Best Metrics tracking dashboard templates for marketing teams and agencies (2025)

Free, white-label Metrics 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.

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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Google Ads Dashboard template

The Google Ads Dashboard Template is designed for PPC professionals seeking to streamline their advertising efforts. This template provides a structured view of your Google Ads data, allowing for quick analysis and decision-making.

Features include:

  • Campaign Performance Metrics: Track impressions, clicks, and conversions to assess the effectiveness of your campaigns.
  • Cost Analysis: Monitor your ad spend and cost-per-click to manage your budget effectively.
  • Conversion Tracking: Evaluate conversion rates and return on ad spend to optimize your strategies.
  • Keyword Insights: Analyze keyword performance to refine targeting and improve ad relevance.

This template is an essential tool for managing and optimizing your Google Ads campaigns, providing clear insights into your advertising performance.

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Instagram Insights Dashboard template

The Instagram Insights Dashboard template provides a structured view of your Instagram performance metrics. This tool is designed for social media managers and marketers who need to track and analyze Instagram data efficiently.

Features include:

  • Engagement Metrics: Monitor likes, comments, and shares to understand audience interaction.
  • Follower Growth: Track changes in follower count over time to assess growth trends.
  • Content Performance: Analyze which posts are performing best based on reach and engagement.
  • Demographic Insights: Gain insights into the age, gender, and location of your audience.

This dashboard is essential for making data-driven decisions and optimizing your Instagram strategy.

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Peso model Dashboard template

The PESO Model Dashboard template provides a structured approach to analyzing and managing your social media and digital marketing efforts. This template integrates various platforms and metrics to offer a holistic view of your marketing performance.

Social Media Insights are gathered from platforms like Instagram, Facebook, LinkedIn, Pinterest, and TikTok. These insights help in understanding audience engagement and content reach.

  • Instagram Insights: Track follower growth, engagement rates, and content interactions.
  • Facebook Insights: Analyze page views, post reach, and audience demographics.
  • LinkedIn Pages: Monitor page followers, post performance, and professional engagement.
  • Pinterest: Evaluate pin impressions, saves, and audience trends.
  • TikTok: Assess video views, likes, and follower activity.

E-commerce Metrics are integrated to track sales conversions and customer interactions across social platforms, providing a direct link between social media efforts and revenue generation.

SEO Performance is monitored to ensure that content is optimized for search engines, driving organic traffic to your digital assets.

This dashboard template is designed for marketers looking to streamline their reporting process and gain actionable insights from their digital marketing activities.

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Shopify KPIs Dashboard template

The Shopify KPIs Dashboard Template is designed for e-commerce businesses using Shopify to track and analyze their performance metrics. This dashboard provides a clear view of your store’s critical performance indicators, enabling data-driven decision-making.

With this template, you can monitor:

  • Sales Performance: Track total sales, average order value, and conversion rates.
  • Customer Insights: Analyze customer acquisition, retention rates, and lifetime value.
  • Product Analytics: Evaluate product performance, including bestsellers and inventory levels.
  • Traffic Sources: Understand where your traffic is coming from and which channels are most effective.

Utilize this dashboard to maintain a comprehensive overview of your Shopify store’s performance, ensuring you stay informed and responsive to market trends.

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Cross-channel Dashboard template

The Cross-channel Dashboard template is designed for PPC and Marketing professionals in the E-commerce and B2B sectors. This template provides a centralized view of your advertising efforts across multiple platforms.

Track and analyze performance from:

  • Facebook Ads
  • Google Ads
  • LinkedIn Ads
  • TikTok Ads

Utilize this dashboard to monitor campaign metrics, compare platform performance, and make data-driven decisions. The template supports integration with various ad platforms, allowing for real-time data synchronization and reporting.

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Google Ads Dashboard template

The Google Ads Dashboard template provides a robust solution for managing and analyzing your PPC campaigns. This template is designed to streamline your workflow by offering a centralized view of your Google Ads performance metrics.

Features include:

  • Real-time Data Integration: Automatically syncs with your Google Ads account to provide up-to-date insights.
  • Customizable Metrics: Tailor the dashboard to display the metrics that matter most to your campaigns, such as CTR, CPC, and conversion rates.
  • Visual Data Representation: Utilize charts and graphs to visualize trends and patterns in your ad performance.
  • Performance Tracking: Monitor campaign performance over time to identify areas for improvement and growth.

This template is an essential tool for PPC managers looking to optimize their Google Ads strategy and maximize ROI.

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Instagram Insights Audience Dashboard template

The Instagram Insights Audience Dashboard template provides a structured view of your audience metrics, allowing for data-driven decision-making. This template is designed to integrate seamlessly with your social media strategy, offering a clear snapshot of your audience demographics and engagement patterns.

Features include:

  • Demographic Breakdown: Analyze age, gender, and location data to understand your audience composition.
  • Engagement Metrics: Track likes, comments, and shares to gauge audience interaction.
  • Follower Growth: Monitor trends in follower count over time to assess growth strategies.
  • Content Performance: Evaluate which posts resonate most with your audience.

This dashboard is essential for marketers aiming to optimize their Instagram presence by leveraging audience insights effectively.

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PPC Dashboard template

The PPC Dashboard Template is designed for managing and analyzing advertising campaigns across multiple platforms. This template supports:

  • Google Ads
  • Facebook Ads
  • LinkedIn Ads
  • TikTok Ads
  • Twitter Ads

Utilize this dashboard to track performance metrics such as click-through rates (CTR), cost per click (CPC), and conversion rates. The template provides a centralized view of your advertising data, allowing for streamlined reporting and analysis.

