Best B2B dashboard templates for marketing teams and agencies (2025)

Free, white-label B2B dashboard templates on Looker Studio and Google Sheets built and curated by our team and customers, downloaded by +10,000 marketing teams and agencies in 60 countries.

ActiveCampaign Dashboard template

The ActiveCampaign Dashboard Template is designed for B2B companies focusing on CRM and Email Marketing. This template integrates seamlessly with ActiveCampaign, providing a robust platform for managing customer relationships and automating marketing efforts.

With this dashboard, businesses can:

  • Monitor and analyze email marketing campaigns in real-time.
  • Track customer interactions and engagement metrics.
  • Automate marketing workflows to streamline operations.

The template supports automation features, allowing users to set up triggers and actions that respond to customer behavior, ensuring timely and relevant communication.

Utilize the ActiveCampaign Dashboard Template to optimize your CRM strategies and drive business growth through targeted email marketing and automation.

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B2B Dashboard template

The B2B Dashboard template integrates with HubSpot, Facebook Ads, Google Ads, LinkedIn Ads, and Google Analytics 4 to provide a centralized view of your marketing and sales data.

Utilize this dashboard to track and analyze:

  • CRM Data from HubSpot for lead management and sales performance.
  • PPC Campaigns across Facebook, Google, and LinkedIn Ads to monitor ad spend and ROI.
  • SEO Metrics to assess organic search performance and traffic sources.
  • Website Analytics through Google Analytics 4 for user behavior insights and conversion tracking.

This template is designed for B2B marketers seeking to streamline data from multiple platforms into a single, actionable interface.

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B2B Funnel Dashboard template

The B2B Funnel Dashboard template is designed for businesses using HubSpot to track and manage their sales funnels effectively. This template provides a structured view of your sales process, allowing you to monitor each stage of the funnel with precision.

With this dashboard, you can:

  • Visualize the entire sales funnel from lead generation to deal closure.
  • Analyze conversion rates at each stage to identify potential bottlenecks.
  • Track the performance of sales teams and individual representatives.
  • Integrate seamlessly with HubSpot for real-time data updates.

This template is essential for B2B companies aiming to optimize their sales strategies and improve their overall sales process management.

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B2B KPI tracker Dashboard template

The B2B KPI Tracker Dashboard Template is designed for businesses using HubSpot to monitor and analyze their performance metrics effectively. This template provides a structured approach to track essential KPIs, ensuring that your business objectives align with your operational activities.

With this dashboard, you can:

  • Visualize critical performance indicators in real-time.
  • Integrate seamlessly with HubSpot for automated data updates.
  • Customize the dashboard to focus on specific metrics relevant to your business goals.

Utilize this template to maintain a clear overview of your business’s performance, facilitating data-driven decision-making and strategic planning.

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B2B Marketing performance Dashboard template

The B2B Marketing Performance Dashboard template provides a centralized view of your marketing efforts across multiple channels. This dashboard integrates data from CRM systems, Email Marketing platforms, and advertising networks to offer a complete picture of your marketing performance.

Track and analyze data from:

  • HubSpot for CRM insights and lead management.
  • Google Ads and Facebook Ads for PPC campaign performance.
  • LinkedIn Ads to monitor B2B engagement and conversions.
  • Google Analytics 4 for web traffic and user behavior analysis.

This dashboard template allows you to monitor campaign performance, lead generation, and ROI metrics, providing actionable insights for strategic decision-making.

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CRM Dashboard template

The CRM Dashboard Template is designed for B2B companies focusing on CRM and Email Marketing strategies. This template integrates seamlessly with platforms like HubSpot, Mailchimp, and ActiveCampaign, providing a centralized view of your sales and marketing activities.

Utilize this dashboard to:

  • Track and manage sales pipelines efficiently.
  • Monitor email marketing campaigns and their performance metrics.
  • Analyze customer interactions and engagement levels.
  • Access real-time data from HubSpot and other CRM tools.

This template serves as a foundational base for businesses aiming to streamline their CRM processes and optimize their email marketing efforts.

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Cross-channel Dashboard template

The Cross-channel Dashboard template is designed for PPC and Marketing professionals in the E-commerce and B2B sectors. This template provides a centralized view of your advertising efforts across multiple platforms.

Track and analyze performance from:

  • Facebook Ads
  • Google Ads
  • LinkedIn Ads
  • TikTok Ads

Utilize this dashboard to monitor campaign metrics, compare platform performance, and make data-driven decisions. The template supports integration with various ad platforms, allowing for real-time data synchronization and reporting.

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HubSpot Dashboard template

The HubSpot Dashboard Template is designed for B2B companies focusing on CRM and Email Marketing. This template provides a structured view of your marketing and sales data, enabling you to track and analyze your funnels and inbound marketing efforts effectively.

With this dashboard, you can:

  • Monitor lead generation and conversion rates through detailed funnel analysis.
  • Track email campaign performance metrics, including open rates and click-through rates.
  • Analyze customer interactions and engagement within the HubSpot CRM.

Utilize this template to align your marketing strategies with your business objectives, ensuring a data-driven approach to inbound marketing.

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Lead generation Dashboard template

The Lead Generation Dashboard Template is designed for B2B marketers and sales teams to streamline their lead management process. This template integrates with popular platforms such as Google Ads, LinkedIn Ads, Facebook Ads, and HubSpot, providing a centralized view of your lead generation efforts.

Utilize data from Google Analytics 4 to track and analyze the performance of your campaigns. The dashboard offers insights into:

  • Lead Sources: Identify which channels are driving the most leads.
  • Conversion Rates: Monitor the effectiveness of your PPC campaigns.
  • CRM Integration: Seamlessly connect with HubSpot to manage and nurture leads.

