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CMO report template for Looker Studio

Get the actual CMO report template used by Porter to monitor your Marketing performance.
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Creator

Porter

This template is built by the same marketers behind all our tutorials, support, and our template gallery.

+40,000 marketers have downloaded our dashboards

Template setup

Copy-paste the same dashboards that other teams and agencies use to monitor their Marketing performance

CMO report template overview

With this performance monitoring template on Looker Studio, you can monitor specific metrics for your marketing campaigns. Track click-through rates, conversion rates, and ROI to optimize your campaigns. Segment the data by channel, campaign, or audience to identify performance trends. Share the insights via PDF, link, or email to collaborate with teams or impress clients. Answer questions like “Which campaign generated the highest conversion rate?” or “How did different channels contribute to overall ROI?”.

Suggested data sources

Use cases

Metrics and dimensions included

Customize the template’s metrics and dimensions as you like. See all available fields.

Metrics

Conversion metrics

– Conversion rate
– Cost per acquisition
– Return on investment

Engagement metrics

– Click-through rate (CTR)
– Conversion rate
– Social media engagement rate

Visibility metrics

– Impressions
– Reach
– Click-through rate

Dimensions

Campaign

– Customer demographics: age, gender, location
– Psychographic segmentation: interests, values, lifestyle
– Buyer behavior segmentation: purchasing frequency, average order value, shopping habits

Audience

– Demographic breakdowns
– Psychographic breakdowns
– Geographic breakdowns

Time

By hour, day, week, month, quarter, or year

Features

100% custom charts

White-label

Custom metrics​

All-time historical data

Schedule email alerts​

Filters

Interactive

Goals​

Data blending

FAQs

A CMO report should include breaking down metrics by visibility, engagement, and conversion metrics, segmenting data by campaign, channel, audience, content, objective, and date. For example, providing the number of impressions, click-through rates, and conversion rates for each campaign, channel, and content piece allows for a thorough analysis of performance and optimization opportunities. Additionally, segmenting data by audience and objectives helps identify target audience preferences and successful strategies.
To analyze data for a CMO report, follow these steps: 1) Choose metrics such as website visibility (page views, unique visitors), engagement (average time on page, social media interactions), and conversion (conversion rate, sales revenue). 2) Add context by comparing metrics to cost (e.g., cost per click), date range (month-over-month or year-over-year comparisons), goals (targeted benchmarks), rates (bounce rate, click-through rate), and benchmarks for the industry. 3) Segment data by campaign (e.g., email campaign, social media campaign), channel (website, social media platforms), audience (demographics, interests), content (blog posts, videos), objective (awareness, lead generation), and date (specific time period). Examples: Compare the engagement rate of a Facebook campaign in March 2022 to the cost per click benchmark for the industry during the same period. Segment the conversion data of a specific email campaign by audience demographics and compare the conversion rates among different age groups.
To build a CMO dashboard, 1) connect your data and accounts such as Google Analytics, social media platforms, and CRM. 2) Select the metrics to monitor performance like website traffic, conversion rates, and customer acquisition costs. 3) Segment or break down data by campaign, channel, audience, product, customer content, objective, date. For example, you can segment data by a specific marketing campaign or a particular product. 4) Add filters or buttons to make your report interactive, such as a filter to view data from a specific time period. 5) Share your dashboard via PDF, scheduled emails, or links to relevant stakeholders.

A CMO dashboard is a visual tool that provides a comprehensive overview of a company’s marketing performance metrics. It is significant for businesses as it aids in making informed decisions, tracking ROI, and strategizing marketing efforts. Tools commonly used to create a CMO dashboard include Looker Studio, Tableau, and Power BI, and key elements typically included are KPIs, marketing analytics, customer data, and campaign performance. Real-time data monitoring is crucial as it allows for immediate response to trends and issues. For learning how to create a marketing dashboard using Looker Studio, visit our YouTube channel: https://www.youtube.com/@porter.metrics.

Yes, Looker Studio allows you to download your report as a PDF. To do it, follow these steps:

Before downloading your report choose the date range you want to visualize on your report.
Click on the “File” menu at the top left corner of the screen.

Select “Download as” from the drop-down menu and choose “PDF.”

You can choose which pages you want to download, and also you can add a password to protect the report and add a link back to the online report.

Click on “Download” to save the report on your device.