Marketing analytics & reporting

9 Free Digital Marketing Report Templates to Save You Time

Looking for a digital marketing report template you can just plug-and-go?

This guide gives you 9 free, ready-to-use marketing report templates, designed to help you:

  • Track the right KPIs (not vanity metrics)
  • Report on multiple channels in one place
  • Visualize performance with clean graphs and dashboards
  • Customize your report in the exact brand colors, fonts, and images you want
  • Automate the delivery of your reports through Slack or email
Whatagraph marketing reporting tool
Yamon

Feb 12 20267 min read

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Digital Marketing Report Template - Marketing report with performance metrics and recommendations.

Instead of spending hours building a digital marketing reporting template from scratch, here are 7 you can use immediately, built for both agencies and in-house marketing teams.

Jump straight to the templates. Or stick around for insights from top marketers.

What Is a Digital Marketing Report?

A digital marketing report is a structured summary of your marketing performance across channels, built to show what’s working, what’s not, and what to optimize next.

It answers questions like:

  • Are we hitting our KPIs?
  • Is our ad spend generating positive ROAS?
  • Is organic traffic increasing month over month?
  • Which marketing channels drive the highest conversion rate?
  • Where are we losing users (high bounce rate, low CTR, poor landing page performance)?

What Should a Marketing Report Template Include?

A strong marketing report template should:

  • Show key metrics clearly
  • Highlight conversion rate, CTR, ROAS, and return on investment
  • Compare campaign performance period-over-period
  • Give stakeholders actionable insights
  • And update automatically in real-time

That being said, based on marketers we’ve talked to, here are the sections they recommend:

1. Goal pacing

Before campaigns launch, agree on concrete goals with your clients or stakeholders. Then, start every campaign performance report template showing how you’re pacing towards goals.

For example:

  • 20% revenue increase
  • 4x ROAS
  • 1,000 new leads
  • 15% higher conversion rate

As Elizabeth Greene, Co-Founder at Junglr, an Amazon Ads agency, puts it:

If you don’t know what goals you’re aiming for, it’s impossible to know what to focus on. ‘Growth’ isn’t helpful. Is it 5%? 20%? We require very concrete goals — and we revisit them monthly in our reports. If priorities change, we pivot. But we have to be specific.

Your report should clearly show:

  • Target vs. actual
  • Are we ahead, behind, or on track?
  • How performance is trending month over month

On Whatagraph, you can easily drag and drop a goal widget into your report and show progress like below:

Goal Widget - Google Ads goals widget showing impressions, clicks, and conversions.

2. Actionable Insights and Next Steps

Any strong marketing report needs an insights section answering:

  • What worked?
  • What didn’t?
  • What are we optimizing next month?

We agree with Stephen, Founder of NexFusion, a digital marketing automation agency, when he told us:

The biggest mistake is dumping a spreadsheet of metrics with no context. Clients do not need to see every number, just the ones that matter. A simple fix is to create a one-page executive summary with three clear sections: what is working, what needs improvement, and the action plan for the next month. This keeps the report digestible and helps clients make informed decisions quickly.

But writing out the insights yourself manually can be tedious and time-consuming. On Whatagraph, you can get Whatagraph IQ to write out the first version for you, and tweak it with your business context or tone.

You can choose from 5 different content types – Summary, Recommendations, Wins, Issues, or custom prompt, and from 18 different languages.

See how it works here:

3. Top-Level KPIs (Executive View)

This is where you show:

  • Revenue or lead generation
  • Return on investment
  • Cost per acquisition
  • Conversion rate
  • Overall marketing performance

4. Channel Breakdowns

Then you go deeper by marketing channel:

  • SEO report: organic search traffic, keyword rankings, backlinks, Google Search Console impressions, click-through rate
  • PPC / paid advertising: Google Ads performance, Facebook Ads, LinkedIn Ads, ad campaigns, ad spend, ROAS, CTR
  • Social media marketing: engagement, reach, demographics, follower growth, social media report metrics
  • Email marketing report: open rate, unsubscribe rate, click-through rate, email campaigns performance
  • Ecommerce reporting: revenue by channel, average order value, customer acquisition cost

Each section should show period-over-period comparisons, so you can see trend lines, not just isolated numbers.

Annnd with that, let’s head to the templates.

9 Free Digital Marketing Report Templates

Jump to each report template:

  1. Cross-channel analytics report template
  2. PPC report template
  3. SEO report template
  4. Social media report template
  5. Multichannel eCommerce report template
  6. Google Ads report template
  7. Email marketing report template
  8. Facebook Ads report template
  9. Google Analytics (GA4) report template

1. Cross-Channel Analytics Report Template

Cross Channel Analytics Report Template - Marketing summary dashboard with charts and key metrics.
Use this template for free with your data

Who it’s for: Marketing managers and agencies running multiple marketing channels (paid + organic) who need one clean performance report instead of five disconnected ones.

Channels connected: Google Analytics 4, Google Search Console, Google My Business, Google Ads, Facebook Ads, Facebook, Instagram, Semrush, ActiveCampaign, Salesforce

A cross-channel marketing analytics report template consolidates performance data from all your marketing channels into one unified dashboard. It shows how your SEO, paid advertising, social media, and website traffic contribute to overall conversions, revenue, and return on investment.

Use this as a monthly marketing report template or a weekly, quarterly, or annual one – it can be customized to any cadence you prefer.

How to use:

Metrics to visualize:

  • Total conversions
  • Total revenue
  • Total ad spend
  • Cost per conversion
  • ROAS
  • Conversion rate
  • Website sessions
  • Total users
  • Clicks and impressions per channel
  • Conversions by source
  • Purchases by channel
  • Revenue by channel
  • Month-over-month % change

Best practices:

✅ Use different tabs to report on different channels (e.g. Google Ads, Social Media) to avoid a 40-page performance report template that takes hours to scroll through

Tabs - Cross channel analytics report template - A report template on a yellow background✅ Always add goal pacing widgets and actionable insights on every tab of your report

Goal Widget And Summary - Performance metrics comparing spend, revenue, and total conversions.✅ Have one executive summary at the beginning of the executive report template showing cross-channel totals metrics (e.g. Total Ad Spend across Google Ads and Facebook Ads)

✅ Create custom metrics (e.g. Total Ad Spend) to show on the summary page

2. PPC Report Template

PPC Report Template - Performance overview dashboard with graphs, numbers, and connected integrations.Use this template for free with your data

Who it’s for:

  • Performance marketers managing paid campaigns
  • Agencies reporting PPC results to clients
  • Marketing teams optimizing ad spend and conversion rate

Channels connected: Google Ads, LinkedIn Ads, Facebook Ads, TikTok Ads

A PPC report template is built to show exactly how your paid advertising is performing, across Google Ads, LinkedIn Ads, Meta Ads, and other paid channels. It focuses on spend, conversions, ROAS, and optimization opportunities.

How to use:




Metrics to visualize:

  • Total ad spend
  • Total conversions
  • Cost per conversion
  • ROAS (Return on Ad Spend)
  • Clicks
  • Impressions
  • CTR (click-through rate), CPC (cost per click), CPM
  • Conversion rate
  • Spend by channel
  • Conversions by channel
  • Campaign performance
  • Ad performance
  • Keyword performance (for Google Ads)
  • Landing page performance

Best practices:

✅ Use separate tabs for each paid channel (Google Ads report template) to keep your advertising report template structured and easy to navigate

✅ Include a “Paid Advertising Overview” tab that aggregates total ad spend, total conversions, and total ROAS across all channels

✅ Add a multi-source breakdown table showing key metrics (e.g. Ad spend) for all PPC channels in one view

Multi-source table - PPC report template.png✅ Add a carousel chart showing the top performing ad creatives for each channel in your campaign reporting template

Ad Performance - Ad performance preview showing six ads with impressions, clicks, spend, CPM, and CTR.✅ Break performance down into three layers: Campaign → Ad → Keyword or Audience

✅ Always include a funnel view (Impressions → Clicks → Conversions) to quickly identify drop-offs

Conversions Funnel - Conversion funnel chart displaying impressions, clicks and all conversions.✅ Add a recommendations section at the bottom of each tab with clear optimization actions

PPC Report Template - A summary and recommendations section showing campaign data and advice.

3. SEO Report Template

SEO Report Template - An SEO report showing organic traffic, sessions, users and conversions.Use this template for free with your data

Who it’s for:

  • SEO specialists and organic growth teams
  • Agencies delivering white-label SEO reports
  • Marketing managers tracking organic traffic and conversions

Channels connected: Google Analytics 4, Google Search Console

An SEO report template shows how your organic search performance contributes to traffic, conversions, and revenue. It connects rankings, impressions, clicks, and on-site behavior to real business outcomes.

How to use:

Metrics to visualize:

  • Sessions
  • Total users and New users
  • Organic traffic by channel
  • Impressions
  • Clicks
  • CTR (click-through rate)
  • Average position
  • Keywords ranking 1–10
  • Conversions and Conversion rate
  • Ecommerce purchases
  • Transactions
  • Total revenue from organic SEO
  • Revenue by source / medium / device
  • Top landing pages
  • Page engagement rate and engagement time
  • Branded vs non-branded query performance

Best practices:

✅ Separate your report into three tabs: Organic Visibility, Organic Traffic, and Organic Conversions

Tabs And Goals - SEO report template with summary, KPIs progress, date period, and logo placeholder.✅ Include a goal pacing section for organic sessions, conversions, and revenue

✅ Break down branded vs non-branded queries to identify growth opportunities

Branded vs Non branded Queries - Side by side comparison of tables listing keyword performance metrics.✅ Always analyze revenue and conversions by landing page, not just traffic

✅ Include device-level performance to uncover mobile vs desktop optimization gaps

✅ Add a short recommendation section highlighting keyword gaps, ranking drops, and content opportunities

4. Social Media Report Template

Social Media Report Template - A social media report showing performance metrics for a band called Echo.Use this template for free with your data

Who it’s for:

  • Social media managers
  • Content marketing teams
  • Agencies reporting social media marketing performance to clients

Channels connected: Instagram, Facebook, YouTube

A social media report template tracks how your content performs across Instagram, Facebook, and YouTube. It connects reach, engagement, audience growth, and content performance to real marketing impact.

How to use:




Metrics to visualize:

  • Total followers / subscriber growth
  • New followers
  • Reach
  • Impressions
  • Engagement and engagement rate
  • Likes
  • Comments
  • Shares
  • Saves
  • Reels reach
  • Stories reach
  • Post engagements
  • Video views
  • Average view duration
  • Average view percentage
  • Subscribers gained / lost
  • Audience demographics (age & gender)
  • Top-performing posts nTop-performing videos

Best practices:

✅ Add a high-level “Social Overview” tab summarizing total reach, total engagement, and total follower growth across all platforms

Channel Overview - A social media report showing follower counts and engagement metrics.✅ Break down performance by content type (Reels, Stories, Posts, Videos) to identify format-level winners

Post Performance - Social media report showing data charts and performance metrics.✅ Include audience demographics to guide future content strategy

Audience Demographics - Two charts showing audience by demography and gender distribution.✅ Highlight top-performing posts and analyze why they worked (hook, format, topic, CTA)

Top Performing Posts - A social media report showcasing top performing posts, presented as tabular data.✅ Always end with 3–5 concrete content recommendations for the next reporting period

5. Multichannel eCommerce Report Template

Ecommerce Report Template - Dashboard of sales and expense performance summaries and recommendations.Use this template for free with your data

An ecommerce report template shows how your paid ads, email marketing, and store performance work together to generate revenue. It connects ad spend, transactions, average order value, refunds, and conversion rate into one unified performance report.

Who it’s for:

  • Ecommerce marketing managers
  • DTC brands running multi-channel campaigns
  • Agencies managing paid + store performance for ecommerce clients

Channels connected: Google Ads, Facebook Ads, LinkedIn Ads, TikTok Ads, Pinterest Ads, Shopify, WooCommerce

How to use:

Metrics to visualize:

Cross-channel overview

  • Total ad spend
  • Total revenue
  • ROAS by channel
  • Conversions by channel
  • Spend by channel
  • Cost per acquisition
  • Cross-channel conversion rate

Google Ads

  • Spend
  • All conversions
  • Cost per conversion
  • ROAS
  • Revenue
  • Average order value

Facebook Ads

  • Impressions
  • Clicks
  • CTR
  • CPC
  • Offsite conversions
  • Spend vs goal pacing

LinkedIn / TikTok / Pinterest Ads

  • Audience penetration
  • Spend
  • Post-click conversions
  • Cost per lead / result
  • Conversion rate
  • Complete payment ROAS

Store performance (Shopify / WooCommerce)

  • Gross sales
  • Net sales
  • Orders
  • Items sold
  • Customers
  • Average order value
  • Refunds
  • Discounts
  • Taxes
  • Shipping
  • Ecommerce conversion rate

