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Marketing report templates
Porter’s 175 marketing report templates are grouped by what each one reports on. Filter by tool or use case and open a card for its preview and setup.
175 templates
SEO and local SEO report templates
Claude
SEO dashboard template
See which Search Console clicks turn into GA4 sessions and key events.
ClaudeMonthly SEO dashboard template
Show month-on-month SEO results and the pages that moved them.
ClaudeWeekly SEO report template
Run your Monday SEO check: this week vs last and the queries and pages that moved.
ClaudeClient SEO dashboard template
Report clicks, sessions and key events against each client's goals.
ClaudeSEO KPI dashboard template
Track 10 SEO KPIs against your monthly targets and see which ones will miss before month end.
Claude
SEO marketing dashboard template
See what SEO earns next to paid search, from revenue share to the value of organic clicks.
ClaudeKeyword ranking dashboard template
Track which keywords reach page one and what moved this week.
ClaudeKeyword research report template
Find keywords you can win, see where you already rank and spot gaps with no page.
ClaudeSEM dashboard template
Find search terms you pay for but already rank for, and queries worth bidding on.
ClaudeGoogle Search Console dashboard template
Find queries close to page one and fix low CTR by page and device.
ClaudeGA4 SEO dashboard template
See which landing pages bring organic sessions and key events.
ClaudeWeb analytics dashboard template
See which pages win visits, which landing pages convert and which pages lose search clicks.
ClaudeSEO audit report template
Fix the site issues that cost the most clicks, from broken pages to slow top pages.
ClaudeSEO monitoring dashboard template
Catch SEO drops early with alerts from your own thresholds and a daily check against GA4.
Claude
Local SEO dashboard template
Compare calls, directions and website clicks for every location.
ClaudeGoogle Business Profile dashboard template
See Maps and Search views, calls and reviews for each location.
Porter dashboardSEO dashboard
Send Search Console clicks, rankings and pages to your team or client every month in one live link.
Porter dashboardSEO keyword ranking tracker
Follow the position of every query and the page that ranks for it.
Porter dashboardSEO keyword research
Find queries with many impressions and few clicks to target next.
Porter dashboardSERP tracking dashboard
See how clicks and CTR change as each query moves in Google.
Porter dashboardGoogle Search Console dashboard
Share clicks and CTR by query and page in one link.
Porter dashboardLocal SEO dashboard
Follow calls, direction requests, website clicks and reviews per location.
Porter dashboardGoogle Business Profile dashboard
Track views, calls and website clicks per location, plus post views.
Data StudioSEO report template
Review organic traffic and keyword rankings each month, by channel or audience.
Data StudioMonthly SEO report template
Compare clicks, impressions, CTR and position with the previous period, by page, query and device.
Data StudioOne-page SEO report
See clicks, devices, countries and top queries for your site on a single page.
Data StudioSEO keyword ranking tracker
Follow your keyword rankings over time and see which ones slipped this week.
Data StudioSEO keyword research
Spot queries that show often but earn few clicks.
Data StudioSEO SERP tracking
Follow position, clicks and CTR per query over time.
Data StudioGoogle Search Console report template
Spot pages and queries gaining or losing clicks, by country and device.
Data StudioWebsite content performance
Rank landing pages by sessions, views and active users, and compare traffic with last year.
Data StudioLocal SEO report template
Report views, calls and direction requests for each location.
Data StudioGoogle Business Profile report template
Show each location's views, customer actions, reviews and post views.
Data StudioFree local SEO report
See calls, website clicks and direction requests by day, and the weekday with most actions.
Google SheetsGoogle Business Profile performance
Track impressions, direction requests, calls and website clicks by month in Google Sheets.
Google SheetsGoogle Business Profile audit
Check each location against a profile checklist and see what to fix first.
Google SheetsGoogle Business Profile review analysis
Follow reviews and average rating by day and month for every location.PPC and paid ads report templates
Claude
Meta Ads dashboard template
Track Meta Ads spend, ROAS and cost per purchase, and catch ad fatigue early.
Claude
ROAS dashboard template
Check each ad platform's ROAS against GA4 revenue and find campaigns below break-even.
Claude
Cross-channel marketing dashboard template
Compare spend, CPA and ROAS across your ad platforms next to GA4.
ClaudePPC dashboard template
Compare Google Ads and Microsoft Ads spend and cost per conversion side by side.
ClaudeLinkedIn Ads dashboard template
Track LinkedIn Ads leads and cost per lead, and see which job titles you reach.
ClaudeMicrosoft Ads dashboard template
Find Microsoft Ads keywords that waste spend and pace campaigns against the monthly budget.
Porter dashboardFacebook Ads dashboard
Give clients one live link to each campaign and ad's results.
Porter dashboardFacebook Ads KPI tracker
Check every KPI day by day against the previous period.
Porter dashboardMeta Ads dashboard by Kodalogic
See impressions, link clicks and spend by campaign, device and state on one page.
Porter dashboardFacebook Ads campaign performance
Find the campaign whose cost per purchase is climbing before it eats the budget.
Porter dashboardFacebook Ads audience
Learn which ages, genders, countries and placements bring results.
Porter dashboardFacebook Ads funnel
See where people drop between impression, click and purchase.
Porter dashboardFacebook Ads attribution
Compare purchases across conversion windows before you judge a campaign.
Porter dashboardFacebook Ads budget tracking and pacing
Know if you are over or under budget and what to spend per day.
Porter dashboardFacebook Ads + Google Ads
Put Facebook Ads next to Google Ads to see which one brings cheaper conversions.
Porter dashboard
Paid media e-commerce
Put Google Ads, Meta Ads and TikTok Ads spend next to purchases, day by day.
Porter dashboardPaid media client presentation
Walk clients through Facebook Ads and Google Ads results, slide by slide.
Porter dashboardAd frequency dashboard
Compare reach, CPM and spend for Facebook Ads, TikTok Ads and Google Ads against your goals.
Porter dashboard
PPC dashboard
See spend, CTR and impressions for every ad platform on one page, against your goals.
Porter dashboardPPC KPIs
Follow blended spend, clicks and conversions day by day, platform by platform.
Porter dashboardPPC monthly report
Show month-by-month spend by channel and the conversions it brought.
Porter dashboardPPC campaign performance
Rank campaigns from every ad platform by spend, clicks and conversions.
Porter dashboardPPC budget tracking and pacing
Watch daily spend on each platform and catch the day it jumps.
Porter dashboardPPC funnel
Follow impressions to clicks to conversions, with CPM, CPC and CPA at each step.
Porter dashboardGoogle Ads dashboard
Show cost, conversions and cost per conversion, with a map of where clicks come from.
Porter dashboardGoogle Ads overview
See revenue, cost and ROAS, and the funnel from impressions to conversions.
Porter dashboardGoogle Ads campaign performance
Compare campaigns side by side on cost, CTR, conversions and conversion value.
Porter dashboardGoogle Ads keyword analysis
Find search terms that cost money and bring no conversions.
Porter dashboardGoogle Ads Performance Max
See Performance Max clicks over time and its share next to Search, Shopping and Display.
Porter dashboardGoogle Ads audience
Learn which devices, countries and audiences bring conversions.
Porter dashboardGoogle Ads funnel
Follow impressions to clicks to conversions, with the cost of each step.
Porter dashboardGoogle Ads peak hours
Find the days and hours your ads get the most clicks.
Porter dashboardSEM dashboard
Compare Google Ads campaigns by cost, conversions and CPA in one wide table.
Data StudioFacebook Ads report template
See which campaigns, ad sets and ads earn their spend.
Data StudioFacebook Ads KPI tracker
Follow your Facebook Ads KPIs over time and spot the day a number turned.
Data StudioMeta Ads report by Kodalogic
Compare campaigns, ad sets and placements on one page.
Data StudioFacebook Ads monthly client report
Send clients a month-by-month view of spend, results and cost per result.
Data StudioFacebook Ads goal tracker
Compare leads, clicks and conversions with your goals on gauges and monthly trend lines.
Data StudioFacebook Ads campaign performance
Compare campaigns by objective, placement and audience.
Data StudioFacebook Ads audience
Break down results by age, gender and location to target better.
Data StudioFacebook Ads funnel
Follow each campaign from impressions to conversions and find the leak.
Data StudioFacebook Ads attribution
See how the attribution window changes each campaign's purchases.
Data StudioFacebook Ads e-commerce funnel
Follow purchases from impression to landing page, cart, checkout and payment.
Data StudioFacebook Ads budget tracking and pacing
Compare daily and cumulative spend with your budget for the month.
Data StudioFacebook Ads + Google Ads
Compare Facebook Ads and Google Ads spend in one blended chart.
Data StudioFacebook Ads and Google Ads overview
Put Google Ads and Meta Ads clicks, cost and conversions side by side with blended spend.
Data StudioPaid media e-commerce
Compare TikTok Ads, Google Ads and Meta Ads spend and purchases day by day in one table.
Data StudioPaid media client presentation
Show a client Facebook Ads and Google Ads spend, clicks and conversions with your comments.
Data StudioAd frequency report template
Set objectives per platform and review reach, impressions and CTR for each one.
Data StudioPPC report template
Compare each channel's spend, clicks and conversions, with spend over time.
Data StudioPPC KPIs
Track each KPI by date for Meta Ads and Google Ads in one table.
Data StudioPPC multi-channel report
See every ad platform's spend over time and its share of the budget.
Data StudioPPC campaign performance
Group campaigns by platform and find the ones that spend without converting.
Data StudioPPC budget tracking and pacing
Compare spend with results per platform and see where the budget goes.
Data StudioPPC funnel
See where each platform loses people between impression and conversion.
Data StudioGoogle Ads report template
Report visibility, clicks and conversions, with cost and conversions by month.
Data StudioGoogle Ads overview report
Track impressions, clicks and conversions over time against the last period.
Data StudioGoogle Ads campaign performance
Filter by channel and campaign type and rank campaigns by cost per conversion.
Data StudioGoogle Ads keyword analysis
Filter search terms by ad group and match type, and sort them by cost.
Data StudioGoogle Ads Performance Max
Compare Performance Max campaigns by cost, conversions and conversion value.
Data StudioGoogle Ads audience
Break down cost by audience, audience type and device.
Data StudioGoogle Ads funnel
See conversion rate and cost per conversion next to revenue and ROAS.
Data StudioGoogle Ads peak hours
Use an hour-by-day heatmap to schedule bids for the hours that work.
Data StudioSEM report template
Review every Google Ads campaign's cost, CTR and conversions, row by row.
Google SheetsFacebook Ads budget tracking and pacing
Get the daily spend that finishes the month on budget.
Google SheetsLinkedIn Ads budget tracking and pacing
Check LinkedIn Ads spend against your yearly, quarterly and monthly budget.
Google SheetsTikTok Ads budget tracking and pacing
See if TikTok Ads is under or overspending and the daily spend that fixes it.
Google SheetsX Ads budget tracking and pacing
Pace X Ads spend by day, week, month and quarter against budget.Social media report templates
Claude
Social media dashboard template
Compare Instagram, Facebook, TikTok and LinkedIn growth, engagement and top posts.
ClaudeInstagram dashboard template
See which posts, Reels and Stories grow your account and when your followers are online.
ClaudeFacebook Page dashboard template
Find out why your Page reach moves and which posts and videos your followers engage with.
ClaudeLinkedIn Page dashboard template
Track company page followers and posts, and see which job titles and industries follow you.
ClaudeTikTok dashboard template
See which TikTok videos people finish and follow you for, and when your followers are online.
Claude
YouTube dashboard template
See which videos keep people watching and how Shorts compare to long videos.
ClaudeInfluencer dashboard template
See which creators bring sessions and sales, and what each returns on their fee.
