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

Free, white-label KPI tracking 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.

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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Facebook Ads Campaign performance Dashboard template

This Facebook Ads Campaign Performance Dashboard template provides a detailed overview of your PPC campaigns. It is designed to help you monitor and analyze the performance of your Facebook Ads in real-time.

Features include:

  • Impressions and Reach: Track the number of times your ads are displayed and the unique users reached.
  • Click-Through Rate (CTR): Measure the percentage of users who clicked on your ad after seeing it.
  • Conversion Tracking: Monitor the actions users take after interacting with your ad, such as purchases or sign-ups.
  • Cost Analysis: Evaluate your ad spend, cost per click (CPC), and cost per acquisition (CPA).
  • Audience Insights: Analyze demographic data to understand who is engaging with your ads.

This dashboard is essential for marketers looking to optimize their Facebook Ads strategy and maximize ROI.

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Google Analytics 4 Attribution Dashboard template

The Google Analytics 4 Attribution Dashboard template provides a detailed view of your marketing channels’ performance. This dashboard is designed to help marketers understand the attribution paths that lead to conversions, offering insights into how different channels contribute to your business goals.

With this dashboard, you can:

  • Analyze multi-channel attribution to see how various marketing efforts work together.
  • Track conversion paths to identify the most effective sequences of interactions.
  • Evaluate the impact of each channel on your overall marketing strategy.

Utilize this template to gain a deeper understanding of your customer journey and optimize your marketing strategies based on data-driven insights.

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Local SEO Dashboard template

The Local SEO Dashboard template is designed to streamline the management of your Google Business Profile and enhance your local search visibility. This tool provides a centralized platform to monitor and analyze your local SEO performance.

With this dashboard, you can:

  • Track your Google Business Profile metrics, including views, clicks, and customer actions.
  • Monitor local search rankings and identify trends over time.
  • Analyze customer reviews and ratings to understand public perception.
  • Identify opportunities for improvement in your local SEO strategy.

Utilize this dashboard to maintain a competitive edge in local search results and ensure your business is easily discoverable by potential customers.

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SEO Dashboard template

The SEO Dashboard Template is designed to streamline your SEO strategy by integrating data from Google Search Console and other analytics tools. This template provides a centralized view of your website’s performance metrics, enabling data-driven decisions for content marketing and branding.

Features include:

  • Google Search Console Integration: Automatically pull search performance data to monitor clicks, impressions, and average position.
  • Content Performance Analysis: Evaluate the effectiveness of your content marketing efforts by tracking page views, bounce rates, and user engagement.
  • Brand Visibility Metrics: Assess your brand’s online presence with insights into search queries and audience demographics.

Utilize this dashboard to align your SEO efforts with business objectives, ensuring a cohesive approach to improving search rankings and online visibility.

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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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Facebook Ads Creative performance Dashboard template

The Facebook Ads Creative Performance Dashboard template is designed for marketers focused on PPC campaigns. This tool provides a structured view of your Facebook Ads performance, allowing for detailed analysis of creative elements.

With this dashboard, users can:

  • Track ad performance metrics such as CTR, CPC, and conversion rates.
  • Analyze creative variations to determine which visuals and copy drive the most engagement.
  • Monitor audience interactions and demographic insights to refine targeting strategies.

Utilize this template to streamline your Facebook Ads analysis and optimize your PPC strategies effectively.

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Google Analytics 4 Audience Dashboard template

The Google Analytics 4 Audience Dashboard template provides a structured view of your audience data, enabling marketers to make informed decisions. This template is designed to help you understand your audience’s behavior and demographics.

Features include:

  • Real-time Audience Insights: Monitor live data to track user interactions as they happen.
  • Demographic Breakdown: Analyze user demographics such as age, gender, and location.
  • Behavioral Analysis: Examine user behavior patterns, including session duration and page views.
  • Custom Segments: Create and analyze custom audience segments to tailor marketing strategies.

This dashboard template is essential for marketers looking to leverage Google Analytics 4 for audience analysis and strategic planning.

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Mailchimp Dashboard template

The Mailchimp Dashboard Template is designed to streamline your email marketing efforts by providing a centralized hub for all your campaign activities. This template allows you to monitor and manage your email marketing campaigns with ease.

With this dashboard, you can:

  • Track Campaign Performance: View real-time analytics on open rates, click-through rates, and subscriber engagement.
  • Manage Subscriber Lists: Organize and segment your audience for targeted email campaigns.
  • Automate Workflows: Set up automated email sequences to nurture leads and engage customers.
  • Access Reporting Tools: Generate detailed reports to analyze the success of your email marketing strategies.

Utilize the Mailchimp Dashboard Template to gain insights into your email marketing performance and make data-driven decisions to optimize your campaigns.

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SEO Keyword ranking tracker Dashboard template

Welcome to the SEO Keyword Ranking Tracker Dashboard, a powerful tool designed to streamline your SEO efforts by providing real-time insights into your keyword performance. This dashboard integrates seamlessly with Google Search Console to deliver accurate and up-to-date data.

With this dashboard, you can:

  • Monitor the ranking positions of your targeted keywords.
  • Analyze search visibility trends over time.
  • Identify high-performing keywords and areas for improvement.
  • Track click-through rates and impressions for each keyword.

Utilize this dashboard to make informed decisions and optimize your SEO strategy effectively. Stay ahead in the competitive landscape by keeping a close watch on your keyword rankings and search performance metrics.

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Community manager Dashboard template

The Community Manager Dashboard template is designed for social media professionals managing multiple platforms. This template provides a centralized view of Instagram Insights, Facebook Insights, LinkedIn Pages, Google Business Profile, Pinterest, and TikTok.

With this dashboard, users can:

  • Track engagement metrics across all platforms.
  • Analyze audience demographics and behavior.
  • Monitor content performance and trends.
  • Access real-time data for informed decision-making.

This tool is essential for maintaining a cohesive social media strategy and ensuring consistent brand messaging across various channels.

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Facebook Ads Funnel Dashboard template

The Facebook Ads Funnel Dashboard template is designed for marketers focusing on PPC campaigns and Facebook Ads. This dashboard provides a structured view of your advertising funnel, allowing you to track and analyze the performance of your campaigns.

With this template, you can:

  • Monitor ad spend and ROI across different stages of the funnel.
  • Analyze conversion rates from initial engagement to final purchase.
  • Identify bottlenecks in the funnel that may affect campaign performance.
  • Track audience engagement metrics to optimize targeting strategies.

This dashboard is an essential tool for managing and optimizing your Facebook Ads campaigns, providing clear insights into each stage of the customer journey.

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What is a KPI tracking dashboard?

A KPI tracking dashboard is an interface tool that consolidates data from multiple sources (e.g., CRM systems, financial software, project management tools) to track and display key performance indicators (KPIs) (e.g., revenue growth, customer satisfaction, project completion rates), enabling teams and organizations to monitor performance and create presentations for stakeholders and executives. 

KPI 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 KPI tracking dashboard?

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

Executive KPI dashboards

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

  • Financial performance analysis: revenue, profit margins, and cost analysis.
  • Customer metrics: customer satisfaction, retention rates, and net promoter scores.
  • Operational efficiency: productivity metrics, project completion rates, and resource utilization.
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Manager KPI dashboards

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

  • Performance reporting: overall performance, department, or region reporting across metrics.
  • Goal tracking: compare current performance vs objectives.
  • Audits for prioritization and spotting issues 
  • Benchmarking for performance comparison.
  • Resource allocation and utilization analysis

Operational KPI Dashboards

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

  • Project management: task completion, deadlines, and resource allocation.
  • Customer service: response times, resolution rates, and customer feedback.
  • Sales: lead conversion rates, sales cycle length, and pipeline health.
  • Production: output rates, quality control metrics, and downtime analysis.

Operational KPI 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 KPI tracking dashboard?

To build a KPI 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 CRM systems for customer data, financial software for revenue and cost data, and project management tools 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 KPI tracking dashboard templates in Google Sheets or Looker Studio, designed for use cases like financial analysis, customer satisfaction tracking, and operational efficiency monitoring. 

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 KPIs, CRM data, financial metrics, and all the fields and metrics that you define as "performance indicators" and "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 KPI tracking use cases, such as financial analysis, customer satisfaction tracking, and operational efficiency 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. Revenue, customer satisfaction, project completion rates, 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 KPI tracking dashboards truly white-label you can add logos, colors, fonts, and styling to mirror your brand. 

Follow these tutorials to design your KPI tracking dashboards:

Share

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

KPIs to include in a KPI tracking dashboard?

KPI tracking dashboards should include a mix of financial, customer, operational, and strategic metrics 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, recurring revenue
  • Cost metrics: operational costs, cost of goods sold, overhead expenses
  • Profitability metrics: gross profit, net profit, EBITDA

Customer KPIs measure customer satisfaction and engagement, including:

  • Satisfaction: customer satisfaction score (CSAT), net promoter score (NPS)
  • Retention: customer retention rate, churn rate
  • Engagement: customer lifetime value (CLV), average order value (AOV) 

Operational KPIs measure the efficiency and effectiveness of operations:

  • Productivity: output per hour, task completion rate
  • Quality: defect rates, error rates
  • Efficiency: resource utilization, cycle time

Strategic KPIs show the alignment with long-term goals:

  • Growth: market share, new customer acquisition
  • Innovation: number of new products, R&D investment
  • Employee: employee satisfaction, turnover rate

To analyze these KPIs, segment them by:

  • Department: sales, marketing, operations, finance
  • Time: Hourly, daily, weekly, monthly
  • Project: phase, milestone
  • Region: branch, location
  • Customer: demographics, behavior, segment
  • Product: category, lifecycle stage