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

Get the actual on Looker Studio template used by Porter to monitor Marketing performance.
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Meet the 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

report template overview

With this Conversion Rate Report template, monitor specific metrics such as overall conversion rate, conversion rate by traffic source, and conversion rate by product category. For performance monitoring, track the conversion rate over time to identify trends and optimize marketing strategies. Segment the data by demographic information or customer behavior to understand which segments contribute most to the conversion rate and target your marketing efforts accordingly. Suggest users share the report in PDF, link, or email format to influence teams or clients. Use the report to demonstrate the impact of marketing campaigns on the conversion rate and propose actionable strategies for improvement. Share the report with stakeholders to showcase the success of specific initiatives and justify the allocation of resources. Answer crucial questions with the data, such as “Which marketing channels drive the highest conversion rate?” By analyzing the data, you can uncover insights like which products have the highest conversion rates or which customer segments respond best to certain messaging. Identify areas for improvement and make informed decisions to optimize your conversion rate and drive revenue growth.

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

– Acquisition: Click-through rate, Cost per click, Cost per acquisition – Engagement: Time spent on page, Bounce rate, Average session duration – Retention: Repeat purchase rate, Customer lifetime value, Churn rate

Engagement metrics

– Click-through rate (CTR) – Open rate – Average session duration

Visibility metrics

Conversion rate: – Click-through rate (CTR) – Bounce rate – Average session duration

Dimensions

Campaign

– Demographic breakdown – Geographic breakdown – Behavioral breakdown

Audience

– Age group – Gender – Geographical 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 conversion rate report should include metrics that are broken down by visibility, engagement, and conversion metrics. The data should be segmented by campaign, channel, audience, content, objective, and date. For example, it should provide information on the visibility metrics such as impressions and reach, engagement metrics like clicks and shares, and conversion metrics such as leads generated and sales made.
To analyze conversion rate data, start by choosing metrics related to visibility (such as impressions, reach), engagement (such as clicks, time spent on site), and conversion (such as conversion rate, revenue generated). Next, add context by comparing against cost (cost per conversion, return on ad spend), date range (month-over-month or year-over-year growth), goals (target conversion rate, revenue goal), rates (bounce rate, click-through rate), and benchmarks (industry average, competitor data). Then, segment the data by campaign (e.g., email marketing, social media ads), channel (e.g., organic search, paid search), audience (e.g., age group, location), content (e.g., specific landing pages, blog posts), objective (e.g., lead generation, e-commerce sales), and date. For example, compare the conversion rate of different email marketing campaigns, the conversion rate from organic search vs paid search, or the conversion rate of different age groups.
To build a conversion rate dashboard, 1) connect your data and accounts such as Google Analytics, CRM, or social media platforms. 2) Select the metrics to monitor performance, for example, total conversions, conversion rate, and cost per conversion. 3) Segment or break down data by campaign, channel, audience, product, customer content, objective, date to understand the source of conversions. 4) Add filters or buttons to make your report interactive, like filtering by date range or conversion type. 5) Share your dashboard via PDF, scheduled emails, or links for easy access and review.
A Conversion Rate Dashboard is a visual tool that displays key metrics related to a business’s conversion rates, such as website visits, click-through rates, and sales conversions. It is significant for businesses as it helps them monitor and optimize their marketing strategies, using tools like Looker Studio to create these dashboards. The dashboard typically includes elements like total conversions, conversion rate, cost per conversion, and conversion value. Real-time data monitoring is crucial as it allows businesses to make immediate adjustments to their strategies based on current performance. For learning how to create a marketing dashboard using Looker Studio, 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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