Marketing KPIs report template for marketing teams and agencies by Porter (2024)

A Marketing KPIs report should include metrics such as Conversion metrics like Conversion Rate, Cost Per Conversion, Lead-to-Customer Rate; Engagement metrics like CTR (Click-through rate), Likes, Shares; and Visibility metrics like Impressions, Reach, Page Views. Then, segment and filter this data by dimensions like Campaign budget, campaign duration, campaign target audience; Audience demographics, audience location, audience interests; 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 Marketing KPIs data for a Google Ads performance monitoring report, follow these steps: 1) Choose metrics such as revenue (total sales generated), cost (ad spend), and funnel metrics like visibility (impressions, clicks), engagement (click-through rates), and conversion (conversion rates, cost per conversion). 2) Add context by comparing these metrics over time, against set objectives, or efficiency metrics like cost per click (CPC) and return on ad spend (ROAS). For example, analyze how conversion rates have improved over the last quarter compared to the previous one and assess if the ROAS meets the target. 3) Segment your data by channel (e.g., search vs display), campaign (e.g., seasonal promotions), product (e.g., specific product lines), and time (e.g., monthly or quarterly). For instance, evaluate the performance of a search campaign promoting a new product line from July to September, focusing on how it performed across different demographics and devices.

To build a Marketing KPIs dashboard, start by connecting your marketing data sources like Google Ads to platforms such as Google Sheets or Google Looker Studio. Choose key metrics like Conversion Rate, Cost Per Conversion, Lead-to-Customer Rate, CTR, Likes, Shares, Impressions, Reach, and Page Views to map your marketing funnel comprehensively. Segment your data by channel, campaign, audience, product, or objective, using dimensions like campaign budget, duration, target audience, audience demographics, location, and interests. This combination of metrics and segmentation will help identify trends and optimization opportunities. Share your dashboard via PDF, scheduled emails, or links for easy access.

A Marketing KPIs dashboard is a visual tool that tracks and displays key performance indicators related to marketing efforts. It integrates data from various sources like Google Ads and presents metrics such as Conversion Rate, Cost Per Conversion, CTR, and Impressions. By segmenting data by factors like campaign, audience, and time, it helps identify trends and optimization opportunities. The dashboard 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.