Porter dashboardSocial media engagement
Follow reactions, comments and shares month by month on every network.
Porter dashboardSocial media followers tracking
Track follower growth on every network and spot the one that stalls.
Porter dashboardSocial media post performance
Rank Facebook, Instagram and LinkedIn posts by impressions and engagement.
Porter dashboardSocial media competitors dashboard
Benchmark your followers and engagement rate against rival Instagram accounts.
Porter dashboardInstagram competitors dashboard
Benchmark followers, posts and engagement rate against any public Instagram account.
Porter dashboardFacebook competitors dashboard
Compare your Page with competitors by posts, reactions, shares and comments.
Data StudioSocial media engagement
Compare engagement over time across Facebook, Instagram and LinkedIn.
Data StudioSocial media followers tracking
Watch total and new followers on each network, month by month.
Data StudioSocial media post performance
Find the posts and post types that earned the most impressions.
Data StudioSocial media competitors report template
Compare competitor accounts by followers, posts and engagement.
Data StudioInstagram competitors report template
Compare public Instagram accounts by followers, media count and engagement.
Data StudioFacebook competitors report template
See which content type wins engagement for each competitor Page over time.
Google SheetsInstagram follower tracker
Track followers, profile visits and link taps against a monthly target in Google Sheets.
Google SheetsInstagram post analytics
Pull post and Reels reach, engagement and best hour to post into a sheet.
Google SheetsFacebook post analytics
Pull every Facebook post with its reach, reactions and clicks into a sheet that refreshes itself.GA4, analytics and marketing report templates
ClaudeGoogle Analytics dashboard template
See which channels and AI assistants bring visitors, key events and revenue.
Claude
Marketing dashboard template
See which channels turn ad spend into leads, won deals and revenue.
ClaudeMarketing KPI dashboard template
Track ad spend, conversions and revenue week by week against your targets.
ClaudeExecutive dashboard template
Show leadership revenue, ad spend, MER and pipeline on one page.
Porter dashboard
A/B testing dashboard
Compare two email campaigns by opens, clicks and unsubscribes to pick the winner.
Porter dashboardMulti-channel marketing performance
Put GA4, ads and social results on one page your team checks every week.
Porter dashboardMarketing ad spend dashboard
See ad spend over time for TikTok Ads, Meta Ads, LinkedIn Ads, Google Ads and X Ads.
Porter dashboardPESO model dashboard
Report paid, earned, shared and owned results against an objective for each one.
Porter dashboardB2B marketing performance
Compare ad spend, clicks and CTR for Google Ads, Meta Ads and LinkedIn in one table.
Porter dashboard
Customer LTV dashboard
See how much repeat and new customers spend over time, customer by customer.
Porter dashboardAverage order value dashboard
Follow orders and average order value day by day, with payment status.
Porter dashboardLead generation dashboard
Put HubSpot deals next to Google Ads, Meta Ads and LinkedIn Ads spend, day by day.
Data StudioA/B testing report template
Put test A and test B side by side with your notes on why one won.
Data StudioMulti-channel marketing performance
Compare CTR, ROI and engagement by channel, from SEO to Facebook Ads.
Data StudioMarketing ad spend report template
Compare spend with impressions per platform and see how the budget splits.
Data StudioPESO model report template
Track paid campaign spend, reach and CPM next to social and website results each month.
Data StudioB2B marketing performance
See Google Ads, Meta Ads and LinkedIn Ads results over the year on one chart.
Data StudioFull digital marketing report
Move from Google Ads to social, SEO and paid social pages in one Data Studio report.
Data StudioAgency digital marketing analysis
Give each client one report with e-commerce, SEO, Google Ads, Facebook Ads and social pages.
Data StudioMarketing KPIs report template
Track revenue, cost, clicks and conversions with each KPI against the last period.
Data StudioCustomer LTV report template
Rank customers by total sales and returns and compare repeat and new buyers.
Data StudioAverage order value report template
See which orders lift average order value and how many are paid in full.
Data StudioLead generation report template
Compare blended ad spend with the deals and deal amount it brought each day.
