Best Omni-channel dashboard templates for marketing teams and agencies (2025)

Free, white-label Omni-channel 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.

Social Media Client presentation Dashboard template

The Social Media Client Presentation Dashboard template is designed for agencies managing multiple social media platforms. It provides a structured overview of public data and insights from various social media channels.

Instagram Public Data and Instagram Insights offer detailed analytics on audience engagement and content performance. This includes metrics such as likes, comments, and follower growth.

Facebook Insights deliver data on page interactions, post reach, and demographic information, allowing for a thorough analysis of audience behavior.

For LinkedIn Pages, the dashboard presents data on post engagement, follower demographics, and page views, facilitating a deeper understanding of professional audience interactions.

Google Business Profile metrics include search visibility, customer actions, and review analytics, providing a comprehensive view of business presence on Google.

The dashboard also integrates data from Pinterest and TikTok, offering insights into pin performance, video views, and audience engagement trends.

  • Track and compare performance across multiple platforms.
  • Access detailed insights for strategic decision-making.
  • Utilize data-driven reports for client presentations.
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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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Google Analytics 4 Dashboard template

The Google Analytics 4 Dashboard Template is designed for marketing professionals and e-commerce businesses seeking to leverage website data effectively. This template provides a structured view of your Google Analytics 4 data, focusing on essential metrics and insights.

With this dashboard, you can:

  • Track user acquisition and understand which channels drive the most traffic.
  • Analyze user behavior to identify popular pages and content.
  • Monitor conversion rates to assess the performance of marketing campaigns.
  • Evaluate e-commerce metrics such as revenue, average order value, and product performance.

This template is tailored for those who need to make data-driven decisions based on real-time analytics and customizable reports.

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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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Acquisition Dashboard template

The Acquisition Dashboard template is designed for marketers utilizing Google Analytics 4 to track and analyze their marketing efforts. This dashboard provides insights into various marketing channels, including Content Marketing and PPC campaigns.

With this dashboard, users can:

  • Monitor traffic sources and understand which channels drive the most visitors.
  • Analyze user behavior and engagement metrics to optimize marketing strategies.
  • Track the performance of PPC campaigns and assess ROI.
  • Evaluate the effectiveness of content marketing efforts through detailed analytics.

Utilize this dashboard to make data-driven decisions and improve marketing outcomes by leveraging the capabilities of Google Analytics 4.

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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 an Omni-channel dashboard?

An Omni-channel dashboard is an interface tool that consolidates data from multiple sources (e.g., CRM systems, e-commerce platforms, social media channels) to track and display key performance indicators (KPIs) (e.g., customer satisfaction, sales conversion rates, inventory levels), enabling teams to monitor performance across all channels and create presentations for stakeholders. 

Omni-channel 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 an Omni-channel dashboard?

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

Executive Omni-channel dashboards

Executive dashboards for CMOs, CEOs, and clients show the overall business impact. Reviewed weekly, monthly, or quarterly, they include:

  • Customer journey analysis: by channel, using attribution models to understand customer interactions across touchpoints.
  • Sales performance analysis: revenue, average order value, and conversion rates from different channels.
  • Inventory and supply chain analysis: stock levels, turnover rates, and supply chain efficiency.
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Omni-channel manager dashboards

Manager dashboards have cross-channel views with drill-downs to see performance by product, region, team member, and customer segment. They help align teams, define tactics, and include:

  • Cross-channel reporting: overall performance, product, 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.
  • Customer behavior and preference research

Operational Omni-channel Dashboards

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

  • Inventory management: stock levels, reorder points, and fulfillment rates.
  • Customer service: response times, resolution rates, and customer feedback.
  • Sales channels: conversion rates, cart abandonment, and channel-specific performance.
  • Logistics: delivery times, shipping costs, and return rates.

Operational Omni-channel 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 an Omni-channel dashboard?

To build an Omni-channel 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 CRM systems for customer data, e-commerce platforms for sales data, and social media channels for engagement 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 Omni-channel dashboard templates in Google Sheets or Looker Studio, designed for use cases like sales monitoring, inventory management, and customer engagement. 

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, 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 Omni-channel reporting use cases, such as sales monitoring, inventory management, and customer engagement. 

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. Sales, inventory levels, customer satisfaction, etc.). 
  3. Choose breakdowns to segment your data (e.g. by date, product category, region, etc.)

You can follow these tutorials on adding data to your dashboards

Design

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

Follow these tutorials to design your Omni-channel dashboards:

Share

Share your Omni-channel dashboards via links, PDF, schedule emails, and control permissions.

KPIs to include in an Omni-channel dashboard?

Omni-channel dashboards should include a mix of customer journey, sales, inventory, and efficiency metrics and KPIs to fully understand the performance across all channels towards business goals. They include:

Customer journey KPIs measure the buying process across channels: 

  • Engagement metrics: customer interactions, feedback, and satisfaction scores.
  • Conversion metrics: sales conversion rates, cart abandonment rates, and repeat purchase rates.

Efficiency KPIs compare your outputs to the cost, including:

  • Inventory: turnover rates, stock levels.
  • Sales: cost per sale, average order value.

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

  • Customer engagement: response times, resolution rates.
  • Sales: conversion rate, repeat purchase rate.

Sales and cost KPIs show the bottom-line impact of your Omni-channel performance:

  • Sales: total revenue, average order value.
  • Cost: operational expenses, logistics costs.
  • Efficiency: ROI, cost per acquisition.
  • Effectiveness: customer lifetime value, retention rate.

To analyze these Omni-channel KPIs, segment them by:

  • Channel: online, offline, social media, e-commerce
  • Time: Hourly, daily, weekly, monthly
  • Product: category, SKU
  • Region: branch, location
  • Customer: demographics, behavior, preferences
  • Content: promotions, campaigns