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Marketing management report template for Looker Studio

Get the actual Marketing management 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

Marketing management report template overview

With this management template on Looker Studio:

  1. Monitor specific metrics such as revenue, expenses, and employee productivity. Examples of performance monitoring include tracking sales growth, cost reduction, and efficiency improvements. Segment the data by department, region, or time period for deeper insights.
  2. Share data with teams or clients via PDF, link, or email. Influence decision-making by presenting clear visuals and actionable analysis.
  3. Answer questions like “Which product has the highest sales?” or “How does employee turnover affect profitability?” Use the data to make informed decisions and drive business outcomes.

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 website visits
– Social media followers growth rate
– Number of email opens

Visibility metrics

– Website traffic
– Social media reach
– Search engine rankings

Dimensions

Campaign

– Demographic breakdowns: Age, gender, income
– Geographic breakdowns: Location, city size, climate
– Psychographic breakdowns: Attitudes, interests, values

Audience

– Age group
– Gender
– Geographic location

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 Management report should include a breakdown of metrics by visibility, engagement, and conversion metrics. This segmentation should be done based on campaign, channel, audience, content, objective, and date. For example, visibility metrics can include reach and impressions, engagement metrics can include likes and comments, and conversion metrics can include click-through rates and conversion rates.
To analyze management data, first, choose metrics such as visibility (e.g., website traffic), engagement (e.g., social media likes), and conversion (e.g., sales made). Break them down to understand each aspect’s performance. Secondly, add context by comparing them against costs (e.g., marketing spend), date range (e.g., monthly performance), goals (e.g., target conversion rate), rates (e.g., conversion rate compared to industry average), and benchmarks for each metric. For segmentation, analyze data by campaign (e.g., specific product promotion), channel (e.g., social media vs. email), audience (e.g., age group), content (e.g., blog vs. video), objective (e.g., brand awareness), and date (e.g., campaign start date). For instance, comparing social media engagement rates between two campaigns with different objectives provides contextual insights.
To build a marketing management dashboard, 1) connect your data and accounts from various platforms like Google Analytics, Facebook Ads, etc. 2) Select the metrics to monitor performance such as click-through rates, conversion rates, and bounce rates. 3) Segment or break down data by campaign, channel, audience, product, customer content, objective, date for a detailed analysis. 4) Add filters or buttons to make your report interactive, for instance, a filter to view data for a specific time period. 5) Share your dashboard via PDF, scheduled emails, or links for easy access and review.

A marketing management dashboard is a visual tool that provides a comprehensive overview of a company’s marketing performance, enabling businesses to make data-driven decisions. It often includes key elements such as KPIs, metrics, and data visualizations, and tools like Looker Studio are commonly used to create them. Real-time data monitoring is crucial as it allows for immediate response to trends or issues, and 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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