Best practices:

✅ Start with an “Overview” summary page where you visualize key metrics and goal trends for all your eCommerce channels (e.g. Google Ads, Shopify, Pinterest Ads) in one place

Channel Overview - Digital marketing report with Google, LinkedIn, and TikTok ads metrics.✅ Separate acquisition (Ads) and store performance (Shopify/WooCommerce) into dedicated sections

✅ Show conversions and spend by eCommerce channel trends over the last 12 months to visualize budget allocation impact

Conversions And Spend By Channel - Side by side charts comparing conversions and spend across Google, Facebook, TikTok and LinkedIn ads.✅ Add custom images of your products and style the report in your (or your client’s) brand colors and font

ECommerce Report Template - Facebook ad performance report with graphs and summary.✅ End with profitability insights (e.g., high-spend channels with low ROAS, high-refund products, underperforming audiences)

Google Ads Report Template - A performance overview dashboard showing charts and metrics.Use this template for free with your data

Who it’s for:

  • PPC specialists managing Google Ads accounts
  • Agencies delivering client-facing paid search reports
  • Marketing teams optimizing budget allocation and ROAS

Channels connected: Google Ads, Google Analytics 4 for landing page and conversion validation (optional)

A Google Ads report template shows exactly how your ad spend turns into clicks, conversions, and revenue. It breaks down campaign, keyword, landing page, and creative performance so you know where to scale, and where to cut.

How to use:




Metrics to visualize:

  • Impressions
  • Clicks
  • Cost
  • Conversions and Conversion rate
  • CTR (click-through rate)
  • Average CPC
  • Average CPM
  • Cost per conversion
  • Ad network performance (Search vs Display)
  • Ad creative performance
  • Ad format performance
  • Keyword performance
  • Landing page performance

Best practices:

✅ Start with a Google Ads Performance Summary showing total impressions, clicks, cost, and conversions

✅ Add a goal pacing section (Clicks vs Goal, Cost vs Budget, Conversions vs Target) at the top of the report

Google Ads Overview - A Google Ads performance report displays metrics, goals, and recommendations.✅ Break performance down into clear sections: Campaign → Ad Network → Ad Creative → Keyword → Landing Page

✅ Include a funnel view to quickly spot drop-offs between impressions, clicks, and conversions

✅ Highlight top-performing campaigns and creatives with clear scaling recommendations

Ad Creative Performance - A grid layout of six ads with metrics like impressions, clicks and spend.

7. Email Marketing Report Template

Email Marketing Reporting Template - A dashboard with charts and key metrics for email marketing performance.Use this template for free with your data

Who it’s for:

  • Email marketing managers
  • CRM and lifecycle marketing teams
  • Agencies reporting email campaign performance to clients

Channels connected: Google Analytics 4, HubSpot, Mailchimp, ActiveCampaign

An email marketing report template shows how your email campaigns drive engagement, deals, and revenue. It connects opens, clicks, replies, and conversions to real business impact.

How to use:

Metrics to visualize:

  • Contact count
  • List growth rate
  • Total emails sent
  • Opens and open rate
  • Link clicks
  • Click-through rate
  • Unsubscribes and unsubscribe rate
  • Replies
  • Deals count and deals value
  • Email revenue
  • Ecommerce conversion rate
  • Transactions
  • Average order value
  • Refunds

Best practices:

✅ Start with an executive summary showing total emails sent, total opens, total clicks, deals, and revenue

✅ Include a funnel view (Sent → Opens → Clicks → Conversions) to quickly identify engagement drop-offs

Email Funnel - Funnel chart showing email click-through rates.

✅ Separate lifecycle emails (nurture, newsletter) from promotional campaigns to analyze performance properly

✅ Add revenue and ecommerce metrics if email drives direct sales, not just engagement and break down revenue by campaign, product, and product category

Ecommerce Metrics - Dashboard featuring revenue, transactions, and email campaign data.✅ Monitor unsubscribe rate and bounce rate trends to protect deliverability

✅ End each report with 3–5 concrete actions (subject line testing, segmentation updates, CTA optimization, list cleaning)

8. Facebook Ads Report Template

Facebook Ads Report Template - Performance overview dashboard with charts and key metrics.Use this template for free with your data

Who it’s for:

  • Paid social specialists
  • Agencies reporting Meta performance to clients
  • Marketing teams optimizing audience targeting and creative

Channels connected: Facebook Ads

A Facebook Ads report template shows how your Meta ad spend translates into reach, clicks, engagement, and conversions. It breaks down campaign, ad, placement, and demographic performance so you know exactly where to scale.

How to use:




Metrics to visualize:

  • Impressions
  • Reach
  • Clicks (all)
  • CTR (click-through rate)
  • CPC (cost per click)
  • CPM (cost per 1,000 impressions)
  • Total spend
  • Offsite conversions
  • Conversion rate
  • Conversion funnel (Reach → Clicks → Conversions)
  • Campaign performance (Spend, Impressions, CTR, CPC)
  • Ad performance (creative-level breakdown)
  • Ad placement performance
  • Demographics (Age & Gender performance)
  • Page engagement

Best practices:

✅ Start with a performance summary showing total spend, impressions, clicks, CTR, and conversions

✅ Break performance into three clear layers: Campaign → Ad → Placement

Campaign And Ad Performance - Two tables showing campaign and ad performance metrics.✅ Include demographic breakdowns (Age + Gender) to guide audience optimization

Audience Engagement - Dashboard showing audience demographics, ad delivery by age/gender, and conversion funnel.✅ Highlight top-performing ads and creatives to identify scaling opportunities

Ad Creative Performance - Ad performance preview showing ad metrics for different campaigns.✅ End the report with clear budget reallocation and targeting recommendations

9. Google Analytics GA4 Report Template

Google Analytics 4 Report Template - Dashboard view showing key metrics and charts for web analytics.Use this template for free with your data

Who it’s for:

  • Marketing managers tracking website performance
  • Growth teams analyzing traffic quality
  • Agencies delivering GA4 performance reports to clients

Channels connected: Google Analytics 4, (Optional) Google Ads, Meta, and other campaign-tagged sources

A Google Analytics 4 report template shows how users interact with your website, and which traffic sources actually drive conversions. It connects sessions, engagement, campaigns, countries, and revenue into one clear performance view.

How to use:

Metrics to visualize:

  • Sessions
  • Total users and New users
  • Engaged sessions
  • Engagement rate
  • Conversions and Conversion rate
  • Goal pacing (Conversions vs Target)
  • Conversions by source
  • Conversions by default channel grouping (Organic, Direct, Social, Email), campaign, and country
  • On-site activity by source, campaign, and day
  • Conversion funnel (Sessions → Engaged Sessions → Conversions)

Best practices:

✅ Start with a performance summary showing sessions, total users, engagement rate, conversions, and conversion rate

✅ Add a goal pacing widget (Conversions vs Monthly Target) to keep reporting aligned with business objectives

Performance Summary - Dashboard with charts showing user metrics and conversion rates.✅ Break down performance by source, country, and campaign to identify high-intent traffic

Conversions By Country And Campaign - Four charts show conversion and session data by source and country.

✅ Use funnel visualization to quickly spot drop-offs between sessions and conversions

Conversion Funnel - Two graphs display conversion metrics, one a line and bar graph, the other a funnel.

Published on Feb 12 2026

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Whatagraph marketing reporting tool

WRITTEN BY

Yamon

Yamon is a Senior Content Marketing Manager at Whatagraph. Previously a Head of Content at a marketing agency, she has led content programs for 5+ B2B SaaS companies in the span of three years. With an eye for detail and a knack for always considering context, audience, and business goals to guide the narrative, she's on a mission to create genuinely helpful content for marketers. When she’s not working, she’s hiking, meditating, or practicing yoga.

Save 100+ hours a month on reporting with Whatagraph

Frequently Asked Questions

All your questions answered. And if you can’t find it here, chat to our friendly team.

Can I customize Whatagraph’s digital marketing report template for my business?

Absolutely. You can:

 

- Customize fonts and colors manually or with Whatagraph IQ

 

- Create custom SEO metrics, dimensions, and blends through no-code workflows

 

- Add headers, footers, icons, and images anywhere in the report

 

- Create report templates and save them to re-use them the next time

 

- Drag and drop charts, tables, and visualizations

 

- Add or remove rows, sections, and entire tabs

 

- Filter ranking data by device, location, or search engine

 

- Segment keywords by brand, non-brand, or priority

 

This makes it easy to tailor marketing reports for clients, internal teams, or different use cases, without rebuilding them from scratch.

What are the 4 P's of marketing reports?