This template is essential for businesses looking to optimize their B2B lead generation strategy by leveraging data from multiple advertising and analytics platforms.

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LinkedIn Ads Dashboard template

The LinkedIn Ads Dashboard Template is designed for professionals focused on PPC and Lead Generation in the B2B sector. This template provides a structured view of your Paid Media campaigns on LinkedIn, offering insights into performance metrics and audience engagement.

Key features include:

  • Campaign Performance Metrics: Track impressions, clicks, and conversions to understand the effectiveness of your LinkedIn Ads.
  • Audience Insights: Analyze demographic data to refine targeting strategies and improve lead quality.
  • Budget Management: Monitor spend and ROI to optimize your advertising budget.
  • Conversion Tracking: Measure lead generation success and identify high-performing campaigns.

This dashboard is essential for marketers aiming to maximize their LinkedIn Ads impact and drive business growth through targeted PPC strategies.

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LinkedIn Ads Dashboard template

The LinkedIn Ads Dashboard Template is designed for PPC specialists and B2B SaaS companies focusing on lead generation through LinkedIn Ads. This template provides a structured view of your advertising performance, enabling data-driven decisions.

Features include:

  • Campaign Performance Metrics: Track impressions, clicks, and conversions to understand campaign effectiveness.
  • Audience Insights: Analyze demographic data to refine targeting strategies.
  • Budget Management: Monitor spend and ROI to optimize ad spend.
  • Lead Generation Tracking: Measure the quality and quantity of leads generated.

This dashboard is essential for marketers aiming to maximize their LinkedIn Ads strategy and achieve measurable results in the B2B sector.

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What is a B2B dashboard?

A B2B dashboard is an interface tool that consolidates data from multiple sources (e.g., CRM systems, ERP software, LinkedIn) to track and display key performance indicators (KPIs) (e.g., lead conversion rate, customer acquisition cost, sales pipeline), enabling teams to monitor business performance and create presentations for stakeholders and executives. 

B2B dashboards are typically built 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.

What to include in a B2B dashboard?

An actionable B2B dashboard balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.

Executive B2B dashboards

Executive dashboards for CEOs, CFOs, and stakeholders show the business's bottom-line impact. Reviewed weekly, monthly, or quarterly, they include:

  • Revenue analysis: by product line, using attribution for large budgets.
  • Unit economics analysis: CAC, LTV, payback, ARPU from acquired customers
  • Cohort analysis: retention, expansion, and LTV by customer cohort (sign-up period, acquisition channel)
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

B2B manager dashboards

Manager dashboards have cross-department views with drill-downs to see performance by client, product, region, team member, and sales stage. They help align teams, define tactics, and include:

  • Cross-department reporting: overall performance, product, client, or region reporting across departments
  • Goal tracking: compare current performance vs objectives
  • Audits for prioritization and spotting issues 
  • Competitive analysis for market and strategy mapping
  • Industry, market, and customer research

Operational B2B Dashboards

Operational dashboards for analysts and department managers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:

  • Sales: pipeline status, lead conversion, deal velocity
  • Customer support: ticket resolution time, customer satisfaction scores
  • Finance: budget tracking, expense management
  • Operations: supply chain efficiency, inventory levels

Operational B2B dashboards are highly customized, built in flexible tools like Google Sheets or Looker Studio to enable data cleaning, blending, annotations, and integrating multiple sources.



How to build a B2B dashboard?

To build a B2B dashboard, 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 dashboard, design and share via link, PDF or email. 

Here’s the breakdown: 

Connect data sources

Define and connect the data sources to bring to your dashboard. Common sources are CRM systems for sales data, ERP software for operational data, and LinkedIn for lead generation.

To connect your data sources, go to portermetrics.com, choose the data sources to bring to your dashboard. 

You can follow these tutorials on connecting your data:

Choose a template

Choose from dozens of B2B dashboard templates in Google Sheets or Looker Studio, designed for use cases like sales monitoring, budget tracking, and operational efficiency. 

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, 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 B2B reporting use cases, such as sales monitoring, budget tracking, and operational efficiency. 

Select metrics, dimensions, and charts

Once your dashboard 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: 

  1. Select the data source and the account connected to it
  2. Choose metrics (e.g. Leads, revenue, expenses, etc.). 
  3. Choose breakdowns to segment your data (e.g. by date, product line, region, etc.)

You can follow these tutorials on adding data to your dashboards

Design

To make your B2B dashboards truly white-label you can add logos, colors, fonts, and styling to mirror your brand. 

Follow these tutorials to design your B2B dashboards:

Share

Share your B2B dashboards via links, PDF, schedule emails, and control permissions.

KPIs to include in a B2B dashboard?

B2B dashboards should include a mix of sales, operational, financial, and customer metrics and KPIs to fully understand the performance of business operations towards goals. They include:

Sales KPIs measure the buying process (from the business perspective), regardless of the channel: 

  • Lead metrics: lead volume, lead conversion rate
  • Sales metrics: deals closed, sales cycle length
  • Customer metrics: customer retention, customer satisfaction

Operational KPIs compare your business outputs to the cost, including:

  • Efficiency: cost per lead, cost per acquisition
  • Productivity: revenue per employee

Financial KPIs compare the input with the output from one business stage to another

  • Revenue: total revenue, recurring revenue
  • Profitability: gross margin, net profit margin

Customer and cost KPIs show the bottom-line impact of your business performance:

  • Customer: customer lifetime value, churn rate
  • Cost: operational expenses, payroll
  • Efficiency: ROI, CAC
  • Effectiveness: average deal size, average contract value

To analyze these B2B KPIs, segment them by:

  • Channel: direct, partner, LinkedIn vs email
  • Time: Hourly, daily, weekly, monthly
  • Business: client, branch, region
  • Product: product line, service type
  • Customer: industry, company size, location