Analyze key metrics such as CTR, conversion rate, and engagement with the Social Media competitors report template. Utilize data from Social Media and Instagram Public Data. Segment by audience demographics, content strategy, and timeframes. Perfect for marketing teams to assess performance and optimize strategies.
Optimize your strategy with the Multi-channel Marketing performance report template. Track CTR, ROI, and engagement metrics from SEO, Google Analytics 4, Facebook Ads, Instagram Insights, and more. Analyze channel performance and customer engagement by demographics and timeframes. Perfect for marketing teams to measure and improve performance across diverse platforms.
Track metrics like cost per conversion, ROAS, and CTR with the Paid media E-commerce report template. Analyze data from Google Analytics 4, Shopify, Google Ads, and Facebook Ads. Segment by audience, ad placement, and time. Perfect for marketing teams to measure performance and refine strategies.
Analyze key metrics such as conversion rate, CPA, and CLTV with this LTV report template. Ideal for e-commerce and Shopify, it helps marketing teams track customer segmentation and channel attribution. Gain insights by age, location, and income to refine your strategy and boost sales performance.
Track key metrics with this Marketing operations report template. Measure conversion rates, ROI, and CTR. Analyze demographics and behavior over time. Integrate data from Google Analytics 4 and Copy. Ideal for marketing teams to assess performance and refine strategies effectively.
Track key metrics like CTR, conversion rate, and ROAS with the Creator marketing report template. Analyze audience breakdowns by demographics, psychographics, and behavior. Measure engagement through likes, shares, and comments. Utilize data from Social Media, Instagram Insights, and LinkedIn Pages. Optimize strategy with actionable insights segmented by time periods. Ideal for marketing teams.
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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.
Analyze key metrics such as conversion rate, ROI, and click-through rate with the Daily Marketing performance report template. Utilize data from Google Analytics 4, Facebook Ads, and Instagram Insights. Track audience demographics and marketing channels. Measure performance across various time frames to refine strategies and meet campaign goals effectively.
Optimize your marketing strategy with the Impressions report template. Track key metrics like conversion rate, CTR, and ROI. Analyze demographics, location, and device type over various timeframes. Perfect for PPC and Facebook Ads, it blends data to help marketing teams measure performance and achieve specific goals in paid media campaigns.
Optimize your sales strategy with this Revenue report template. Track conversion rates, cost per conversion, and customer lifetime value. Analyze CTR, social media engagement, impressions, and reach. Segment by audience, campaign, age, gender, and location. Perfect for E-commerce and Shopify, it empowers marketing teams to achieve key objectives.
Analyze key metrics such as CTR, conversion rate, and cost per conversion with this Google Analytics 4 Attribution report template. Segment data by demographics, psychographics, and behavior over various timeframes. Designed for marketing teams to consolidate insights and refine strategies, utilizing Google Analytics 4 for a comprehensive view of audience engagement.
Optimize your strategy with the SEO Serp tracking report template. Track conversion rates, click-through rates, and customer lifetime value. Analyze keyword performance, demographics, and behavior. Gain insights on competition and ROI. Ideal for marketing teams to consolidate data and achieve specific goals.
Optimize your PPC strategy with this Google Ads report template. Track conversion rate, cost per conversion, and CTR. Analyze by campaign type, audience, and time. Perfect for marketing teams to measure performance and align with objectives. Consolidate data from Google Ads and Paid Media for actionable insights and enhanced campaign management.
Get the actual Paid media Client presentation template used by Porter to monitor Marketing performance.
Get the actual Google Business Profile template used by Porter to monitor Local SEO performance.
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 agency report is a document that consolidates data from multiple sources (e.g., project management tools, CRM systems, financial software) to track and display key performance indicators (KPIs) (e.g., project timelines, client satisfaction, revenue), enabling agencies to monitor performance and create presentations for clients and executives.
Agency 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 agency report balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.
Executive reports for agency leaders and clients show the agency's bottom-line impact. Reviewed weekly, monthly, or quarterly, they include:
Manager reports have cross-project views with drill-downs to see performance by client, team, region, project stage, and resource allocation. They help align teams, define tactics, and include:
Operational reports for analysts and project managers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:
Operational agency 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 agency 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 project management tools for task tracking, CRM systems for client data, financial software for revenue and expenses, and communication platforms for client interactions.
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 agency report templates in Google Sheets or Looker Studio, designed for use cases like project tracking, client satisfaction, financial performance, and resource management.
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 client data, project milestones, financial metrics, and all the fields and metrics that you define as "success" and "performance".
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 agency reporting use cases, such as project tracking, client satisfaction, financial performance, and resource management.
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 agency reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand.
Follow these tutorials to design your agency reports:
Share your agency reports via links, PDF, schedule emails, and control permissions.
Agency reports should include a mix of project performance, client satisfaction, financial, and resource metrics and KPIs to fully understand the performance of agency operations towards business goals. They include:
Project performance KPIs measure the progress and success of projects:
Financial KPIs compare your agency outputs to the cost, including:
Resource KPIs compare the input with the output from one project stage to another
To analyze these agency KPIs, segment them by:
