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Copy a template that combines multiple data sources
A white-label dashboard is an interface tool that consolidates data from multiple sources (e.g., CRM systems, financial software, customer support platforms) to track and display key performance indicators (KPIs) (e.g., customer satisfaction, revenue growth, support ticket resolution), enabling businesses to monitor performance and create presentations for clients and stakeholders.
White-label dashboards are typically built using flexible tools like Google Looker Studio, Power BI, Google Sheets, or platform-specific solutions to enable high customization and integration of multiple data sources.
An actionable white-label dashboard balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.
Executive dashboards for CEOs, CFOs, and clients show the business's bottom-line impact. Reviewed weekly, monthly, or quarterly, they include:
Manager dashboards have cross-departmental views with drill-downs to see performance by team, project, region, and product line. They help align teams, define strategies, and include:
Operational dashboards for analysts and managers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:
Operational white-label dashboards are highly customized, built in flexible tools like Google Sheets or Looker Studio to enable data cleaning, blending, annotations, and integrating multiple sources.
To build a white-label dashboard, connect your data sources, choose a template on Looker Studio or Sheets, build your queries by selecting metrics and dimensions, choose charts to visualize your data, customize the dashboard, design and share via link, PDF or email.
Here’s the breakdown:
Define and connect the data sources to bring to your dashboard. Common sources are CRM systems for customer data, financial software for revenue and cost data, and customer support platforms for service metrics.
To connect your data sources, go to portermetrics.com, choose the data sources to bring to your dashboard.
You can follow these tutorials on connecting your data:
Choose from dozens of white-label dashboard templates in Google Sheets or Looker Studio, designed for use cases like financial reporting, customer satisfaction tracking, and operational efficiency monitoring.
Learn to copy Looker Studio templates.
While templates are the starting point, make them specific for your business or agency. Map your specific metrics, especially custom conversions, CRM contact data, and all the fields and metrics that you define as "key performance indicators" and "business goals".
Depending on your reporting tool—Google Sheets or Google Looker Studio, pick any of the dozens of templates created by our team and customers to solve your reporting use cases, such as financial reporting, customer satisfaction tracking, and operational efficiency monitoring.
Once your dashboard template is downloaded, you may 1) modify it or 2) create a blank page to build it from scratch. Whatever the case, setting up a query always follows these steps:
You can follow these tutorials on adding data to your dashboards
To make your white-label dashboards truly white-label you can add logos, colors, fonts, and styling to mirror your brand.
Follow these tutorials to design your white-label dashboards:
Share your white-label dashboards via links, PDF, schedule emails, and control permissions.
White-label dashboards should include a mix of operational, financial, customer, and efficiency metrics and KPIs to fully understand the performance of business operations towards goals. They include:
Operational KPIs measure the efficiency and effectiveness of business processes:
Financial KPIs compare your business outputs to the cost, including:
Customer KPIs measure the impact on customer satisfaction and loyalty:
To analyze these KPIs, segment them by: