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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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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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ROAS Report template for Marketing teams and agencies

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.

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Google Ads Funnel Report template for Marketing teams and agencies

Track key metrics like conversion rate and CTR with the Google Ads Funnel report template. Analyze performance across campaigns, ad groups, and devices. Segment by time and audience type. Perfect for PPC specialists and marketers using Google and Facebook Ads to optimize paid media strategies and achieve specific marketing objectives.

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Google Ads PMax Report template for Marketing teams and agencies

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.

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CRM Report template for Marketing teams and agencies

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.

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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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ROAS Report template for Marketing teams and agencies

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.

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Demand generation Report template for Marketing teams and agencies

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.

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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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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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