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Agency Client monitoring report template for Looker Studio by Porter

Get the actual Agency Client monitoringon 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 Client monitoring report template overview

With this Agency Client monitoring report template, monitor specific metrics such as client engagement rate, campaign performance, lead conversion rate, client retention rate, and return on investment (ROI). Segment data by client industry, campaign type, geographic location, and time period. Metrics and dimensions included are client demographics, campaign channels, and budget allocation. Share the report through a link, PDF, or email to influence your equipment or customers. Answer questions such as: How is the client engagement rate trending over the last quarter? Which campaign types are yielding the highest ROI? What is the lead conversion rate across different geographic locations? How does client retention vary by industry? What budget allocations are most effective for different campaign channels?

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, Conversion value

Engagement metrics

Engagement rate, Bounce rate, Average session duration

Visibility metrics

Impressions, Reach, Page views

Dimensions

Campaign

Campaign name, campaign budget, ad placement

Audience

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

Goals​

Data blending

FAQs

A Agency Client monitoring report should include metrics such as Conversion metrics like Conversion rate, Cost per conversion, Conversion value, Engagement metrics like Engagement rate, Bounce rate, Average session duration, and Visibility metrics like Impressions, Reach, Page views. Then, segment and filter this data by dimensions like Campaign name, campaign budget, ad placement, Target audience demographics, audience interests, audience location, By hour, day, week, month, quarter, or year. Once the data is ready, make sure to add buttons and filters to make your reports interactive, use custom colors and logos to make it white-label, and share via link, PDF, or email so your teams or clients can access it.
To build an Agency Client monitoring dashboard, start by connecting your marketing data such as Google Ads to platforms like Google Sheets or Google Looker Studio. Then, choose the metrics such as conversion rate, cost per conversion, conversion value, engagement rate, bounce rate, average session duration, impressions, reach, and page views to fully map your funnel. Segment and break down your data by channel, campaign, audience, product, or objective, with dimensions such as campaign name, campaign budget, ad placement, target audience demographics, audience interests, and audience location. The combination of these metrics and segmentation will help you spot trends and identify areas for optimization. Share your dashboard via PDF, scheduled emails, or links for easy access.
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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