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Dashboards & Reports

A collection of sample dashboards and reports to inspire you and that are immediately available to you as templates - ready to use.
By Sectors
By Roles
Call Activity Per Campaign

This dashboard is mixing data from telephony or VoIP and CRM systems. It gives you extra insights into your team’s call activity. You can see who’s calling per campaign, who’s on track, and who’s falling behind compared to the team’s [...]

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Customer Acquisition

A customer acquisition dashboard can be a powerful tool for businesses to analyze their marketing performance and optimize their customer acquisition strategies. By consolidating and visualizing data related to customer acquisition channels and campaign performance, the dashboard can help business [...]

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Customer Acquisition Dashboard

With this dashboard, retailers can easily identify their most efficient channels, understand their buying personas and know where to spend their marketing budget to increase both ROI and profitability. Monitor conversion rates, new customer traffic, and channel revenue to optimize [...]

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Customer Lifetime Value

Blend your sales and financial data from multiple systems (here HubSpot and Xero) to create a powerful dashboard and gain insights into your accounts payable and customer lifetime value in a single report. 

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Customer Profiling

With this dashboard, marketing professionals are able to identify customer profiles and segments along the customer journey. This is particularly helpful to better understand which segments drive more orders, sales, and revenue. Break the silos by combining your e-commerce, social [...]

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Customer Retention Dashboard

In this dashboard, you can analyze your customer retention in value ($) and number of accounts. Track KPIs such as New MRR, Contraction MRR, Expansion MRR, Churn. We also look at New and Lost Accounts in the last 30 days. 

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eCommerce Performance

Quickly assess your product performance and monitor your top revenue-generating products across categories and regions. Track key metrics like your sales value, margin rate, orders/returns ratio, and more with this dashboard template. 

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Email Campaign Performance

Monitor the performance of your marketing emails in a single dashboard. Drill down by campaign and email type to identify which campaign performed best and which ones are to optimize. 

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Email Marketing Performance

With this dashboard template, track the performance of your email marketing campaigns. Easily identify which campaigns are the most cost-efficient and bring you more leads so you know where to invest to grow your business. 

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Facebook Audience Demographic

With this dashboard template, learn more about your Facebook audience and how they interact with your content. Track your audience demographics, gender, age, location, and more to get a better understanding of your Facebook page audience. 

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