Best Profitability dashboard templates for marketing teams and agencies (2025)

Free, white-label Profitability 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.

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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Shopify Attribution Dashboard template

The Shopify Attribution Dashboard template is designed for e-commerce businesses using Shopify to track and analyze their marketing efforts. This dashboard provides a detailed view of how different marketing channels contribute to sales and customer acquisition.

With this template, you can:

  • Track PPC Campaigns: Monitor the performance of your pay-per-click campaigns across various platforms.
  • Analyze Attribution Models: Understand the impact of different attribution models on your sales data.
  • Visualize Customer Journeys: Gain insights into the paths customers take before making a purchase.
  • Measure ROI: Calculate the return on investment for each marketing channel.

This dashboard integrates seamlessly with Shopify, providing real-time data and analytics to help you make informed decisions about your marketing strategies.

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Shopify Dashboard template

The Shopify Dashboard Template is designed to provide a streamlined overview of your e-commerce operations. This template integrates seamlessly with Shopify, offering a centralized hub for monitoring and managing your online store’s performance.

With this dashboard, you can:

  • Track Sales Data: Access real-time sales figures and analyze trends over time.
  • Monitor Inventory Levels: Keep an eye on stock availability to ensure timely restocking and avoid stockouts.
  • Analyze Customer Behavior: Gain insights into customer purchasing patterns and preferences.
  • Review Marketing Campaigns: Evaluate the effectiveness of your marketing efforts and adjust strategies accordingly.

This template is an essential tool for any Shopify store owner looking to maintain a competitive edge in the e-commerce landscape.

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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 E-commerce Dashboard template

The Google Analytics 4 E-commerce Dashboard template is designed for businesses using Shopify to track and analyze their online store’s performance. This dashboard provides a detailed view of your e-commerce data, allowing you to monitor and optimize your store’s performance effectively.

With this template, you can access a variety of metrics and dimensions, including:

  • Sales Performance: Track total revenue, average order value, and conversion rates.
  • Customer Behavior: Analyze user engagement, session duration, and bounce rates.
  • Traffic Sources: Identify where your visitors are coming from, including organic search, paid ads, and social media.
  • Product Insights: Review product performance, including top-selling items and product views.

This dashboard leverages the capabilities of Google Analytics 4 to provide real-time data and insights, helping you make informed decisions about your e-commerce strategy.

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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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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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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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AOV Dashboard template

The AOV Dashboard Template is designed for e-commerce businesses using Shopify. This template provides a structured view of your Average Order Value (AOV) metrics, enabling data-driven decision-making.

Features include:

  • Real-time Data Integration: Seamlessly connect with your Shopify store to access up-to-date AOV statistics.
  • Customizable Widgets: Tailor the dashboard to display the most relevant AOV data for your business needs.
  • Visual Analytics: Utilize charts and graphs to interpret AOV trends and patterns effectively.

This template is essential for monitoring and analyzing your store’s performance, providing insights into customer purchasing behavior and sales strategies.

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Amazon Seller Central Dashboard template

The Amazon Seller Central Dashboard template provides a structured overview of your e-commerce operations on Amazon. This template is designed to streamline your access to critical data and insights, allowing you to manage your seller account effectively.

With this dashboard, you can monitor:

  • Sales Performance: Track your sales metrics, including total sales, units sold, and average selling price.
  • Inventory Levels: Keep an eye on stock availability and receive alerts for low inventory to prevent stockouts.
  • Order Management: View and manage your orders, including pending, shipped, and returned items.
  • Customer Feedback: Access customer reviews and ratings to understand buyer satisfaction and areas for improvement.
  • Advertising Metrics: Analyze your advertising campaigns’ performance, including impressions, clicks, and conversion rates.

This template is an essential tool for sellers aiming to maintain a competitive edge in the Amazon marketplace by providing a clear and organized view of their business operations.

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What is a profitability dashboard?

A profitability dashboard is an interface tool that consolidates data from multiple sources (e.g., accounting software, ERP systems, CRM) to track and display key performance indicators (KPIs) (e.g., profit margins, cost of goods sold, net profit), enabling teams and executives to monitor financial performance and create presentations for stakeholders. 

Profitability 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 profitability dashboard?

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

Executive profitability dashboards

Executive dashboards for CFOs, CEOs, and stakeholders show the company's financial health. Reviewed weekly, monthly, or quarterly, they include:

  • Profitability analysis: by product line, region, or customer segment.
  • Cost structure analysis: fixed vs variable costs, cost of goods sold (COGS).
  • Revenue analysis: revenue streams, growth trends, and forecasts.
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Manager profitability dashboards

Manager dashboards have detailed views with drill-downs to see performance by department, product, region, and team member. They help align teams, define strategies, and include:

  • Cost management: tracking expenses and identifying cost-saving opportunities.
  • Revenue tracking: compare current performance vs objectives.
  • Profit margin analysis for prioritization and spotting issues 
  • Break-even analysis for product and service lines.

Operational Profitability Dashboards

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

  • Expense tracking: budget adherence, variance analysis.
  • Revenue recognition: timing and accuracy of revenue reporting.
  • Cash flow management: inflows, outflows, and liquidity.
  • Inventory management: turnover rates, holding costs.

Operational profitability 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 profitability dashboard?

To build a profitability 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 accounting software for financial data, ERP systems for operational data, CRM for sales data, and inventory management systems.

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 profitability dashboard templates in Google Sheets or Looker Studio, designed for use cases like cost analysis, revenue tracking, and financial forecasting. 

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 revenue streams, cost data, and all the fields and metrics that you define as "profit" and "expenses".

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 profitability reporting use cases, such as cost analysis, revenue tracking, and financial forecasting. 

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, Expenses, Profit Margin, etc.). 
  3. Choose breakdowns to segment your data (e.g., by date, product line, region, etc.)

You can follow these tutorials on adding data to your dashboards

Design

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

Follow these tutorials to design your profitability dashboards:

Share

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

KPIs to include in a profitability dashboard?

Profitability dashboards should include a mix of revenue, cost, efficiency, and profitability metrics and KPIs to fully understand the financial performance towards business goals. They include:

Profitability KPIs measure the financial health of the business: 

  • Revenue metrics: total revenue, revenue growth, revenue per product
  • Cost metrics: COGS, operating expenses, fixed and variable costs
  • Profitability metrics: gross profit, net profit, EBITDA

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

  • Cost efficiency: cost per unit, cost reduction percentage
  • Revenue efficiency: revenue per employee, revenue per customer

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

  • Cost effectiveness: cost savings, cost avoidance
  • Revenue effectiveness: revenue growth rate, customer lifetime value

Financial KPIs show the bottom-line impact of your business performance:

  • Profitability: profit margin, return on investment (ROI)
  • Liquidity: current ratio, quick ratio
  • Solvency: debt to equity ratio, interest coverage ratio

To analyze these profitability KPIs, segment them by:

  • Product line: individual products, services
  • Time: Hourly, daily, weekly, monthly
  • Region: domestic, international
  • Department: sales, production, finance
  • Customer segment: retail, wholesale, enterprise
  • Cost center: manufacturing, marketing, R&D