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.

Facebook Ads report template for marketing teams and agencies

Optimize your Facebook Ads strategy with this report template. Measure key metrics like cost per conversion, ROAS, and CTR. Analyze performance by audience, placement, and time. Ideal for PPC specialists to track and improve paid media campaigns. Consolidate data from Facebook Ads and PPC for actionable insights.

E-commerce report template for marketing teams and agencies

Optimize your strategy with this E-commerce report template. Track metrics like conversion rate, average order value, and CPA. Analyze dimensions by audience, channel, and time. Integrate data from E-commerce, Paid Media, and SEO. Ideal for marketing teams to measure performance and achieve goals effectively.

B2B Marketing performance report template for marketing teams and agencies

Optimize B2B Marketing performance with this report template. Track metrics like conversion rate, cost per acquisition, and customer lifetime value. Analyze CRM contacts and segment by industry, company size, and location. Ideal for marketing teams to measure and strategize using B2B, CRM, and Email Marketing data sources.

Google Ads Keyword analysis report template for marketing teams and agencies

Track key metrics like conversion rate, CTR, and impressions with the Google Ads Keyword analysis report template. Analyze performance by campaign type, device, and more. Consolidate data from Google Ads and Keywords. Ideal for PPC specialists to optimize strategy and meet marketing objectives. Segment by time for specific insights.

Twitter Ads report template for marketing teams and agencies

Analyze key metrics like CTR, conversion rate, and social actions with this Twitter Ads report template. Track performance by campaign objective, ad format, and audience targeting. Segment data by time, location, gender, and age. Perfect for PPC specialists to consolidate Twitter Ads and Paid Media strategies for actionable insights.

Sales Hubspot Dashboard

HubSpot report template for marketing teams and agencies

Optimize B2B marketing with this HubSpot report template. Track metrics like conversion rate, ROI, and average deal size. Analyze CRM contacts and campaign performance by demographic and psychographic breakdowns. Ideal for inbound marketing teams to measure and refine email marketing and funnel strategies across different timeframes.

Paid media report template for marketing teams and agencies

Analyze key metrics like CTR, conversion rate, and CPA with this Paid media report template. Integrate data from Facebook Ads, TikTok Ads, Google Ads, and more. Segment by location, age, and interests. Ideal for PPC specialists to track performance and refine strategies across platforms using Google Analytics 4.

Google Ads PMax report template for marketing teams and agencies

Track key metrics with this Google Ads PMax report template. Measure conversion value, CTR, and impressions. Analyze by campaign type, audience segment, and time period. Consolidate data from Google Ads and Paid Media for actionable insights. Ideal for marketing teams focused on optimizing PPC performance and achieving strategic goals.

TikTok Ads report template for marketing teams and agencies

Optimize TikTok Ads performance with this report template. Track CTR, conversion rate, and cost per conversion. Analyze impressions, reach, and engagement. Segment by audience, ad placement, and time. Perfect for PPC specialists aiming to achieve marketing goals and enhance strategy.

Mailchimp report template for marketing teams and agencies

Analyze key metrics like conversion rate, cost per conversion, and average order value with this Mailchimp report template. Track audience segmentation, email design, and performance metrics. Segment data by timeframes and dimensions. Designed for email marketing teams to unify strategy and measure actionable insights, optimizing Mailchimp campaigns to achieve marketing goals.

ActiveCampaign automation 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.

Google Ads Audience report template for marketing teams and agencies

Analyze key metrics such as conversion rate, CTR, and engagement with this Google Ads Audience report template. Track audience segments and campaign types over various timeframes. Designed for PPC specialists to measure performance and refine strategies using data from Google Ads and Paid Media.

PPC report template for marketing teams and agencies

Optimize your PPC strategy with this report template. Track metrics like conversion rate, ROAS, and CTR across Facebook Ads, TikTok Ads, and Google Ads. Analyze by audience, channel, and time. Ideal for marketing teams to measure campaign performance and achieve objectives efficiently.

ActiveCampaign report template for marketing teams and agencies

ActiveCampaign report template: Track key metrics like click-through rate, conversion rate, and ROI. Analyze customer acquisition cost and average order value. Segment by audience, campaign objectives, and timeline. Ideal for B2B, CRM, and email marketing teams seeking actionable insights through automation.

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.

Google Ads Peak hours report template for marketing teams and agencies

Optimize your PPC strategy with the Google Ads Peak hours report template. Track key metrics like conversion rate, CPC, and CTR. Analyze performance by campaign type, device, and time. Measure impressions and audience size during peak hours. Ideal for marketing teams to consolidate insights and achieve specific goals.

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:

Select the data source and the account connected to it.
Choose metrics (e.g., open rates, click-through rates, conversions).
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.