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.

    Executive report templates
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    Use Whatagraph’s Executive Report 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.

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    Whatagraph Executive Report Template

    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.

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    Whatagraph Executive Report Template

    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.

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    Whatagraph Executive Report Template

    All reporting features your agency needs

    White-label reports

    Customize colors and logos in each report to align it with your agency’s or clients’ branding and style.

    Full report automation

    Schedule your reports at desired intervals or share a live link to a report so your clients can check for updates at any moment.

    Cross-channel reports

    Combining cross-channel data is intuitive and takes a few clicks. Create a single client report for all channels instead of one report for each.

    45+ data sources

    Create a true cross-channel digital marketing dashboard in Whatagraph. Over 45 integrations for your cross-channel marketing campaigns.


    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.

    I made a switch from GDS and Sheets for reporting to Whatagraph, and I am saving literal hours each week on performance report creation. Our small firm actually managed to onboard 2 new clients as a result of all the time we saved on managing data and reporting. The customer service is also really helpful and easy to reach.

    Mindaugas S., Marketing Consultant Capterra logo for Whatagraph review

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    Mindaugas S., Marketing Consultant

    Having active customer support to help fix any issues was a big contributor, but we also really liked the ability to save templates and connect sources to multiple charts/widgets at once without having to edit them individually. And having the grid layout is much easier to stay consistent with than the free form setup that Data Studio has.

    Nico T., Media Planner Capterra logo for Whatagraph review

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    Nico T., Media Planner

    The system has standard templates that are easy and fast to use. Also you can build your own report with lightning speed. It is very easy to use, has a lot of integration, and let get started very fast.

    Rasmus Bernt K., External Senior Management Consultant Capterra logo for Whatagraph review

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    Rasmus Bernt K., External Senior Management Consultant

    We love Whatagraph - we would definitely recommend and our account manager is great! I love how easy this tool is to use, everyone on the team finds it much more user-friendly than other dashboards. Integration was easy, we sent some example reports to the team who duplicated these for us. We literally had to log in and send it to our clients!

    Stephanie S., Digital Director Capterra logo for Whatagraph review

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    Stephanie S., Digital Director

    We are showing our clients the work that we're doing for them and this is incredibly important for our clients ROI. They want to see results and having a tool like Whatagraph that can show data from virtually every source we use is hugely important.

    John S., SEO Strategist Capterra logo for Whatagraph review

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    John S., SEO Strategist

    The tool is easy to use; you do not need to have development resources. Even my junior project managers are capable of making campaign reports in minutes. There are a lot of pre-made templates you can use as well as many pre-made widgets.

    Erman E., Marketing Specialist Capterra logo for Whatagraph review

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    Erman E., Marketing Specialist

    Really easy to connect data sources within the tool. The library of report templates has been helpful. The customer support team has been responsive to all of our needs. Our team enjoys the simplicity of setting up the reports and how the data is presented.

    Brent N., Director of Operations Capterra logo for Whatagraph review

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    Brent N., Director of Operations

    Easy to create really beautiful graphs and reports which can help other team members to understand the most important takeaways. I especially like the automated report function, so I don't have to check on the same thing repeatedly.

    Orsolya S., Online Marketing Manager Capterra logo for Whatagraph review

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    Orsolya S., Online Marketing Manager

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    Cross channel reporting template with Whatagraph