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

Free, white-label Executive 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 an executive dashboard?

An executive dashboard is an interface tool that consolidates data from multiple sources (e.g., financial systems, CRM, ERP) to track and display key performance indicators (KPIs) (e.g., revenue growth, profit margins, operational efficiency), enabling executives to monitor organizational performance and make informed strategic decisions. 

Executive 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 an executive dashboard?

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

Executive dashboards

Executive dashboards for CEOs, CFOs, and board members show the organization's overall performance. Reviewed weekly, monthly, or quarterly, they include:

  • Financial performance analysis: revenue, profit margins, and cost analysis.
  • Operational efficiency analysis: productivity metrics, resource utilization, and process optimization.
  • Strategic goal tracking: progress towards strategic objectives and key initiatives.
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Manager dashboards

Manager dashboards have cross-departmental views with drill-downs to see performance by team, project, region, and operational area. They help align teams, define tactics, and include:

  • Cross-departmental reporting: overall performance, project status, and resource allocation.
  • Goal tracking: compare current performance vs objectives.
  • Audits for prioritization and spotting issues 
  • Competitive analysis for market positioning and strategy mapping.
  • Resource and capacity planning

Operational Dashboards

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

  • Financial: budget tracking, expense management, cash flow analysis.
  • HR: employee performance, turnover rates, training effectiveness.
  • Supply Chain: inventory levels, order fulfillment, logistics efficiency.
  • IT: system uptime, incident response, security metrics.

Operational 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 an executive dashboard?

To build an executive 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 ERP systems for financial data, CRM for customer insights, HR systems for workforce data, and supply chain systems for operational metrics.

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 executive dashboard templates in Google Sheets or Looker Studio, designed for use cases like financial monitoring, operational efficiency, strategic goal tracking, and resource 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 data, operational KPIs, and all the fields and metrics that you define as "key performance indicators" and "strategic goals".

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 executive reporting use cases, such as financial monitoring, operational efficiency, strategic goal tracking, and resource 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. Revenue, profit, operational efficiency, 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 executive dashboards truly white-label you can add logos, colors, fonts, and styling to mirror your brand. 

Follow these tutorials to design your executive dashboards:

Share

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

KPIs to include in an executive dashboard?

Executive dashboards should include a mix of financial, operational, strategic, and efficiency metrics and KPIs to fully understand the performance of the organization towards business goals. They include:

Financial KPIs measure the financial health and performance of the organization: 

  • Revenue metrics: total revenue, revenue growth, revenue per product/service
  • Profitability metrics: gross profit, net profit, profit margins
  • Cost metrics: total costs, cost of goods sold, operational expenses

Operational KPIs measure the efficiency and effectiveness of business operations:

  • Productivity: output per employee, process cycle time
  • Resource utilization: capacity utilization, inventory turnover
  • Quality: defect rates, customer satisfaction

Strategic KPIs track progress towards strategic goals and initiatives:

  • Goal achievement: percentage of goals met, milestone completion
  • Innovation: new product launches, R&D investment
  • Market position: market share, competitive analysis

To analyze these executive KPIs, segment them by:

  • Department: finance, operations, HR, IT
  • Time: Hourly, daily, weekly, monthly
  • Project: strategic initiative, operational improvement
  • Region: branch, country, global
  • Customer: demographics, behavior, satisfaction
  • Product/Service: category, lifecycle stage, performance