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 B2B Marketing performance with this report template. Track metrics like conversion rate, cost per acquisition, and customer lifetime value. Analyze CRM contacts and segment by industry, company size, and location. Ideal for marketing teams to measure and strategize using B2B, CRM, and Email Marketing data sources.
Track key metrics like conversion rate, ROAS, and engagement with this Facebook Ads Client presentation report template. Analyze by campaign, age, or location. Measure performance over time. Perfect for PPC specialists to present actionable insights and strategy.
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 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 marketing strategy with this Web analytics report template. Track conversion rates, ROI, and audience size using Google Analytics 4. Analyze key metrics by campaign, demographics, or time. Perfect for marketing teams to consolidate data and enhance performance. Monitor sessions, impressions, and reach for actionable insights.
Get the actual Multi-channel Marketing performance template used by Porter to monitor Marketing performance.
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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.
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.
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.
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.
Get the actual Marketing KPIs template used by Porter to monitor Marketing performance.
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Track key metrics with the CMO report template. Measure conversion rates, ROI, and CTR from Facebook Ads, Google Ads, and Paid Media. Analyze demographics, psychographics, and buyer behavior using Google Analytics 4. Ideal for marketing teams to consolidate data and assess performance efficiently.
Track key metrics like conversion rate, CPA, and ROAS with the Facebook Ads E-commerce report template. Analyze audience targeting, ad creative, and budget allocation. Integrate data from Google Analytics 4, Shopify, and Google Ads. Ideal for marketing teams to measure performance and refine strategies by demographic, geographic, and psychographic dimensions.
Analyze key metrics with the Paid media Creative performance report template. Measure CTR, CPA, and conversion rates across Facebook, TikTok, and Google Ads. Segment by audience, message, and channel. Track impressions, reach, and engagement. Ideal for marketing teams to refine PPC strategies and meet specific goals.
Track and measure key metrics with the SEO On-page report template. Analyze conversion rates, ROI, and click-through rates. Monitor organic and paid keyword rankings over time. Segment by campaign, audience, and time. Ideal for marketing teams to unify strategies and achieve specific goals.
Optimize your content strategy with this Website content performance report template. Track conversion rates, bounce rates, and more. Segment by campaign, user type, or time period. Utilize Google Analytics 4 for actionable insights. Perfect for marketing teams aiming to enhance content performance and achieve strategic goals.
Get the actual Marketing KPIs template used by Porter to monitor Marketing performance.
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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:
