All-in-One Executive Reporting Template | Whatagraph

Executive Report Template

Deliver only the most important metrics to the senior management team with our executive report template. Highlight your marketing strategy’s results and the status of the funnel's final stages. Summarize your marketing activities and important milestones and let your bosses know how your campaigns are performing.

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Executive report whatagraph

Over 15,000 agencies and brands worldwide get their marketing performance analyzed with Whatagraph!

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Use Whatagraph’s Executive Summary Template to Track the Most Important Sales & Marketing KPIs

Easily Report on your Business Plan and Top Executive KPIs

Create an executive report with Whatagraph and get your most important KPIs pulled quickly and accurately from more than 40 data sources. Present historical data, financial information and trends & patterns to better explain how your strategy is performing over time. Display metrics like total cost, revenue, ROI, conversions, etc. No more using Excel or Powerpoint - present all your data in quick overview and a beautiful report.
Executive report automatically gathers data.

Fully Customisable Executive Reports

You’re not limited to pre-made default features! Whatagraph reports can be altered as needed. Create your own theme, widgets, fonts, or anything else to customize your report. Depending on the executive reading the report, you can change the look and feel of your report and the data presented to show your most important points in a way that your target audience understands.
Executive report template with all KPI's in one place.

Automatically Pull Data From 40+ Integrations into One Single Report

An executive report equals a brief overview of strategy results. Try Whatagraph and get those important results from all your data sources on a single page in real-time. Connect the platforms you already use for marketing and see all your data show up in one place - a Whatagraph report.
Executive dashboard with goal and KPI tracking.

All reporting features your agency needs

40+ integrations
We integrate with more than 40 marketing platforms, such as Google Analytics, Ahrefs, SEMRush, Facebook, MailChimp, Klaviyo, and many others.
Cross-channel reports
SEO, SEM, social media, performance marketing, email marketing - create a singular client report for all channels instead of one report for each.
Full report automation
Start from a report template, add your sources and you can create a report in under 10 minutes. You can automate the delivery too - and send reports automatically at your desired intervals.
White-label reports
Make your reports align with your agency branding and style. Customize each report with your agency logo, colors and branding and every detail you need to make your report truly your own.
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FAQs

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

What to include in an executive summary report?
An executive summary report is all about providing concise, conclusive, and accurate data. It displays and focuses on the results of your actions. Make sure to only include the most relevant KPIs that show your marketing plan and results.
What is the executive report format?
An executive report format should be easy to read and include only the main points a manager or a CEO needs to know.

With Whatagraph reports, you get data visualization (tables, graphs or charts), automatically generated insights, and a clear-looking document. Show your executive management all the key data in a document no longer than one page.

It’s good to be loved! Our clients are not shy about expressing it.

This is exactly what I was looking for when I set out to find a better way of collating and sharing our social media analytics with internal stakeholders. Goodbye spreadsheets and the tedious task of copying + pasting analytics from each social media account!

ashley

G2.com verified review by

Ashley S, Social Media & Content Co-ordinator

We have found it provides our clients quick reports that they can analyze and ingest easily. It cuts down on our explanations and walkthroughs with clients. Overall, it has been a tremendous time-saver, along with exceeding our clients’ expectations with reporting.

kyle

G2.com verified review by

Kyle R, Digital Marketing Specialist

The SUPPORT. Whatagraph has THE BEST support team, ultra-responsive, ultra-helpful. They clear your roadblocks, update their platform to suit your needs, implement awesome new features (on user suggestion and on the back of their own ambition). AWESOME.

jasper

G2.com verified review by

Jasper C, Social Ads Specialist

Whatagraph is exactly what we were looking for in order to collect and organize data from multiple accounts (clients) with multiple data sources. It is the perfect tool to analyze data, to change the strategy, and also to create reports clients will understand.

thiago

G2.com verified review by

Thiago A, Digital Marketer

Whatagraph does not require someone to be “techy” to use the software. The learning curve is so minute, and when you do have issues- the support team will help you in a kind and efficient manner.

liam

G2.com verified review by

Liam R, Digital Marketing Campaign Manager

You just need a few hours of clicking and trying things to understand it. I like the interface, the way you makeup formulas and edit them, I like that you can build your own widgets.

mich

G2.com verified review by

Mich C, Digital Leader

What really makes Whatagraph shine is the way it breakdown data to your clients. Most of our clients want to see their metrics, but they don't really want to take the time to learn all about understanding them.

daniel

G2.com verified review by

Daniel W, General Manager

We're able to streamline our social media marketing into a report that has proper metrics that clients can understand. We're literally able to select from social media platforms to ads, to stories etc. You name it.

andrea

G2.com verified review by

Andrea R, Marketing Executive

This is exactly what I was looking for when I set out to find a better way of collating and sharing our social media analytics with internal stakeholders. Goodbye spreadsheets and the tedious task of copying + pasting analytics from each social media account!

ashley

G2.com verified review by

Ashley S, Social Media & Content Co-ordinator

We have found it provides our clients quick reports that they can analyze and ingest easily. It cuts down on our explanations and walkthroughs with clients. Overall, it has been a tremendous time-saver, along with exceeding our clients’ expectations with reporting.

kyle

G2.com verified review by

Kyle R, Digital Marketing Specialist

The SUPPORT. Whatagraph has THE BEST support team, ultra-responsive, ultra-helpful. They clear your roadblocks, update their platform to suit your needs, implement awesome new features (on user suggestion and on the back of their own ambition). AWESOME.

jasper

G2.com verified review by

Jasper C, Social Ads Specialist

Whatagraph is exactly what we were looking for in order to collect and organize data from multiple accounts (clients) with multiple data sources. It is the perfect tool to analyze data, to change the strategy, and also to create reports clients will understand.

thiago

G2.com verified review by

Thiago A, Digital Marketer

Whatagraph does not require someone to be “techy” to use the software. The learning curve is so minute, and when you do have issues- the support team will help you in a kind and efficient manner.

liam

G2.com verified review by

Liam R, Digital Marketing Campaign Manager

You just need a few hours of clicking and trying things to understand it. I like the interface, the way you makeup formulas and edit them, I like that you can build your own widgets.

mich

G2.com verified review by

Mich C, Digital Leader

What really makes Whatagraph shine is the way it breakdown data to your clients. Most of our clients want to see their metrics, but they don't really want to take the time to learn all about understanding them.

daniel

G2.com verified review by

Daniel W, General Manager

We're able to streamline our social media marketing into a report that has proper metrics that clients can understand. We're literally able to select from social media platforms to ads, to stories etc. You name it.

andrea

G2.com verified review by

Andrea R, Marketing Executive

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