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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.

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 LinkedIn Ads data, include the following in the report:

  1. Metrics: Break down by visibility (impressions, reach), engagement (clicks, CTR), and conversion metrics (conversions, cost per conversion).
  2. Context: Compare against the cost (CPM, CPC), date range (weekly, monthly), goals (lead generation, brand awareness), rates (CTR, conversion rate), and benchmarks (industry or previous campaign performance).
  3. Data Segmentation: Segment the data by campaign (Campaign A vs. Campaign B), channel (Sponsored Content vs. Text Ads), audience (gender, age group), content (ad copy, image), objective (website visits vs. lead form submissions), and dates (compare performance over time). For example, compare the CTR of Campaign A’s Sponsored Content to Campaign B’s Text Ads to identify the more effective ad format.
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 LinkedIn Ads dashboard is a visual tool that displays key performance indicators (KPIs) related to LinkedIn advertising campaigns. It is significant for businesses as it helps them track the effectiveness of their LinkedIn ads, make data-driven decisions, and optimize their marketing strategies. Tools like Looker Studio are commonly used to create such dashboards, which typically include elements like click-through rates, impressions, conversions, and cost per action. Real-time data monitoring is crucial as it allows businesses to respond quickly to changes and trends. 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.

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