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Real Revenue dashboard example

Get the actual Revenue dashboard example used by Porter to monitor your Sales performance.
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Creator

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 Sales performance

Revenue dashboard example overview

With this Revenue dashboard example, you can effortlessly monitor specific metrics such as total revenue, revenue by product category, and revenue growth over time. Segmenting the data allows you to break it down by customer segment, region, or sales channel, enabling you to identify trends and opportunities.

Share the dashboard with teammates or clients via PDF, link, or email, giving them the power to influence decisions and collaborate on strategies.

Answer essential questions like “Which product category generates the highest revenue?” or “Which region has experienced the most significant revenue growth?” with the data at hand. Use the dashboard to gain insights into customer behavior, market performance, and the effectiveness of marketing campaigns.

Suggested data sources

Use cases

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
– Return on investment (ROI)

Engagement metrics

– Click-through rate (CTR)
– Conversion rate
– Bounce rate

Visibility metrics

– Click-through rate (CTR)
– Impressions
– Website traffic

Dimensions

Campaign

– Demographic breakdown: age, gender, income level
– Geographic breakdown: region, city, country
– Psychographic breakdown: lifestyle, personality, values

Audience

– Demographics
– Psychographics
– Geographic 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 revenue report should include metrics broken down by visibility (e.g., impressions, reach), engagement (e.g., clicks, likes, comments), and conversion (e.g., sales, leads). The report should segment data by campaign, channel (e.g., social media, email), audience (e.g., demographics, interests), content (e.g., individual posts, landing pages), objective (e.g., brand awareness, lead generation), and date. For example, it could analyze the number of impressions and clicks generated from a specific social media campaign targeted towards a certain audience segment on a particular date.
To analyze revenue data, start by choosing metrics for visibility (e.g., impressions, reach), engagement (e.g., click-through rate, time on page), and conversion (e.g., conversion rate, average order value). Next, add context by comparing these metrics against costs (e.g., cost per impression, cost per click), date range (e.g., weekly, monthly), goals (e.g., revenue target, ROI), rates (e.g., CTR, conversion rate), and benchmarks (e.g., industry average, previous period). Then, segment the data by campaign (e.g., sales promotion, email marketing), channel (e.g., website, social media), audience (e.g., age group, location), content (e.g., blog post, product page), objective (e.g., lead generation, upselling), and date. For instance, analyze revenue generated from a specific campaign on social media targeting the millennial audience during a particular month.
To build a revenue dashboard, 1) connect your financial data and accounts. 2) Select metrics such as gross revenue, net revenue, and revenue growth to monitor performance. 3) Segment or break down data by campaign, sales channel, target audience, product type, customer content, objective, and date. 4) Add filters or buttons for revenue by region, product, or time period to make your report interactive. 5) Share your dashboard via PDF, scheduled emails, or links for easy access and review.

A Revenue Dashboard is a visual tool that displays a company’s revenue-related data and KPIs, enabling businesses to track performance, identify trends, and make data-driven decisions. It often includes key elements like total revenue, revenue growth, revenue per customer, and revenue by product or region. Real-time data monitoring is crucial as it allows for immediate action and response to any changes. To learn how to create a marketing dashboard using Looker Studio, visit our YouTube channel: https://www.youtube.com/@porter.metrics.

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