Best Budget tracking and pacing dashboard templates for marketing teams and agencies (2025)

Free, white-label Budget tracking and pacing 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.

AOV Dashboard template

The AOV Dashboard Template is designed for e-commerce businesses using Shopify. This template provides a structured view of your Average Order Value (AOV) metrics, enabling data-driven decision-making.

Features include:

  • Real-time Data Integration: Seamlessly connect with your Shopify store to access up-to-date AOV statistics.
  • Customizable Widgets: Tailor the dashboard to display the most relevant AOV data for your business needs.
  • Visual Analytics: Utilize charts and graphs to interpret AOV trends and patterns effectively.

This template is essential for monitoring and analyzing your store’s performance, providing insights into customer purchasing behavior and sales strategies.

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Facebook Ads Attribution Dashboard template

The Facebook Ads Attribution Dashboard template provides a structured view of your PPC campaigns performance. This tool is designed to help marketers understand the attribution of conversions across different touchpoints within Facebook Ads.

With this dashboard, you can:

  • Track the performance metrics of your Facebook Ads campaigns.
  • Analyze the conversion paths to identify which ads contribute to conversions.
  • View multi-touch attribution data to understand the customer journey.

Utilize this template to gain insights into your advertising strategy and make informed decisions based on data-driven analysis.

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Google Ads PMax Dashboard template

The Google Ads PMax Dashboard template is designed for PPC professionals managing Google Ads campaigns. This template provides a structured view of your Performance Max campaigns, allowing for detailed analysis and reporting.

Features include:

  • Campaign Performance Metrics: View metrics such as impressions, clicks, and conversions.
  • Budget Tracking: Monitor daily and monthly spend to ensure alignment with campaign goals.
  • Audience Insights: Analyze audience segments and their impact on campaign performance.
  • Asset Performance: Evaluate the effectiveness of different creative assets within your campaigns.

This dashboard is essential for PPC managers looking to optimize their Google Ads strategies and achieve better results with Performance Max campaigns.

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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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PPC monthly Dashboard template

The PPC Monthly Dashboard Template provides a structured overview of your advertising performance across multiple platforms. This template is designed to streamline the analysis of your campaigns on Facebook Ads, Google Ads, LinkedIn Ads, TikTok Ads, and Twitter Ads.

Each section of the dashboard focuses on specific metrics and data points relevant to each platform:

  • Facebook Ads: Analyze metrics such as impressions, clicks, and conversion rates.
  • Google Ads: Review data on cost-per-click (CPC), click-through rate (CTR), and quality score.
  • LinkedIn Ads: Monitor engagement metrics, including sponsored content performance and lead generation.
  • TikTok Ads: Evaluate video views, engagement rates, and audience demographics.
  • Twitter Ads: Track tweet engagement, follower growth, and ad spend efficiency.

This template is updated monthly to provide a consistent view of your advertising efforts, allowing for data-driven decision-making and strategic planning.

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TikTok Ads Dashboard template

The TikTok Ads Dashboard Template is designed for PPC professionals managing TikTok advertising campaigns. This template provides a structured approach to monitor and analyze your ad performance effectively.

With this dashboard, you can:

  • Track Ad Spend: Monitor your daily, weekly, and monthly ad expenditures to ensure budget adherence.
  • Analyze Performance Metrics: Evaluate crucial metrics such as impressions, clicks, and conversions to assess campaign success.
  • Visualize Data Trends: Utilize charts and graphs to identify patterns and make informed decisions.
  • Optimize Campaigns: Use data insights to adjust targeting, creatives, and bidding strategies for improved results.

This template is an essential tool for PPC managers aiming to maximize their TikTok advertising efforts.

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AOV dashboard example

Analyze key metrics with the AOV dashboard example. Track conversion rates, average order value, and CPC. Integrate data from E-commerce, Google Analytics 4, Shopify, Google Ads, and Facebook Ads. Segment by audience, campaign, and time. Perfect for marketing teams to measure performance and refine strategies.

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What is a budget tracking and pacing dashboard?

A budget tracking and pacing dashboard is an interface tool that consolidates data from multiple sources (e.g., accounting software, financial databases, spreadsheets) to track and display key performance indicators (KPIs) (e.g., budget utilization, variance, forecast accuracy), enabling teams and organizations to monitor financial performance and create presentations for stakeholders and executives. 

Budget tracking 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 budget tracking and pacing dashboard?

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

Executive budget dashboards

Executive dashboards for CFOs, CEOs, and stakeholders show the financial impact. Reviewed weekly, monthly, or quarterly, they include:

  • Budget variance analysis: by department or project, using variance analysis for large budgets.
  • Financial health metrics: cash flow, net income, and profitability ratios
  • Forecast accuracy: comparison of actual vs. forecasted financials
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Manager budget dashboards

Manager dashboards have cross-department views with drill-downs to see performance by project, team, region, and time period. They help align teams, define strategies, and include:

  • Cross-department reporting: overall financial performance by department or project
  • Goal tracking: compare current financial performance vs objectives
  • Audits for prioritization and spotting issues 
  • Benchmarking for financial performance comparison
  • Expense and revenue analysis

Operational Budget Dashboards

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

  • Expense tracking: budget pacing, cost centers, expense categories
  • Revenue tracking: income streams, sales performance
  • Cash flow: inflows, outflows, liquidity metrics
  • Forecasting: predictive analytics, trend analysis

Operational budget 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 budget tracking and pacing dashboard?

To build a budget tracking 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 accounting software, financial databases, CRM for sales data, and spreadsheets for manual entries.

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 budget tracking dashboard templates in Google Sheets or Looker Studio, designed for use cases like budget monitoring, financial forecasting, and expense management. 

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 sales data, and all the fields and metrics that you define as "expenses" 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 financial reporting use cases, such as budget monitoring, financial forecasting, and expense management. 

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. Expenses, Revenue, Cash Flow, etc.). 
  3. Choose breakdowns to segment your data (e.g. by date, department, project, etc.)

You can follow these tutorials on adding data to your dashboards

Design

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

Follow these tutorials to design your budget tracking dashboards:

Share

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

KPIs to include in a budget tracking and pacing dashboard?

Budget tracking dashboards should include a mix of financial performance, efficiency, effectiveness, revenue, and cost metrics and KPIs to fully understand the financial health and performance towards business goals. They include:

Financial performance KPIs measure the financial process, regardless of the department: 

  • Budget metrics: budget utilization, variance, forecast accuracy
  • Expense metrics: operating expenses, cost of goods sold, overhead costs
  • Revenue metrics: sales revenue, recurring revenue, key income streams

Efficiency KPIs compare your financial outputs to the cost, including:

  • Expense: cost per unit, cost per project
  • Revenue: revenue per unit, revenue per project
  • Profitability: gross margin, net margin 

Effectiveness KPIs compare the input with the output from one financial stage to another

  • Expense: cost control, budget adherence
  • Revenue: revenue growth rate, sales efficiency
  • Profitability: return on investment, return on assets

Financial and cost KPIs show the bottom-line impact of your financial performance:

  • Financial: net income, EBITDA
  • Cost: total expenses, capital expenditures
  • Efficiency: ROI, cost efficiency
  • Effectiveness: profit margin, asset turnover

To analyze these financial KPIs, segment them by:

  • Department: finance, operations, sales
  • Time: Hourly, daily, weekly, monthly
  • Project: phase, objective
  • Business: branch, region, division
  • Category: expense type, revenue stream
  • Source: internal, external, funding