Track key metrics like CTR, conversion rate, and ROAS with the Creator marketing report template. Analyze audience breakdowns by demographics, psychographics, and behavior. Measure engagement through likes, shares, and comments. Utilize data from Social Media, Instagram Insights, and LinkedIn Pages. Optimize strategy with actionable insights segmented by time periods. Ideal for marketing teams.
Analyze key metrics like CTR, CPA, and conversion rates with the Facebook Ads Creative performance report template. Segment by audience, message, and channels. Perfect for PPC and Paid Media teams to track performance. Monitor engagement through likes, comments, and shares across demographics and behaviors. Optimize strategy with actionable insights.
Analyze key metrics such as CTR, conversion rate, and cost per conversion with this Google Analytics 4 Attribution report template. Segment data by demographics, psychographics, and behavior over various timeframes. Designed for marketing teams to consolidate insights and refine strategies, utilizing Google Analytics 4 for a comprehensive view of audience engagement.
Analyze key metrics with the Instagram Insights Stories report template. Track conversion rates, CPA, AOV, likes, shares, comments, impressions, reach, and CTR. Segment by audience, media type, and time. Ideal for marketing teams to consolidate strategies and assess performance using Instagram Insights and social media analytics.
Optimize your strategy with the SEO Serp tracking report template. Track conversion rates, click-through rates, and customer lifetime value. Analyze keyword performance, demographics, and behavior. Gain insights on competition and ROI. Ideal for marketing teams to consolidate data and achieve specific goals.
Optimize your social media strategy with this Youtube report template. Track CTR, conversion rate, CPA, likes, comments, shares, views, watch time, and subscribers. Analyze by audience, age, gender, interests, and time. Perfect for marketing teams seeking actionable insights to enhance performance across advertising platforms and align with SEO objectives.
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.
Optimize your Facebook Ads Funnel with this report template. Track CTR, conversion rate, CPA, and more. Analyze audience targeting, ad creative, and placement strategy. Segment by demographics and behavior. Ideal for PPC and paid media specialists to enhance campaign performance and achieve marketing objectives. Perfect for understanding reach, impressions, and organic search traffic.
Analyze key metrics with this Google Analytics 4 Audience report template. Track conversions, engagement, and user activity. Segment by campaign or audience across various timeframes. Designed for marketing teams to consolidate strategy and enhance performance insights.
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.
Get the actual PPC Funnel on Looker Studio template used by Porter to monitor PPC performance.
Analyze key metrics like revenue, average order value, and conversion rate with this Shopify report template. Track cost per acquisition and return on ad spend. Segment by audience, messaging, and channels. Ideal for e-commerce marketing teams to unify insights and optimize strategies. Perfect for monitoring Shopify store performance across various timeframes.
Get the actual Facebook Ads KPI tracker on Looker Studio template used by Porter to monitor PPC performance.
Track essential metrics like purchase and engagement rates with the Google Analytics 4 E-commerce report template. Analyze dimensions such as campaign source and user type. Measure performance across various time frames. Perfect for marketing teams to consolidate data and optimize strategies.
Optimize your LinkedIn Ads strategy with this report template. Track leads, conversions, and CTR. Analyze by campaign, job title, or industry. Ideal for B2B and PPC marketing teams to measure performance and refine goals. Consolidate data across various timeframes for actionable insights.
Get the actual PPC KPIs on Looker Studio template used by Porter to monitor PPC performance.
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.
Optimize B2B demand generation with this report template. Track conversion rates, cost per conversion, and click-through rates. Analyze social media shares and impressions. Integrate data from CRM, E-commerce, Facebook Ads, Google Analytics 4, and LinkedIn Ads. Segment by demographics and time for strategic insights. Ideal for marketing teams focused on performance.
A sales pipeline report is an interface tool that consolidates data from multiple sources (e.g., CRM systems like Salesforce, HubSpot, or Pipedrive) to track and display key performance indicators (KPIs) (e.g., lead conversion rate, sales cycle length, deal value), enabling sales teams to monitor pipeline health and performance and create presentations for stakeholders and executives.
Sales pipeline 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 sales pipeline report balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.
Executive reports for CEOs, Sales VPs, and stakeholders show sales performance and forecast. Reviewed weekly, monthly, or quarterly, they include:
Manager reports have cross-channel views with drill-downs to see performance by client, region, team member, pipeline stage, and deal. They help align teams, define tactics, and include:
Operational reports for analysts and sales managers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:
Operational sales 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 sales pipeline 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 CRM systems like Salesforce and HubSpot for sales performance, and Google Sheets for additional data integration.
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 sales pipeline report templates in Google Sheets or Looker Studio, designed for use cases like lead tracking, sales forecasting, pipeline management, and deal analysis.
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 conversions, CRM contact data, and all the fields and metrics that you define as "deals" and "revenue".
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 sales reporting use cases, such as lead tracking, sales forecasting, pipeline management, and deal analysis.
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 sales reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand.
Follow these tutorials to design your sales reports:
Share your sales reports via links, PDF, schedule emails, and control permissions.
Sales pipeline reports should include a mix of funnel—lead generation, opportunity management, deal closure—, efficiency, effectiveness, revenue, and cost metrics and KPIs to fully understand the performance of sales activities towards business goals. They include:
Sales funnel KPIs measure the buying process (from the sales perspective), regardless of the channel:
Efficiency KPIs compare your sales outputs to the cost, including:
Effectiveness KPIs compare the input with the output from one funnel stage to another
Sales and cost KPIs show the bottom-line impact of your sales performance:
To analyze these sales KPIs, segment them by:
