Best Client presentation report templates for marketing teams and agencies (2024)

Automate marketing reporting with dozens of 100% customizable, white-label Client presentation report templates. Used and made by +10,000 marketers in over 60 countries.

Brand awareness Report template for Marketing teams and agencies

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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Google Ads PMax Report template for Marketing teams and agencies

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.

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PPC Report template for Marketing teams and agencies

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.

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SEO Report template for Marketing teams and agencies

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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Twitter Ads Report template for Marketing teams and agencies

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.

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Community manager Report template for Marketing teams and agencies

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.

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Google Analytics 4 Report template for Marketing teams and agencies

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.

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Video marketing Report template for Marketing teams and agencies

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.

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Website Report template for Marketing teams and agencies

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.

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What is a client presentation report?

A client presentation report is a document that consolidates data from multiple sources (e.g., CRM systems, project management tools, financial software) to track and display key performance indicators (KPIs) (e.g., project progress, budget utilization, client satisfaction), enabling teams to monitor performance and create presentations for clients and executives.

Client presentation 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.

What to include in a client presentation report?

An actionable client presentation report balances context and specificity based on the audience (executives, managers, and clients) and their use cases.

Executive client reports

Executive reports for CEOs, CFOs, and clients show the bottom-line impact of projects. Reviewed weekly, monthly, or quarterly, they include:

  • Project ROI analysis: by project, using attribution for large budgets.
  • Financial analysis: budget vs. actuals, cost savings, revenue impact
  • Cohort analysis: client retention, satisfaction, and lifetime value by client cohort
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Manager reports

Manager reports have cross-project views with drill-downs to see performance by client, project, region, team member, and phase. They help align teams, define tactics, and include:

  • Cross-project reporting: overall project, client, or region reporting across projects
  • Goal tracking: compare current performance vs objectives
  • Audits for prioritization and spotting issues
  • Competitive analysis for benchmarking and strategy mapping
  • Client feedback and satisfaction analysis

Operational reports

Operational reports for analysts and project managers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:

  • Project management: task completion, resource allocation, timeline adherence
  • Client communication: response times, engagement levels, feedback loops
  • Financial tracking: budget utilization, cost overruns, invoicing status
  • Quality assurance: error rates, compliance checks, client satisfaction scores

Operational reports are highly customized, built in flexible tools like Google Sheets or Looker Studio to enable data cleaning, blending, annotations, and integrating multiple sources.



How to build a client presentation report?

To build a client presentation 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:

Connect data sources

Define and connect the data sources to bring to your report. Common sources are CRM systems for client data, project management tools for project tracking, financial software for budget and cost data, and communication platforms for client interactions.

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 a template

Choose from dozens of client presentation report templates in Google Sheets or Looker Studio, designed for use cases like project tracking, budget monitoring, client satisfaction, and performance analysis.

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, project milestones, financial data, and all the fields and metrics that you define as "success" and "performance".

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 presentation use cases, such as project tracking, budget monitoring, client satisfaction, and performance analysis.

Select metrics, dimensions, and charts

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:

  1. Select the data source and the account connected to it
  2. Choose metrics (e.g., project progress, budget utilization, client satisfaction, etc.).
  3. Choose breakdowns to segment your data (e.g., by date, project name, client, etc.)

You can follow these tutorials on adding data to your reports

Design

To make your client presentation reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand.

Follow these tutorials to design your client presentation reports:

Share

Share your client presentation reports via links, PDF, schedule emails, and control permissions.

KPIs to include in a client presentation report?

Client presentation reports should include a mix of project progress, financial, client satisfaction, and performance metrics and KPIs to fully understand the performance of projects towards business goals. They include:

Project progress KPIs measure the advancement of projects, regardless of the client:

  • Progress metrics: milestones achieved, tasks completed, timeline adherence
  • Engagement metrics: client meetings, feedback received, communication frequency
  • Outcome metrics: project completion, client satisfaction, deliverables quality

Financial KPIs compare your project outputs to the cost, including:

  • Budget: budget utilization, cost savings
  • Revenue: revenue impact, cost-benefit analysis
  • Efficiency: ROI, cost per project

Performance KPIs compare the input with the output from one project phase to another

  • Progress: task completion rate
  • Engagement: client satisfaction rate
  • Outcome: project success rate

To analyze these KPIs, segment them by:

  • Project: phase, objective
  • Time: Hourly, daily, weekly, monthly
  • Client: industry, size, region
  • Team: member, role, performance
  • Resource: allocation, utilization, efficiency