Sales Report template for Marketing teams and agencies

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

Meet the author

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

Sales Report template overview

With this Sales Report template, marketing teams and agencies can efficiently track and analyze key e-commerce metrics. **Monitor essential sales data** such as:
  • Impressions and Clicks to evaluate campaign reach and engagement.
  • Ad Spend and Return on Ad Spend to assess advertising efficiency.
  • Sales, Conversion Rate, and Average Order Value to measure sales performance.
  • Customer Acquisition Cost and Customer Lifetime Value to understand customer profitability.
  • Checkout Completion Rate and Cart Abandonment Rate to optimize the purchase process.
**Segment data** by Campaign Name, Product Name, Customer Segment, Traffic Source, Product Category, and Region to gain deeper insights. **Share insights** with stakeholders through detailed reports, enabling informed decision-making and strategic planning. Leverage this template to enhance your marketing strategies and drive sales growth effectively.

Features

100% custom charts

White-label

Custom metrics​

All-time historical data

Schedule email alerts​

Filters

Interactive

Goals​

Data blending

FAQs

A sales report should include metrics broken down by visibility, engagement, and conversion metrics. Segment the data by campaign, channel, audience, content, objective, and date. For example, include the number of impressions, clicks, and conversions for each campaign, channel, and objective. This allows for a detailed analysis of the sales performance and helps identify areas for improvement.
To analyze sales data, start by choosing visibility, engagement, and conversion metrics. For visibility, consider metrics like impressions and reach. For engagement, look at metrics such as click-through rate and time spent on page. For conversion, track metrics like conversion rate and average order value. Once you have the metrics, add context by comparing them against cost, date range, goals, rates, and benchmarks. For example, compare the conversion rate to the industry average or the previous month’s rate. Next, segment the data by campaign, channel, audience, content, objective, and date. For instance, analyze the conversion rate by campaign to identify the most effective one. Overall, prioritize relevant metrics, add context for comparison, and segment the data for deeper insights. Be succinct and focus on the elements, rather than the benefits.
To build a Sales dashboard, 1) connect your data and accounts from CRM systems like Salesforce or HubSpot. 2) Select metrics to monitor performance such as revenue, units sold, and sales growth. 3) Segment or break down data by campaign, sales channel, target audience, product type, customer content, sales objective, and date. 4) Add filters or buttons to make your report interactive, for example, a filter to view sales by region or a button to switch between quarterly and yearly views. 5) Share your dashboard via PDF, scheduled emails, or links to relevant stakeholders.
A sales dashboard is a visual tool that displays key sales metrics and KPIs, enabling businesses to track performance and make data-driven decisions. It is significant as it provides real-time insights, helps identify trends, and aids in forecasting. Tools like Looker Studio are commonly used to create these dashboards, which typically include elements like sales volume, revenue, conversion rates, and sales targets. Real-time data monitoring is crucial for immediate response to changes in sales trends. For a detailed guide on creating a marketing dashboard using Looker Studio, visit our YouTube channel: https://www.youtube.com/@porter.metrics.
Can I download this template in PDF?