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.
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.
Get the actual Facebook Ads Audience on Looker Studio template used by Porter to monitor PPC performance.
Track key metrics with this Google Ads PMax report template. Measure conversion value, CTR, and impressions. Analyze by campaign type, audience segment, and time period. Consolidate data from Google Ads and Paid Media for actionable insights. Ideal for marketing teams focused on optimizing PPC performance and achieving strategic goals.
Track key metrics with the Instagram Insights KPIs report template. Analyze website clicks, profile visits, and engagement. Segment by campaign, location, and time. Perfect for social media marketers to consolidate data from Instagram Insights, optimizing strategy. Monitor performance across demographics and objectives for actionable insights.
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.
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.
Analyze key metrics like CTR, conversion rate, and social actions with this Twitter Ads report template. Track performance by campaign objective, ad format, and audience targeting. Segment data by time, location, gender, and age. Perfect for PPC specialists to consolidate Twitter Ads and Paid Media strategies for actionable insights.
Community manager Social Media report template tracks key metrics like conversion rate, cost per conversion, and engagement. Analyze dimensions such as campaign duration, budget, and audience demographics. Monitor likes, shares, and comments across Social Media platforms. Ideal for community managers to consolidate data and refine social media strategy.
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.
Optimize your e-commerce strategy with this Google Analytics 4 report template. Track conversion metrics, session duration, and bounce rate. Analyze impressions, CTR, and average position. Segment by campaign, age, gender, and device. View data by hour, day, or year. Perfect for marketing teams to enhance website performance and achieve objectives.
Get the actual PPC budget tracking and pacing on Looker Studio template used by Porter to monitor PPC performance.
Optimize your strategy with the SEO Keyword ranking tracker report template. Measure key metrics like conversion rates, ROI, and click-through rates. Analyze organic and paid keyword rankings, demographic insights, and online behavior. Segment data by timeframes. Perfect for marketing teams aiming to consolidate performance insights and achieve specific goals.
Optimize your social media and YouTube strategies with this Video marketing report template. Track CTR, conversion rate, ROI, likes, shares, and views. Analyze demographics, psychographics, and geographic data. Gain actionable insights to enhance performance and meet marketing goals. Perfect for marketing teams seeking to unify key metrics and drive success.
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.
Get the actual Facebook Ads Campaign performance on Looker Studio template used by Porter to monitor PPC performance.
Analyze key metrics with this Google Analytics 4 acquisition report template. Track conversions, user engagement, and sessions. Segment by campaign, source, or time period. Designed for marketing teams to consolidate strategy and assess performance. Utilize Google Analytics 4 insights for actionable outcomes.
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.
Get the actual PPC Campaign performance on Looker Studio template used by Porter to monitor PPC performance.
Optimize your strategy with the SEO Keyword research report template. Track metrics like conversion rate, cost per acquisition, and organic search traffic. Analyze dimensions such as search volume and keyword difficulty. Segment by demographics and time. Ideal for marketing teams to measure performance and achieve specific goals.
Analyze key metrics with this Website report template. Track conversion rates, average order value, and customer lifetime value. Measure audience demographics, interests, and behavior using Google Analytics 4. Segment data by time periods. Perfect for marketing teams to consolidate insights and refine strategies.
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:
