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

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

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.

See template

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.

See template

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.

See template

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.

See template

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.

See template

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.

See template

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.

See template

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.

See template

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.

See template

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.

See template

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.

See template

LTV Report template for Marketing teams and agencies

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.

See template

What is an agency report?

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.

What to include in an agency report?

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

Executive agency reports

Executive reports for agency leaders and clients show the agency's bottom-line impact. Reviewed weekly, monthly, or quarterly, they include:

  • Revenue analysis: by client, using attribution for large budgets.
  • Client satisfaction analysis: NPS, feedback scores, retention rates
  • Project performance analysis: timelines, budget adherence, resource allocation
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Agency manager reports

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:

  • Cross-project reporting: overall project, client, or region reporting across teams
  • Goal tracking: compare current performance vs objectives
  • Audits for prioritization and spotting issues 
  • Competitive analysis for service and strategy mapping
  • Resource and capacity planning

Operational Agency Reports

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

  • Project management: task completion, deadlines, resource utilization
  • Client communication: response times, engagement, satisfaction
  • Financials: invoicing, expenses, profitability
  • Resource allocation: team workload, availability, efficiency

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.



How to build an agency report?

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: 

Connect data sources

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 a template

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. 

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. Task completion, revenue, client satisfaction, etc.). 
  3. Choose breakdowns to segment your data (e.g. by date, project name, client, etc.)

You can follow these tutorials on adding data to your reports

Design

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

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

KPIs to include in an agency report?

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:

  • Timeline metrics: deadlines, milestones, task completion
  • Resource metrics: utilization, allocation, efficiency
  • Client satisfaction metrics: feedback scores, NPS, retention rates

Financial KPIs compare your agency outputs to the cost, including:

  • Revenue: total revenue, revenue per client
  • Expenses: operational costs, project costs
  • Profitability: profit margins, ROI 

Resource KPIs compare the input with the output from one project stage to another

  • Utilization: resource allocation, workload balance
  • Efficiency: task completion rate, project delivery time

To analyze these agency KPIs, segment them by:

  • Project: stage, type, client
  • Time: Hourly, daily, weekly, monthly
  • Client: industry, size, region
  • Team: department, role, location
  • Resource: availability, skill set, efficiency