Best Performance tracking report templates for marketing teams and agencies (2024)

Automate marketing reporting with dozens of 100% customizable, white-label Performance tracking report templates. Used and made by +10,000 marketers in over 60 countries.

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 performance tracking report?

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.

What to include in a performance tracking report?

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

Executive performance reports

Executive reports for CEOs, COOs, and stakeholders show the organization's overall performance impact. Reviewed weekly, monthly, or quarterly, they include:

  • Performance ROI analysis: by department, using attribution for large-scale projects.
  • Unit economics analysis: cost per unit, revenue per unit, and profitability from operational activities.
  • Cohort analysis: employee retention, productivity, and performance by cohort (hire date, department).
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Manager performance reports

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:

  • Cross-department reporting: overall project, team, or region reporting across departments.
  • Goal tracking: compare current performance vs objectives.
  • Audits for prioritization and spotting issues 
  • Benchmarking for performance and process mapping.
  • Task, project, resource, and employee analysis

Operational Performance Reports

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

  • Productivity: task completion rates, time tracking, efficiency metrics.
  • Quality: error rates, defect rates, quality scores.
  • Resource Utilization: capacity, workload, resource allocation.
  • Process Efficiency: cycle time, lead time, bottlenecks.

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.



How to build a performance tracking report?

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: 

Connect data sources

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 a template

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. 

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, efficiency, quality scores, 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 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

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

KPIs to include in a performance tracking report?

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: 

  • Task metrics: completion rates, time spent, task backlog
  • Efficiency metrics: cycle time, lead time, throughput
  • Quality metrics: error rates, defect rates, quality scores

Efficiency KPIs compare your operational outputs to the cost, including:

  • Resource Utilization: capacity, workload
  • Cost Efficiency: cost per unit, cost per task
  • Process Efficiency: cycle time, lead time 

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

  • Productivity: output per hour
  • Quality: defect rate, rework rate
  • Resource Utilization: utilization rate

Operational and cost KPIs show the bottom-line impact of your performance tracking:

  • Operational: output, efficiency
  • Cost: operational expenses, payroll
  • Efficiency: ROI, cost savings
  • Effectiveness: productivity gains, quality improvements

To analyze these performance KPIs, segment them by:

  • Department: operations, HR, finance
  • Time: Hourly, daily, weekly, monthly
  • Project: phase, objective
  • Business: branch, region
  • Team: team member, role, responsibility
  • Process: steps, stages, bottlenecks