Agency Client monitoring report template for marketing teams and agencies by Porter (2024)

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 analyze Agency Client monitoring data, start by defining your use case, such as preparing a client presentation or conducting performance monitoring. Next, identify key metrics relevant to your analysis. For instance, in a Google Ads campaign, focus on metrics like cost-per-click (CPC), click-through rate (CTR), and conversion rate. For social media, consider engagement metrics like likes, shares, and comments. Add context by comparing these metrics over time or against set objectives. For example, evaluate the efficiency of a PPC campaign by comparing the cost per acquisition (CPA) against the target CPA. Assess effectiveness by analyzing how well the campaign meets its conversion goals. Segment your data to gain deeper insights. Break down the analysis by channel (e.g., Google Ads vs. Facebook Ads), campaign (e.g., seasonal promotions), product (e.g., new launches), and time (e.g., monthly performance). For instance, analyze the performance of a paid media campaign promoting a new product on Google Ads, focusing on the period from January to March, and compare it to previous campaigns to identify trends and areas for improvement.

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.

An Agency Client monitoring dashboard is a tool that visualizes and tracks key marketing metrics for agency clients. It integrates data from platforms like Google Ads and displays metrics such as conversion rates, engagement rates, and impressions. The dashboard allows segmentation by channel, campaign, and audience, helping identify trends and optimization areas. It can be shared via PDF, email, 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.