Data StudioCRM dashboard template
Follow deals by stage, status and owner with a funnel view of your pipeline.
Google SheetsGA4 e-commerce funnel
Follow users from item view to add to cart, checkout and purchase, month by month.
Google SheetsShopify customer cohort analysis
See how many customers from each month come back to buy again, in Google Sheets.E-commerce report templates
ClaudeGoogle Ads dashboard template
Find search terms that waste spend and see which campaigns are limited by budget.
Porter dashboardShopify dashboard
See net sales, orders, gross margin and returns, with your top products and customers.
Porter dashboardShopify store performance
See revenue, orders and conversion rate with Google Ads and GA4 traffic.
Porter dashboardShopify KPIs dashboard
Check net sales, orders, returns and discounts for every day in one table.
Porter dashboardShopify attribution dashboard
See which UTM sources and campaigns bring Shopify sales over time.
Porter dashboardE-commerce dashboard
Put store sales, ROI, blended ROAS and ad spend from every platform on one page.
Porter dashboardDTC dashboard
See Shopify sales by UTM source and medium with orders and new customers.
Porter dashboardDropshipping dashboard
Follow orders, purchases, ROAS and CPA from Shopify, Meta Ads and Google Ads.
Porter dashboard
Amazon Seller Central dashboard
Track Amazon order totals, sales, shipping and order status against the last period.
Data StudioShopify report template
Report Shopify sales, tax, returns and discounts, and sales by UTM source.
Data StudioShopify store performance
Break down revenue and conversion rate by traffic source and campaign.
Data StudioShopify KPIs report template
Watch daily Shopify sales, quantity and shipping next to the period totals.
Data StudioShopify attribution report template
Rank landing pages and UTM sources by the Shopify sales they bring.
Data StudioE-commerce report template
Compare customers, orders and ad spend by platform for your online store.
Data StudioDTC report template
Put revenue and cost per acquisition from Shopify, GA4, Google Ads and Facebook Ads together.
Data StudioDropshipping report template
Compare gross sales with ad spend and cost per order to see if each sale pays off.
Data StudioAmazon Seller Central report template
Filter Amazon orders by status and product and compare sales with the previous 30 days.
Google SheetsShopify sales and orders
Pull Shopify sales and orders into a sheet you can total by month.
Google SheetsShopify inventory audit
Find best sellers running low on stock and slow products to promote, in Google Sheets.
Google SheetsAmazon orders and sales
Pull Amazon sales, orders, returns and fees by month into a sheet that refreshes itself.
Google SheetsAmazon FBA inventory
Check fulfillable, damaged and inbound FBA stock by SKU in Google Sheets.
Google SheetsShopify acquisition analysis
Split Shopify sales, AOV and orders by source and by new or returning customer.No template for that combination.
Marketing report example
Porter’s marketing report example is a Claude report on Trailgear demo data. Click through its four views before connecting anything.
What to include in a marketing report
A marketing report built on Porter’s templates has six parts, in the order a client or manager reads them.
1
KPIs against targets
Spend, conversions and revenue against your targets: marketing KPI dashboard template.
6
Next steps
Two or three actions for the next period, agreed with the client or team.
Match the detail to the reader: leadership needs KPIs and revenue; specialists need the channel reports. Open a gallery below for every template on one channel.
How to set up a marketing report template
Every Porter marketing report template starts with one free step: connect your accounts in Porter. Then set it up in your reporting tool.
On Porter’s Free plan, Claude reads the last 15 days and Data Studio and Google Sheets up to 30 days. The 14-day trial has full access and needs no card (Porter pricing).
In Claude
Sign up free at Porter, open Data sources and connect the accounts your report needs, for example your GA4 property and ad accounts for the marketing KPI report.
In Claude, go to Customize → Connectors → Add custom connector, paste
https://mcp.portermetrics.com/mcpand name it Porter Metrics. Click Continue, sign in to Porter and allow access.Open a new chat, paste the install prompt and put your accounts in place of the one in brackets (GA4 to Claude tutorial). Claude reads your data through Porter’s MCP (Model Context Protocol), an open standard that lets Claude read data from other tools.
Install prompt
Duplicate this Claude dashboard template and keep its layout, views and styling: https://claude.ai/artifact/Y2emDYTx2csMEeQCmBJzBz
Then rebuild it with my own data through Porter: a marketing KPI dashboard for [brand] for the last 14 days from Google Ads, Meta Ads and GA4: KPI cards for ad spend, conversions, ROAS, cost per conversion, Purchase revenue and Key events against the previous 14 days; a KPI table by week; each KPI against these targets: [your targets]; spend against these monthly budgets: [Google Ads budget], [Meta Ads budget]; a campaign table with cost per conversion and ROAS; a daily trend; and the GA4 purchase funnel.Claude Dashboards is in beta on Pro, Max, Team and Enterprise (Anthropic’s guide to Claude Dashboards).
As a Porter dashboard
Open a Porter dashboard card and click Download template.
Sign in to Porter and pick your accounts.
Share it with viewer or editor access, or schedule it by email.
In Data Studio
Open a Data Studio card and click Download template.
Click the three-dot menu (⋮) in the top-right corner and select Make a copy.
Choose your Porter data sources, click Copy Report and set the date range you report on, for example last month compared with the previous period.
In Google Sheets
Open a Google Sheets card and make a copy.
Install the Porter extension, authorize it and choose your accounts.
Run the prebuilt queries and set the refresh to daily or weekly.
Need Excel? In Google Sheets, choose File → Download → Microsoft Excel (.xlsx).
What makes these marketing report templates different
Marketing reports usually mean exports from every platform. Porter’s templates pull the data in and update themselves.
1
See a live example first
Click through the Claude marketing report example on demo data without an account.
2
Every channel covered
SEO, PPC, social media, analytics and e-commerce templates in one place, filtered by tool and channel.
3
Ask follow-up questions
In Claude, ask why a number moved and get the answer from your own data.
4
One report, four tools
Explore it in Claude, send it as a Porter link, or keep it in Data Studio or Google Sheets.
5
Unlimited accounts on every plan
Connect as many accounts as you manage, even on the free-forever plan, and switch clients with one filter.
More report template galleries
Porter has a gallery for each channel, data source and tool.
- SEO report templates→
- Local SEO report templates→
- SERP analysis report templates→
- Keyword tracking report templates→
- PPC report templates→
- Google Ads report templates→
- Facebook Ads report templates→
- Social media report templates→
- Instagram Insights report templates→
- Facebook Insights report templates→
- Follower tracking report templates→
- Google Analytics 4 report templates→
- Data analytics report templates→
- E-commerce report templates→
- Monthly report templates→
- Weekly report templates→
- KPI report templates→
- Claude dashboard templates→
Marketing report template FAQ
Are these marketing report templates free?
Yes. All 175 Porter marketing report templates and prompts are free to download, and the Free plan never expires. Longer date ranges need the 14-day trial or a paid plan from $12.50 per account a month, billed annually (Porter pricing).
What should a marketing report include?
KPIs against targets, results by channel, paid ads, SEO and social performance, what changed and why, and the next steps.
Can I report on several accounts or clients?
Yes. Porter connects unlimited accounts, even on the free-forever plan. Connect every account you manage and switch between them with the account filter.
Can I send the report automatically?
Yes. A Porter dashboard shares by link and PDF and can be scheduled by email every week or month. In Data Studio, use Share, Schedule delivery.
Claude, Porter dashboard, Data Studio or Google Sheets: which should I use?
Use Claude to build the report and ask follow-up questions, but anyone opening a shared Claude dashboard needs their own Claude access (Anthropic’s guide to sharing artifacts). Use a Porter dashboard for client links and scheduled email, Data Studio if your reports live there, and Google Sheets for formulas or Excel.
Get your free marketing report template
Pick a template, connect your marketing accounts for free and send your first report today.
Free plan · 14-day trial · No card needed