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.
Optimize your Facebook Ads strategy with this report template. Track metrics like cost per conversion, ROAS, and CTR. Analyze performance by audience, placement, and time. Ideal for PPC and Paid Media teams to measure ad effectiveness across demographics and interests.
Analyze key metrics like conversion rate, CTR, and impressions with this Google Ads Campaign performance report template. Segment by campaign type, audience, and time. Ideal for PPC specialists to track performance and refine paid media strategies. Consolidate data from Google Ads for actionable insights and strategic marketing 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.
Optimize your strategy with the Social Media Followers tracking report template. Track key metrics like conversion rate, engagement rate, and impressions. Analyze audience and campaign breakdowns across platforms using data from Social Media and Instagram Insights. Ideal for marketing teams to measure performance and achieve specific objectives efficiently.
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.
Track metrics like cost per conversion, ROAS, and CTR with the Paid media E-commerce report template. Analyze data from Google Analytics 4, Shopify, Google Ads, and Facebook Ads. Segment by audience, ad placement, and time. Perfect for marketing teams to measure performance and refine strategies.
Optimize your strategy with the Social Media Post performance report template. Track key metrics like conversion rate, ROI, and CTR. Segment by audience, platform, or campaign objective. Utilize data from Social Media and Instagram Insights. Ideal for marketing teams to enhance engagement and reach.
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.
Optimize your strategy with this Sales report template. Track metrics like conversion rate, cost per conversion, and CTR. Analyze geographical, time, and demographic breakdowns. Ideal for E-commerce and B2B marketing teams to measure performance and achieve goals effectively.
A client monitoring report is a document that consolidates data from multiple sources (e.g., CRM systems, customer support platforms, financial software) to track and display key performance indicators (KPIs) (e.g., client satisfaction, response time, account growth), enabling teams to monitor client interactions and performance and create presentations for stakeholders and executives.
Client monitoring 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 client monitoring report balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.
Executive reports for CEOs, COOs, and stakeholders show the overall impact of client relationships. Reviewed weekly, monthly, or quarterly, they include:
Manager reports have cross-client views with drill-downs to see performance by client, region, account manager, and service level. They help align teams, define strategies, and include:
Operational reports for analysts and account managers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:
Operational client monitoring 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 client monitoring 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 client data, customer support platforms for service metrics, financial software for revenue and billing 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 client monitoring report templates in Google Sheets or Looker Studio, designed for use cases like client satisfaction tracking, financial analysis, and service delivery monitoring.
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 client interactions, CRM contact data, and all the fields and metrics that you define as "client satisfaction" 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 client monitoring use cases, such as client satisfaction tracking, financial analysis, and service delivery monitoring.
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 client monitoring reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand.
Follow these tutorials to design your client monitoring reports:
Share your client monitoring reports via links, PDF, schedule emails, and control permissions.
Client monitoring reports should include a mix of client satisfaction, engagement, financial, and service delivery metrics and KPIs to fully understand the performance of client interactions towards business goals. They include:
Client satisfaction KPIs measure the quality of client relationships:
Efficiency KPIs compare your service outputs to the cost, including:
Effectiveness KPIs compare the input with the output from one service stage to another
Service and cost KPIs show the bottom-line impact of your client performance:
To analyze these client monitoring KPIs, segment them by:
