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Margin dashboard template

Get the actual Margin dashboard template used by Porter to monitor your E-commerce performance.
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Creator

Porter

This template is built by the same marketers behind all our tutorials, support, and our template gallery.

+40,000 marketers have downloaded our dashboards

Template setup

Copy-paste the same dashboards that other teams and agencies use to monitor their E-commerce performance

Margin dashboard template overview

With this performance monitoring dashboard example, you can monitor specific metrics such as website traffic, conversion rate, and bounce rate. Break down the data by segments, such as by traffic source (e.g., organic, paid, social) or by user demographics (e.g., age, location).

To influence teams or clients, suggest that users share the dashboard via PDF, link, or email. This way, they can showcase the data and its insights to stakeholders, facilitating decision-making and collaboration.

Answer questions like “Which marketing campaign generates the most conversions?” or “How does website performance vary across different customer segments?” using the data from this dashboard. Unlock valuable insights and drive data-driven strategies without mentioning benefits explicitly.

Suggested data sources

Use cases

Metrics and dimensions included

Customize the template’s metrics and dimensions as you like. See all available fields.

Metrics

Sales

– Gross profit margin
– Net profit margin
– Gross margin

Engagement metrics

– Gross Margin Rate
– Average Order Value
– Return Rate

Acquisition

– Conversion rate
– Cost per acquisition
– Return on ad spend

Dimensions

Campaign

– Customer segmentation: age, gender, location
– Behavioral segmentation: purchase history, browsing behavior, engagement level
– Psychographic segmentation: lifestyle, interests, values

Audience

– Age
– Gender
– Socioeconomic status

Time

By hour, day, week, month, quarter, or year

Features

100% custom charts

White-label

Custom metrics​

All-time historical data

Schedule email alerts​

Filters

Interactive

Goals​

Data blending

FAQs

A Margin report should include metrics broken down by visibility, engagement, and conversion. Data should be segmented by campaign, channel, audience, content, objective, and date. For visibility metrics, include impressions and reach by campaign, channel, and date. For engagement metrics, include click-through rate (CTR), average time spent, and social shares by audience, content, and date. For conversion metrics, include conversion rate, cost per conversion, and revenue generated by campaign, objective, and date. Examples could be “Impressions by campaign and date” or “CTR by audience and content.”
To analyze the data in a Margin report, follow these steps: 1) Choose metrics by breaking them down into visibility, engagement, and conversion metrics. Examples include impressions (visibility), likes and comments (engagement), and conversion rate (conversion). 2) Add context by comparing against costs, date range, goals, rates, and benchmarks. For instance, compare the cost per impression for different campaigns, compare engagement rates between different date ranges, or benchmark conversion rates against industry standards. 3) Segment data by campaign, channel, audience, content, objective, and date. For example, analyze engagement metrics for a specific campaign on a particular social media channel, or compare conversion rates across different target audiences or content types.
To build a Margin dashboard, 1) connect your financial data and accounts. 2) Select metrics such as gross margin, operating margin, and net profit margin to monitor performance. 3) Segment data by campaign, channel, audience, product, customer content, objective, and date for detailed analysis. 4) Add filters or buttons for interactivity, such as filtering by product line or time period. 5) Share the dashboard via PDF, scheduled emails, or links for easy access and review.

A Margin dashboard is a visual representation tool that tracks, analyzes, and displays key profit margin metrics, essential for businesses to monitor their financial health and make informed decisions. Common tools used to create such a dashboard include Looker Studio, Tableau, and Power BI, with key elements including gross margin, operating margin, and net profit margin. Real-time data monitoring is crucial for immediate insights and adjustments, and for learning how to create a marketing dashboard using Looker Studio, visit our YouTube channel: https://www.youtube.com/@porter.metrics.

Yes, Looker Studio allows you to download your report as a PDF. To do it, follow these steps:

Before downloading your report choose the date range you want to visualize on your report.
Click on the “File” menu at the top left corner of the screen.

Select “Download as” from the drop-down menu and choose “PDF.”

You can choose which pages you want to download, and also you can add a password to protect the report and add a link back to the online report.

Click on “Download” to save the report on your device.

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