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

A Agency report should include visibility metrics such as impressions and reach, engagement metrics like likes and shares, and conversion metrics including click-through rates and conversions. The data should be segmented by campaign, channel (e.g., social media platforms), audience demographics, content type, and objective (e.g., brand awareness, lead generation). It should also be organized by date to track performance over time. For example, a report may include the impression and click-through rates for a specific social media campaign targeting a particular audience on a specific date.

To analyze data in an Agency report, follow these steps: 1) Choose metrics such as visibility (reach, impressions), engagement (likes, comments), and conversion (click-throughs, sales). 2) Add context by comparing against cost (ad spend, budget), date range, goals (ROI, KPIs), rates (CTR, engagement rate), and benchmarks (industry average, previous campaigns). For example, compare the CTR of a social media campaign in September to the average CTR in the industry. 3) Segment data by campaign (social media, email), channel (Facebook, Instagram), audience (age, location), content (video, image), objective (awareness, lead generation), and date. For instance, analyze the engagement metrics of a specific email campaign targeted at females aged 25-34. Remember to be concise and focus on the elements without stating the benefits.

To build an Agency dashboard, 1) connect your data and accounts such as Google Analytics, Facebook Ads, or CRM systems. 2) Select the metrics to monitor performance, like click-through rates, conversion rates, or customer acquisition costs. 3) Segment or break down data by campaign, channel, audience, product, customer content, objective, date, for example, comparing the performance of a Facebook campaign for Product A vs Product B. 4) Add filters or buttons to make your report interactive, such as a date range filter or a drop-down menu for different campaigns. 5) Share your dashboard via PDF, scheduled emails, or links to relevant stakeholders.

An agency dashboard is a visual representation of the most important data that an agency needs to track to achieve its objectives, providing a quick overview of business performance. It is significant for businesses as it helps in making informed decisions, tracking KPIs, and identifying trends using tools like Looker Studio. Key elements typically included are sales performance, customer analytics, campaign results, and ROI. Real-time data monitoring is crucial for immediate response to changes. For learning how to create a marketing dashboard using Looker Studio, visit 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.