Best RMF report templates for marketing teams and agencies (2024)

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

A/B testing Report template for Marketing teams and agencies

Optimize your campaigns with this A/B testing report template. Measure conversion rates, ROI, and click-through rates. Analyze target audience, demographics, and campaign messages. Consolidate data from Email Marketing and Copy for actionable insights. Ideal for marketing teams to track performance and refine strategies.

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Dropshipping Report template for Marketing teams and agencies

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.

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Shopify Store performance Report template for Marketing teams and agencies

Measure key metrics with the Store performance report template. Analyze total revenue, conversion rates, and traffic sources. Segment by audience, marketing channels, and campaign objectives. Consolidate data from E-commerce, Google Analytics 4, Shopify, Google Ads, Facebook Ads, and SEO. Perfect for marketing teams to track performance and optimize strategies.

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DTC Report template for Marketing teams and agencies

Optimize your strategy with this DTC report template. Track revenue, conversion rates, and cost per acquisition. Blend data from E-commerce, Google Analytics 4, Shopify, Google Ads, and Facebook Ads. Segment by demographics, behavior, and time. Perfect for marketing teams to measure key metrics and enhance E-commerce performance.

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Frequency Report template for Marketing teams and agencies

Frequency report template consolidates metrics like conversion rate, ROI, and CTR from Facebook Ads, TikTok Ads, and Google Ads. Analyze audience targeting and campaign duration. Track performance by time period. Designed for marketing teams to measure PPC strategies and optimize paid media efforts efficiently.

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Local SEO Report template for Marketing teams and agencies

Optimize your local SEO strategy with this Local SEO report template. Track CTR, conversion rate, and cost per conversion. Analyze keyword ranking, organic traffic, and local pack visibility. Segment data by demographics, location, and behavior over time. Perfect for marketing teams aiming to achieve specific goals and improve performance.

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Acquisition Report template for Marketing teams and agencies

This Acquisition report template helps marketing teams track key metrics like conversion rate, ROI, and CTR. Analyze dimensions such as target audience and campaign goals. Integrate data from Google Analytics 4, Copy, and PPC. Ideal for measuring performance and refining strategies to meet specific objectives.

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Social Media Report template for Marketing teams and agencies

Optimize your strategy with this Social Media report template. Analyze conversion rates, ROAS, and engagement metrics from Instagram Insights and LinkedIn Pages. Track key metrics like likes, comments, and shares. Segment by audience, age, and location. Perfect for marketing teams to measure performance and achieve specific goals.

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ActiveCampaign Report template for Marketing teams and agencies

Track and measure key metrics with the ActiveCampaign automation report template. Analyze conversion rates, ROI, and click-through rates across demographics and psychographics. Integrate CRM and email marketing data for actionable insights. Ideal for B2B marketing teams to optimize performance and achieve specific goals.

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E-commerce Report template for Marketing teams and agencies

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.

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HubSpot Report template for Marketing teams and agencies

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.

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LTV Report template for Marketing teams and agencies

Analyze key metrics such as conversion rate, CPA, and CLTV with this LTV report template. Ideal for e-commerce and Shopify, it helps marketing teams track customer segmentation and channel attribution. Gain insights by age, location, and income to refine your strategy and boost sales performance.

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What is an RMF report?

An RMF report is a document that consolidates data from multiple sources (e.g., risk assessments, compliance audits, incident reports) to track and display key performance indicators (KPIs) (e.g., risk levels, compliance status, incident response times), enabling teams to monitor risk management and compliance performance and create presentations for stakeholders and executives. 

RMF 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 an RMF report?

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

Executive RMF reports

Executive reports for CISOs, CEOs, and stakeholders show the organization's risk management and compliance status. Reviewed weekly, monthly, or quarterly, they include:

  • Risk assessment analysis: by category, using risk scoring and prioritization for large-scale assessments.
  • Compliance status: tracking adherence to regulations and standards (e.g., NIST, ISO).
  • Incident response analysis: response times, resolution rates, and impact assessments.
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

RMF manager reports

Manager reports have cross-functional views with drill-downs to see performance by department, region, team member, and compliance area. They help align teams, define tactics, and include:

  • Cross-functional reporting: overall risk and compliance reporting across departments.
  • Goal tracking: compare current performance vs objectives.
  • Audits for prioritization and spotting issues 
  • Benchmarking for compliance and risk management practices.
  • Policy, procedure, and control reviews

Operational RMF reports

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

  • Risk monitoring: risk levels, mitigation status, control effectiveness.
  • Compliance tracking: audit findings, corrective actions, compliance deadlines.
  • Incident management: incident logs, response times, resolution status.
  • Policy enforcement: policy violations, adherence rates, training completion.

Operational RMF 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 an RMF report?

To build an RMF 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 risk management systems, compliance databases, incident management tools, and audit reports.

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 RMF report templates in Google Sheets or Looker Studio, designed for use cases like risk monitoring, compliance tracking, incident management, and policy enforcement. 

Learn to copy Looker Studio templates

While templates are the starting point. Make them specific for your organization. Map your specific metrics, especially custom risk scores, compliance data, incident logs, and all the fields and metrics that you define as "risks" and "compliance status".

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 RMF reporting use cases, such as risk monitoring, compliance tracking, incident management, and policy enforcement. 

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. Risk score, compliance rate, incident count, etc.). 
  3. Choose breakdowns to segment your data (e.g. by date, department, risk category, etc.)

You can follow these tutorials on adding data to your reports

Design

To make your RMF reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand. 

Follow these tutorials to design your RMF reports:

Share

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

KPIs to include in an RMF report?

RMF reports should include a mix of risk, compliance, incident, and policy metrics and KPIs to fully understand the performance of risk management and compliance efforts towards organizational goals. They include:

Risk management KPIs measure the risk landscape and mitigation efforts: 

  • Risk metrics: risk score, risk level, mitigation status
  • Compliance metrics: compliance rate, audit findings, corrective actions
  • Incident metrics: incident count, response time, resolution rate

Efficiency KPIs compare your risk management outputs to the cost, including:

  • Risk: cost of mitigation
  • Compliance: cost of compliance
  • Incident: cost of incidents 

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

  • Risk: risk reduction rate
  • Compliance: compliance improvement rate
  • Incident: incident resolution rate

Cost KPIs show the bottom-line impact of your risk management and compliance performance:

  • Cost: risk management spend, compliance spend, incident management spend
  • Efficiency: ROI, cost-benefit ratio
  • Effectiveness: risk reduction per dollar spent

To analyze these RMF KPIs, segment them by:

  • Department: IT, HR, Finance
  • Time: Hourly, daily, weekly, monthly
  • Risk category: operational, strategic, compliance
  • Region: local, national, international
  • Policy: security, privacy, operational
  • Incident type: cybersecurity, operational, compliance