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.

Content performance Dashboard template

The Content Performance Dashboard template integrates data from multiple social media platforms and analytics tools to provide a detailed overview of content metrics. This dashboard is designed for marketers and analysts who need to track and analyze content performance across various channels.

Data Sources:

  • Google Analytics 4
  • Instagram Insights
  • Facebook Insights
  • LinkedIn Pages
  • Google Business Profile
  • Pinterest
  • TikTok

Features:

  • Aggregated metrics from multiple platforms
  • Visual representation of engagement trends
  • Comparative analysis of content performance
  • Customizable views for specific social media channels

This dashboard template is essential for tracking social media content performance, providing insights into audience engagement, reach, and conversion metrics.

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Facebook Insights competitors Dashboard template

The Facebook Insights Competitors Dashboard template provides a structured approach to analyzing your competitors’ performance on Facebook. This tool leverages Facebook Public Data to offer insights into various metrics.

With this dashboard, you can:

  • Track engagement metrics such as likes, shares, and comments.
  • Analyze audience demographics to understand the reach and influence of competitors.
  • Monitor content performance to identify successful strategies.

Utilize this template to gain a competitive edge by understanding how your competitors interact with their audience and what content resonates most effectively.

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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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Paid media Creative performance Dashboard template

The Paid Media Creative Performance Dashboard template is designed for marketers managing campaigns across multiple platforms such as PPC, TikTok Ads, Google Ads, Facebook Ads, LinkedIn Ads, and Twitter Ads.

This dashboard provides a centralized view of your advertising efforts, allowing you to track and analyze performance metrics in real-time. It supports:

  • Impressions and Clicks tracking for visibility and engagement analysis.
  • Cost-per-click (CPC) and Cost-per-acquisition (CPA) metrics for budget management.
  • Conversion rates to measure the effectiveness of your ad creatives.
  • Platform-specific insights for TikTok, Google, Facebook, LinkedIn, and Twitter.

Utilize this dashboard to streamline your reporting process and make data-driven decisions for optimizing your ad campaigns.

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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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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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Google Ads Dashboard template

The Google Ads Dashboard Template is designed for PPC professionals seeking to streamline their advertising efforts. This template provides a structured view of your Google Ads data, allowing for quick analysis and decision-making.

Features include:

  • Campaign Performance Metrics: Track impressions, clicks, and conversions to assess the effectiveness of your campaigns.
  • Cost Analysis: Monitor your ad spend and cost-per-click to manage your budget effectively.
  • Conversion Tracking: Evaluate conversion rates and return on ad spend to optimize your strategies.
  • Keyword Insights: Analyze keyword performance to refine targeting and improve ad relevance.

This template is an essential tool for managing and optimizing your Google Ads campaigns, providing clear insights into your advertising performance.

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Instagram Insights Dashboard template

The Instagram Insights Dashboard template provides a structured view of your Instagram performance metrics. This tool is designed for social media managers and marketers who need to track and analyze Instagram data efficiently.

Features include:

  • Engagement Metrics: Monitor likes, comments, and shares to understand audience interaction.
  • Follower Growth: Track changes in follower count over time to assess growth trends.
  • Content Performance: Analyze which posts are performing best based on reach and engagement.
  • Demographic Insights: Gain insights into the age, gender, and location of your audience.

This dashboard is essential for making data-driven decisions and optimizing your Instagram strategy.

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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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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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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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Google Ads Dashboard template

The Google Ads Dashboard template provides a robust solution for managing and analyzing your PPC campaigns. This template is designed to streamline your workflow by offering a centralized view of your Google Ads performance metrics.

Features include:

  • Real-time Data Integration: Automatically syncs with your Google Ads account to provide up-to-date insights.
  • Customizable Metrics: Tailor the dashboard to display the metrics that matter most to your campaigns, such as CTR, CPC, and conversion rates.
  • Visual Data Representation: Utilize charts and graphs to visualize trends and patterns in your ad performance.
  • Performance Tracking: Monitor campaign performance over time to identify areas for improvement and growth.

This template is an essential tool for PPC managers looking to optimize their Google Ads strategy and maximize ROI.

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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