Best Client monitoring dashboard templates for marketing teams and agencies (2025)

Free, white-label Client monitoring 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.

A/B testing Dashboard template

The A/B Testing Dashboard template is designed for Email Marketing professionals using Mailchimp. This tool provides a structured approach to compare different email campaign strategies.

Features include:

  • Performance Metrics: Track open rates, click-through rates, and conversion rates for each variant.
  • Segmentation Analysis: Evaluate how different audience segments respond to each email version.
  • Visual Data Representation: Utilize graphs and charts to visualize campaign performance.
  • Real-Time Updates: Monitor ongoing tests with live data feeds.

This dashboard is essential for marketers aiming to optimize their email campaigns by systematically testing and analyzing different approaches.

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Acquisition Dashboard template

The Acquisition Dashboard template is designed for marketers utilizing Google Analytics 4 to track and analyze their marketing efforts. This dashboard provides insights into various marketing channels, including Content Marketing and PPC campaigns.

With this dashboard, users can:

  • Monitor traffic sources and understand which channels drive the most visitors.
  • Analyze user behavior and engagement metrics to optimize marketing strategies.
  • Track the performance of PPC campaigns and assess ROI.
  • Evaluate the effectiveness of content marketing efforts through detailed analytics.

Utilize this dashboard to make data-driven decisions and improve marketing outcomes by leveraging the capabilities of Google Analytics 4.

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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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Google Analytics 4 Dashboard template

The Google Analytics 4 Dashboard Template is designed for marketing professionals and e-commerce businesses seeking to leverage website data effectively. This template provides a structured view of your Google Analytics 4 data, focusing on essential metrics and insights.

With this dashboard, you can:

  • Track user acquisition and understand which channels drive the most traffic.
  • Analyze user behavior to identify popular pages and content.
  • Monitor conversion rates to assess the performance of marketing campaigns.
  • Evaluate e-commerce metrics such as revenue, average order value, and product performance.

This template is tailored for those who need to make data-driven decisions based on real-time analytics and customizable reports.

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Peso model Dashboard template

The PESO Model Dashboard template provides a structured approach to analyzing and managing your social media and digital marketing efforts. This template integrates various platforms and metrics to offer a holistic view of your marketing performance.

Social Media Insights are gathered from platforms like Instagram, Facebook, LinkedIn, Pinterest, and TikTok. These insights help in understanding audience engagement and content reach.

  • Instagram Insights: Track follower growth, engagement rates, and content interactions.
  • Facebook Insights: Analyze page views, post reach, and audience demographics.
  • LinkedIn Pages: Monitor page followers, post performance, and professional engagement.
  • Pinterest: Evaluate pin impressions, saves, and audience trends.
  • TikTok: Assess video views, likes, and follower activity.

E-commerce Metrics are integrated to track sales conversions and customer interactions across social platforms, providing a direct link between social media efforts and revenue generation.

SEO Performance is monitored to ensure that content is optimized for search engines, driving organic traffic to your digital assets.

This dashboard template is designed for marketers looking to streamline their reporting process and gain actionable insights from their digital marketing activities.

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Social Media Client presentation Dashboard template

The Social Media Client Presentation Dashboard template is designed for agencies managing multiple social media platforms. It provides a structured overview of public data and insights from various social media channels.

Instagram Public Data and Instagram Insights offer detailed analytics on audience engagement and content performance. This includes metrics such as likes, comments, and follower growth.

Facebook Insights deliver data on page interactions, post reach, and demographic information, allowing for a thorough analysis of audience behavior.

For LinkedIn Pages, the dashboard presents data on post engagement, follower demographics, and page views, facilitating a deeper understanding of professional audience interactions.

Google Business Profile metrics include search visibility, customer actions, and review analytics, providing a comprehensive view of business presence on Google.

The dashboard also integrates data from Pinterest and TikTok, offering insights into pin performance, video views, and audience engagement trends.

  • Track and compare performance across multiple platforms.
  • Access detailed insights for strategic decision-making.
  • Utilize data-driven reports for client presentations.
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What is a client monitoring dashboard?

A client monitoring dashboard is an interface tool that consolidates data from multiple sources (e.g., CRM systems, customer support platforms, financial software) to track and display key performance indicators (KPIs) (e.g., client satisfaction, response time, account growth), enabling teams to monitor client interactions and performance and create presentations for stakeholders and executives. 

Client monitoring 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 client monitoring dashboard?

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

Executive client monitoring dashboards

Executive dashboards for CEOs, COOs, and stakeholders show the overall impact of client relationships. Reviewed weekly, monthly, or quarterly, they include:

  • Client satisfaction analysis: using metrics like NPS, CSAT, and client feedback.
  • Financial analysis: revenue per client, client profitability, and account growth.
  • Cohort analysis: retention, expansion, and lifetime value by client cohort (onboarding period, industry).
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Client manager dashboards

Manager dashboards have cross-client views with drill-downs to see performance by client, region, account manager, and service level. They help align teams, define strategies, and include:

  • Cross-client reporting: overall client satisfaction, service delivery, and financial performance across clients.
  • Goal tracking: compare current performance vs objectives.
  • Audits for prioritization and spotting issues 
  • Competitive analysis for service and relationship mapping.
  • Client feedback and engagement research

Operational Client Monitoring Dashboards

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

  • Support: ticket resolution time, client queries, satisfaction scores.
  • Engagement: meeting frequency, communication logs, feedback loops.
  • Financial: invoice status, payment cycles, revenue tracking.
  • Service delivery: project milestones, deliverables, client feedback.

Operational client monitoring 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 client monitoring dashboard?

To build a client monitoring 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 client data, customer support platforms for service metrics, financial software for revenue and billing data.

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 client monitoring dashboard templates in Google Sheets or Looker Studio, designed for use cases like client satisfaction tracking, financial analysis, and service delivery monitoring. 

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 client interactions, CRM contact data, and all the fields and metrics that you define as "client satisfaction" 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 client monitoring use cases, such as client satisfaction tracking, financial analysis, and service delivery monitoring. 

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. Client satisfaction, revenue, response time, etc.). 
  3. Choose breakdowns to segment your data (e.g. by date, client name, service type, etc.)

You can follow these tutorials on adding data to your dashboards

Design

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

Follow these tutorials to design your client monitoring dashboards:

Share

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

KPIs to include in a client monitoring dashboard?

Client monitoring dashboards should include a mix of client satisfaction, engagement, financial, and service delivery metrics and KPIs to fully understand the performance of client interactions towards business goals. They include:

Client satisfaction KPIs measure the quality of client relationships: 

  • Satisfaction metrics: NPS, CSAT, client feedback scores
  • Engagement metrics: meeting frequency, communication logs, response times
  • Financial metrics: revenue per client, account growth, profitability

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

  • Support: average resolution time, ticket volume
  • Engagement: response time, follow-up rate
  • Financial: cost per client, revenue growth rate 

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

  • Support: resolution rate
  • Engagement: client retention rate
  • Financial: profitability margin

Service and cost KPIs show the bottom-line impact of your client performance:

  • Service: project completion, deliverables
  • Cost: operational expenses, payroll
  • Efficiency: ROI, client acquisition cost
  • Effectiveness: average deal size, client lifetime value

To analyze these client monitoring KPIs, segment them by:

  • Client: industry, size, region
  • Time: Hourly, daily, weekly, monthly
  • Service: type, level, objective
  • Business: branch, region
  • Engagement: frequency, method, feedback
  • Content: reports, updates, feedback