Best Marketing automation dashboard templates for marketing teams and agencies (2025)

Free, white-label Marketing automation 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.

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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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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HubSpot Dashboard template

The HubSpot Dashboard Template is designed for B2B companies focusing on CRM and Email Marketing. This template provides a structured view of your marketing and sales data, enabling you to track and analyze your funnels and inbound marketing efforts effectively.

With this dashboard, you can:

  • Monitor lead generation and conversion rates through detailed funnel analysis.
  • Track email campaign performance metrics, including open rates and click-through rates.
  • Analyze customer interactions and engagement within the HubSpot CRM.

Utilize this template to align your marketing strategies with your business objectives, ensuring a data-driven approach to inbound marketing.

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Email marketing Dashboard template

The Email Marketing Dashboard template is designed to streamline your email campaigns across platforms like Mailchimp, Klaviyo, ActiveCampaign, and HubSpot. This dashboard provides a centralized view of your email marketing performance, allowing you to track and analyze critical metrics.

With this template, you can:

  • Monitor open rates, click-through rates, and conversion rates in real-time.
  • Compare performance across different email platforms.
  • Identify trends and patterns in subscriber engagement.
  • Access detailed reports on campaign performance.

Utilize this dashboard to make data-driven decisions and optimize your email marketing strategies effectively.

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CRM Dashboard template

The CRM Dashboard Template is designed for B2B companies focusing on CRM and Email Marketing strategies. This template integrates seamlessly with platforms like HubSpot, Mailchimp, and ActiveCampaign, providing a centralized view of your sales and marketing activities.

Utilize this dashboard to:

  • Track and manage sales pipelines efficiently.
  • Monitor email marketing campaigns and their performance metrics.
  • Analyze customer interactions and engagement levels.
  • Access real-time data from HubSpot and other CRM tools.

This template serves as a foundational base for businesses aiming to streamline their CRM processes and optimize their email marketing efforts.

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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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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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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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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 marketing automation dashboard?

A marketing automation dashboard is an interface tool that consolidates data from multiple sources (e.g., HubSpot, Marketo, Salesforce) to track and display key performance indicators (KPIs) (e.g., lead scoring, email open rates, conversion rates), enabling teams and agencies to monitor automation workflows and campaign performance and create presentations for clients and executives. 

Marketing automation 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 marketing automation dashboard?

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

Executive marketing automation dashboards

Executive dashboards for CMOs, CEOs, and clients show marketing automation's bottom-line impact. Reviewed weekly, monthly, or quarterly, they include:

  • Marketing ROI analysis: by automation workflow, using attribution models for large budgets (≈100k/mo).
  • Lead funnel analysis: lead generation, nurturing, and conversion metrics
  • Cohort analysis: retention, expansion, and LTV by customer cohort (sign-up period, acquisition channel)
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Marketing manager automation dashboards

Manager dashboards have cross-channel views with drill-downs to see performance by client, brand, region, team member, funnel stage, and campaign. They help align teams, define tactics, and include:

  • Cross-channel reporting: overall automation workflow, product, client, or region reporting across channels
  • Goal tracking: compare current performance vs objectives
  • Audits for prioritization and spotting issues 
  • Competitive analysis for channel and tactic mapping
  • Lead scoring and nurturing analysis

Operational Marketing Automation Dashboards

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

  • Email automation: delivery, open, click-through, conversion rates
  • Lead management: lead scoring, qualification, and assignment
  • Workflow performance: automation triggers, actions, and outcomes
  • CRM integration: contact updates, data syncing, and error tracking

Operational marketing automation 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 marketing automation dashboard?

To build a marketing automation 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 HubSpot and Marketo for automation performance, Salesforce for CRM data, and email platforms for campaign 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 marketing automation dashboard templates in Google Sheets or Looker Studio, designed for use cases like lead tracking, email performance, and workflow analysis. 

Learn to copy Looker Studio templates

While templates are the starting point. Make them specific for your business or agency. Map your specific metrics, especially custom conversions, CRM contact data, automation events, and all the fields and metrics that you define as "conversions" and "revenue".

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 marketing automation reporting use cases, such as lead tracking, email performance, and workflow analysis. 

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., lead score, email opens, conversion rate, etc.). 
  3. Choose breakdowns to segment your data (e.g., by date, campaign name, workflow step, etc.)

You can follow these tutorials on adding data to your dashboards

Design

To make your marketing automation dashboards truly white-label you can add logos, colors, fonts, and styling to mirror your brand. 

Follow these tutorials to design your marketing automation dashboards:

Share

Share your marketing automation dashboards via links, PDF, schedule emails, and control permissions.

KPIs to include in a marketing automation dashboard?

Marketing automation dashboards should include a mix of funnel—lead generation, nurturing, conversion—, efficiency, effectiveness, revenue, and cost metrics and KPIs to fully understand the performance of automation campaigns towards business goals. They include:

Marketing funnel KPIs measure the buying process (from the marketer perspective), regardless of the channel: 

  • Lead generation metrics: new leads, lead sources, email sign-ups
  • Nurturing metrics: email opens, click-through rates, engagement scores
  • Conversion metrics: qualified leads, sales conversions, key events

Efficiency KPIs compare your marketing outputs to the cost, including:

  • Lead generation: CPL (Cost per Lead)
  • Nurturing: CPE (Cost per Engagement)
  • Conversion: CPA (Cost per Acquisition), CPP (Cost per Purchase) 

Effectiveness KPIs compare the input with the output from one funnel stage to another

  • Lead generation: Lead conversion rate
  • Nurturing: Engagement rate
  • Conversion: Conversion rate

Sales and cost KPIs show the bottom-line impact of your marketing automation performance:

  • Sales: customers, revenue
  • Cost: automation spend, OPEX, payroll
  • Efficiency: ROI, ROAS, CAC
  • Effectiveness: AOV, ACV

To analyze these marketing automation KPIs, segment them by:

  • Channel: email, social, HubSpot vs Marketo
  • Time: Hourly, daily, weekly, monthly
  • Campaign: funnel stage, objective
  • Business: client, branch, region
  • Audience: geo, tech, demographics, interests, behavior, placement
  • Content: creatives, format, topic, keyword