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Agency report template for Looker Studio by Porter

Get the actual Agency on Looker Studio template used by Porter to monitor Marketing 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 Marketing performance

Agency report template overview

With this Agency report template, monitor specific metrics such as client acquisition rate, campaign ROI, lead conversion rate, customer retention rate, and funnel drop-off points. Segment data by client demographics, campaign type, marketing channel, and sales funnel stage. Share the report through a link, PDF, or email to influence your team or customers. Answer questions such as: – What is the current client acquisition rate compared to previous periods? – How does the ROI of different marketing campaigns compare? – What are the conversion rates at each stage of the sales funnel? – Which marketing channels are driving the most leads? – What are the common characteristics of retained customers?

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 Conversion – Return on Investment (ROI)

Engagement metrics

– Number of likes/followers on social media platforms – Number of shares/comments on social media posts – Click-through rate (CTR) on digital advertisements

Visibility metrics

– Impressions – Reach – Click-through rate

Dimensions

Campaign

– Demographic breakdown: age, gender, location – Psychographic breakdown: interests, lifestyle, personality traits – Behavioral breakdown: purchase history, online activity, engagement levels

Audience

– Age
– Gender
– Interests

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 Agency report should include visibility metrics such as impressions and reach, engagement metrics like likes and shares, and conversion metrics including click-through rates and conversions. The data should be segmented by campaign, channel (e.g., social media platforms), audience demographics, content type, and objective (e.g., brand awareness, lead generation). It should also be organized by date to track performance over time. For example, a report may include the impression and click-through rates for a specific social media campaign targeting a particular audience on a specific date.

To analyze YouTube data, first choose metrics like visibility (video views, impressions), engagement (likes, comments, shares), and conversion (subscribers, click-through rate). Break down these metrics by visibility, engagement, and conversion to get a comprehensive view. Add context by comparing against cost (cost per view, cost per click), date range (monthly, quarterly), goals (increase views, engagement), rates (view rate, engagement rate), and benchmarks (competitors’ metrics). Segment the data by campaign (ad campaign vs organic), channel (brand vs influencers), audience (age, location), content (video type, length), objective (brand awareness vs lead generation), and date (new vs old videos). For example, compare the engagement rate of influencer campaigns to organic campaigns to assess their effectiveness. Be succinct and focus on the steps as indicated.

To build an Agency dashboard, 1) connect your data and accounts such as Google Analytics, Facebook Ads, or CRM systems. 2) Select the metrics to monitor performance, like click-through rates, conversion rates, or customer acquisition costs. 3) Segment or break down data by campaign, channel, audience, product, customer content, objective, date, for example, comparing the performance of a Facebook campaign for Product A vs Product B. 4) Add filters or buttons to make your report interactive, such as a date range filter or a drop-down menu for different campaigns. 5) Share your dashboard via PDF, scheduled emails, or links to relevant stakeholders.

A Youtube dashboard is a visual tool that presents key performance indicators (KPIs) related to Youtube marketing efforts. It is significant for businesses as it helps track and analyze the performance of their Youtube content, enabling them to make data-driven decisions. Tools like Looker Studio are commonly used to create such dashboards, which typically include elements like views, watch time, subscriber growth, and engagement metrics. Real-time data monitoring is crucial as it allows businesses to respond quickly to trends or issues. For learning how to create a marketing dashboard using Looker Studio, you can refer to 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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