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Copy a template that combines multiple data sources
A social media dashboard is an interface tool that consolidates data from multiple sources (e.g., Instagram, Twitter, Facebook) to track and display key performance indicators (KPIs) (e.g., engagement rate, follower growth, reach), enabling teams and agencies to monitor social media performance and create presentations for clients and executives.
Social media 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 social media dashboard balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.
Executive dashboards for CMOs, CEOs, and clients show social media's bottom-line impact. Reviewed weekly, monthly, or quarterly, they include:
Manager dashboards have cross-platform views with drill-downs to see performance by client, brand, region, team member, and campaign. They help align teams, define tactics, and include:
Operational dashboards for analysts and social media managers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:
Operational social media 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 social media 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 Instagram, Twitter, Facebook for social media performance, and CRM for audience data.
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 social media dashboard templates in Google Sheets or Looker Studio, designed for use cases like engagement monitoring, follower growth, and content performance.
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 engagement metrics, CRM contact data, and all the fields and metrics that you define as "engagement" and "reach".
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 social media reporting use cases, such as engagement monitoring, follower growth, and content performance.
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 social media dashboards truly white-label you can add logos, colors, fonts, and styling to mirror your brand.
Follow these tutorials to design your social media dashboards:
Share your social media dashboards via links, PDF, schedule emails, and control permissions.
Social media dashboards should include a mix of visibility, engagement, growth, and content performance metrics and KPIs to fully understand the performance of social media activities towards business goals. They include:
Social media KPIs measure the engagement process, regardless of the platform:
Efficiency KPIs compare your social media outputs to the cost, including:
Effectiveness KPIs compare the input with the output from one stage to another
To analyze these social media KPIs, segment them by: