What is a social media report template?
A social media report template is a business document outlining the key metrics related to your or your client's social media performance. It is a pre-made report that contains all the essential metrics and social media data so you can create a complete report in a matter of minutes. Just connect the social media accounts, choose this template, and watch as the report comes to life with the latest data.
Why you need a social media report template
Social media is a powerful source of opportunities for your client’s business. Agencies that manage to continuously track changes and improve their clients’ social media performance are more likely to increase their clients’ online presence.
Facebook, Instagram, TikTok and other social media have built-in analytics tools available on each platform. Although these analytics reports are probably the quickest way to see the performance data for each account, collecting and presenting data from multiple platforms into one comprehensive social media report is both time-consuming and prone to errors.
With Whatagraph's social media client report template, marketing agencies can
- Easily get insights into any of their client’s social media accounts.
- Easily communicate the client’s social media performance in a way that’s easy to understand.
You can share social media reports with your clients to demonstrate the performance of their social media content, while supporting the strategic decisions your agency makes with the collected data. Presenting your clients KPIs (key performance indicators) in an organized and understandable way builds transparency and trust, leading to improved client retention and less churn.
6 sections of your social media campaign template
Report cover
A social media report template is a multi-sectioned document, so its cover section should introduce the reader to the sources the report contains and specify the date range which the report covers. You can choose the background color or upload a custom image that suits your agency’s or client’s brand. Even at this stage, you can save the cover section as a template. A well-designed cover page is a testament to your agency’s credibility and expertise, as well as to the quality of the information that follows.
Monthly summary
The report summary section of the social media report template allows you to inform your clients about what happened over the last month and whether or not you’re on track to meet their business goals. It should contain the most important “high-level” metrics that even the busiest clients can quickly check to get an idea of the trend. You can also use the summary to offer explanations of the numbers below in plain English and discuss new marketing strategies you plan to implement in the coming period. What worked last month, and what will you change next month?
Whatagraph’s proprietary media widget is a nice addition to the summary as it immediately shows the best-performing social post for the month.
The same principles apply if you are using a social media quarterly report template. In this case, you should expand the textual insights and takeaways, as you’ll have more data to present and interpret in three months.
Channel’s performance
The next thing a client would expect is a consolidated overview of all their social media channels. This organic performance table offers Impressions, Engagements, and New Followers as default metrics, but you can easily add more data points to it at your client’s request. If you are also running multiple paid ads campaigns, this is a great place to present Total Spend, CTR, and Conversion Rate from all the client’s PPC campaigns. Just drag a table and connect the paid advertising channels that you need.
Channel page overview
Following the multi-channel performance section, the template offers the most important metrics for each individual channel — Facebook, Instagram, LinkedIn, etc. So, what does this page include? It starts with a goal widget that displays the monthly or quarterly KPIs for the channel, accompanied with the most important metrics, such as Followers or Posts. Next, you have a breakdown table of the top-performing posts evaluated by selected metrics.
The section ends with the demographic gender graph and a textbox widget where you can summarize the insights for that specific channel.
Channel content breakdown
In the channel content breakdown section, the template presents the best social media posts for the last month or quarter. In addition to the creative, each widget shows the post message and your choice of metrics such as Impressions, Engaged Users, Negative Actions, and Comments.
Conclusions and next steps
In the final section of this social media campaign template, you can offer a more elaborate summary of all data and offer your views on the overall trend with the client’s social media efforts. This is also a good place to explain the next steps in more depth and perhaps even upsell a service that will help improve the margin in the following months.
Make social media agency reporting easier with customizable Social Media Report Templates
A tailored social media analytics tracking template is the fast-track to accurate client reporting. Compared to manual methods like Excel or PowerPoint, our intuitive drag-and-drop report builder cuts the time needed to create a digital marketing report from hours to minutes. Automate data collection from your clients’ social networks and reduce the chance of human errors.
Build your own social media KPI report template
As your marketing agency grows and signs on more clients, you are finding it more challenging to collect, organize, and report on each client’s social media KPIs and metrics. Free up your team members to focus on analyzing data and optimizing strategies rather than manual data management.
Learn the unique needs of your clients and create your own social media report template that saves time by automatically pulling data from each platform and presenting it in a way that is easy to digest.
Automating your social media analytics reporting streamlines your agency’s entire social media analytics process while instantly showing your clients everything that is happening on each channel.
This not only saves your agency precious hours each month and demonstrates the value of your social media services by clearly informing your clients on the traffic, conversions, and return on investment that your initiatives are driving.
Automate your social media agency reporting and focus on creative
Stop wasting valuable hours trying to integrate social media data manually in Google Sheets and pasting screenshots in Google Slides. Use Whatagraph all-in-one social media performance reporting to automate the entire process and free your marketing team to focus on creative work that drives results.
Deliver beautifully designed and insightful social media reports to your clients with a few clicks. Instead of crunching numbers and bothering with connectors, you can analyze trends, uncover growth opportunities, and devise recommendations for your clients s’s social content strategy that will pull their business forward.
