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

Free, white-label ROI 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.

Youtube Dashboard template

Introducing the YouTube Dashboard Template—a powerful tool designed for social media managers and SEO specialists. This template provides a structured approach to managing and analyzing your YouTube channel’s performance.

With this dashboard, you can:

  • Track subscriber growth and engagement metrics.
  • Analyze video performance with detailed analytics.
  • Monitor SEO metrics to optimize video visibility.
  • Organize content strategy with a content calendar.

Designed for seamless integration with your existing workflow, this template is an essential tool for maximizing your YouTube channel’s potential.

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Twitter Ads Dashboard template

The Twitter Ads Dashboard Template is designed for PPC professionals seeking to streamline their advertising efforts on X Ads. This template provides a structured approach to managing and analyzing Twitter Ads campaigns.

With this dashboard, you can:

  • Track campaign performance with real-time data updates.
  • Monitor ad spend and compare it against budget allocations.
  • Analyze audience engagement metrics to optimize targeting strategies.
  • Visualize conversion rates and assess the effectiveness of ad creatives.

Utilize this template to maintain a clear overview of your Twitter Ads campaigns, ensuring data-driven decisions and maximizing ROI.

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TikTok Ads Dashboard template

The TikTok Ads Dashboard Template is designed for PPC professionals managing TikTok advertising campaigns. This template provides a structured approach to monitor and analyze your ad performance effectively.

With this dashboard, you can:

  • Track Ad Spend: Monitor your daily, weekly, and monthly ad expenditures to ensure budget adherence.
  • Analyze Performance Metrics: Evaluate crucial metrics such as impressions, clicks, and conversions to assess campaign success.
  • Visualize Data Trends: Utilize charts and graphs to identify patterns and make informed decisions.
  • Optimize Campaigns: Use data insights to adjust targeting, creatives, and bidding strategies for improved results.

This template is an essential tool for PPC managers aiming to maximize their TikTok advertising efforts.

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TikTok Dashboard template

Introducing the TikTok Dashboard Template, a powerful tool designed for social media managers and content creators. This template provides a structured approach to monitor and analyze your TikTok performance.

With this dashboard, you can:

  • Track Follower Growth: Monitor changes in your follower count over time.
  • Analyze Engagement Rates: Evaluate likes, comments, and shares to understand audience interaction.
  • Content Performance: Identify top-performing videos and trends.
  • Audience Insights: Gain insights into your audience demographics and preferences.

Utilize this template to streamline your TikTok strategy and make informed decisions based on data-driven insights.

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Social Media Post performance Dashboard template

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

This dashboard provides a centralized view of your social media metrics, allowing you to track and analyze performance across multiple channels.

  • Instagram Insights: Monitor engagement rates, follower growth, and content reach.
  • Facebook Insights: Analyze post interactions, audience demographics, and page views.
  • LinkedIn Pages: Evaluate post impressions, click-through rates, and follower analytics.
  • TikTok: Track video views, likes, shares, and audience engagement.
  • Google Business Profile: Review customer interactions, search visibility, and profile visits.
  • Pinterest: Assess pin performance, audience insights, and traffic sources.

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

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Social Media Engagement Dashboard template

The Social Media Engagement Dashboard template provides a centralized platform for tracking and analyzing performance across multiple social media channels. This tool is designed for marketers and social media managers who need to monitor and report on engagement metrics.

With this dashboard, users can access insights from:

  • Instagram Insights – Analyze follower growth, post engagement, and story interactions.
  • Facebook Insights – Track page likes, post reach, and audience demographics.
  • LinkedIn Pages – Monitor visitor analytics, post performance, and follower trends.
  • TikTok – Evaluate video views, follower activity, and engagement rates.
  • Google Business Profile – Review customer interactions, search visibility, and review metrics.
  • Pinterest – Assess pin performance, audience insights, and traffic sources.

This dashboard aggregates data to provide a holistic view of social media performance, allowing for data-driven decision-making and strategic planning.

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Social Media competitors Dashboard template

Introducing the Social Media Competitors Dashboard Template, a powerful tool designed for analyzing and comparing public data across multiple social media platforms. This template provides insights into your competitors’ performance on platforms such as Instagram, Facebook, LinkedIn, Google Business Profile, Pinterest, and TikTok.

Utilize this dashboard to access:

  • Instagram Public Data: Track follower growth, engagement rates, and content performance.
  • Facebook Insights: Analyze page likes, post reach, and audience demographics.
  • LinkedIn Pages: Monitor company page followers, post interactions, and industry benchmarks.
  • Google Business Profile: Evaluate customer reviews, search visibility, and local engagement.
  • Pinterest: Assess pin performance, audience interests, and traffic sources.
  • TikTok: Examine video views, follower trends, and engagement metrics.

This template is designed to provide a structured overview of your competitors’ social media strategies, allowing you to make informed decisions based on real-time data.

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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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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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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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What is an ROI dashboard?

An ROI dashboard is an interface tool that consolidates data from multiple sources (e.g., financial systems, CRM, ERP) to track and display key performance indicators (KPIs) (e.g., ROI, ROAS, net profit), enabling teams and executives to monitor financial performance and create presentations for stakeholders. 

ROI 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 ROI dashboard?

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

Executive ROI dashboards

Executive dashboards for CFOs, CEOs, and stakeholders show the financial impact of business activities. Reviewed weekly, monthly, or quarterly, they include:

  • ROI analysis: by project or department, using financial metrics for large budgets.
  • Profitability analysis: net profit, gross margin, and operating margin.
  • Cost analysis: breakdown of fixed and variable costs by department or project.
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Manager ROI dashboards

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

  • Cross-department reporting: overall financial performance by department or region.
  • Goal tracking: compare current financial performance vs objectives.
  • Audits for prioritization and spotting financial discrepancies.
  • Benchmarking for industry and competitor financial performance.

Operational ROI Dashboards

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

  • Budget tracking: budget allocation, spending, and variance analysis.
  • Revenue tracking: sales performance, revenue streams, and growth rates.
  • Expense tracking: operational expenses, cost centers, and efficiency metrics.

Operational ROI 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 ROI dashboard?

To build an ROI 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 financial systems, CRM for customer data, ERP for operational data, and accounting software for financial transactions.

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 ROI dashboard templates in Google Sheets or Looker Studio, designed for use cases like budget tracking, profitability analysis, and cost management. 

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 financial metrics, CRM data, and all the fields and metrics that you define as "revenue" and "cost".

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 ROI reporting use cases, such as budget tracking, profitability analysis, and cost 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, costs, ROI, etc.). 
  3. Choose breakdowns to segment your data (e.g. by date, department, project, etc.)

You can follow these tutorials on adding data to your dashboards

Design

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

Follow these tutorials to design your ROI dashboards:

Share

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

KPIs to include in an ROI dashboard?

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

Financial KPIs measure the financial health and performance of the business: 

  • Revenue metrics: total revenue, revenue growth, revenue per customer
  • Cost metrics: total costs, cost of goods sold, operating expenses
  • Profitability metrics: net profit, gross margin, operating margin

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

  • Revenue: ROAS (Return on Ad Spend)
  • Cost: CAC (Customer Acquisition Cost)
  • Profitability: ROI (Return on Investment) 

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

  • Revenue: revenue growth rate
  • Cost: cost reduction rate
  • Profitability: profit margin improvement

To analyze these financial KPIs, segment them by:

  • Department: sales, marketing, operations
  • Time: Hourly, daily, weekly, monthly
  • Project: budget, timeline, objectives
  • Region: domestic, international
  • Customer: demographics, behavior, segment
  • Product: category, lifecycle stage