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Claude dashboard template · KPI

Free marketing KPI dashboard template for Claude

Track every KPI against target and last week, and catch the one going off track, with this free marketing KPI dashboard template. It takes about 10 minutes to set up and runs on your own Google Ads, Meta Ads and GA4 data, so you can keep asking Claude why a number moved.

By Co-founder and CEO, Porter MetricsLast updated November 3, 2026

trailgear.com · demo
Marketing KPI dashboard template for Claude, KPI cards and weekly KPI tracker on Trailgear demo data (dark mode)
Overview · 4 pages · Porter demo data (Trailgear)Open the Claude dashboard ↗

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What you can do with this marketing KPI dashboard

Click a job to see its view on demo data, then paste its prompt into the same Claude chat.

See all Claude dashboard templates · All KPI dashboard templates

Marketing KPI dashboard template for Claude, KPI tracker week by week on Trailgear demo data (dark mode)

Track your KPIs week by week

Every KPI as a row and each week as a column, so you see which number moved before anyone asks.

  • Which KPIs moved this week compared with last week?
  • Is cost per conversion rising on Google Ads or on Meta Ads?
Prompt
Show ad spend, conversions, cost per conversion, Sessions, Key events and Purchase revenue as rows and each of the last two weeks as a column, with the change.

How to set up the marketing KPI dashboard in Claude

You need Google Ads, Meta Ads and GA4, a free Porter account and Claude Pro, Max, Team or Enterprise for Claude Dashboards. Setup takes about 10 minutes.

  1. Connect Google Ads, Meta Ads and GA4 in Porter

    Sign up free at Porter, open Data sources and connect Google Ads, Meta Ads and Google Analytics 4, picking the ad accounts and the property for the same business. The Google Ads to Claude tutorial and the Meta Ads to Claude tutorial show each click.

    Porter's Select accounts window for Google Analytics 4 with a demo account
    Pick the GA4 property Claude can read, then add Google Ads and Meta Ads the same way.
  2. Add Porter to Claude

    In Claude, go to Customize → Connectors → Add custom connector, paste https://mcp.portermetrics.com/mcp and name it Porter Metrics. Click Continue, then sign in to Porter and allow access.

    Claude's Add custom connector window with the name Porter Metrics and Porter's MCP URL filled in
    In Claude: Customize, Connectors, Add custom connector, then paste Porter’s MCP URL
  3. Paste the install prompt

    Open a new chat in Claude, paste this prompt and replace the brackets with your brand, targets and budgets.

    Install prompt
    Duplicate this Claude dashboard template and keep its layout, views and styling: https://claude.ai/artifact/Y2emDYTx2csMEeQCmBJzBz Then rebuild it with my own data through Porter: a marketing KPI dashboard for [brand] for the last 14 days from Google Ads, Meta Ads and GA4: KPI cards for ad spend, conversions, ROAS, cost per conversion, Purchase revenue and Key events against the previous 14 days; a KPI table by week; each KPI against these targets: [your targets]; spend against these monthly budgets: [Google Ads budget], [Meta Ads budget]; a campaign table with cost per conversion and ROAS; a daily trend; and the GA4 purchase funnel.
    Open in Claude with this prompt
    Marketing KPI dashboard template for Claude, Google Ads and Meta Ads KPI cards on Trailgear demo data (dark mode)
    The first thing Claude builds: KPI cards for your own accounts. Demo data shown.
How to connect GA4 to Claude · 1:40
How to connect Google Analytics 4 to Claude (no code)
Porter Metrics on YouTube

Marketing KPI dashboard fields and data

The template reads spend, conversions and conversion value from Google Ads and Meta Ads, and sessions, key events, funnel steps and revenue from GA4, lined up by date.

Top 5 marketing KPIs to watch

Trailgear demo data · last 14 days vs the 14 before

  • Ad spend$85,200+5.2%

    A jump with flat conversions means money went to campaigns that don’t convert.

  • Cost per conversion$48.77+0.3%

    Rising on one platform only? The cause sits in that platform’s campaigns, not in demand.

  • ROAS2.33+1.2%

    Falling while spend rises means the extra budget went to weaker campaigns.

  • Key events3,235+9.6%

    Sessions up and key events flat? Check the landing pages before the bids.

  • Purchase revenue$337,100+10.8%

    Spend growing faster than revenue means each ad dollar earns less, whatever the platforms report.

How the numbers are calculated

Ad spend
Google Ads Cost + Meta Ads Amount spent.
Cost per conversion
Spend ÷ Google Ads Conversions or Meta Ads Results, per platform. The total divides all spend by both.
ROAS
(Google Ads Conversions value + Meta Ads Purchase conversion value) ÷ ad spend, as each platform reports it.
Projected spend
Spend so far + remaining days × the last 7 days’ average daily spend.
Change
(This period − previous period) ÷ previous period. Rates change in percentage points.

Metrics

  • Cost
  • Clicks
  • Conversions
  • Conversions value
  • Amount spent
  • Results
  • Purchase conversion value
  • Sessions
  • Engagement rate
  • Key events
  • Add to carts
  • Checkouts
  • Ecommerce purchases
  • Purchase revenue

Dimensions

  • Date
  • Campaign
  • Campaign name

See all fields:Google Analytics 4 · 285 fieldsGoogle Ads · 1,042 fieldsMeta Ads · 1,378 fields

What makes this marketing KPI dashboard different

What you get that Google Ads, Meta Ads Manager and GA4 can’t show on one screen.

  • Skip the Monday copy-paste

    Google Ads, Meta Ads and GA4 fill one table, so nobody copies numbers from three tabs before the meeting.

  • Compare days that cover the same hours

    Porter lines up each platform’s time zone, so Monday’s spend and Monday’s GA4 revenue count the same day.

  • Ask why a KPI moved

    See cost per conversion jump, then ask Claude in the same chat which campaign caused it.

  • Track the metrics your team uses

    Save total CPA or ROAS across platforms once in Porter and reuse them in every report.

  • Send the KPI table every Monday

    Publish it in Porter and email it, with your logo, on the day you choose.

  • Share it without ad account access

    Anyone with the Porter link sees the numbers, without a seat in Google Ads, Meta or GA4.

What the dashboard includes

  • Ten KPI cards against the previous 14 days
  • A weekly KPI table and your targets
  • Spend per platform against budget
  • Campaigns against your target CPA
  • Daily trend and the GA4 funnel
  • Share by link, PDF and scheduled email once published in Porter

Get your free marketing KPI dashboard

Sign up free, connect Google Ads, Meta Ads and GA4 and paste the prompt. Your own data fills the same layout as the demo.

Free plan · 14-day trial · No card needed