Features include:

  • Real-time data integration from all supported platforms
  • Customizable widgets for specific campaign insights
  • Automated reporting for daily, weekly, and monthly performance

This template is ideal for marketers looking to optimize their PPC strategies across various social media and search engine platforms.

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Social Media Dashboard template

Introducing the Social Media Dashboard Template, designed for seamless integration with platforms like Instagram Insights, Facebook Insights, LinkedIn Pages, TikTok, Google Business Profile, and Pinterest.

This template provides a centralized hub for monitoring and analyzing your social media performance. It supports:

  • Instagram Insights for tracking engagement metrics and audience demographics.
  • Facebook Insights to evaluate post reach and interaction statistics.
  • LinkedIn Pages for assessing follower growth and content engagement.
  • TikTok analytics to understand video performance and audience trends.
  • Google Business Profile for visibility and customer interaction data.
  • Pinterest metrics to measure pin performance and audience reach.

Utilize this dashboard to streamline your social media strategy and make informed decisions based on real-time data.

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ROAS Dashboard template

The ROAS Dashboard Template is designed for marketers managing PPC campaigns across multiple platforms. This template provides a centralized view of your Return on Ad Spend (ROAS) metrics, allowing for data-driven decision-making.

Track and analyze performance from various advertising channels, including:

  • Google Ads
  • LinkedIn Ads
  • Facebook Ads
  • TikTok Ads
  • Twitter Ads

Utilize this dashboard to monitor campaign performance, compare ROAS across platforms, and optimize your advertising strategy. The template integrates seamlessly with data sources, providing real-time insights into your advertising spend and revenue generation.

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E-commerce Dashboard template

The E-commerce Dashboard Template is designed to provide a centralized view of your online business performance. It integrates data from multiple platforms to offer a holistic view of your marketing and sales efforts.

With this dashboard, you can track and analyze data from:

  • Google Analytics 4 for website traffic and user behavior insights.
  • Shopify for sales and product performance metrics.
  • Facebook Ads and Instagram Insights for social media advertising performance.
  • Google Ads for search engine marketing analytics.
  • Klaviyo for email marketing campaign results.
  • TikTok Ads for video marketing effectiveness.

This template allows you to monitor PPC campaigns and assess the impact of your advertising spend across different channels. By consolidating data from Facebook Insights and other platforms, you can make informed decisions to optimize your marketing strategies.

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What is a metrics tracking dashboard?

A metrics tracking dashboard is an interface tool that consolidates data from multiple sources (e.g., databases, CRM systems, ERP software) to track and display key performance indicators (KPIs) (e.g., operational efficiency, financial performance, customer satisfaction), enabling teams and organizations to monitor performance and create presentations for stakeholders and executives. 

Metrics 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 metrics tracking dashboard?

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

Executive metrics dashboards

Executive dashboards for CFOs, CEOs, and stakeholders show the organization's bottom-line impact. Reviewed weekly, monthly, or quarterly, they include:

  • Financial performance analysis: revenue, profit margins, cost analysis
  • Operational efficiency analysis: productivity metrics, resource utilization
  • Customer satisfaction analysis: NPS, customer retention rates
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Manager metrics dashboards

Manager dashboards have cross-departmental views with drill-downs to see performance by team, project, region, and process. They help align teams, define strategies, and include:

  • Cross-departmental reporting: overall performance, project, or region reporting across departments
  • Goal tracking: compare current performance vs objectives
  • Audits for prioritization and spotting issues 
  • Benchmarking for performance and process mapping
  • Process, resource, and efficiency analysis

Operational Metrics Dashboards

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

  • Production: output rates, defect rates, downtime
  • Supply Chain: inventory levels, order fulfillment, lead times
  • Customer Service: response times, resolution rates, feedback scores
  • IT: system uptime, incident response, user satisfaction

Operational metrics 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 metrics tracking dashboard?

To build a metrics 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 ERP systems for operational data, CRM for customer data, financial software for financial metrics, and HR systems for workforce analytics.

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 metrics tracking dashboard templates in Google Sheets or Looker Studio, designed for use cases like operational monitoring, financial analysis, customer satisfaction, and resource management. 

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, operational data, financial metrics, and all the fields and metrics that you define as "performance" and "efficiency".

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 metrics tracking use cases, such as operational monitoring, financial analysis, customer satisfaction, and resource management. 

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, productivity, customer satisfaction, etc.). 
  3. Choose breakdowns to segment your data (e.g. by date, department, region, etc.)

You can follow these tutorials on adding data to your dashboards

Design

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

Follow these tutorials to design your metrics tracking dashboards:

Share

Share your metrics tracking dashboards via links, PDF, schedule emails, and control permissions.

KPIs to include in a metrics tracking dashboard?

Metrics tracking dashboards should include a mix of operational, financial, customer, and efficiency metrics and KPIs to fully understand the performance of the organization towards business goals. They include:

Operational KPIs measure the efficiency and effectiveness of processes: 

  • Efficiency metrics: output rates, resource utilization, cycle times
  • Quality metrics: defect rates, error rates, compliance rates
  • Customer metrics: satisfaction scores, retention rates, service levels

Financial KPIs compare your financial performance to the cost, including:

  • Revenue: total revenue, revenue growth
  • Profitability: profit margins, net income
  • Cost: operational costs, cost savings 

Customer KPIs compare the input with the output from one process stage to another

  • Satisfaction: NPS, customer feedback
  • Retention: churn rate, repeat purchase rate
  • Engagement: interaction rates, service usage

To analyze these metrics KPIs, segment them by:

  • Department: operations, finance, customer service
  • Time: Hourly, daily, weekly, monthly
  • Project: phase, objective
  • Region: branch, location
  • Customer: demographics, behavior, feedback
  • Process: steps, efficiency, bottlenecks