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.

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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Facebook Ads Dashboard template

The Facebook Ads Dashboard Template is designed for PPC professionals seeking to streamline their advertising efforts on Facebook. This template provides a structured approach to monitor and analyze your ad performance.

With this dashboard, you can:

  • Track campaign metrics such as impressions, clicks, and conversions.
  • Analyze audience engagement and demographic data.
  • Monitor ad spend and ROI in real-time.

Utilize this template to maintain a clear overview of your Facebook Ads performance, ensuring data-driven decision-making for your PPC campaigns.

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Google Ads Keyword analysis Dashboard template

The Google Ads Keyword Analysis Dashboard template is designed for PPC professionals seeking to optimize their campaigns. This tool provides a structured approach to analyzing keyword performance within Google Ads.

Features include:

  • Keyword Performance Metrics: Track metrics such as impressions, clicks, CTR, and conversion rates.
  • Cost Analysis: Monitor cost per click (CPC) and cost per acquisition (CPA) to manage budget effectively.
  • Search Term Insights: Identify high-performing search terms and negative keywords to refine targeting.
  • Quality Score Tracking: Evaluate quality scores to improve ad relevance and landing page experience.

This dashboard template integrates seamlessly with Google Sheets, allowing for real-time data updates and collaboration. It is an essential tool for PPC managers aiming to drive campaign success through data-driven decisions.

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Instagram Insights Post performance Dashboard template

The Instagram Insights Post Performance Dashboard template provides a structured view of your Instagram post analytics. This tool is designed for social media managers and marketers who need to track and analyze post performance metrics efficiently.

Features include:

  • Engagement Metrics: Analyze likes, comments, and shares to understand audience interaction.
  • Reach and Impressions: Monitor how many users see your posts and how often they appear on screens.
  • Follower Growth: Track changes in follower count over time to assess audience expansion.
  • Content Performance: Compare different types of content to determine what resonates with your audience.

This dashboard template is essential for data-driven decision-making, allowing users to optimize their Instagram strategy based on real-time insights.

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PPC Funnel Dashboard template

The PPC Funnel Dashboard template is designed to streamline the management of your advertising campaigns across multiple platforms, including TikTok Ads, Facebook Ads, Google Ads, Twitter Ads, and LinkedIn Ads.

This dashboard provides a centralized view of your funnel performance, allowing you to track and analyze the effectiveness of your campaigns at each stage of the funnel. It integrates data from various ad platforms to offer a holistic view of your marketing efforts.

  • Campaign Overview: Monitor the overall performance of your PPC campaigns with metrics such as impressions, clicks, and conversions.
  • Funnel Stages: Analyze the performance at each stage of the funnel, from awareness to conversion, to identify areas for optimization.
  • Platform Comparison: Compare the performance of different ad platforms to allocate budget effectively.
  • Real-Time Data: Access up-to-date information to make informed decisions quickly.

Utilize this dashboard to gain insights into your PPC strategies and optimize your advertising spend across all major platforms.

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Social Media Post performance Dashboard template

Introducing the Social Media Post Performance Dashboard template, designed for seamless integration with platforms like Instagram Insights, Facebook Insights, LinkedIn Pages, TikTok, Google Business Profile, and Pinterest.

This dashboard provides a centralized view of your social media metrics, allowing you to track and analyze performance across multiple channels.

  • Instagram Insights: Monitor engagement rates, follower growth, and content reach.
  • Facebook Insights: Analyze post interactions, audience demographics, and page views.
  • LinkedIn Pages: Evaluate post impressions, click-through rates, and follower analytics.
  • TikTok: Track video views, likes, shares, and audience engagement.
  • Google Business Profile: Review customer interactions, search visibility, and profile visits.
  • Pinterest: Assess pin performance, audience insights, and traffic sources.

Utilize this dashboard to streamline your social media strategy and make informed decisions based on real-time data.

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Amazon Seller Central Dashboard template

The Amazon Seller Central Dashboard template provides a structured overview of your e-commerce operations on Amazon. This template is designed to streamline your access to critical data and insights, allowing you to manage your seller account effectively.

With this dashboard, you can monitor:

  • Sales Performance: Track your sales metrics, including total sales, units sold, and average selling price.
  • Inventory Levels: Keep an eye on stock availability and receive alerts for low inventory to prevent stockouts.
  • Order Management: View and manage your orders, including pending, shipped, and returned items.
  • Customer Feedback: Access customer reviews and ratings to understand buyer satisfaction and areas for improvement.
  • Advertising Metrics: Analyze your advertising campaigns’ performance, including impressions, clicks, and conversion rates.

This template is an essential tool for sellers aiming to maintain a competitive edge in the Amazon marketplace by providing a clear and organized view of their business operations.

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Facebook Ads + Google Ads Dashboard template

Introducing the Facebook Ads + Google Ads Dashboard Template, a powerful tool for managing and analyzing your PPC campaigns. This template is designed to streamline your advertising efforts across two major platforms: Facebook Ads and Google Ads.

With this dashboard, you can:

  • Track and compare performance metrics from both Facebook and Google Ads in one place.
  • Monitor ad spend, click-through rates, and conversion rates to optimize your campaigns.
  • Analyze audience engagement and reach to better understand your target market.

This template provides a centralized view of your advertising data, allowing for informed decision-making and strategic planning. Utilize this dashboard to gain insights into your PPC strategies and drive better results for your business.

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Google Ads Peak hours Dashboard template

The Google Ads Peak Hours Dashboard template is designed for PPC professionals seeking to optimize their advertising strategies. This dashboard provides a detailed analysis of your Google Ads performance during peak hours, allowing for data-driven decision-making.

With this template, you can:

  • Identify peak performance times by analyzing hourly data trends.
  • Monitor ad spend and adjust budgets based on high-traffic periods.
  • Track conversion rates to understand customer behavior during different times of the day.

Utilize this dashboard to align your PPC campaigns with the most effective time slots, ensuring maximum ROI from your Google Ads investments.

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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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PPC KPIs Dashboard template

The PPC KPIs Dashboard template provides a centralized view of your advertising performance across multiple platforms, including Facebook Ads, Google Ads, LinkedIn Ads, TikTok Ads, and Twitter Ads.

This dashboard tracks essential metrics to help you monitor and optimize your campaigns effectively. It includes:

  • Impressions: Total number of times your ads are displayed.
  • Clicks: Number of times users click on your ads.
  • Click-Through Rate (CTR): Percentage of impressions that result in clicks.
  • Cost Per Click (CPC): Average cost incurred for each click.
  • Conversion Rate: Percentage of clicks that result in a desired action.
  • Cost Per Conversion: Average cost for each conversion achieved.
  • Return on Ad Spend (ROAS): Revenue generated for every dollar spent on advertising.

Utilize this dashboard to gain insights into your PPC campaigns’ performance and make data-driven decisions to optimize your advertising strategy.

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TikTok Dashboard template

Introducing the TikTok Dashboard Template, a powerful tool designed for social media managers and content creators. This template provides a structured approach to monitor and analyze your TikTok performance.

With this dashboard, you can:

  • Track Follower Growth: Monitor changes in your follower count over time.
  • Analyze Engagement Rates: Evaluate likes, comments, and shares to understand audience interaction.
  • Content Performance: Identify top-performing videos and trends.
  • Audience Insights: Gain insights into your audience demographics and preferences.

Utilize this template to streamline your TikTok strategy and make informed decisions based on data-driven insights.

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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