Optimize TikTok Ads performance with this report template. Track CTR, conversion rate, and cost per conversion. Analyze impressions, reach, and engagement. Segment by audience, ad placement, and time. Perfect for PPC specialists aiming to achieve marketing goals and enhance strategy.
Analyze key metrics like conversion rate, cost per conversion, and average order value with this Mailchimp report template. Track audience segmentation, email design, and performance metrics. Segment data by timeframes and dimensions. Designed for email marketing teams to unify strategy and measure actionable insights, optimizing Mailchimp campaigns to achieve marketing goals.
Track and measure key metrics with the Cross-channel Marketing performance report template. Analyze conversion rates, cost per conversion, and social media engagement. Utilize data from CRM, E-commerce, Facebook Ads, Google Analytics 4, and LinkedIn Ads. Segment by audience, channel, and time to optimize your marketing strategy and drive actionable insights.
Analyze key metrics with the Instagram Insights Stories report template. Track conversion rates, CPA, AOV, likes, shares, comments, impressions, reach, and CTR. Segment by audience, media type, and time. Ideal for marketing teams to consolidate strategies and assess performance using Instagram Insights and social media analytics.
Agency report template: Track conversion rates, ROI, and CTR across Google Analytics 4, Facebook Ads, and LinkedIn Ads. Analyze demographics, psychographics, and behavior by time. Ideal for marketing teams to measure performance and refine strategies.
Competitors analysis report template leverages Instagram Public Data to track KPIs like conversion rate, ROI, and social media engagement. Analyze demographics, psychographics, and behavior. Measure performance by timeframes. Essential for marketing teams to refine strategies and meet goals.
Optimize your strategy with this Inbound marketing report template. Track KPIs like conversion rates and social media engagement. Analyze data from CRM, E-commerce, Facebook Ads, Google Analytics 4, and LinkedIn Ads. Segment by demographics and timeframes. Ideal for B2B and e-commerce teams to measure performance and achieve marketing goals.
Analyze key metrics such as conversion rate, CTR, and engagement with this Google Ads Audience report template. Track audience segments and campaign types over various timeframes. Designed for PPC specialists to measure performance and refine strategies using data from Google Ads and Paid Media.
Get the actual Marketing KPIs template used by Porter to monitor Marketing performance.
Get the actual Facebook Insights competitors template used by Porter to monitor Social Media performance.
Track key metrics like conversion rate, ROAS, and engagement with this Facebook + Instagram report template. Analyze by campaign, age, gender, and location. Integrates Social Media, Facebook Insights, and Instagram Insights. Perfect for marketing teams to measure performance and refine strategy efficiently.
Optimize your PPC strategy with this report template. Track metrics like conversion rate, ROAS, and CTR across Facebook Ads, TikTok Ads, and Google Ads. Analyze by audience, channel, and time. Ideal for marketing teams to measure campaign performance and achieve objectives efficiently.
ActiveCampaign report template: Track key metrics like click-through rate, conversion rate, and ROI. Analyze customer acquisition cost and average order value. Segment by audience, campaign objectives, and timeline. Ideal for B2B, CRM, and email marketing teams seeking actionable insights through automation.
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 Instagram Insights Reels report template. Analyze CTR, conversion rate, AOV, impressions, and reach. Segment by audience, media type, and objectives. Access data by hour, day, or year. Perfect for social media marketers to track key metrics and enhance performance using Instagram Insights and social media analytics.
Optimize your PPC strategy with this Advertising report template. Track CTR, conversion rate, and CPA across Facebook Ads, TikTok Ads, and Google Ads. Analyze demographics, psychographics, and geographics. Segment data by hour, day, or month. Perfect for marketing teams to measure performance and achieve goals using Google Analytics 4 insights.
Optimize your marketing strategy with this Omni-channel report template. Track metrics like conversion rate, ROAS, and AOV across CRM, E-commerce, Facebook Ads, Google Analytics 4, and LinkedIn Ads. Analyze customer demographics and behavior. Segment by timeframes for actionable insights. Perfect for marketing teams seeking unified analytics and performance measurement.
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.
Optimize your PPC strategy with the Google Ads Peak hours report template. Track key metrics like conversion rate, CPC, and CTR. Analyze performance by campaign type, device, and time. Measure impressions and audience size during peak hours. Ideal for marketing teams to consolidate insights and achieve specific goals.
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.
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:
