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CRM report template for Looker Studio by Porter

Get the actual CRM on Looker Studio template used by Porter to monitor B2B performance.
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Meet the 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 B2B performance

CRM report template overview

With this CRM report template, monitor specific metrics such as lead conversion rate, customer acquisition cost, sales cycle length, customer lifetime value, and churn rate. Segment data by industry, company size, sales region, and customer type. Share the report through a link, PDF, or email to influence your team or customers. Answer questions such as: What is the current lead conversion rate compared to last quarter? How does customer acquisition cost vary by industry? What is the average sales cycle length for different company sizes? How does customer lifetime value differ across sales regions? What are the trends in churn rate among different customer types?

Suggested data sources

Use cases

Metrics and dimensions included

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

Metrics

Sales

– Conversion rate – Cost per acquisition – Return on investment (ROI)

Pipeline

– Conversion rate – Average deal size – Sales cycle length

Contacts

– Number of new CRM contacts acquired – Average time spent per CRM contact – Conversion rate of CRM contacts

Dimensions

Campaign

– Demographic breakdowns: age, gender, income – Geographic breakdowns: country, region, city – Psychographic breakdowns: lifestyle, personality traits, values

Audience

– Demographics
– Geographic location
– Behavior-based segmentation

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 CRM report should include visibility metrics such as impressions, reach, and website visits. Engagement metrics like click-through rates, time spent on page, and social media interactions are also important. Conversion metrics such as lead generation, sales, and customer retention should be included. The report should further segment the data by campaign (e.g., Black Friday sale), channel (e.g., email marketing), audience (e.g., current customers), content (e.g., blog posts), objective (e.g., brand awareness), and date (e.g., monthly). For example, a CRM report could showcase the impressions and click-through rates of an email campaign targeting inactive subscribers for the month of February 2021.

To analyze Facebook Ads funnel data, 1) choose metrics like reach, click-through rate, and conversion rate. Break them down by visibility (impressions, reach), engagement (clicks, likes, shares), and conversion (website visits, purchases). 2) Add context by comparing metrics to cost per click, date range, and goals. Benchmark against industry averages for click-through and conversion rates. 3) Segment data by campaign, audience demographics, and date to identify top-performing content and target audiences. For example, compare engagement rates between different ad objectives or track conversion rates by audience segment.

To build a CRM dashboard, 1) connect your CRM data and accounts. 2) Select metrics such as customer acquisition cost, customer lifetime value, and churn rate to monitor performance. 3) Segment or break down data by campaign, channel, audience, product, customer content, objective, and date. For example, you can segment data by the type of product purchased or the marketing campaign that led to the purchase. 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.

A Facebook Ads funnel dashboard is a visual tool that tracks and analyzes the performance of Facebook ad campaigns, providing insights into customer behavior and conversion rates. It is significant for businesses as it helps optimize marketing strategies, improve customer engagement, and increase ROI. Tools like Looker Studio are commonly used to create these dashboards, which typically include key elements like impressions, click-through rates, conversion rates, and cost per action. Real-time data monitoring is crucial as it allows businesses to make immediate adjustments to their strategies based on current performance. For a comprehensive guide on creating 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.

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