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B2B dashboard template

Get the actual B2B dashboard template used by Porter to monitor your B2B performance.
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Creator

Porter

This template is built by the same marketers behind all our tutorials, support, and our template gallery.

+40,000 marketers have downloaded our dashboards

Template setup

Copy-paste the same dashboards that other teams and agencies use to monitor their B2B performance

B2B dashboard template overview

With this B2B dashboard example, you can monitor specific metrics to improve performance monitoring. For instance, you can track sales revenue by region, compare conversion rates across different marketing campaigns, or analyze customer satisfaction scores over time. Additionally, you can segment the data by various dimensions like industry, customer size, or product category to gain deeper insights.

You can easily share the dashboard findings with your teams or clients to influence their decision-making. Export data to PDF to create visually appealing reports, generate shareable links for real-time access, or send detailed email summaries to stakeholders. By doing so, you can ensure everyone stays informed and aligned on key metrics.

Furthermore, this dashboard enables you to answer important questions based on the data. For example, you can investigate the reasons behind a drop in customer retention rates, identify the most profitable market segments, or assess the impact of a recent pricing strategy change. The comprehensive data view empowers you to make data-driven decisions and strategize effectively for the future.

Suggested data sources

Use cases

Metrics and dimensions included

Customize the template’s metrics and dimensions as you like. See all available fields.

Metrics

Sales

– Conversion rate
– Cost per acquisition
– Customer lifetime value

Pipeline

– Conversion rate
– Average order value
– Customer lifetime value

Contacts

– Number of new CRM contacts acquired
– Conversion rate of CRM contacts into paying customers
– Average revenue per CRM contact

Dimensions

Campaign

– Industry types
– Company sizes
– Geographic locations

Audience

– Industry
– Company size
– Buying behavior

Time

By hour, day, week, month, quarter, or year

Features

100% custom charts

White-label

Custom metrics​

All-time historical data

Schedule email alerts​

Filters

Interactive

Goals​

Data blending

FAQs

A B2B report should include metrics on visibility, engagement, and conversion. These should be segmented by campaign, channel, audience, content, objective, and date. For example, visibility metrics can include impressions and reach, engagement metrics can include clicks and time spent, and conversion metrics can include leads generated and revenue.
To analyze B2B data, first, choose metrics like visibility (impressions, reach), engagement (click-through rate, average time on page), and conversion (lead generation, conversion rate). Break down these metrics by visibility on social media channels, engagement on website content, and conversion from email campaigns. Second, compare the metrics against cost per impression, cost per click, date range, campaign goals, conversion rates, and industry benchmarks to add context. For example, compare the click-through rate of a LinkedIn campaign to the industry average. Third, segment the data by campaign type (webinars, whitepapers), channel (LinkedIn, Twitter), audience (C-level executives, marketing professionals), content type (blog posts, case studies), objective (brand awareness, lead generation), and date. For instance, analyze the lead generation conversion rate for a Twitter campaign targeting marketing professionals compared to a webinar campaign targeting C-level executives.
To build a B2B dashboard, 1) connect your CRM, email marketing, and social media accounts. 2) Select metrics such as lead generation, conversion rates, and customer acquisition costs. 3) Segment data by campaign type, marketing channel, target audience, product line, customer content, objective, and date. 4) Add filters for different time periods, regions, or sales reps to make your report interactive. 5) Share your dashboard via PDF, scheduled emails, or direct links.

A B2B dashboard is a visual tool that displays key business metrics and data in real-time, enabling businesses to make informed decisions quickly. It is significant for businesses as it provides a consolidated view of business performance, customer behavior, and market trends. Tools like Looker Studio are commonly used to create these dashboards, which typically include elements like sales performance, customer acquisition costs, and conversion rates. Real-time data monitoring is crucial as it allows businesses to respond promptly to changes and opportunities. For a detailed guide on creating a marketing dashboard using Looker Studio, visit our YouTube channel: https://www.youtube.com/@porter.metrics.

Yes, Looker Studio allows you to download your report as a PDF. To do it, follow these steps:

Before downloading your report choose the date range you want to visualize on your report.
Click on the “File” menu at the top left corner of the screen.

Select “Download as” from the drop-down menu and choose “PDF.”

You can choose which pages you want to download, and also you can add a password to protect the report and add a link back to the online report.

Click on “Download” to save the report on your device.