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Optimize B2B sales with the ActiveCampaign Sales pipeline report template. Track metrics like conversion rates, sales velocity, and average deal size. Analyze CRM data for audience insights. Align campaign goals and messaging strategy. Ideal for sales teams to boost CRM contact conversion and lifetime value.
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Get the actual Twitter Ads template used by Porter to monitor PPC performance.
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Analyze key metrics with this Social Media Client presentation report template. Track conversion rates, engagement, and audience insights from Instagram and Facebook. Segment data by campaign, demographics, and time. Perfect for agencies to present actionable insights and performance, aligning with marketing goals and strategies.
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CRM report template tracks key metrics: conversion rate, cost per acquisition, ROI. Analyze demographic, geographic, and psychographic data. Measure sales cycle length, average deal size, and CRM contact conversion. Ideal for B2B and email marketing teams to consolidate insights and refine strategies.
E-commerce cohorts report template tracks KPIs like conversion rate, CTR, and average order value. Analyze demographic, geographic, and psychographic dimensions. Consolidate data from Google Analytics 4, Shopify, Google Ads, and Facebook Ads. Perfect for marketing teams to measure performance and optimize strategies.
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Get the actual TikTok Ads template used by Porter to monitor PPC performance.
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A CEO report is a document that consolidates data from multiple sources (e.g., financial systems, CRM, HR platforms) to track and display key performance indicators (KPIs) (e.g., revenue growth, profit margins, employee performance), enabling executives to monitor overall business performance and make informed strategic decisions.
CEO 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 CEO report balances context and specificity based on the audience (executives, board members, and stakeholders) and their use cases.
Executive reports for CEOs and board members show the company's bottom-line impact. Reviewed weekly, monthly, or quarterly, they include:
Managerial reports have cross-departmental views with drill-downs to see performance by department, region, team member, and project. They help align teams, define strategies, 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 CEO 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 CEO 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 financial systems for revenue and expense data, CRM for customer data, HR platforms for employee data, and ERP systems for operational data.
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 CEO report templates in Google Sheets or Looker Studio, designed for use cases like financial monitoring, operational efficiency, strategic goal tracking, and employee performance.
Learn to copy Looker Studio templates.
While templates are the starting point. Make them specific for your business or organization. Map your specific metrics, especially custom financial metrics, CRM contact data, HR metrics, and all the fields and metrics that you define as "key performance indicators" and "strategic goals".
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 CEO reporting use cases, such as financial monitoring, operational efficiency, strategic goal tracking, and employee performance.
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 CEO reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand.
Follow these tutorials to design your CEO reports:
Share your CEO reports via links, PDF, schedule emails, and control permissions.
CEO reports should include a mix of financial, operational, strategic, and employee performance metrics and KPIs to fully understand the performance of the organization towards business goals. They include:
Financial KPIs measure the financial health and performance of the organization:
Operational KPIs assess the efficiency and effectiveness of business operations:
Strategic KPIs track progress towards long-term goals and objectives:
Employee performance KPIs show the impact of human resources on business performance:
To analyze these CEO KPIs, segment them by:
