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Best White-label report templates for marketing teams and agencies (2024)

Automate marketing reporting with dozens of 100% customizable, white-label White-label report templates. Used and made by +10,000 marketers in over 60 countries.
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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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Youtube Report template for Marketing teams and agencies

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.

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Twitter Ads Report template for Marketing teams and agencies

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.

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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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Shopify Report template for Marketing teams and agencies

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.

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SEM Report template for Marketing teams and agencies

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.

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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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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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B2B

Lead generation Report template for Marketing teams and agencies

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.

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Base

PPC Report template for Marketing teams and agencies

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.

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B2B

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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Community manager Report template for Marketing teams and agencies

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.

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Google Analytics 4 Report template for Marketing teams and agencies

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.

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Video marketing Report template for Marketing teams and agencies

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.

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Website Report template for Marketing teams and agencies

Analyze key metrics with this Website report template. Track conversion rates, average order value, and customer lifetime value. Measure audience demographics, interests, and behavior using Google Analytics 4. Segment data by time periods. Perfect for marketing teams to consolidate insights and refine strategies.

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Creator marketing Report template for Marketing teams and agencies

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.

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Youtube Report template for Marketing teams and agencies

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.

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What is a white-label report?

A white-label report is a document that consolidates data from multiple sources (e.g., CRM systems, financial software, customer support platforms) to track and display key performance indicators (KPIs) (e.g., customer satisfaction, revenue growth, support ticket resolution), enabling businesses to monitor performance and create presentations for clients and stakeholders.

White-label 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 white-label report?

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

Executive white-label reports

Executive reports for CEOs, CFOs, and clients show the business's bottom-line impact. Reviewed weekly, monthly, or quarterly, they include:

  • Financial performance analysis: revenue, profit margins, and cost analysis.
  • Customer metrics: customer acquisition cost (CAC), lifetime value (LTV), and retention rates.
  • Operational efficiency: process optimization and resource allocation.
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Managerial white-label reports

Manager reports have cross-departmental views with drill-downs to see performance by team, project, region, and product line. They help align teams, define strategies, and include:

  • Cross-departmental reporting: overall performance across departments.
  • Goal tracking: compare current performance vs objectives.
  • Audits for prioritization and spotting issues.
  • Competitive analysis for market positioning and strategy.
  • Customer feedback and satisfaction research

Operational white-label reports

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

  • Customer support: ticket resolution times, customer satisfaction scores.
  • Sales: lead conversion rates, sales cycle length.
  • Product: defect rates, production efficiency.
  • IT: system uptime, incident response times.

Operational white-label 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 white-label report?

To build a white-label 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 CRM systems for customer data, financial software for revenue and cost data, and customer support platforms for service metrics.

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 white-label report templates in Google Sheets or Looker Studio, designed for use cases like financial reporting, customer satisfaction tracking, and operational efficiency monitoring.

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 "key performance indicators" and "business goals".

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 reporting use cases, such as financial reporting, customer satisfaction tracking, and operational efficiency monitoring.

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., revenue, customer satisfaction, ticket resolution time, etc.).
  3. Choose breakdowns to segment your data (e.g., by date, department, product line, etc.)

You can follow these tutorials on adding data to your reports

Design

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

Follow these tutorials to design your white-label reports:

Share

Share your white-label reports via links, PDF, schedule emails, and control permissions.

KPIs to include in a white-label report?

White-label reports should include a mix of operational, financial, customer, and efficiency metrics and KPIs to fully understand the performance of business operations towards goals. They include:

Operational KPIs measure the efficiency and effectiveness of business processes:

  • Efficiency metrics: process completion time, resource utilization
  • Effectiveness metrics: error rates, quality scores
  • Customer metrics: satisfaction scores, retention rates

Financial KPIs compare your business outputs to the cost, including:

  • Revenue: total revenue, revenue growth
  • Cost: operational costs, cost savings
  • Profitability: profit margins, ROI

Customer KPIs measure the impact on customer satisfaction and loyalty:

  • Satisfaction: Net Promoter Score (NPS), customer feedback
  • Loyalty: repeat purchase rate, customer lifetime value (LTV)

To analyze these KPIs, segment them by:

  • Department: sales, support, operations
  • Time: Hourly, daily, weekly, monthly
  • Product: product line, service offering
  • Region: branch, location
  • Customer: demographics, behavior, feedback
  • Process: workflow, task, project

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