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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.
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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 Ads Dashboard template

The Google Ads Dashboard template provides a robust solution for managing and analyzing your PPC campaigns. This template is designed to streamline your workflow by offering a centralized view of your Google Ads performance metrics.

Features include:

  • Real-time Data Integration: Automatically syncs with your Google Ads account to provide up-to-date insights.
  • Customizable Metrics: Tailor the dashboard to display the metrics that matter most to your campaigns, such as CTR, CPC, and conversion rates.
  • Visual Data Representation: Utilize charts and graphs to visualize trends and patterns in your ad performance.
  • Performance Tracking: Monitor campaign performance over time to identify areas for improvement and growth.

This template is an essential tool for PPC managers looking to optimize their Google Ads strategy and maximize ROI.

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Instagram Insights Audience Dashboard template

The Instagram Insights Audience Dashboard template provides a structured view of your audience metrics, allowing for data-driven decision-making. This template is designed to integrate seamlessly with your social media strategy, offering a clear snapshot of your audience demographics and engagement patterns.

Features include:

  • Demographic Breakdown: Analyze age, gender, and location data to understand your audience composition.
  • Engagement Metrics: Track likes, comments, and shares to gauge audience interaction.
  • Follower Growth: Monitor trends in follower count over time to assess growth strategies.
  • Content Performance: Evaluate which posts resonate most with your audience.

This dashboard is essential for marketers aiming to optimize their Instagram presence by leveraging audience insights effectively.

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PPC Dashboard template

The PPC Dashboard Template is designed for managing and analyzing advertising campaigns across multiple platforms. This template supports:

  • Google Ads
  • Facebook Ads
  • LinkedIn Ads
  • TikTok Ads
  • Twitter Ads

Utilize this dashboard to track performance metrics such as click-through rates (CTR), cost per click (CPC), and conversion rates. The template provides a centralized view of your advertising data, allowing for streamlined reporting and analysis.

Features include:

  • Real-time data integration from all supported platforms
  • Customizable widgets for specific campaign insights
  • Automated reporting for daily, weekly, and monthly performance

This template is ideal for marketers looking to optimize their PPC strategies across various social media and search engine platforms.

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Social Media Dashboard template

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

This template provides a centralized hub for monitoring and analyzing your social media performance. It supports:

  • Instagram Insights for tracking engagement metrics and audience demographics.
  • Facebook Insights to evaluate post reach and interaction statistics.
  • LinkedIn Pages for assessing follower growth and content engagement.
  • TikTok analytics to understand video performance and audience trends.
  • Google Business Profile for visibility and customer interaction data.
  • Pinterest metrics to measure pin performance and audience reach.

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

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ROAS Dashboard template

The ROAS Dashboard Template is designed for marketers managing PPC campaigns across multiple platforms. This template provides a centralized view of your Return on Ad Spend (ROAS) metrics, allowing for data-driven decision-making.

Track and analyze performance from various advertising channels, including:

  • Google Ads
  • LinkedIn Ads
  • Facebook Ads
  • TikTok Ads
  • Twitter Ads

Utilize this dashboard to monitor campaign performance, compare ROAS across platforms, and optimize your advertising strategy. The template integrates seamlessly with data sources, providing real-time insights into your advertising spend and revenue generation.

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E-commerce Dashboard template

The E-commerce Dashboard Template is designed to provide a centralized view of your online business performance. It integrates data from multiple platforms to offer a holistic view of your marketing and sales efforts.

With this dashboard, you can track and analyze data from:

  • Google Analytics 4 for website traffic and user behavior insights.
  • Shopify for sales and product performance metrics.
  • Facebook Ads and Instagram Insights for social media advertising performance.
  • Google Ads for search engine marketing analytics.
  • Klaviyo for email marketing campaign results.
  • TikTok Ads for video marketing effectiveness.

This template allows you to monitor PPC campaigns and assess the impact of your advertising spend across different channels. By consolidating data from Facebook Insights and other platforms, you can make informed decisions to optimize your marketing strategies.

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Google Ads Audience Dashboard template

The Google Ads Audience Dashboard template is designed for PPC professionals seeking to optimize their advertising strategies. This dashboard provides a detailed view of audience performance metrics, enabling data-driven decisions.

With this template, users can:

  • Analyze audience demographics and behavior patterns.
  • Track conversion rates across different audience segments.
  • Monitor ad spend and ROI for targeted groups.

Utilize this dashboard to align your campaigns with audience insights, ensuring your Google Ads efforts are precisely targeted and measurable.

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Instagram Insights competitors Dashboard template

Introducing the Instagram Insights Competitors Dashboard Template, a powerful tool designed for social media analysts and marketers. This template provides a structured approach to monitor and analyze public Instagram data, offering valuable insights into your competitors’ performance.

With this dashboard, you can:

  • Track Competitor Engagement: Monitor likes, comments, and shares to understand audience interaction.
  • Analyze Content Strategy: Evaluate the types of content that drive engagement and identify trends.
  • Compare Growth Metrics: Assess follower growth rates and engagement ratios to gauge market position.

Utilize this template to streamline your social media strategy by leveraging Instagram public data effectively. Stay informed and make data-driven decisions with ease.

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PPC budget tracking and pacing Dashboard template

The PPC Budget Tracking and Pacing Dashboard template is designed for managing and monitoring advertising spend across multiple platforms, including Facebook Ads, Google Ads, LinkedIn Ads, TikTok Ads, and Twitter Ads.

This dashboard provides a centralized view of your advertising budget and spend, allowing for real-time tracking and adjustments. It is structured to support the following functionalities:

  • Budget Allocation: Set and adjust budgets for each platform to align with campaign goals.
  • Spend Monitoring: Track daily, weekly, and monthly spend to ensure alignment with budgetary constraints.
  • Pacing Analysis: Evaluate spend rates to determine if campaigns are on track to utilize the allocated budget effectively.
  • Performance Metrics: Integrate key performance indicators (KPIs) to assess the impact of spend on campaign outcomes.

Utilize this dashboard to maintain control over your PPC campaigns, ensuring that your advertising spend is optimized across all platforms.

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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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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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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

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Tutorials

Looker Studio templates

Google Sheets templates

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