Without marketing reports, it’s impossible to identify what's working in a strategy and optimize its ROI.
In this guide, we’ll walk you through how to create a monthly marketing report within minutes—and with confidence.
A monthly marketing report is a document that shows the performance of a marketing campaign.
Often created by the marketing team in agencies, the goal of a monthly report is to communicate to decision-makers what’s trending, the return on investment, and what needs to be done to improve future marketing efforts.
Here’s a customizable monthly marketing report template to show you what we mean.
The key performance indicators (KPIs) bounce rate and goal completion rate from the past month indicate that many website visitors are leaving without taking any action.
If you've been in marketing for a while, you'd know that’s a bad sign.
So... what’s the next step?
Easy, share with the client your strategies to optimize their marketing performance—improving the user experience and writing targeted content come to mind—and back them up with the visual KPIs above.
Spreadsheets like Excel and Google Sheets are helpful for data manipulation, but can we be honest here:
They leave a lot to be desired when it comes to reporting.
Raise your hand if you’ve spent hours manually sorting your KPIs after building spreadsheets from scratch—and that’s only for ONE client!
A better alternative is to use an automated marketing reporting tool like DashThis.
Here’s how it works:
DashThis will automatically pull all data from the widgets you’ve selected.
And guess what: You can even show multiple KPIs in a single trend widget.
Long gone are the days where you look at data from different time periods to arrive at a conclusion
Take back your time with automated reporting.
That way, you can analyze ALL important metrics across multiple marketing channels (i.e., paid search, organic search, social media, email, you name it) within the same interface.
Here are five bonus tips on how to write a marketing report that wows your clients.
(i) Use an existing template
Creating marketing performance reports eats up a lot of time.
There’s a template for every industry and use case.
(ii) Organize with headers
Headers tell clients what to expect.
You can add headers to organize the different sections of your report right below the client's logo and company name.
For instance, if it’s a PPC campaigns report, you’ll want to add headers for your Google Ads (formerly Adwords) and Bing.
(iii) Define your KPIs
Everyone needs to be on the same page before measuring your key metrics.
The KPIs will depend on the client’s channels and business goals.
For example, if they want to attract B2B leads on LinkedIn, you’ll want to track conversion rate, click-through rate (CTR), customer acquisition cost (CAC), etc.
All widgets are set up based on the most commonly used KPIs on DashThis. Just click them and let our automated reporting tool do the rest.
(iv) Include visual examples
Spotlight your best-performing content and pair them up with visual examples—this is especially important for social media and PPC campaigns.
This helps you to spot patterns and do more of what works.
(v) Add notes or comments
Notes provide context and guidance.
If there’s an unusual drop or rise in data, add a note next to the KPI.
Similarly, add a comment at the end of your monthly marketing report to share the next steps in your marketing strategy.
Showcase your client’s all-around marketing activities in a general monthly report.
This dashboard revolves around using outbound (e.g., cost per click [CPC], ad spend) and inbound marketing (e.g., organic traffic) strategies to attract new customers.
Grab this monthly marketing dashboard with your own data.
Develop a repeatable and scalable sales funnel in this monthly Google Analytics performance report.
This dashboard shows the revenue of an ecommerce store. The KPIs transactions (trend), transactions (goal), and revenue per visit, among other web analytics (not pictured), help you identify the culprits behind your low sales.
Grab this monthly Google Analytics dashboard with your own data.
Set your social media channels up for success in this all-in-one report.
This dashboard spotlights the major players, including Instagram, Facebook, and YouTube (pictured above).
The breakdown of video views and campaigns makes for valuable insights when expanding your reach in a social media marketing strategy.
Grab this monthly social media dashboard with your own data.
Improve your long-term email nurturing campaign using this monthly email marketing report.
This dashboard breaks down your top campaigns, giving you a detailed look at your open rate and click rate.
Review it together with the marketing department to brainstorm better subject lines and personalized content.
Grab this monthly email marketing dashboard with your own data.
Unearth your most profitable keywords in this monthly content marketing report.
This dashboard displays the nitty-gritty details of your website traffic. There are the top queries according to the number of clicks, the best-performing landing pages, and more.
Grab this monthly SEO reporting template with your own data.
Without monthly marketing reports, we wouldn’t know what’s trending and what needs to be done to optimize our ROI.
So, automate your marketing reporting on DashThis today.
Not only can you analyze ALL metrics from different marketing channels in a single place, but you can also impress clients with sleek and beautiful reporting.
This post was updated on November 2021. The original article was written by Michelle Kelly, a marketer with over 15 years of digital marketing experience and five years of hands on dashboard experience with DashThis monthly report software, Michelle’s agency and client-side roles have helped her to customize hundreds of dashboards for a variety of industries and target audiences.
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