Best White-label dashboard templates for marketing teams and agencies (2025)

Free, white-label White-label 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.

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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Facebook Ads budget tracking and pacing Dashboard template

The Facebook Ads Budget Tracking and Pacing Dashboard is designed for PPC professionals managing Facebook Ads campaigns. This dashboard provides a clear overview of your ad spend and helps ensure your campaigns stay on track.

With this dashboard, you can:

  • Monitor daily spend against your allocated budget to avoid overspending.
  • Track pacing to ensure your campaigns are on schedule to meet monthly targets.
  • Analyze spend trends to identify patterns and adjust strategies accordingly.

Utilize this tool to maintain control over your Facebook Ads budget and optimize your PPC strategy effectively.

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Google Analytics 4 acquisition Dashboard template

The Google Analytics 4 Acquisition Dashboard template provides a detailed overview of your website’s traffic sources and user acquisition channels. This dashboard is designed to help marketers and analysts understand how users are finding and interacting with your site.

Core Features:

  • Traffic Source Analysis: Break down of user acquisition by channels such as organic search, paid search, direct, referral, and social media.
  • User Engagement Metrics: Track user interactions and engagement levels across different acquisition sources.
  • Attribution Insights: Analyze the contribution of various channels to conversions and user journeys.
  • Real-Time Data: Monitor live data to see how current campaigns are performing.

This dashboard leverages Google Analytics 4’s advanced tracking capabilities to provide actionable insights into your marketing strategies and user acquisition efforts.

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LinkedIn Pages Dashboard template

The LinkedIn Pages Dashboard Template is designed for social media managers and marketing professionals to effectively manage and analyze LinkedIn Pages performance. This template provides a structured approach to monitor and report on various metrics.

Features include:

  • Engagement Tracking: Monitor likes, comments, and shares to understand audience interaction.
  • Follower Growth Analysis: Track changes in follower count over time to assess growth trends.
  • Content Performance Metrics: Evaluate the reach and impact of posts to optimize content strategy.
  • Demographic Insights: Analyze audience demographics to tailor content to specific segments.

This template is an essential tool for data-driven decision-making, providing a clear view of LinkedIn Pages activities and outcomes.

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SEM Dashboard template

The SEM Dashboard Template is designed for professionals managing PPC and Paid Media campaigns, specifically focusing on Google Ads. This template provides a structured approach to monitor and analyze campaign performance.

Key features include:

  • Performance Metrics: Track essential metrics such as Click-Through Rate (CTR), Cost Per Click (CPC), and Conversion Rate.
  • Budget Tracking: Monitor daily and monthly spend to ensure alignment with financial goals.
  • Ad Group Analysis: Evaluate the performance of different ad groups to identify top performers.
  • Keyword Insights: Analyze keyword performance to optimize bidding strategies.

This template serves as a foundational tool for managing and optimizing Google Ads campaigns, providing actionable insights for data-driven decision-making.

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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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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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Facebook Ads Campaign performance Dashboard template

This Facebook Ads Campaign Performance Dashboard template provides a detailed overview of your PPC campaigns. It is designed to help you monitor and analyze the performance of your Facebook Ads in real-time.

Features include:

  • Impressions and Reach: Track the number of times your ads are displayed and the unique users reached.
  • Click-Through Rate (CTR): Measure the percentage of users who clicked on your ad after seeing it.
  • Conversion Tracking: Monitor the actions users take after interacting with your ad, such as purchases or sign-ups.
  • Cost Analysis: Evaluate your ad spend, cost per click (CPC), and cost per acquisition (CPA).
  • Audience Insights: Analyze demographic data to understand who is engaging with your ads.

This dashboard is essential for marketers looking to optimize their Facebook Ads strategy and maximize ROI.

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Google Analytics 4 Attribution Dashboard template

The Google Analytics 4 Attribution Dashboard template provides a detailed view of your marketing channels’ performance. This dashboard is designed to help marketers understand the attribution paths that lead to conversions, offering insights into how different channels contribute to your business goals.

With this dashboard, you can:

  • Analyze multi-channel attribution to see how various marketing efforts work together.
  • Track conversion paths to identify the most effective sequences of interactions.
  • Evaluate the impact of each channel on your overall marketing strategy.

Utilize this template to gain a deeper understanding of your customer journey and optimize your marketing strategies based on data-driven insights.

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Local SEO Dashboard template

The Local SEO Dashboard template is designed to streamline the management of your Google Business Profile and enhance your local search visibility. This tool provides a centralized platform to monitor and analyze your local SEO performance.

With this dashboard, you can:

  • Track your Google Business Profile metrics, including views, clicks, and customer actions.
  • Monitor local search rankings and identify trends over time.
  • Analyze customer reviews and ratings to understand public perception.
  • Identify opportunities for improvement in your local SEO strategy.

Utilize this dashboard to maintain a competitive edge in local search results and ensure your business is easily discoverable by potential customers.

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SEO Dashboard template

The SEO Dashboard Template is designed to streamline your SEO strategy by integrating data from Google Search Console and other analytics tools. This template provides a centralized view of your website’s performance metrics, enabling data-driven decisions for content marketing and branding.

Features include:

  • Google Search Console Integration: Automatically pull search performance data to monitor clicks, impressions, and average position.
  • Content Performance Analysis: Evaluate the effectiveness of your content marketing efforts by tracking page views, bounce rates, and user engagement.
  • Brand Visibility Metrics: Assess your brand’s online presence with insights into search queries and audience demographics.

Utilize this dashboard to align your SEO efforts with business objectives, ensuring a cohesive approach to improving search rankings and online visibility.

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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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What is a white-label dashboard?

A white-label dashboard is an interface tool that consolidates data from multiple sources (e.g., CRM systems, financial software, customer support platforms) to track and display key performance indicators (KPIs) (e.g., customer satisfaction, revenue growth, support ticket resolution), enabling businesses to monitor performance and create presentations for clients and stakeholders.

White-label 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 white-label dashboard?

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

Executive white-label dashboards

Executive dashboards for CEOs, CFOs, and clients show the business's bottom-line impact. Reviewed weekly, monthly, or quarterly, they include:

  • Financial performance analysis: revenue, profit margins, and cost analysis.
  • Customer metrics: customer acquisition cost (CAC), lifetime value (LTV), and retention rates.
  • Operational efficiency: process optimization and resource allocation.
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Managerial white-label dashboards

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

  • Cross-departmental reporting: overall performance across departments.
  • Goal tracking: compare current performance vs objectives.
  • Audits for prioritization and spotting issues.
  • Competitive analysis for market positioning and strategy.
  • Customer feedback and satisfaction research

Operational white-label dashboards

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

  • Customer support: ticket resolution times, customer satisfaction scores.
  • Sales: lead conversion rates, sales cycle length.
  • Product: defect rates, production efficiency.
  • IT: system uptime, incident response times.

Operational white-label 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 white-label dashboard?

To build a white-label 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, financial software for revenue and cost data, and customer support platforms for service 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 white-label dashboard templates in Google Sheets or Looker Studio, designed for use cases like financial reporting, customer satisfaction tracking, and operational efficiency 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, and all the fields and metrics that you define as "key performance indicators" and "business goals".

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 reporting use cases, such as financial reporting, customer satisfaction tracking, and operational efficiency 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., revenue, customer satisfaction, ticket resolution time, etc.).
  3. Choose breakdowns to segment your data (e.g., by date, department, product line, etc.)

You can follow these tutorials on adding data to your dashboards

Design

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

Follow these tutorials to design your white-label dashboards:

Share

Share your white-label dashboards via links, PDF, schedule emails, and control permissions.

KPIs to include in a white-label dashboard?

White-label dashboards should include a mix of operational, financial, customer, and efficiency metrics and KPIs to fully understand the performance of business operations towards goals. They include:

Operational KPIs measure the efficiency and effectiveness of business processes:

  • Efficiency metrics: process completion time, resource utilization
  • Effectiveness metrics: error rates, quality scores
  • Customer metrics: satisfaction scores, retention rates

Financial KPIs compare your business outputs to the cost, including:

  • Revenue: total revenue, revenue growth
  • Cost: operational costs, cost savings
  • Profitability: profit margins, ROI

Customer KPIs measure the impact on customer satisfaction and loyalty:

  • Satisfaction: Net Promoter Score (NPS), customer feedback
  • Loyalty: repeat purchase rate, customer lifetime value (LTV)

To analyze these KPIs, segment them by:

  • Department: sales, support, operations
  • Time: Hourly, daily, weekly, monthly
  • Product: product line, service offering
  • Region: branch, location
  • Customer: demographics, behavior, feedback
  • Process: workflow, task, project