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Marketing funnel dashboard template

Get the actual Marketing funnel dashboard template used by Porter to monitor your Marketing 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 Marketing performance

Marketing funnel dashboard template overview

With this marketing funnel dashboard example, monitor specific metrics such as conversion rates, website traffic, and lead generation to assess performance. Break down the data by channels, campaigns, or demographics to identify areas of improvement. Suggest sharing the dashboard via PDF, link, or email to influence teams or clients. Provide concrete examples like presenting the data to the sales team to improve lead follow-up strategies. Lastly, suggest answering questions like which marketing channels drive the highest conversions or how different campaigns contribute to overall lead generation.

Suggested data sources

Use cases

Metrics and dimensions included

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

Metrics

Conversion metrics

– Marketing Funnel:
– Conversion Rate
– Cost per Acquisition (CPA)
– Return on Investment (ROI)

Engagement metrics

– Click through rate (CTR)
– Conversion rate
– Social media engagement rate

Visibility metrics

– Impressions
– Click-through rate (CTR)
– Website traffic

Dimensions

Campaign

– Acquisition channel
– Conversion rate
– Average order value

Audience

– Demographics
– Psychographics
– Behavior

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 marketing funnel report should include a breakdown of metrics by visibility (e.g. impressions, reach), engagement (e.g. clicks, shares), and conversion metrics (e.g. leads, sales). It should segment data by campaign (e.g. summer sale), channel (e.g. social media), audience (e.g. age group), content (e.g. blog post), objective (e.g. brand awareness), and date (e.g. monthly). For example, a report might show the number of impressions, clicks, and conversions for a specific campaign on social media targeted at a particular audience group, linked to a specific content piece, with the objective of generating brand awareness during a specific time period.
To analyze marketing funnel data, choose metrics such as visibility (impressions, reach), engagement (click-through rate, time on site), and conversion (conversion rate, purchase value). Break down these metrics by campaign, channel, audience, content, objective, and date. Add context by comparing them against cost, date range, goals, rates, and industry benchmarks. For example, compare the conversion rate for a specific campaign with the overall average conversion rate. Segment data to gain insights, like analyzing the engagement metrics for a particular audience segment. Be succinct and avoid mentioning benefits.
To build a marketing funnel dashboard, 1) connect your data and accounts such as Google Analytics, Facebook Ads, or CRM tools. 2) Select the metrics to monitor performance, for example, click-through rates, conversion rates, or customer acquisition costs. 3) Segment or break down data by campaign, channel, audience, product, customer content, objective, date. For instance, you might want to compare the performance of an email campaign versus a social media campaign. 4) Add filters or buttons to make your report interactive, such as a date range filter or a product category filter. 5) Share your dashboard via PDF, scheduled emails, or links to relevant stakeholders.

A Marketing funnel dashboard is a visual tool that tracks and analyzes the performance of marketing funnel processes, helping businesses to understand customer behavior, conversion rates, and marketing effectiveness. It is significant as it provides real-time data monitoring, enabling businesses to make informed decisions and strategies. Tools like Looker Studio are commonly used to create these dashboards, which typically include key elements like customer journey stages, conversion metrics, and customer acquisition costs. Real-time data monitoring is crucial as it provides up-to-date insights for immediate action. 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:

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Click on the “File” menu at the top left corner of the screen.

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

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