Analyze key metrics with this Amazon Seller Central report template. Track GMV, AOV, and CPA. Segment by demographics, ad format, and time. Perfect for e-commerce marketing teams to consolidate data from Amazon Seller Central. Optimize performance and refine strategies for targeted audiences. Measure success across platforms efficiently.
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.
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.
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.
Analyze key metrics like conversion rate, CTR, and RPE with this Mailchimp report template. Track open rates, click rates, and engagement trends. Segment by campaign, audience, and content type. Ideal for email marketing teams to consolidate strategy and assess performance over time.
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.
Analyze key metrics such as CTR, conversion rate, and engagement with the Social Media competitors report template. Utilize data from Social Media and Instagram Public Data. Segment by audience demographics, content strategy, and timeframes. Perfect for marketing teams to assess performance and optimize 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.
A performance tracking 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., productivity, efficiency, quality), enabling teams and organizations to monitor performance metrics and create presentations for stakeholders and executives.
Performance tracking 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 performance tracking report balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.
Executive reports for CEOs, COOs, and stakeholders show the organization's overall performance impact. Reviewed weekly, monthly, or quarterly, they include:
Manager reports have cross-department views with drill-downs to see performance by team, project, region, team member, and task. They help align teams, define tactics, and include:
Operational reports for analysts and team leaders have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:
Operational performance 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 performance tracking 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 internal databases for operational data, CRM systems for customer interactions, project management tools for task tracking, and HR systems for employee 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 from dozens of performance tracking report templates in Google Sheets or Looker Studio, designed for use cases like productivity monitoring, resource allocation, process efficiency, and quality control.
Learn to copy Looker Studio templates.
While templates are the starting point. Make them specific for your business or organization. Map your specific metrics, especially custom KPIs, operational data, and all the fields and metrics that you define as "performance" and "efficiency".
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 performance tracking use cases, such as productivity monitoring, resource allocation, process efficiency, and quality control.
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 performance tracking reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand.
Follow these tutorials to design your performance tracking reports:
Share your performance tracking reports via links, PDF, schedule emails, and control permissions.
Performance tracking reports should include a mix of productivity, efficiency, quality, and resource utilization metrics and KPIs to fully understand the performance of operations towards organizational goals. They include:
Productivity KPIs measure the output and efficiency of processes:
Efficiency KPIs compare your operational outputs to the cost, including:
Effectiveness KPIs compare the input with the output from one process stage to another
Operational and cost KPIs show the bottom-line impact of your performance tracking:
To analyze these performance KPIs, segment them by:
