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Get the actual Video marketing template used by Porter to monitor Social Media performance.
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Track conversions, engagement, and revenue with the Google Analytics 4 Audit report template. Analyze key metrics by campaign, user demographics, and time. Designed for marketing teams to consolidate data and refine strategies. Ideal for assessing performance and achieving marketing goals.
Track key metrics like CTR, conversion rate, and share of voice with the Facebook Insights competitors report template. Analyze performance across demographics, channels, and timeframes. Leverage social media and Facebook public data to refine your strategy. Perfect for marketing teams aiming to consolidate insights and achieve specific goals.
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Awareness report template consolidates key metrics like CTR, CPA, and conversion rate from Social Media, Instagram Insights, and LinkedIn Pages. Analyze demographics, psychographics, and behavior over time. Perfect for marketing teams to track performance and strategy, providing actionable insights into audience engagement and organic search ranking.
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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:
