturing, conversion—, efficiency, effectiveness, revenue, and cost metrics and KPIs to fully understand the performance of automation campaigns towards business goals. They include:
Marketing funnel KPIs measure the buying process (from the marketer perspective), regardless of the channel:
Efficiency KPIs compare your marketing outputs to the cost, including:
Effectiveness KPIs compare the input with the output from one funnel stage to another
Sales and cost KPIs show the bottom-line impact of your marketing automation performance:
To analyze these marketing automation KPIs, segment them by:
