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Marketing operations dashboard template

Get the actual Marketing operations dashboard template used by Porter to monitor your Marketing performance.
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Meet the author

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 operations dashboard template overview

With this Marketing Operations dashboard example, monitor specific metrics to track the performance of your marketing campaigns. For example, analyze the click-through rates, conversion rates, and cost-per-acquisition to identify areas for improvement. Break down the data by channels, such as email campaigns, social media ads, or website banners, to understand which platforms are driving the best results. Suggest users share the dashboard via PDF, link or email to influence teams or clients. For instance, demonstrate the success of a recent marketing campaign by sharing the dashboard with key stakeholders. Or, present the data to clients to showcase the impact of your marketing efforts on their business. Utilize the dashboard to answer important questions about your marketing operations. For example, analyze which campaigns contributed the most to overall revenue, or determine which customer segments have the highest lifetime value. Uncover trends in customer behavior and preferences to inform future marketing strategies. Remember, this Marketing Operations dashboard example provides you with valuable insights and tools to monitor metrics, share data, and answer key questions for better marketing decision-making.

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

– Conversion rate – Cost per conversion – Return on investment (ROI)

Engagement metrics

– Click-through rate (CTR) – Conversion rate – Average session duration

Visibility metrics

– Website traffic – Social media engagement – Email open rate

Dimensions

Campaign

– Demographics – Psychographics – Geographics

Audience

– Demographic breakdowns – Psychographic breakdowns – Behavioral breakdowns

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 operations report should include a breakdown of metrics by visibility, engagement, and conversion metrics, segmenting data by campaign, channel, audience, content, objective, and date. For example, include metrics like impressions, clicks, likes, shares for visibility; comments, replies, mentions, page views for engagement; and conversions, leads, sales for conversion metrics. Additionally, segmenting data by different criteria helps identify performance trends and make data-driven decisions.
To analyze marketing operations data, follow these steps: 1) Choose metrics and break them down by visibility (e.g. impressions, reach), engagement (e.g. clicks, likes/shares), and conversion metrics (e.g. leads, sales). 2) Add context by comparing them against costs (e.g. cost per click, cost per acquisition), date range (e.g. month-over-month growth), goals (e.g. target conversion rate), rates (e.g. click-through rate), and benchmarks (e.g. industry averages). For example, compare the cost per acquisition of different campaigns or the click-through rate of different channels. 3) Segment data by campaign, channel, audience (e.g. demographics, behavior), content (e.g. blog post, video), objective (e.g. brand awareness, lead generation), and date (e.g. to identify trends over time). For instance, analyze conversion rates by campaign, engagement metrics by channel, or visibility metrics by audience demographics.
To build a marketing operations dashboard, 1) connect your data and accounts from various platforms like Google Analytics, Facebook Ads, or CRM systems. 2) Select the metrics to monitor performance such as conversion rates, click-through rates, or customer acquisition costs. 3) Segment or break down data by campaign, channel, audience, product, customer content, objective, date for a detailed analysis. 4) Add filters or buttons to make your report interactive, for example, a filter to view data for a specific time period. 5) Share your dashboard via PDF, scheduled emails, or links for easy access and review.
A Marketing Operations Dashboard is a visual tool that displays key marketing metrics and KPIs, enabling businesses to track performance, identify trends, and make data-driven decisions. It is significant as it provides real-time insights, helping businesses to optimize their marketing strategies. Tools like Looker Studio are commonly used to create these dashboards, which typically include elements like traffic sources, conversion rates, customer acquisition costs, and ROI. Real-time data monitoring is crucial as it allows for immediate response to changes in market conditions or campaign performance. For a detailed guide on creating 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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