Internal report template for agencies

Track all your clients’ performance at a glance with this Google Sheets template. Keep high-performing clients happy; optimize under-performers on time. 

 Do it yourself in less than two minutes. 

About this template

Template Overview

  • Track your budget, spend, CPA and results vs your monthly objective with your clients
  • Keep your clients happy and avoid the angry calls for not reaching the goals they expected
  •  Know the exact Gap of your results vs the goals you set 
  • Align your team progress
  • Use a tool that your team  already knows! 

Is your agency a good fit?

  • You want to predict your client retention by visualizing all your clients’s performance in the same view. 
  • You’re having a hard time managing your ad spend budget across all your clients, ending up in over-spending or not noticing you stopped your campaigns for days. 
  • You want your account managers to be truly accountable of their clients performance
  • Agencies that always want to achieve their goals

Be part of the innovation

  • This is part of the development of a new Google Sheets connector, and if you sign up you will be part of it
  • We want to help you to have all the relevant data to track your strategic KPI’s in a few clicks
  • We will co-create with you the best internal report you have ever imagined

We made it easy for you. You just have to copy-paste this template and start to fill your data. The rest it’s formulated in the Google Sheet.

We build connectors of your favorite apps to help you automate your reporting on Google Data Studio. We encourage you to check our product roadmap. We want to build a product you love. ❤️

Yes, it is. You only need to provide your email.

You’re allowed to leave our contacts list whenever you want.

We will only send you templates and tutorials, though.

We will occasionally send you emails to get feedback from you. 

Yes, we provide free support. 

  • Join our Facebook Group to get help from Google Data Studio enthusiasts
  • Talk to us on our website chat
  • Too desperate? Reach us out on email (juanjose@portermetrics.com)

Yes! 

We provide custom developments for all kinds of companies, from small agencies to large organizations like Janssen (Johnson & Johnson) and Specialized. 

Schedule a call with here!

Take a look on the report

Get the template on your email! 😍📊

We will send you an email with a link to access this template. You only need to copy/paste.