Optimize your strategy with the Instagram Insights competitors report template. Analyze CTR, conversion rate, CPA, likes, and engagement. Segment by audience, goals, and duration. Leverage social media and Instagram public data for actionable insights. Perfect for marketing teams to track performance across demographics and timeframes.
Optimize your strategy with the Lead generation report template. Track conversion rates, cost per conversion, and ROI. Analyze B2B, CRM, Email Marketing, and Facebook Ads data. Segment by audience, demographics, and behavior. Measure SQLs, sales cycle length, and CRM contact performance. Ideal for marketing teams seeking actionable insights.
Optimize B2B sales with the ActiveCampaign Sales pipeline report template. Track metrics like conversion rates, sales velocity, and average deal size. Analyze CRM data for audience insights. Align campaign goals and messaging strategy. Ideal for sales teams to boost CRM contact conversion and lifetime value.
Track key metrics with this CPA report template. Measure CPA, conversion rate, and CLV across Facebook Ads, TikTok Ads, and Google Ads. Analyze performance by demographic, geographic, and psychographic dimensions. Segment data by timeframes to gain actionable insights and optimize your marketing strategy effectively.
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.
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.
Get the actual Twitter Ads template used by Porter to monitor PPC performance.
Get the actual Instagram Insights template used by Porter to monitor Social Media performance.
Get the actual E-commerce template used by Porter to monitor E-commerce performance.
Analyze key metrics with this Social Media Client presentation report template. Track conversion rates, engagement, and audience insights from Instagram and Facebook. Segment data by campaign, demographics, and time. Perfect for agencies to present actionable insights and performance, aligning with marketing goals and strategies.
Optimize your LinkedIn Pages strategy with this report template. Track CTR, conversion rate, and engagement. Analyze metrics by audience, objectives, and channels. Measure performance across demographics and timeframes. Perfect for marketing teams to refine strategies and achieve LinkedIn goals.
Optimize your SEM strategy with this report template. Analyze cost per conversion, conversion rate, and ROAS. Measure click-through rate, social media engagement, and organic search ranking. Segment by audience, content, platform, and more. Perfect for PPC specialists to track Google Ads and Paid Media performance.
Optimize your strategy with the Marketing campaign budget tracking and pacing report template. Track conversion rates, ROI, and CTR across Facebook, TikTok, Google, Twitter, and LinkedIn Ads. Analyze by audience, channel, and time. Integrate Google Analytics 4 for specific insights. Ideal for marketing teams to measure performance and align with objectives.
Track PPC performance with this PPC ROAS report template. Measure CTR, CPA, and conversion rates. Analyze ad placement, audience, and creative formats. Integrate data from Facebook Ads and Paid Media. Segment by time and demographics for actionable insights. Ideal for marketing teams aiming to optimize their strategy and achieve specific goals.
CRM report template tracks key metrics: conversion rate, cost per acquisition, ROI. Analyze demographic, geographic, and psychographic data. Measure sales cycle length, average deal size, and CRM contact conversion. Ideal for B2B and email marketing teams to consolidate insights and refine strategies.
E-commerce cohorts report template tracks KPIs like conversion rate, CTR, and average order value. Analyze demographic, geographic, and psychographic dimensions. Consolidate data from Google Analytics 4, Shopify, Google Ads, and Facebook Ads. Perfect for marketing teams to measure performance and optimize strategies.
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.
Get the actual TikTok Ads template used by Porter to monitor PPC performance.
Get the actual Instagram Insights template used by Porter to monitor Social Media performance.
Get the actual Daily Marketing performance template used by Porter to monitor Marketing performance.
A progress tracking report is a tool that consolidates data from multiple sources (e.g., project management software, time tracking tools, CRM systems) to track and display key performance indicators (KPIs) (e.g., task completion rate, milestone achievement, resource utilization), enabling teams and organizations to monitor project progress and create presentations for stakeholders and executives.
Progress tracking reports are typically built 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 progress tracking report balances context and specificity based on the audience (executives, managers, and team members) and their use cases.
Executive reports for CEOs, project sponsors, and stakeholders show the overall progress and impact of projects. Reviewed weekly, monthly, or quarterly, they include:
Manager reports have cross-project views with drill-downs to see performance by team, department, project phase, and task. They help align teams, define tactics, and include:
Operational reports for team leads and project coordinators have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:
Operational progress tracking 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 progress 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 project management tools for task and milestone tracking, time tracking software for resource utilization, and CRM systems for client and project 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 progress tracking report templates in Google Sheets or Looker Studio, designed for use cases like task management, resource allocation, milestone tracking, and project performance.
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 task metrics, CRM project data, and all the fields and metrics that you define as "progress" and "performance".
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 progress tracking use cases, such as task management, resource allocation, milestone tracking, and project performance.
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 progress tracking reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand.
Follow these tutorials to design your progress tracking reports:
Share your progress tracking reports via links, PDF, schedule emails, and control permissions.
Progress tracking reports should include a mix of task, resource, milestone, efficiency, effectiveness, and cost metrics and KPIs to fully understand the performance of projects towards business goals. They include:
Task KPIs measure the progress of tasks and activities, regardless of the project:
Efficiency KPIs compare your project outputs to the cost, including:
Effectiveness KPIs compare the input with the output from one project phase to another
Cost KPIs show the bottom-line impact of your project performance:
To analyze these progress tracking KPIs, segment them by:
