Analyze key metrics with this Website report template. Track conversion rates, average order value, and customer lifetime value. Measure audience demographics, interests, and behavior using Google Analytics 4. Segment data by time periods. Perfect for marketing teams to consolidate insights and refine strategies.
Get the actual LinkedIn Pages template used by Porter to monitor Social Media performance.
Get the actual Facebook Insights competitors template used by Porter to monitor Social Media performance.
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.
Track key metrics like conversion rate and CTR with the Google Ads Funnel report template. Analyze performance across campaigns, ad groups, and devices. Segment by time and audience type. Perfect for PPC specialists and marketers using Google and Facebook Ads to optimize paid media strategies and achieve specific marketing objectives.
Optimize your strategy with the Instagram Insights competitors report template. Analyze CTR, conversion rate, CPA, likes, and engagement. Segment by audience, goals, and duration. Leverage social media and Instagram public data for actionable insights. Perfect for marketing teams to track performance across demographics and timeframes.
Track and measure key metrics with the Paid media Client presentation report template. Analyze conversion rates, CPA, ROI, and CTR. Segment by audience, channel, and KPIs. Break down data by age, gender, and location. Perfect for marketing teams leveraging Paid Media and Facebook Ads to achieve strategic goals.
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.
Get the actual Youtube template used by Porter to monitor Social Media performance.
Get the actual LinkedIn Pages template used by Porter to monitor Social Media performance.
Get the actual Facebook Insights template used by Porter to monitor Social Media performance.
Track and analyze key metrics with the Facebook Ads + Google Ads report template. Measure conversion rates, ROI, and CTR. Segment by audience, objectives, and time. Ideal for marketing teams to consolidate insights and optimize paid media strategies. Understand demographics and consumer behavior for actionable performance insights.
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.
Analyze key metrics with the Paid media Creative performance report template. Measure CTR, CPA, and conversion rates across Facebook, TikTok, and Google Ads. Segment by audience, message, and channel. Track impressions, reach, and engagement. Ideal for marketing teams to refine PPC strategies and meet specific goals.
Analyze key metrics like revenue, average order value, and conversion rate with this Shopify report template. Track cost per acquisition and return on ad spend. Segment by audience, messaging, and channels. Ideal for e-commerce marketing teams to unify insights and optimize strategies. Perfect for monitoring Shopify store performance across various timeframes.
Get the actual Video marketing template used by Porter to monitor Social Media performance.
Get the actual LinkedIn Pages template used by Porter to monitor Social Media performance.
Get the actual Facebook Ads E-commerce template used by Porter to monitor E-commerce performance.
A B2B report is a document that consolidates data from multiple sources (e.g., CRM systems, ERP software, LinkedIn) to track and display key performance indicators (KPIs) (e.g., lead conversion rate, customer acquisition cost, sales pipeline), enabling teams to monitor business performance and create presentations for stakeholders and executives.
B2B 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 B2B report balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.
Executive reports for CEOs, CFOs, and stakeholders show the business's bottom-line impact. Reviewed weekly, monthly, or quarterly, they include:
Manager reports have cross-department views with drill-downs to see performance by client, product, region, team member, and sales stage. They help align teams, define tactics, and include:
Operational reports for analysts and department managers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:
Operational B2B 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 a B2B 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 CRM systems for sales data, ERP software for operational data, and LinkedIn for lead generation.
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 B2B report templates in Google Sheets or Looker Studio, designed for use cases like sales monitoring, budget tracking, and operational efficiency.
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 B2B reporting use cases, such as sales monitoring, budget tracking, and operational efficiency.
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 B2B reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand.
Follow these tutorials to design your B2B reports:
Share your B2B reports via links, PDF, schedule emails, and control permissions.
B2B reports should include a mix of sales, operational, financial, and customer metrics and KPIs to fully understand the performance of business operations towards goals. They include:
Sales KPIs measure the buying process (from the business perspective), regardless of the channel:
Operational KPIs compare your business outputs to the cost, including:
Financial KPIs compare the input with the output from one business stage to another
Customer and cost KPIs show the bottom-line impact of your business performance:
To analyze these B2B KPIs, segment them by:
