Analyze key metrics with the Instagram Insights report template. Measure CTR, conversion rate, ROI, likes, comments, shares, impressions, and reach. Segment by age, gender, location, and time. Ideal for social media marketers to track performance and refine strategies.
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Track and measure key metrics with the Meta Ads ROI report template. Analyze CPA, CTR, and ROI across demographic, psychographic, and geographic dimensions. Segment data by time periods. Ideal for Facebook Ads and Paid Media campaigns, this tool helps marketing teams optimize performance and achieve specific goals.
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.
Optimize your marketing strategy with this Monetization report template. Track metrics like conversion rate, CPA, and ROI. Analyze audience dimensions, including demographics and behavior. Integrate data from Google Analytics 4, Shopify, and Facebook Ads. Ideal for e-commerce teams to measure performance and refine tactics. Segment by time for specific insights.
Analyze key metrics with the SEO Branded vs non-branded searches report template. Measure conversion rates, ROI, and CTR by platform and device. Segment by demographics and behavior. Perfect for marketing teams to consolidate strategy and boost performance.
Get the actual Video marketing template used by Porter to monitor Social Media performance.
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Get the actual E-commerce template used by Porter to monitor E-commerce performance.
Track conversions, engagement, and revenue with the Google Analytics 4 Audit report template. Analyze key metrics by campaign, user demographics, and time. Designed for marketing teams to consolidate data and refine strategies. Ideal for assessing performance and achieving marketing goals.
Track key metrics like CTR, conversion rate, and share of voice with the Facebook Insights competitors report template. Analyze performance across demographics, channels, and timeframes. Leverage social media and Facebook public data to refine your strategy. Perfect for marketing teams aiming to consolidate insights and achieve specific goals.
Optimize your marketing strategy with this Funnels report template. Track conversion rates, ROI, and CTR from Facebook Ads, Google Ads, and Paid Media. Analyze by acquisition, conversion, and retention stages. Perfect for marketing teams leveraging Google Analytics 4 to achieve specific goals and improve performance across various audience segments.
Optimize your marketing strategy with the Paid media Goal tracking report template. Measure KPIs like website traffic, CTR, and conversion rates. Analyze social media impressions and search rankings. Segment by audience, channel, and time. Perfect for marketing teams leveraging Facebook Ads to align goals and enhance performance.
Optimize your marketing strategy with the Conversions report template. Track conversion rates, cost per conversion, and CTR across platforms like Facebook Ads, TikTok Ads, and Google Ads. Analyze by channel, campaign, and demographics. Perfect for PPC specialists using Google Analytics 4 to measure performance and align with marketing goals.
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.
Awareness report template consolidates key metrics like CTR, CPA, and conversion rate from Social Media, Instagram Insights, and LinkedIn Pages. Analyze demographics, psychographics, and behavior over time. Perfect for marketing teams to track performance and strategy, providing actionable insights into audience engagement and organic search ranking.
Optimize your strategy with the SEO Keyword ranking tracker report template. Measure key metrics like conversion rates, ROI, and click-through rates. Analyze organic and paid keyword rankings, demographic insights, and online behavior. Segment data by timeframes. Perfect for marketing teams aiming to consolidate performance insights and achieve specific goals.
Get the actual Twitter Ads template used by Porter to monitor PPC performance.
Get the actual Instagram Insights competitors template used by Porter to monitor Social Media performance.
Get the actual E-commerce template used by Porter to monitor E-commerce performance.
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:
