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.
Get the actual Facebook Ads Attribution on Looker Studio template used by Porter to monitor PPC performance.
Optimize your PPC strategy with the Google Ads Peak hours report template. Track key metrics like conversion rate, CPC, and CTR. Analyze performance by campaign type, device, and time. Measure impressions and audience size during peak hours. Ideal for marketing teams to consolidate insights and achieve specific goals.
Optimize your strategy with the Instagram Insights Hashtags report template. Analyze conversion rates, social media reach, and brand mentions. Segment by audience, channel, and time. Perfect for marketing teams to track key metrics and enhance performance using data from Instagram Insights and social media.
Analyze key metrics such as leads, conversion rates, and engagement with the Peso model report template. Evaluate campaign performance across Facebook Ads, Instagram Insights, and SEO. Segment by audience demographics and timeframes. Perfect for marketing teams to track e-commerce and social media strategies efficiently.
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 TikTok Ads performance with this report template. Track CTR, conversion rate, and cost per conversion. Analyze impressions, reach, and engagement. Segment by audience, ad placement, and time. Perfect for PPC specialists aiming to achieve marketing goals and enhance strategy.
Awareness report template consolidates key metrics like CTR, CPA, and conversion rate from Social Media, Instagram Insights, and LinkedIn Pages. Analyze demographics, psychographics, and behavior over time. Perfect for marketing teams to track performance and strategy, providing actionable insights into audience engagement and organic search ranking.
Get the actual Facebook Ads Audience on Looker Studio template used by Porter to monitor PPC performance.
Track key metrics with this Google Ads PMax report template. Measure conversion value, CTR, and impressions. Analyze by campaign type, audience segment, and time period. Consolidate data from Google Ads and Paid Media for actionable insights. Ideal for marketing teams focused on optimizing PPC performance and achieving strategic goals.
Track key metrics with the Instagram Insights KPIs report template. Analyze website clicks, profile visits, and engagement. Segment by campaign, location, and time. Perfect for social media marketers to consolidate data from Instagram Insights, optimizing strategy. Monitor performance across demographics and objectives for actionable insights.
Optimize your PPC strategy with this report template. Track metrics like conversion rate, ROAS, and CTR across Facebook Ads, TikTok Ads, and Google Ads. Analyze by audience, channel, and time. Ideal for marketing teams to measure campaign performance and achieve objectives efficiently.
This SEO report template helps track key metrics like conversion rate, ROI, and CTR. Analyze organic search traffic and keyword rankings. Segment by audience, channel, or time. Integrate data from Google Search Console and content marketing. Ideal for marketing teams to measure performance and achieve specific goals.
Analyze key metrics like CTR, conversion rate, and social actions with this Twitter Ads report template. Track performance by campaign objective, ad format, and audience targeting. Segment data by time, location, gender, and age. Perfect for PPC specialists to consolidate Twitter Ads and Paid Media strategies for actionable insights.
Community manager Social Media report template tracks key metrics like conversion rate, cost per conversion, and engagement. Analyze dimensions such as campaign duration, budget, and audience demographics. Monitor likes, shares, and comments across Social Media platforms. Ideal for community managers to consolidate data and refine social media strategy.
Optimize your Facebook Ads budget with this tracking and pacing report template. Analyze CTR, conversion rates, and cost per conversion. Segment by audience, ad placement, and timing. Track key metrics across demographics and timeframes. Perfect for PPC specialists aiming to enhance Facebook Ads performance and budget efficiency.
Optimize your e-commerce strategy with this Google Analytics 4 report template. Track conversion metrics, session duration, and bounce rate. Analyze impressions, CTR, and average position. Segment by campaign, age, gender, and device. View data by hour, day, or year. Perfect for marketing teams to enhance website performance and achieve objectives.
Get the actual PPC budget tracking and pacing on Looker Studio template used by Porter to monitor PPC performance.
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 social media and YouTube strategies with this Video marketing report template. Track CTR, conversion rate, ROI, likes, shares, and views. Analyze demographics, psychographics, and geographic data. Gain actionable insights to enhance performance and meet marketing goals. Perfect for marketing teams seeking to unify key metrics and drive success.
An ROI report is a tool that consolidates data from multiple sources (e.g., financial systems, CRM, ERP) to track and display key performance indicators (KPIs) (e.g., ROI, ROAS, net profit), enabling teams and executives to monitor financial performance and create presentations for stakeholders.
ROI 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 ROI report balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.
Executive reports for CFOs, CEOs, and stakeholders show the financial impact of business activities. Reviewed weekly, monthly, or quarterly, they include:
Manager reports have cross-department views with drill-downs to see performance by project, team, region, and financial period. They help align teams, define strategies, and include:
Operational reports for analysts and financial managers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:
Operational ROI 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 an ROI 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 financial systems, CRM for customer data, ERP for operational data, and accounting software for financial transactions.
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 ROI report templates in Google Sheets or Looker Studio, designed for use cases like budget tracking, profitability analysis, and cost management.
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 financial metrics, CRM data, and all the fields and metrics that you define as "revenue" and "cost".
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 ROI reporting use cases, such as budget tracking, profitability analysis, and cost management.
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 ROI reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand.
Follow these tutorials to design your ROI reports:
Share your ROI reports via links, PDF, schedule emails, and control permissions.
ROI reports should include a mix of financial, efficiency, effectiveness, revenue, and cost metrics and KPIs to fully understand the financial performance towards business goals. They include:
Financial KPIs measure the financial health and performance of the business:
Efficiency KPIs compare your financial outputs to the cost, including:
Effectiveness KPIs compare the input with the output from one financial period to another
To analyze these financial KPIs, segment them by:
