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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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B2B Dashboard template

The B2B Dashboard template integrates with HubSpot, Facebook Ads, Google Ads, LinkedIn Ads, and Google Analytics 4 to provide a centralized view of your marketing and sales data.

Utilize this dashboard to track and analyze:

  • CRM Data from HubSpot for lead management and sales performance.
  • PPC Campaigns across Facebook, Google, and LinkedIn Ads to monitor ad spend and ROI.
  • SEO Metrics to assess organic search performance and traffic sources.
  • Website Analytics through Google Analytics 4 for user behavior insights and conversion tracking.

This template is designed for B2B marketers seeking to streamline data from multiple platforms into a single, actionable interface.

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Facebook Ads Audience Dashboard template

The Facebook Ads Audience Dashboard template is designed for PPC professionals seeking to optimize their advertising strategies. This tool provides a structured overview of audience metrics, enabling data-driven decisions.

Features include:

  • Demographic Insights: Analyze age, gender, and location data to tailor campaigns effectively.
  • Engagement Metrics: Track interactions, clicks, and conversions to assess audience responsiveness.
  • Custom Audience Segmentation: Create and manage audience segments for targeted advertising.
  • Performance Tracking: Monitor ad performance across different audience groups to identify trends.

Utilize this dashboard to streamline your Facebook Ads campaigns and maximize ROI by focusing on audience-specific data.

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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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LinkedIn Ads Dashboard template

The LinkedIn Ads Dashboard Template is designed for PPC specialists and B2B SaaS companies focusing on lead generation through LinkedIn Ads. This template provides a structured view of your advertising performance, enabling data-driven decisions.

Features include:

  • Campaign Performance Metrics: Track impressions, clicks, and conversions to understand campaign effectiveness.
  • Audience Insights: Analyze demographic data to refine targeting strategies.
  • Budget Management: Monitor spend and ROI to optimize ad spend.
  • Lead Generation Tracking: Measure the quality and quantity of leads generated.

This dashboard is essential for marketers aiming to maximize their LinkedIn Ads strategy and achieve measurable results in the B2B sector.

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PPC multi-channel Dashboard template

The PPC Multi-Channel Dashboard Template is designed for marketers managing campaigns across various platforms. This template integrates data from TikTok Ads, Facebook Ads, Google Ads, Twitter Ads, and LinkedIn Ads.

With this dashboard, users can:

  • Track performance metrics across all channels in one place.
  • Analyze campaign data to identify trends and patterns.
  • Compare ad spend and ROI across different platforms.
  • Monitor audience engagement and conversion rates.

This template supports data-driven decision-making by providing a unified view of multi-channel PPC efforts.

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Twitter Ads Dashboard template

The Twitter Ads Dashboard Template is designed for PPC professionals seeking to streamline their advertising efforts on X Ads. This template provides a structured approach to managing and analyzing Twitter Ads campaigns.

With this dashboard, you can:

  • Track campaign performance with real-time data updates.
  • Monitor ad spend and compare it against budget allocations.
  • Analyze audience engagement metrics to optimize targeting strategies.
  • Visualize conversion rates and assess the effectiveness of ad creatives.

Utilize this template to maintain a clear overview of your Twitter Ads campaigns, ensuring data-driven decisions and maximizing ROI.

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B2B Funnel Dashboard template

The B2B Funnel Dashboard template is designed for businesses using HubSpot to track and manage their sales funnels effectively. This template provides a structured view of your sales process, allowing you to monitor each stage of the funnel with precision.

With this dashboard, you can:

  • Visualize the entire sales funnel from lead generation to deal closure.
  • Analyze conversion rates at each stage to identify potential bottlenecks.
  • Track the performance of sales teams and individual representatives.
  • Integrate seamlessly with HubSpot for real-time data updates.

This template is essential for B2B companies aiming to optimize their sales strategies and improve their overall sales process management.

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Facebook Ads budget tracking and pacing Dashboard template

The Facebook Ads Budget Tracking and Pacing Dashboard is designed for PPC professionals managing Facebook Ads campaigns. This dashboard provides a clear overview of your ad spend and helps ensure your campaigns stay on track.

With this dashboard, you can:

  • Monitor daily spend against your allocated budget to avoid overspending.
  • Track pacing to ensure your campaigns are on schedule to meet monthly targets.
  • Analyze spend trends to identify patterns and adjust strategies accordingly.

Utilize this tool to maintain control over your Facebook Ads budget and optimize your PPC strategy effectively.

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Google Analytics 4 acquisition Dashboard template

The Google Analytics 4 Acquisition Dashboard template provides a detailed overview of your website’s traffic sources and user acquisition channels. This dashboard is designed to help marketers and analysts understand how users are finding and interacting with your site.

Core Features:

  • Traffic Source Analysis: Break down of user acquisition by channels such as organic search, paid search, direct, referral, and social media.
  • User Engagement Metrics: Track user interactions and engagement levels across different acquisition sources.
  • Attribution Insights: Analyze the contribution of various channels to conversions and user journeys.
  • Real-Time Data: Monitor live data to see how current campaigns are performing.

This dashboard leverages Google Analytics 4’s advanced tracking capabilities to provide actionable insights into your marketing strategies and user acquisition efforts.

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LinkedIn Pages Dashboard template

The LinkedIn Pages Dashboard Template is designed for social media managers and marketing professionals to effectively manage and analyze LinkedIn Pages performance. This template provides a structured approach to monitor and report on various metrics.

Features include:

  • Engagement Tracking: Monitor likes, comments, and shares to understand audience interaction.
  • Follower Growth Analysis: Track changes in follower count over time to assess growth trends.
  • Content Performance Metrics: Evaluate the reach and impact of posts to optimize content strategy.
  • Demographic Insights: Analyze audience demographics to tailor content to specific segments.

This template is an essential tool for data-driven decision-making, providing a clear view of LinkedIn Pages activities and outcomes.

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SEM Dashboard template

The SEM Dashboard Template is designed for professionals managing PPC and Paid Media campaigns, specifically focusing on Google Ads. This template provides a structured approach to monitor and analyze campaign performance.

Key features include:

  • Performance Metrics: Track essential metrics such as Click-Through Rate (CTR), Cost Per Click (CPC), and Conversion Rate.
  • Budget Tracking: Monitor daily and monthly spend to ensure alignment with financial goals.
  • Ad Group Analysis: Evaluate the performance of different ad groups to identify top performers.
  • Keyword Insights: Analyze keyword performance to optimize bidding strategies.

This template serves as a foundational tool for managing and optimizing Google Ads campaigns, providing actionable insights for data-driven decision-making.

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Youtube Dashboard template

Introducing the YouTube Dashboard Template—a powerful tool designed for social media managers and SEO specialists. This template provides a structured approach to managing and analyzing your YouTube channel’s performance.

With this dashboard, you can:

  • Track subscriber growth and engagement metrics.
  • Analyze video performance with detailed analytics.
  • Monitor SEO metrics to optimize video visibility.
  • Organize content strategy with a content calendar.

Designed for seamless integration with your existing workflow, this template is an essential tool for maximizing your YouTube channel’s potential.

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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

Connectors

Tutorials

Looker Studio templates

Google Sheets templates

Report templates