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Best Daily report templates for marketing teams and agencies (2024)

Automate marketing reporting with dozens of 100% customizable, white-label Daily report templates. Used and made by +10,000 marketers in over 60 countries.
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Inbound marketing Report template for Marketing teams and agencies

Optimize your strategy with this Inbound marketing report template. Track KPIs like conversion rates and social media engagement. Analyze data from CRM, E-commerce, Facebook Ads, Google Analytics 4, and LinkedIn Ads. Segment by demographics and timeframes. Ideal for B2B and e-commerce teams to measure performance and achieve marketing goals.

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Youtube Report template for Marketing teams and agencies

Optimize your social media strategy with this Youtube report template. Track CTR, conversion rate, CPA, likes, comments, shares, views, watch time, and subscribers. Analyze by audience, age, gender, interests, and time. Perfect for marketing teams seeking actionable insights to enhance performance across advertising platforms and align with SEO objectives.

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branding

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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Local SEO Report template for Marketing teams and agencies

Optimize your local SEO strategy with this Local SEO report template. Track CTR, conversion rate, and cost per conversion. Analyze keyword ranking, organic traffic, and local pack visibility. Segment data by demographics, location, and behavior over time. Perfect for marketing teams aiming to achieve specific goals and improve performance.

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Content performance

Peso model Report template for Marketing teams and agencies

Analyze key metrics such as leads, conversion rates, and engagement with the Peso model report template. Evaluate campaign performance across Facebook Ads, Instagram Insights, and SEO. Segment by audience demographics and timeframes. Perfect for marketing teams to track e-commerce and social media strategies efficiently.

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DTC Report template for Marketing teams and agencies

Optimize your strategy with this DTC report template. Track revenue, conversion rates, and cost per acquisition. Blend data from E-commerce, Google Analytics 4, Shopify, Google Ads, and Facebook Ads. Segment by demographics, behavior, and time. Perfect for marketing teams to measure key metrics and enhance E-commerce performance.

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Amazon Seller Central

Dropshipping Report template for Marketing teams and agencies

Optimize your marketing strategy with this Dropshipping report template. Measure conversion rates, average order value, and customer lifetime value. Segment by demographics, interests, and time. Consolidate data from E-commerce, Google Analytics 4, Shopify, Google Ads, and Facebook Ads. Perfect for tracking key metrics and enhancing performance in the competitive e-commerce landscape.

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B2B

Demand generation Report template for Marketing teams and agencies

Optimize B2B demand generation with this report template. Track conversion rates, cost per conversion, and click-through rates. Analyze social media shares and impressions. Integrate data from CRM, E-commerce, Facebook Ads, Google Analytics 4, and LinkedIn Ads. Segment by demographics and time for strategic insights. Ideal for marketing teams focused on performance.

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Email marketing Report template for Marketing teams and agencies

Analyze key metrics like conversion and bounce rates with this Email marketing report template. Track campaigns by name, type, and duration. Consolidate data from Mailchimp, Klaviyo, ActiveCampaign, and Hubspot. Segment by demographics and engagement levels. Ideal for marketing teams to measure performance and optimize strategies.

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Google Ads Report template for Marketing teams and agencies

Optimize your PPC strategy with this Google Ads report template. Track conversion rate, cost per conversion, and CTR. Analyze by campaign type, audience, and time. Perfect for marketing teams to measure performance and align with objectives. Consolidate data from Google Ads and Paid Media for actionable insights and enhanced campaign management.

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Inbound marketing Report template for Marketing teams and agencies

Optimize your strategy with this Inbound marketing report template. Track KPIs like conversion rates and social media engagement. Analyze data from CRM, E-commerce, Facebook Ads, Google Analytics 4, and LinkedIn Ads. Segment by demographics and timeframes. Ideal for B2B and e-commerce teams to measure performance and achieve marketing goals.

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Content performance Report template for Marketing teams and agencies

Optimize your social media strategy with the Content performance report template. Track conversion rates, engagement, and audience demographics using data from Google Analytics 4, Instagram Insights, and Facebook Insights. Analyze key metrics by campaign, duration, and time. Perfect for marketing teams to measure performance and achieve objectives efficiently.

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AOV Report template for Marketing teams and agencies

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.

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Instagram Insights Report template for Marketing teams and agencies

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.

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Social Media Engagement Report template for Marketing teams and agencies

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.

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Paid media Report template for Marketing teams and agencies

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.

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What is a Daily report?

A Daily report is a document that consolidates data from multiple sources (e.g., internal databases, CRM systems, project management tools) to track and display key performance indicators (KPIs) (e.g., task completion rate, daily sales, customer interactions), enabling teams to monitor daily operations and performance effectively.

Daily 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 Daily report?

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

Executive Daily reports

Executive reports for CEOs and department heads show the overall impact of daily operations. Reviewed daily or weekly, they include:

  • Operational efficiency analysis: by department, using key metrics for large-scale operations.
  • Resource allocation analysis: utilization rates, productivity metrics, and cost efficiency.
  • Trend analysis: daily performance trends and anomalies.
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Manager Daily reports

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

  • Cross-department reporting: overall performance, project status, or region reporting across departments.
  • Goal tracking: compare current performance vs objectives.
  • Audits for prioritization and spotting issues.
  • Resource analysis for task and workload mapping.
  • Task, project, and team performance analysis

Operational Daily Reports

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

  • Task management: task completion rates, deadlines, and bottlenecks.
  • Customer interactions: response times, satisfaction scores, and feedback.
  • Sales: daily sales figures, conversion rates.
  • Inventory: stock levels, turnover rates, and order fulfillment.

Operational Daily 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 Daily report?

To build a Daily 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 customer data, project management tools for task tracking, and internal databases for sales and inventory 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 a template

Choose from dozens of Daily report templates in Google Sheets or Looker Studio, designed for use cases like task monitoring, resource allocation, and sales tracking.

Learn to copy Looker Studio templates.

While templates are the starting point, make them specific for your business or team. Map your specific metrics, especially custom KPIs, CRM contact data, and all the fields and metrics that you define as "key performance indicators" and "targets".

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 Daily reporting use cases, such as task monitoring, resource allocation, and sales tracking.

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. Task completion, sales, customer interactions, etc.).
  3. Choose breakdowns to segment your data (e.g. by date, team, project, etc.)

You can follow these tutorials on adding data to your reports

Design

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

Follow these tutorials to design your Daily reports:

Share

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

KPIs to include in a Daily report?

Daily reports should include a mix of operational, efficiency, effectiveness, and cost metrics and KPIs to fully understand the performance of daily operations towards business goals. They include:

Operational KPIs measure the daily processes, regardless of the department:

  • Task metrics: task completion, deadlines met, backlog
  • Customer metrics: interactions, satisfaction scores, feedback
  • Sales metrics: daily sales, conversion rates, key transactions

Efficiency KPIs compare your outputs to the cost, including:

  • Task: cost per task completed
  • Customer: cost per interaction
  • Sales: cost per sale

Effectiveness KPIs compare the input with the output from one stage to another

  • Task: task efficiency rate
  • Customer: interaction effectiveness
  • Sales: sales effectiveness rate

Cost KPIs show the bottom-line impact of your daily performance:

  • Cost: operational expenses, payroll
  • Efficiency: ROI, cost savings
  • Effectiveness: average order value, customer value

To analyze these KPIs, segment them by:

  • Department: sales, customer service, operations
  • Time: Hourly, daily, weekly
  • Project: task type, objective
  • Business: branch, region
  • Team: team member, role
  • Resource: tools, equipment, budget

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