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Revenue report template

Get the actual Revenue report template used by Porter to monitor your Sales performance.
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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 Sales performance

Revenue report template overview

With this Revenue report template, you can monitor specific metrics such as sales growth, customer acquisition costs, and profitability. For performance monitoring, you can track revenue trends over time, compare performance across different products or regions, and identify opportunities for improvement.

To segment or break down the data, you can analyze revenue by customer segments, product categories, or sales channels. For example, you can compare revenue generated by new customers versus existing ones, identify the most profitable product categories, or evaluate the performance of different sales channels.

You can easily share this report with your teams or clients via PDF, link, or email. By doing so, you can influence decision-making and align strategies across your organization. For instance, you can share the revenue breakdown by customer segments to help marketing teams target specific demographics more effectively.

With this report template, you can answer questions like: What is the overall revenue trend? Which product categories are driving the highest revenue? How does revenue differ between regions? Are customer acquisition costs impacting profitability? Is there a correlation between marketing campaigns and revenue growth?

Stay informed, make data-driven decisions, and drive revenue growth with this powerful Revenue report template.

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

– Conversion rate
– Cost per conversion
– Return on investment (ROI)

Engagement metrics

– Click-through rate (CTR)
– Conversion rate
– Bounce rate

Visibility metrics

– Click-through rate (CTR)
– Impressions
– Website traffic

Dimensions

Campaign

– Demographic breakdown: age, gender, income level
– Geographic breakdown: region, city, country
– Psychographic breakdown: lifestyle, personality, values

Audience

– Demographics
– Psychographics
– Geographic 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 revenue report should include metrics broken down by visibility (e.g., impressions, reach), engagement (e.g., clicks, likes, comments), and conversion (e.g., sales, leads). The report should segment data by campaign, channel (e.g., social media, email), audience (e.g., demographics, interests), content (e.g., individual posts, landing pages), objective (e.g., brand awareness, lead generation), and date. For example, it could analyze the number of impressions and clicks generated from a specific social media campaign targeted towards a certain audience segment on a particular date.
To analyze revenue data, start by choosing metrics for visibility (e.g., impressions, reach), engagement (e.g., click-through rate, time on page), and conversion (e.g., conversion rate, average order value). Next, add context by comparing these metrics against costs (e.g., cost per impression, cost per click), date range (e.g., weekly, monthly), goals (e.g., revenue target, ROI), rates (e.g., CTR, conversion rate), and benchmarks (e.g., industry average, previous period). Then, segment the data by campaign (e.g., sales promotion, email marketing), channel (e.g., website, social media), audience (e.g., age group, location), content (e.g., blog post, product page), objective (e.g., lead generation, upselling), and date. For instance, analyze revenue generated from a specific campaign on social media targeting the millennial audience during a particular month.
To build a revenue dashboard, 1) connect your financial data and accounts. 2) Select metrics such as gross revenue, net revenue, and revenue growth to monitor performance. 3) Segment or break down data by campaign, sales channel, target audience, product type, customer content, objective, and date. 4) Add filters or buttons for revenue by region, product, or time period to make your report interactive. 5) Share your dashboard via PDF, scheduled emails, or links for easy access and review.

A Revenue Dashboard is a visual tool that displays a company’s revenue-related data and KPIs, enabling businesses to track performance, identify trends, and make data-driven decisions. It often includes key elements like total revenue, revenue growth, revenue per customer, and revenue by product or region. Real-time data monitoring is crucial as it allows for immediate action and response to any changes. To learn 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.