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

Free, white-label SaaS 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.

LinkedIn Ads Dashboard template

The LinkedIn Ads Dashboard Template is designed for PPC specialists and B2B SaaS companies focusing on lead generation through LinkedIn Ads. This template provides a structured view of your advertising performance, enabling data-driven decisions.

Features include:

  • Campaign Performance Metrics: Track impressions, clicks, and conversions to understand campaign effectiveness.
  • Audience Insights: Analyze demographic data to refine targeting strategies.
  • Budget Management: Monitor spend and ROI to optimize ad spend.
  • Lead Generation Tracking: Measure the quality and quantity of leads generated.

This dashboard is essential for marketers aiming to maximize their LinkedIn Ads strategy and achieve measurable results in the B2B sector.

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LinkedIn Ads Dashboard template

The LinkedIn Ads Dashboard Template is designed for professionals focused on PPC and Lead Generation in the B2B sector. This template provides a structured view of your Paid Media campaigns on LinkedIn, offering insights into performance metrics and audience engagement.

Key features include:

  • Campaign Performance Metrics: Track impressions, clicks, and conversions to understand the effectiveness of your LinkedIn Ads.
  • Audience Insights: Analyze demographic data to refine targeting strategies and improve lead quality.
  • Budget Management: Monitor spend and ROI to optimize your advertising budget.
  • Conversion Tracking: Measure lead generation success and identify high-performing campaigns.

This dashboard is essential for marketers aiming to maximize their LinkedIn Ads impact and drive business growth through targeted PPC strategies.

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Lead generation Dashboard template

The Lead Generation Dashboard Template is designed for B2B marketers and sales teams to streamline their lead management process. This template integrates with popular platforms such as Google Ads, LinkedIn Ads, Facebook Ads, and HubSpot, providing a centralized view of your lead generation efforts.

Utilize data from Google Analytics 4 to track and analyze the performance of your campaigns. The dashboard offers insights into:

  • Lead Sources: Identify which channels are driving the most leads.
  • Conversion Rates: Monitor the effectiveness of your PPC campaigns.
  • CRM Integration: Seamlessly connect with HubSpot to manage and nurture leads.

This template is essential for businesses looking to optimize their B2B lead generation strategy by leveraging data from multiple advertising and analytics platforms.

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HubSpot Dashboard template

The HubSpot Dashboard Template is designed for B2B companies focusing on CRM and Email Marketing. This template provides a structured view of your marketing and sales data, enabling you to track and analyze your funnels and inbound marketing efforts effectively.

With this dashboard, you can:

  • Monitor lead generation and conversion rates through detailed funnel analysis.
  • Track email campaign performance metrics, including open rates and click-through rates.
  • Analyze customer interactions and engagement within the HubSpot CRM.

Utilize this template to align your marketing strategies with your business objectives, ensuring a data-driven approach to inbound marketing.

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Email marketing Dashboard template

The Email Marketing Dashboard template is designed to streamline your email campaigns across platforms like Mailchimp, Klaviyo, ActiveCampaign, and HubSpot. This dashboard provides a centralized view of your email marketing performance, allowing you to track and analyze critical metrics.

With this template, you can:

  • Monitor open rates, click-through rates, and conversion rates in real-time.
  • Compare performance across different email platforms.
  • Identify trends and patterns in subscriber engagement.
  • Access detailed reports on campaign performance.

Utilize this dashboard to make data-driven decisions and optimize your email marketing strategies effectively.

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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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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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B2B Marketing performance Dashboard template

The B2B Marketing Performance Dashboard template provides a centralized view of your marketing efforts across multiple channels. This dashboard integrates data from CRM systems, Email Marketing platforms, and advertising networks to offer a complete picture of your marketing performance.

Track and analyze data from:

  • HubSpot for CRM insights and lead management.
  • Google Ads and Facebook Ads for PPC campaign performance.
  • LinkedIn Ads to monitor B2B engagement and conversions.
  • Google Analytics 4 for web traffic and user behavior analysis.

This dashboard template allows you to monitor campaign performance, lead generation, and ROI metrics, providing actionable insights for strategic decision-making.

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B2B KPI tracker Dashboard template

The B2B KPI Tracker Dashboard Template is designed for businesses using HubSpot to monitor and analyze their performance metrics effectively. This template provides a structured approach to track essential KPIs, ensuring that your business objectives align with your operational activities.

With this dashboard, you can:

  • Visualize critical performance indicators in real-time.
  • Integrate seamlessly with HubSpot for automated data updates.
  • Customize the dashboard to focus on specific metrics relevant to your business goals.

Utilize this template to maintain a clear overview of your business’s performance, facilitating data-driven decision-making and strategic planning.

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B2B Funnel Dashboard template

The B2B Funnel Dashboard template is designed for businesses using HubSpot to track and manage their sales funnels effectively. This template provides a structured view of your sales process, allowing you to monitor each stage of the funnel with precision.

With this dashboard, you can:

  • Visualize the entire sales funnel from lead generation to deal closure.
  • Analyze conversion rates at each stage to identify potential bottlenecks.
  • Track the performance of sales teams and individual representatives.
  • Integrate seamlessly with HubSpot for real-time data updates.

This template is essential for B2B companies aiming to optimize their sales strategies and improve their overall sales process management.

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B2B Dashboard template

The B2B Dashboard template integrates with HubSpot, Facebook Ads, Google Ads, LinkedIn Ads, and Google Analytics 4 to provide a centralized view of your marketing and sales data.

Utilize this dashboard to track and analyze:

  • CRM Data from HubSpot for lead management and sales performance.
  • PPC Campaigns across Facebook, Google, and LinkedIn Ads to monitor ad spend and ROI.
  • SEO Metrics to assess organic search performance and traffic sources.
  • Website Analytics through Google Analytics 4 for user behavior insights and conversion tracking.

This template is designed for B2B marketers seeking to streamline data from multiple platforms into a single, actionable interface.

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ActiveCampaign Dashboard template

The ActiveCampaign Dashboard Template is designed for B2B companies focusing on CRM and Email Marketing. This template integrates seamlessly with ActiveCampaign, providing a robust platform for managing customer relationships and automating marketing efforts.

With this dashboard, businesses can:

  • Monitor and analyze email marketing campaigns in real-time.
  • Track customer interactions and engagement metrics.
  • Automate marketing workflows to streamline operations.

The template supports automation features, allowing users to set up triggers and actions that respond to customer behavior, ensuring timely and relevant communication.

Utilize the ActiveCampaign Dashboard Template to optimize your CRM strategies and drive business growth through targeted email marketing and automation.

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What is a SaaS dashboard?

A SaaS dashboard is an interface tool that consolidates data from multiple sources (e.g., Stripe, Salesforce, Intercom) to track and display key performance indicators (KPIs) (e.g., MRR, churn rate, customer lifetime value), enabling teams to monitor product performance and create presentations for stakeholders and executives. 

SaaS 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 SaaS dashboard?

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

Executive SaaS dashboards

Executive dashboards for CEOs, CFOs, and investors show the bottom-line impact of the SaaS product. Reviewed weekly, monthly, or quarterly, they include:

  • Revenue analysis: by product, using metrics like MRR, ARR, and growth rate.
  • Unit economics analysis: CAC, LTV, payback period, ARPU from customers
  • Cohort analysis: retention, expansion, and LTV by customer cohort (sign-up period, acquisition channel)
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

SaaS manager dashboards

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

  • Cross-functional reporting: overall product, customer, or region reporting across teams
  • Goal tracking: compare current performance vs objectives
  • Audits for prioritization and spotting issues 
  • Competitive analysis for market and product mapping
  • Feature usage and customer feedback analysis

Operational SaaS Dashboards

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

  • Product usage: feature adoption, user engagement, session duration
  • Customer support: ticket volume, resolution time, satisfaction scores
  • Billing: payment success rates, refund rates
  • Infrastructure: uptime, response time, error rates

Operational SaaS 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 SaaS dashboard?

To build a SaaS 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 Stripe for billing data, Salesforce for CRM data, Intercom for customer support data, and Mixpanel for product 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 SaaS dashboard templates in Google Sheets or Looker Studio, designed for use cases like revenue tracking, customer retention, and product usage monitoring. 

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, product usage events, 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 SaaS reporting use cases, such as revenue tracking, customer retention, and product usage monitoring. 

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. MRR, churn rate, active users, etc.). 
  3. Choose breakdowns to segment your data (e.g. by date, customer segment, product feature, etc.)

You can follow these tutorials on adding data to your dashboards

Design

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

Follow these tutorials to design your SaaS dashboards:

Share

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

KPIs to include in a SaaS dashboard?

SaaS dashboards should include a mix of product usage, customer engagement, revenue, and cost metrics and KPIs to fully understand the performance of the SaaS product towards business goals. They include:

Product usage KPIs measure how customers interact with the product: 

  • Usage metrics: active users, session duration, feature adoption
  • Engagement metrics: login frequency, feature usage, support interactions
  • Retention metrics: churn rate, renewal rate, customer lifetime value

Efficiency KPIs compare your outputs to the cost, including:

  • Customer acquisition: CAC (Customer Acquisition Cost)
  • Revenue: MRR (Monthly Recurring Revenue), ARR (Annual Recurring Revenue)
  • Cost: OPEX, payroll

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

  • Product: feature adoption rate
  • Customer: engagement rate, satisfaction score
  • Revenue: growth rate

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

  • Sales: customers, revenue
  • Cost: operational expenses, payroll
  • Efficiency: ROI, LTV/CAC ratio
  • Effectiveness: AOV, ACV

To analyze these SaaS KPIs, segment them by:

  • Product: feature, version
  • Time: Hourly, daily, weekly, monthly
  • Customer: segment, lifecycle stage
  • Business: region, team
  • Usage: frequency, duration, engagement
  • Feedback: ratings, comments, support tickets