Best Free Account Manager Report Templates for Data Studio (2026)

Free account manager report templates for Google Data Studio. White-label client dashboards for agencies. Track campaign performance and deliver professional reports.

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Last updated: April 2026

What is an account manager dashboard on Data Studio?

An account manager dashboard on Data Studio is a white-label client report that combines performance data from all the channels you manage—Google Ads, Meta Ads, GA4, social media, and SEO—into one professional report branded with your agency’s identity.

These free account manager dashboard templates for Data Studio connect to your data sources and update automatically. These templates cover popular search terms like account management dashboard excel, account manager performance metrics, account manager performance goals. Customize any template with your branding, metrics, and filters to create professional account manager reports in minutes.

Built for agencies: With Porter Metrics, connect all your client’s data sources and deliver professional white-label reports automatically.

Why use an account manager dashboard?

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White-label branding

Add your agency logo, colors, and fonts. Every template is fully customizable. Follow our design tutorial.

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Multi-channel overview

Show clients performance across all channels in one report. Our agency template covers the full picture.

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Automated delivery

Schedule client reports automatically. Save hours of manual reporting each month.

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Scalable for multiple clients

Copy and customize templates for each client. Replicate your reporting setup across your entire portfolio.

How to build an account manager dashboard

1

Connect your client’s data

Connect their GA4, Google Ads, Meta Ads, social accounts. Tutorial: connect data sources.

2

Choose a client template

Browse our account manager gallery. Copy a template.

3

Customize for the client

Add their KPIs, goals, and relevant channels. Use filters for campaign-level views.

4

Brand with your agency identity

Logo, colors, fonts. Design tutorial.

5

Schedule automated delivery

Automate weekly/monthly reports to clients.

Key metrics for an account manager dashboard

Campaign Performance

  • Impressions — total reach
  • Clicks — traffic driven
  • CTR — engagement rate
  • Conversions — goals completed

Budget & ROI

  • Ad spend — total investment
  • ROAS — return on ad spend
  • CPA — cost per acquisition
  • Budget pacing — spend vs. plan

Website

  • Sessions — total visits
  • Bounce rate — engagement quality
  • Conversion rate — visitor to lead
  • Top pages — best performers

Social & SEO

  • Followers — audience growth
  • Engagement — interactions per post
  • Organic traffic — SEO results
  • Keyword rankings — search visibility

Professionalize your client reporting today

Connect all your client’s channels in minutes. Deliver white-label reports automatically. Get started for free →

Frequently Asked Questions

What is an account manager dashboard?
A white-label client report that combines all marketing channels into one professional dashboard, branded with your agency identity.
Can I replicate dashboards for multiple clients?
Yes. Copy any template and customize it for each client with their data sources, KPIs, and branding.
How do I white-label the reports?
Add your logo, colors, and fonts using Data Studio design tools. Follow our design tutorial for best practices.
Are these templates free?
Yes, all templates are free with Porter Metrics free plan.
Can I automate client report delivery?
Yes. Schedule automated weekly or monthly reports via email, PDF export, or shared dashboard links.
What are the most important account manager metrics to track?
The key account manager metrics to monitor include visibility metrics (impressions, reach), engagement metrics (clicks, CTR, interactions), and conversion metrics (leads, sales, revenue). Use your Data Studio dashboard to track these across channels and compare performance over time.
Where can I find a account management dashboard excel?
Porter Metrics offers free account manager templates for Data Studio that you can customize. Browse our gallery above to find templates that match your reporting needs, connect your data sources, and start tracking your account manager performance in minutes.
How do I automate my account manager reporting?
Connect your data sources to a Data Studio template from Porter Metrics. The dashboard updates automatically with live data. You can also schedule PDF reports via email on a daily, weekly, or monthly basis, and share live dashboard links with your team or clients.

Start building your dashboard today

Connect your data in minutes. Choose from 14 free templates on Data Studio.

Get started for free →