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

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

Optimize your marketing strategy with this Funnels report template. Track conversion rates, ROI, and CTR from Facebook Ads, Google Ads, and Paid Media. Analyze by acquisition, conversion, and retention stages. Perfect for marketing teams leveraging Google Analytics 4 to achieve specific goals and improve performance across various audience segments.

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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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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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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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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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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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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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Meta Ads ROI report template for marketing teams and agencies

Track and measure key metrics with the Meta Ads ROI report template. Analyze CPA, CTR, and ROI across demographic, psychographic, and geographic dimensions. Segment data by time periods. Ideal for Facebook Ads and Paid Media campaigns, this tool helps marketing teams optimize performance and achieve specific goals.

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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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Monetization report template for marketing teams and agencies

Optimize your marketing strategy with this Monetization report template. Track metrics like conversion rate, CPA, and ROI. Analyze audience dimensions, including demographics and behavior. Integrate data from Google Analytics 4, Shopify, and Facebook Ads. Ideal for e-commerce teams to measure performance and refine tactics. Segment by time for specific insights.

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Funnels report template for marketing teams and agencies

Optimize your marketing strategy with this Funnels report template. Track conversion rates, ROI, and CTR from Facebook Ads, Google Ads, and Paid Media. Analyze by acquisition, conversion, and retention stages. Perfect for marketing teams leveraging Google Analytics 4 to achieve specific goals and improve performance across various audience segments.

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Conversions report template for marketing teams and agencies

Optimize your marketing strategy with the Conversions report template. Track conversion rates, cost per conversion, and CTR across platforms like Facebook Ads, TikTok Ads, and Google Ads. Analyze by channel, campaign, and demographics. Perfect for PPC specialists using Google Analytics 4 to measure performance and align with marketing goals.

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Awareness report template for marketing teams and agencies

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.

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What is a YouTube report?

A YouTube report is a tool that consolidates data from multiple sources (e.g., YouTube Analytics, Google Ads, Social Blade) to track and display key performance indicators (KPIs) (e.g., views, watch time, subscriber growth), enabling creators and agencies to monitor channel performance and create presentations for clients and executives. 

YouTube 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.

What to include in a YouTube report?

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

Executive YouTube reports

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

  • Channel performance analysis: by video, using metrics like watch time, engagement, and subscriber growth.
  • Revenue analysis: AdSense earnings, sponsorships, and merchandise sales.
  • Cohort analysis: retention, engagement, and growth by viewer cohort (subscription period, content type)
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

YouTube manager reports

Manager reports have cross-video views with drill-downs to see performance by video, playlist, region, team member, and campaign. They help align teams, define tactics, and include:

  • Cross-video reporting: overall channel, video, or region reporting across content types
  • Goal tracking: compare current performance vs objectives
  • Audits for prioritization and spotting issues 
  • Competitive analysis for channel and content mapping
  • Topic, keyword, content, audience research

Operational YouTube reports

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

  • Video performance: views, watch time, engagement, CTR
  • Subscriber metrics: growth, churn, demographics
  • Content analysis: top-performing videos, audience retention, traffic sources
  • SEO: keyword rankings, impressions, clicks, video tags

Operational YouTube 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 YouTube report?

To build a YouTube 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 YouTube Analytics for video performance, Google Ads for ad performance, and Social Blade for competitive analysis.

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 YouTube report templates in Google Sheets or Looker Studio, designed for use cases like video performance monitoring, audience analysis, and revenue tracking. 

Learn to copy Looker Studio templates. 

While templates are the starting point. Make them specific for your channel or agency. Map your specific metrics, especially custom conversions, viewer data, and all the fields and metrics that you define as "engagement" 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 YouTube reporting use cases, such as video performance monitoring, audience analysis, and revenue tracking. 

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. Views, watch time, Subscribers, Revenue, etc.). 
  3. Choose breakdowns to segment your data (e.g. by date, video title, traffic source, etc.)

You can follow these tutorials on adding data to your reports

Design

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

Follow these tutorials to design your YouTube reports:

Share

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

KPIs to include in a YouTube report?

YouTube reports should include a mix of funnel—visibility, engagement, conversion—,efficiency, effectiveness, revenue, and cost metrics and KPIs to fully understand the performance of your channel towards business goals. They include:

YouTube funnel KPIs measure the viewer journey (from the creator perspective), regardless of the content type: 

  • Visibility metrics: impressions, reach, subscribers, video uploads
  • Engagement metrics: views, likes, comments, shares, watch time, average view duration
  • Conversion metrics: subscriber growth, key actions, revenue events

Efficiency KPIs compare your YouTube outputs to the cost, including:

  • Visibility: CPM (Cost per Mille)
  • Engagement: CPC (Cost per Click)
  • Conversion: CPA (Cost per Acquisition), CPP (Cost per Purchase) 

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

  • Visibility: Frequency
  • Engagement: CTR, engagement rate
  • Conversion: Conversion rate

Sales and cost KPIs show the bottom-line impact of your YouTube performance:

  • Sales: revenue, sponsorships
  • Cost: ad spend, production costs
  • Efficiency: ROI, ROAS, CAC
  • Effectiveness: AOV, ACV

To analyze these YouTube KPIs, segment them by:

  • Channel: organic, paid, YouTube Ads vs other platforms
  • Time: Hourly, daily, weekly, monthly
  • Campaign: content type, objective
  • Business: client, branch, region
  • Audience: geo, tech, demographics, interests, behavior, placement
  • Content: creatives, format, topic, keyword

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