Social Media Client presentation dashboard template

Get the actual Social Media Client presentation dashboard template used by Porter to monitor your Social Media performance.

Meet the author

Porter

This template is built by the same marketers behind all our tutorials, support, and our template gallery.

+40,000 marketers have downloaded our dashboards

Template setup

Copy-paste the same dashboards that other teams and agencies use to monitor their Social Media performance

Social Media Client presentation dashboard template overview

With this Real Social Media Client presentation dashboard example, monitor metrics such as engagement rate, follower growth, and post reach. Segment data by platform, audience demographics, and time period. Share the report through a link, PDF, or email to influence your team or clients. Answer questions such as: How is our engagement rate trending over the last quarter? Which demographic is most engaged with our content? What is the growth rate of our followers across different platforms? This template is contextual for marketers focusing on Social Media UseCase_category and Social Media.

Metrics and dimensions included

Customize the template’s metrics and dimensions as you like. See all available fields.

Metrics

Conversion metrics

Conversion rate, Cost per conversion, Conversion value

Engagement metrics

Likes, Shares, Comments

Visibility metrics

Impressions, Reach, Follower Growth

Dimensions

Campaign

Campaign name, campaign duration, campaign budget

Audience

Audience demographics, audience interests, audience location

Time

By hour, day, week, month, quarter, or year

Features

100% custom charts

White-label

Custom metrics​

All-time historical data

Schedule email alerts​

Filters

Interactive

Goals​

Data blending

FAQs

A Social Media Client presentation report should include metrics such as Conversion metrics like Conversion rate, Cost per conversion, Conversion value; Engagement metrics like Likes, Shares, Comments; and Visibility metrics like Impressions, Reach, Follower Growth. Then, segment and filter this data by dimensions like Campaign name, campaign duration, campaign budget; Audience demographics, audience interests, audience location; By hour, day, week, month, quarter, or year. Once the data is ready, make sure to add buttons and filters to make your reports interactive, use custom colors and logos to make it white-label, and share via link, PDF, or email so your teams or clients can access it.
To analyze Social Media Client presentation data, follow these steps: 1) Define your use case: For a client presentation, focus on showcasing performance and insights. 2) Define your metrics: Choose metrics such as visibility (e.g., Instagram followers, reach), engagement (e.g., likes, comments, shares on Instagram and Facebook), and conversion (e.g., click-through rates, conversion rates from Instagram Insights). 3) Add context: Compare these metrics over time, against set objectives, and evaluate cost efficiency (e.g., cost per engagement) and effectiveness (e.g., engagement rate improvements). For example, compare engagement rates before and after a specific campaign to assess impact. 4) Segment your data: Break down the data by channel (e.g., Instagram vs Facebook), objective (e.g., brand awareness vs sales), campaign (e.g., product launches), product, and time (e.g., monthly performance). For instance, analyze the engagement of a holiday campaign on Instagram targeting Gen Z from November to December.
To build a Social Media Client presentation dashboard, start by connecting your social media data, such as Instagram Insights, to platforms like Google Sheets or Google Looker Studio. Choose metrics like conversion rate, cost per conversion, conversion value, likes, shares, comments, impressions, reach, and follower growth to map your funnel comprehensively. Segment and break down your data by channel, campaign, audience, product, or objective, using dimensions such as campaign name, campaign duration, campaign budget, audience demographics, audience interests, and audience location. This combination of metrics and segmentation will help you identify trends and areas for optimization. Share your dashboard via PDF, scheduled emails, or links for easy access.
A Social Media Client presentation dashboard is a visual tool that aggregates and displays key social media metrics to showcase performance and insights for clients. It connects social media data to platforms like Google Sheets or Looker Studio, using metrics such as conversion rates, engagement (likes, shares, comments), and visibility (impressions, reach). The data is segmented by factors like channel, campaign, and audience demographics to identify trends and optimize strategies. The dashboard can be shared via PDF, email, or links for easy client access.

Yes, Looker Studio allows you to download your report as a PDF. To do it, follow these steps:

Before downloading your report choose the date range you want to visualize on your report.
Click on the “File” menu at the top left corner of the screen.

Select “Download as” from the drop-down menu and choose “PDF.”

You can choose which pages you want to download, and also you can add a password to protect the report and add a link back to the online report.

Click on “Download” to save the report on your device.