Best ActiveCampaign report templates for marketing teams and agencies (2024)

Automate marketing reporting with dozens of 100% customizable, white-label ActiveCampaign report templates. Used and made by +10,000 marketers in over 60 countries.

ActiveCampaign Report template for Marketing teams and agencies

Track and measure key metrics with the ActiveCampaign automation report template. Analyze conversion rates, ROI, and click-through rates across demographics and psychographics. Integrate CRM and email marketing data for actionable insights. Ideal for B2B marketing teams to optimize performance and achieve specific goals.

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CRM Report template for Marketing teams and agencies

CRM report template tracks key metrics: conversion rate, cost per acquisition, ROI. Analyze demographic, geographic, and psychographic data. Measure sales cycle length, average deal size, and CRM contact conversion. Ideal for B2B and email marketing teams to consolidate insights and refine strategies.

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Email marketing Report template for Marketing teams and agencies

Analyze key metrics like conversion and bounce rates with this Email marketing report template. Track campaigns by name, type, and duration. Consolidate data from Mailchimp, Klaviyo, ActiveCampaign, and Hubspot. Segment by demographics and engagement levels. Ideal for marketing teams to measure performance and optimize strategies.

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ROAS Report template for Marketing teams and agencies

Track PPC performance with this PPC ROAS report template. Measure CTR, CPA, and conversion rates. Analyze ad placement, audience, and creative formats. Integrate data from Facebook Ads and Paid Media. Segment by time and demographics for actionable insights. Ideal for marketing teams aiming to optimize their strategy and achieve specific goals.

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Demand generation Report template for Marketing teams and agencies

Optimize B2B demand generation with this report template. Track conversion rates, cost per conversion, and click-through rates. Analyze social media shares and impressions. Integrate data from CRM, E-commerce, Facebook Ads, Google Analytics 4, and LinkedIn Ads. Segment by demographics and time for strategic insights. Ideal for marketing teams focused on performance.

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A/B testing Report template for Marketing teams and agencies

Optimize your campaigns with this A/B testing report template. Measure conversion rates, ROI, and click-through rates. Analyze target audience, demographics, and campaign messages. Consolidate data from Email Marketing and Copy for actionable insights. Ideal for marketing teams to track performance and refine strategies.

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Dropshipping Report template for Marketing teams and agencies

Optimize your marketing strategy with this Dropshipping report template. Measure conversion rates, average order value, and customer lifetime value. Segment by demographics, interests, and time. Consolidate data from E-commerce, Google Analytics 4, Shopify, Google Ads, and Facebook Ads. Perfect for tracking key metrics and enhancing performance in the competitive e-commerce landscape.

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Shopify Store performance Report template for Marketing teams and agencies

Measure key metrics with the Store performance report template. Analyze total revenue, conversion rates, and traffic sources. Segment by audience, marketing channels, and campaign objectives. Consolidate data from E-commerce, Google Analytics 4, Shopify, Google Ads, Facebook Ads, and SEO. Perfect for marketing teams to track performance and optimize strategies.

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DTC Report template for Marketing teams and agencies

Optimize your strategy with this DTC report template. Track revenue, conversion rates, and cost per acquisition. Blend data from E-commerce, Google Analytics 4, Shopify, Google Ads, and Facebook Ads. Segment by demographics, behavior, and time. Perfect for marketing teams to measure key metrics and enhance E-commerce performance.

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Frequency Report template for Marketing teams and agencies

Frequency report template consolidates metrics like conversion rate, ROI, and CTR from Facebook Ads, TikTok Ads, and Google Ads. Analyze audience targeting and campaign duration. Track performance by time period. Designed for marketing teams to measure PPC strategies and optimize paid media efforts efficiently.

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Local SEO Report template for Marketing teams and agencies

Optimize your local SEO strategy with this Local SEO report template. Track CTR, conversion rate, and cost per conversion. Analyze keyword ranking, organic traffic, and local pack visibility. Segment data by demographics, location, and behavior over time. Perfect for marketing teams aiming to achieve specific goals and improve performance.

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Acquisition Report template for Marketing teams and agencies

This Acquisition report template helps marketing teams track key metrics like conversion rate, ROI, and CTR. Analyze dimensions such as target audience and campaign goals. Integrate data from Google Analytics 4, Copy, and PPC. Ideal for measuring performance and refining strategies to meet specific objectives.

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Social Media Report template for Marketing teams and agencies

Optimize your strategy with this Social Media report template. Analyze conversion rates, ROAS, and engagement metrics from Instagram Insights and LinkedIn Pages. Track key metrics like likes, comments, and shares. Segment by audience, age, and location. Perfect for marketing teams to measure performance and achieve specific goals.

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What is an ActiveCampaign report?

An ActiveCampaign report is a tool that consolidates data from multiple sources (e.g., email campaigns, automation workflows, CRM data) to track and display key performance indicators (KPIs) (e.g., open rates, click-through rates, conversions), enabling teams to monitor campaign performance and create presentations for clients and executives.

ActiveCampaign reports 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 an ActiveCampaign report?

An actionable ActiveCampaign report balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.

Executive ActiveCampaign reports

Executive reports for CMOs, CEOs, and clients show marketing's bottom-line impact. Reviewed weekly, monthly, or quarterly, they include:

  • Campaign ROI analysis: by channel, using attribution for large budgets.
  • Customer journey analysis: engagement, conversion, and retention metrics from email campaigns.
  • Cohort analysis: retention, expansion, and LTV by customer cohort (sign-up period, acquisition channel).
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

ActiveCampaign manager reports

Manager reports have cross-channel views with drill-downs to see performance by client, brand, region, team member, funnel stage, and campaign. They help align teams, define tactics, and include:

  • Cross-channel reporting: overall campaign, product, client, or region reporting across channels.
  • Goal tracking: compare current performance vs objectives.
  • Audits for prioritization and spotting issues.
  • Competitive analysis for channel and tactic mapping.
  • Topic, keyword, content, audience research.

Operational ActiveCampaign reports

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

  • Email: delivery, open, click-through, conversion rates.
  • Automation: workflow performance, engagement metrics.
  • CRM: contact management, deal tracking.

Operational ActiveCampaign reports 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 an ActiveCampaign report?

To build an ActiveCampaign 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:

Connect data sources

Define and connect the data sources to bring to your report. Common sources are ActiveCampaign for email and automation data, CRM for sales data, and other marketing platforms for additional insights.

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 a template

Choose from dozens of ActiveCampaign report templates in Google Sheets or Looker Studio, designed for use cases like email performance monitoring, automation tracking, and CRM insights.

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 "conversions" and "revenue".

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 ActiveCampaign reporting use cases, such as email performance monitoring, automation tracking, and CRM insights.

Select metrics, dimensions, and charts

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:

  1. Select the data source and the account connected to it.
  2. Choose metrics (e.g., open rates, click-through rates, conversions).
  3. Choose breakdowns to segment your data (e.g., by date, campaign name, contact segment).

You can follow these tutorials on adding data to your reports:

Design

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

Follow these tutorials to design your ActiveCampaign reports:

Share

Share your ActiveCampaign reports via links, PDF, schedule emails, and control permissions.

KPIs to include in an ActiveCampaign report?

ActiveCampaign reports should include a mix of funnel—visibility, engagement, conversion—, efficiency, effectiveness, revenue, and cost metrics and KPIs to fully understand the performance of campaigns towards business goals. They include:

ActiveCampaign funnel KPIs measure the buying process (from the marketer perspective), regardless of the channel:

  • Visibility metrics: email deliveries, contact reach.
  • Engagement metrics: open rates, click-through rates, engagement scores.
  • Conversion metrics: custom conversions, leads, purchases, key events.

Efficiency KPIs compare your marketing outputs to the cost, including:

  • Visibility: cost per email sent.
  • Engagement: cost per click.
  • Conversion: cost per acquisition, cost per lead.

Effectiveness KPIs compare the input with the output from one funnel stage to another:

  • Visibility: frequency of email sends.
  • Engagement: engagement rate.
  • Conversion: conversion rate.

Sales and cost KPIs show the bottom-line impact of your marketing performance:

  • Sales: customers, revenue.
  • Cost: campaign spend, operational expenses.
  • Efficiency: ROI, customer acquisition cost.
  • Effectiveness: average order value, average customer value.

To analyze these ActiveCampaign KPIs, segment them by:

  • Channel: email, automation, CRM.
  • Time: hourly, daily, weekly, monthly.
  • Campaign: funnel stage, objective.
  • Business: client, branch, region.
  • Audience: geo, tech, demographics, interests, behavior, placement.
  • Content: email templates, automation workflows, contact segments.