In reporting terms, the 4 P’s should translate into measurable performance:

 

Product → What products/services generated revenue? What’s the conversion rate by product?

 

Price → Average order value, discounts, revenue trends.

 

Place → Which marketing channels (SEO, Google Ads, social media, email) drive results?

 

Promotion → Campaign performance, CTR, ROAS, cost per acquisition.

 

A strong marketing report connects each “P” to actual metrics — not theory.

What does a good marketing report look like?

A good marketing report is:

 

✅ Clear (no data overload)

 

✅ Goal-driven (target vs. actual)

 

✅ Structured (summary → channels → insights)

 

✅ Visual (dashboards, not raw spreadsheets)

 

✅ Actionable (next steps included)

 

If a stakeholder can understand performance in 2–3 minutes, it’s a good report.

How to write a digital marketing report?

Follow this structure:

 

1. Start with goals (What were we trying to achieve?)

 

2. Show executive KPIs (Revenue, leads, conversion rate, ROI)

 

3. Break down by channel (SEO, PPC, social media, email marketing)

 

4. Compare period-over-period (MoM or YoY)

 

5. Add insights + recommendations

What is the summary of a digital marketing report?

The summary is a short executive overview of:

 

- Overall marketing performance

 

- Whether KPIs were met

 

- Top-performing channels

 

- Key wins

 

- Main optimization opportunities

 

It answers:

 

“Are we on track, and what should we do next?”

What metrics and insights are included in typical monthly marketing reports?

Most monthly reports include:

 

Top-level KPIs

 

Revenue or leads

 

Conversion rate

 

Cost per acquisition

 

Return on investment

 

Total ad spend

 

SEO

 

Organic traffic

 

Keyword rankings

 

Click-through rate

 

Conversions from organic search

 

Paid Advertising

 

Impressions

 

Clicks

 

CTR

 

CPC

 

ROAS

 

Campaign performance

 

Social Media

 

Reach

 

Engagement

 

Follower growth

 

Top-performing posts

 

Email Marketing

 

Open rate

 

Click-through rate

 

Unsubscribe rate

 

Revenue per campaign

 

The key insight: how each channel contributes to overall growth.

How well are your marketing KPIs performing?

To evaluate KPI performance:

 

1. Compare actual results vs targets

 

2. Track month-over-month and year-over-year trends

 

3. Break down performance by channel

 

4. Identify cost efficiency (CPA, ROAS)

 

5. Flag underperforming campaigns

 

If KPIs aren’t trending toward goals, adjust targeting, budget allocation, creatives, or landing pages.

 

If you want some KPI benchmarks, we’ve got these handy calculators for you:

 

Free PPC calculator

 

Free CPC calculator

What should be included in your SEO marketing report template?

A strong SEO report template should include:

 

- Organic sessions

 

- Total users

 

- Keyword rankings (Top 3, Top 10)

 

- Clicks and impressions (Google Search Console)

 

- CTR

 

- Backlinks

 

- Top landing pages

 

- Conversion rate

 

- Revenue from organic traffic

 

- Branded vs non-branded performance

 

- Goal pacing

 

Always connect SEO activity to conversions, not just traffic.

How can I automate marketing reports?

To automate marketing reports:

 

1. Connect your data sources (Google Analytics 4, Google Ads, Facebook Ads, LinkedIn, email platforms).

 

2. Build a reusable dashboard template.

 

3. Set goals and custom metrics.

 

4. Enable automatic data refresh (real-time or scheduled).

 

5. Schedule monthly delivery via email or live dashboard links.

 

Automation eliminates manual data entry, reduces reporting errors, and frees up time to optimize campaigns instead of building slides.

How often should you create a digital marketing report (and in what format)?

Most teams follow this reporting cadence:

 

Weekly marketing report template → Channel-level performance (PPC, social media, email campaigns) for quick optimization

 

Monthly marketing report template → Full marketing performance overview with KPIs, conversion rate, ROAS, and campaign performance

 

Quarterly marketing report template → Strategic analysis, budget allocation shifts, and long-term trends

 

For format, you have three main options:

 

Report template PDF → Best for client delivery or stakeholder presentations. Clean, non-editable, easy to share.

 

Report template Excel → Flexible and customizable, but often manual and time-consuming to maintain.

 

Live dashboard template → Real-time, automated, always up to date, and ideal for ongoing performance tracking.