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This SEO report template helps track key metrics like conversion rate, ROI, and CTR. Analyze organic search traffic and keyword rankings. Segment by audience, channel, or time. Integrate data from Google Search Console and content marketing. Ideal for marketing teams to measure performance and achieve specific goals.
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Optimize B2B Marketing performance with this report template. Track metrics like conversion rate, cost per acquisition, and customer lifetime value. Analyze CRM contacts and segment by industry, company size, and location. Ideal for marketing teams to measure and strategize using B2B, CRM, and Email Marketing data sources.
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Get the actual Video marketing template used by Porter to monitor Social Media performance.
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Optimize your social media strategy with the Content performance report template. Track conversion rates, engagement, and audience demographics using data from Google Analytics 4, Instagram Insights, and Facebook Insights. Analyze key metrics by campaign, duration, and time. Perfect for marketing teams to measure performance and achieve objectives efficiently.
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Optimize your Facebook Ads budget with this tracking and pacing report template. Analyze CTR, conversion rates, and cost per conversion. Segment by audience, ad placement, and timing. Track key metrics across demographics and timeframes. Perfect for PPC specialists aiming to enhance Facebook Ads performance and budget efficiency.
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.
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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:
