Marketing performance dashboard template for Agency
A marketing performance dashboard tailored for a client services team. Which channel actually drives qualified pipeline, not just clicks? Upload your own CSV or Google Sheet and it charts cost per acquisition by channel, conversion rate by source, return on ad spend automatically — free, no signup.
KPIs this dashboard tracks
the number that decides where the budget goes
traffic is vanity; conversion is the signal
ties spend directly to revenue
exposes channels that bring tourists, not buyers
agencies live and die by client concentration
predictable retainer income vs lumpy project work
Charts it builds
- Spend vs conversions by channel — scatter of
conversionsbyspend - CAC by channel — bar of
cacbychannel - Conversions over time — line of
conversionsbydate
Columns your data needs
Map your spreadsheet to these (messy headers are matched automatically):
channelspendclicksleadsconversionsrevenueclientretainer
Benchmark
Healthy agencies keep any single client under ~25% of revenue and billable utilization near 70%.
What to look for
For a agency marketing performance view, the metrics that move decisions are cost per acquisition by channel and conversion rate by source. Healthy agencies keep any single client under ~25% of revenue and billable utilization near 70%.
FAQ
At minimum: channel, spend, clicks, leads, conversions, revenue, client, retainer. Dashboard AI maps messy real-world headers to these automatically.
Cost per acquisition by channel (the number that decides where the budget goes); Conversion rate by source (traffic is vanity; conversion is the signal); Return on ad spend (ties spend directly to revenue); Lead-to-customer rate (exposes channels that bring tourists, not buyers).
Healthy agencies keep any single client under ~25% of revenue and billable utilization near 70%.
Paste a few rows of CSV (with a header row). Runs entirely in your browser — nothing is uploaded.