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.
Analyze key metrics with the AOV report template. Measure conversion rates, average order value, and CPC. Integrate data from E-commerce, Google Analytics 4, Shopify, Google Ads, and Facebook Ads. Segment by audience, campaign, and time. Perfect for marketing teams to track performance and refine strategies.
Engagement rate report template consolidates key metrics like CTR, conversion rate, and CPA from social media, Instagram Insights, and LinkedIn Pages. Analyze by time, channel, and audience demographics. Perfect for marketing teams to track performance and refine strategies.
Analyze key metrics such as conversion rate, CTR, and engagement with this Google Ads Audience report template. Track audience segments and campaign types over various timeframes. Designed for PPC specialists to measure performance and refine strategies using data from Google Ads and Paid Media.
Analyze key metrics with the Instagram Insights report template. Measure CTR, conversion rate, ROI, likes, comments, shares, impressions, and reach. Segment by age, gender, location, and time. Ideal for social media marketers to consolidate performance data and refine strategies. Gain actionable insights to optimize engagement and ROI.
Track and measure key metrics with this Marketing Ad spend report template. Analyze conversion rates, ROI, and CTR across Facebook, TikTok, and Google Ads. Segment by audience, platform, and time. Ideal for PPC specialists to optimize paid media strategies and achieve marketing objectives efficiently.
Optimize your strategy with the Multi-channel Marketing performance report template. Track CTR, ROI, and engagement metrics from SEO, Google Analytics 4, Facebook Ads, Instagram Insights, and more. Analyze channel performance and customer engagement by demographics and timeframes. Perfect for marketing teams to measure and improve performance across diverse platforms.
Analyze key metrics like CTR, ROI, and conversion rates with the Social Media Engagement report template. Leverage data from Social Media and Instagram Insights to optimize performance. Ideal for marketers to track audience segmentation, channel selection, and message personalization, enhancing strategy across demographics and timeframes. Perfect for understanding engagement trends and improving marketing efforts.
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.
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.
An actionable client presentation report balances context and specificity based on the audience (executives, managers, and clients) and their use cases.
Executive reports for CEOs, CFOs, and clients show the bottom-line impact of projects. Reviewed weekly, monthly, or quarterly, they include:
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:
Operational reports for analysts and project managers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:
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.
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:
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 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.
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 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 your client presentation reports via links, PDF, schedule emails, and control permissions.
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:
Financial KPIs compare your project outputs to the cost, including:
Performance KPIs compare the input with the output from one project phase to another
To analyze these KPIs, segment them by:
