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Get the actual PPC template used by Porter to monitor PPC performance.
Get the actual Google Search Console template used by Porter to monitor SEO performance.
Track essential metrics like purchase and engagement rates with the Google Analytics 4 E-commerce report template. Analyze dimensions such as campaign source and user type. Measure performance across various time frames. Perfect for marketing teams to consolidate data and optimize strategies.
Track and analyze key metrics with the Marketing KPIs report template. Measure conversion rates, CTR, and more from Google Analytics 4, Social Media, and PPC. Segment by campaign budget, duration, and audience demographics. Designed for marketing teams to consolidate performance data and achieve strategic goals effectively.
Optimize your local SEO strategy with this Google Business Profile report template. Track CTR, conversion rate, CAC, clicks, impressions, and reviews. Analyze data by location, age, gender, and time. Perfect for marketing teams aiming to consolidate performance insights and meet specific goals.
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Get the actual Paid media Client presentation template used by Porter to monitor Marketing performance.
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Track key metrics like conversion rate, ROAS, and engagement with this Facebook Ads Client presentation report template. Analyze by campaign, age, or location. Measure performance over time. Perfect for PPC specialists to present actionable insights and strategy.
An acquisition report is a document that consolidates data from multiple sources (e.g., CRM systems, Google Analytics, Salesforce) to track and display key performance indicators (KPIs) (e.g., customer acquisition cost, conversion rates, lead sources), enabling teams to monitor acquisition strategies and performance and create presentations for stakeholders and executives.
Acquisition reports are typically created 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.
An actionable acquisition report balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.
Executive reports for CMOs, CEOs, and stakeholders show acquisition's bottom-line impact. Reviewed weekly, monthly, or quarterly, they include:
Manager reports have cross-channel views with drill-downs to see performance by client, region, team member, funnel stage, and campaign. They help align teams, define tactics, and include:
Operational reports for analysts and channel managers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:
Operational acquisition reports are highly customized, built in flexible tools like Google Sheets or Looker Studio to enable data cleaning, blending, annotations, and integrating multiple sources.
To build an acquisition report, 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 report, design and share via link, PDF or email.
Here’s the breakdown:
Define and connect the data sources to bring to your report. Common sources are CRM systems for lead data, Google Analytics for web analytics, and Salesforce for sales data.
To connect your data sources, go to portermetrics.com, choose the data sources to bring to your report.
You can follow these tutorials on connecting your data:
Choose from dozens of acquisition report templates in Google Sheets or Looker Studio, designed for use cases like lead tracking, conversion analysis, and customer journey mapping.
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 "leads" and "acquisitions".
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 acquisition reporting use cases, such as lead tracking, conversion analysis, and customer journey mapping.
Once your report 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:
You can follow these tutorials on adding data to your reports
To make your acquisition reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand.
Follow these tutorials to design your acquisition reports:
Share your acquisition reports via links, PDF, schedule emails, and control permissions.
Acquisition reports should include a mix of funnel—lead generation, conversion—, efficiency, effectiveness, revenue, and cost metrics and KPIs to fully understand the performance of acquisition strategies towards business goals. They include:
Acquisition funnel KPIs measure the buying process (from the acquisition perspective), regardless of the channel:
Efficiency KPIs compare your acquisition outputs to the cost, including:
Effectiveness KPIs compare the input with the output from one funnel stage to another
Sales and cost KPIs show the bottom-line impact of your acquisition performance:
To analyze these acquisition KPIs, segment them by:
