📊 Reporting Dashboard Template Generator
Create professional client dashboards in minutes, not hours
Pre-Built Dashboard Templates
📋 Select a pre-built dashboard template or create your own. Each template includes industry-standard KPIs and best-practice visualizations.
Metric Definition Library
📚 Reference library of standard marketing metrics with definitions and formulas. Use these to ensure consistent reporting across clients.
Impressions
The number of times your ad was displayed on a screen, regardless of whether it was clicked or not.
Clicks
The number of times users clicked on your ad.
Click-Through Rate (CTR)
The percentage of impressions that resulted in a click. Higher CTR indicates more relevant ads.
Cost Per Click (CPC)
The average amount paid for each click on your ad.
Cost Per Mille (CPM)
The cost per thousand impressions. Used for brand awareness campaigns.
Conversions
The number of desired actions completed (purchase, sign-up, download, etc.).
Conversion Rate
The percentage of clicks that resulted in a conversion.
Cost Per Acquisition (CPA)
The average cost to acquire one customer or conversion.
Return on Ad Spend (ROAS)
Revenue generated for every dollar spent on advertising.
Video Completion Rate (VCR)
The percentage of video ads that were watched to completion.
Engagement Rate
The percentage of people who interacted with your content (likes, comments, shares).
Customer Lifetime Value (LTV)
The total revenue expected from a customer over their entire relationship with your business.
Visualization Selector
📈 Choose the best visualization type for each metric. Different chart types tell different stories with your data.
Available Chart Types
Trends over time
Comparisons
Proportions
Volume trends
Detailed data
Progress to goal
Conversion flow
Correlations
Pattern analysis
Sequential changes
Chart Selection Guide
| Use Case | Recommended Chart | Best For |
|---|---|---|
| Show performance over time | Line Chart | Impressions, clicks, conversions over 30 days |
| Compare channel performance | Bar Chart | Facebook vs. Google Ads spend |
| Show budget allocation | Pie Chart | Percentage of spend by platform |
| Track goal progress | Gauge Chart | 75% to conversion goal |
| Visualize conversion funnel | Funnel Chart | Impressions → Clicks → Conversions |
| Show cumulative growth | Area Chart | Total revenue accumulated over time |
Goal vs. Actual Performance
🎯 Track actual performance against goals. Visualize progress and identify areas needing attention.
↑ 25% above goal
↑ 20% above goal
↓ 24% below goal (better)
↓ 9% below goal
Month-over-Month Comparison
📅 Compare current period performance against previous periods to identify trends and seasonality.
| Metric | Previous Period | Current Period | Change | % Change | Trend |
|---|---|---|---|---|---|
| Impressions | 1,250,000 | 1,487,500 | +237,500 | +19% | ↑ Up |
| Clicks | 43,750 | 52,062 | +8,312 | +19% | ↑ Up |
| CTR | 3.5% | 3.5% | 0.0% | 0% | → Flat |
| Conversions | 500 | 625 | +125 | +25% | ↑ Up |
| Conversion Rate | 1.14% | 1.20% | +0.06% | +5% | ↑ Up |
| Spend | $25,000 | $23,750 | -$1,250 | -5% | ↓ Down |
| CPA | $50.00 | $38.00 | -$12.00 | -24% | ↑ Better |
| Revenue | $100,000 | $113,750 | +$13,750 | +14% | ↑ Up |
| ROAS | 4.0 | 4.8 | +0.8 | +20% | ↑ Up |
Executive Summary Generator
📝 Auto-generate executive summaries highlighting key insights, wins, and recommendations for stakeholders.
Executive Summary - December 2024
🎯 Campaign Performance Overview
December showed strong performance across all key metrics. The campaign generated 625 conversions at a CPA of $38, which is 24% below our target of $50. This efficiency improvement was achieved through strategic bid optimizations and creative refresh.
Total ad spend decreased by 5% month-over-month while conversions increased by 25%, resulting in a significantly improved ROAS of 4.8x, up from 4.0x in November.
✅ Key Wins
- ROAS Increase: Achieved 4.8x ROAS, exceeding the 4.0x goal by 20%
- CPA Reduction: Lowered cost per acquisition from $50 to $38 (-24%)
- Conversion Growth: Drove 625 conversions, 25% increase vs. previous month
- Budget Efficiency: Reduced spend by 5% while increasing results
⚠️ Areas for Improvement
- CTR Performance: Click-through rate remained flat at 3.5%, below industry benchmark of 4.0%
- Mobile Optimization: Mobile conversion rate trails desktop by 15%
- Ad Fatigue: Some creative assets showing declining engagement after 3+ weeks
💡 Recommendations for Next Period
- Creative Refresh: Introduce 5 new ad variations to combat ad fatigue and improve CTR
- Mobile Landing Page: A/B test mobile-optimized landing page to close conversion gap
- Budget Reallocation: Increase investment in top-performing campaigns by 15%
- Audience Expansion: Test lookalike audiences based on top 10% converters
- Seasonal Planning: Prepare Q1 messaging strategy to capitalize on New Year momentum
📊 Next Month Goals
- Maintain ROAS above 4.5x
- Increase CTR to 4.0%+
- Drive 700+ conversions
- Keep CPA under $40
Custom Branding
🎨 Customize the dashboard with client logos and brand colors for a professional, white-label appearance.
Client Logo
📤 Click to upload client logo
Recommended: PNG or SVG, max 200px height
Brand Colors
Used for headers, buttons, and accents
Used for backgrounds and subtle elements
Dashboard Title
Dashboard Preview & Export
👁️ Preview your customized dashboard before exporting. Choose your preferred format for client delivery.