ActiveCampaign report template: Track key metrics like click-through rate, conversion rate, and ROI. Analyze customer acquisition cost and average order value. Segment by audience, campaign objectives, and timeline. Ideal for B2B, CRM, and email marketing teams seeking actionable insights through automation.
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.
Optimize your strategy with this E-commerce report template. Track metrics like conversion rate, average order value, and CPA. Analyze dimensions by audience, channel, and time. Integrate data from E-commerce, Paid Media, and SEO. Ideal for marketing teams to measure performance and achieve goals effectively.
Optimize your marketing strategy with this Weekly report template. Track CAC, conversion rates, ROI, and more. Consolidate data from SEO, Google Analytics 4, Facebook Ads, Instagram Insights, and YouTube. Segment by demographics, location, and time. Perfect for marketing teams to measure key metrics and enhance performance.
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 like CTR, CPA, and conversion rates with the Facebook Ads Creative performance report template. Segment by audience, message, and channels. Perfect for PPC and Paid Media teams to track performance. Monitor engagement through likes, comments, and shares across demographics and behaviors. Optimize strategy with actionable insights.
Optimize your strategy with this Content marketing report template. Track key metrics like conversion rates, CTR, and website traffic. Analyze demographics, psychographics, and behavior using Google Analytics 4. Ideal for marketing teams to measure performance and achieve objectives across different timeframes.
Blog report template: Track and measure key metrics like click-through rate, lead conversion, and customer acquisition cost. Analyze audience dimensions—demographic, behavioral, and income level—using Google Analytics 4. Ideal for content marketing teams to unify strategy and achieve campaign goals efficiently.
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.
Get the actual Marketing KPIs template used by Porter to monitor Marketing performance.
Get the actual Google Analytics 4 content performance template used by Porter to monitor Marketing performance.
Analyze key metrics with this Google Analytics 4 Audience report template. Track conversions, engagement, and user activity. Segment by campaign or audience across various timeframes. Designed for marketing teams to consolidate strategy and enhance performance insights.
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.
Optimize B2B marketing with this HubSpot report template. Track metrics like conversion rate, ROI, and average deal size. Analyze CRM contacts and campaign performance by demographic and psychographic breakdowns. Ideal for inbound marketing teams to measure and refine email marketing and funnel strategies across different timeframes.
Measure key metrics such as conversion rate, ROI, and CTR with the Integrated Marketing performance report template. Analyze data from CRM, E-commerce, Facebook Ads, Google Analytics 4, and LinkedIn Ads. Segment by audience, channel, or time. Perfect for marketing teams to track campaign success and optimize strategies across platforms.
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.
Optimize your strategy with this digital marketing report template. Track metrics like conversion rate, CTR, and ROAS. Analyze demographics and behavior across CRM, E-commerce, Facebook Ads, Google Analytics 4, and LinkedIn Ads. Segment by timeframes for actionable insights. Perfect for marketing teams to measure performance and align with objectives.
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.
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.
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.
Get the actual Marketing KPIs template used by Porter to monitor Marketing performance.
Get the actual Google Analytics 4 template used by Porter to monitor Marketing performance.
A marketing automation report is a document that consolidates data from multiple sources (e.g., HubSpot, Marketo, Salesforce) to track and display key performance indicators (KPIs) (e.g., lead scoring, email open rates, conversion rates), enabling teams and agencies to analyze automation workflows and campaign performance and create presentations for clients and executives.
Marketing automation 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 marketing automation report balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.
Executive reports for CMOs, CEOs, and clients show marketing automation's bottom-line impact. Reviewed weekly, monthly, or quarterly, they include:
Manager reports have cross-channel views with drill-downs to see performance by client, brand, region, team member, funnel stage, and campaign. They help align teams, define tactics, and include:
Operational reports for analysts and channel managers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:
Operational marketing automation 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 marketing automation 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 HubSpot and Marketo for automation performance, Salesforce for CRM data, and email platforms for campaign metrics.
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 marketing automation report templates in Google Sheets or Looker Studio, designed for use cases like lead tracking, email performance, and workflow 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 conversions, CRM contact data, automation events, and all the fields and metrics that you define as "conversions" 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 marketing automation reporting use cases, such as lead tracking, email performance, and workflow 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 marketing automation reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand.
Follow these tutorials to design your marketing automation reports:
Share your marketing automation reports via links, PDF, schedule emails, and control permissions.
Marketing automation reports should include a mix of funnel—lead generation, nurturing, conversion—, efficiency, effectiveness, revenue, and cost metrics and KPIs to fully understand the performance of automation campaigns towards business goals. They include:
Marketing funnel KPIs measure the buying process (from the marketer perspective), regardless of the channel:
Efficiency KPIs compare your marketing outputs to the cost, including:
Effectiveness KPIs compare the input with the output from one funnel stage to another
Sales and cost KPIs show the bottom-line impact of your marketing automation performance:
To analyze these marketing automation KPIs, segment them by:
