The Ultimate Marketing Report Template
Whatagraph marketing report template measures your marketing performance across social media, PPC, SEO, email marketing, and many other channels. Create your first report and aggregate important metrics and KPIs fast. Leverage data and optimize your marketing campaigns to make the best business decisions.
Optimize your marketing campaigns and level up your game with our marketing analytics report template
Double down on strategy with our marketing campaign reporting template
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Connect your Google Analytics account and get in tune with your audience. Use an SEO report template and display user activity on your website as part of a monthly marketing report. Get to know your audience’s demographics, how they are engaging with your site and what are their browsing habits. Use historical trends to gauge progress and prepare future campaign development.
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How do you write a marketing report?
A marketing report is a compilation of data gathered from various marketing sources. It displays the results of your company's marketing efforts. To create a digital marketing report, follow these steps:
- Determine the report's purpose.
The goal of marketing reporting is usually to analyze a particular campaign or activity. Sometimes, it's being done to show the client the work that has been done.
Determine your own unique purpose and what you want to accomplish with the report.
- Establish your marketing objectives.
Possible objectives and targets might be to increase monthly revenue, improve customer satisfaction or generate x of leads.
- Determine the metrics and KPIs that will provide you with the answers you want.
Any objective and goal has its own set of KPIs. Establish the measurements that would best track and monitor your performance.
What should a quarterly marketing report include?
A quarterly report is a comprehensive strategic record that should be used to develop a long-term marketing strategy. Depending on the marketing goals you have created for yourself, there are two aspects that marketing agencies are most concerned with.
First, the bottom line. It basically answers the question ‘What revenue have you generated?’.
Usually, revenue is broken down into smaller figures:
- By landing page;
- By source;
- By audience segment.
Then we have brand awareness. The metrics and KPIs you choose to monitor will solely depend on the channel you are trying to reach your audience. Here are some KPIs for each channel:
PPC: Reach/ CTR/Share of impressions.
Social media: Reach/Engagement rate/CTR.
Email marketing: Open rate/CTR/Unsubscribe rate.
SEO: CTR by search query/ Avg position on the page for popular search queries/Most popular search queries.
Website: Bounce rate/ New vs returning visitors/Total sessions/Unique sessions.
How do you present marketing results?
To make the report more compelling, use data visualization elements. Nobody wants to look at raw figures and try to figure out what they mean. Graphs, tables, charts, and images will portray marketing results in such a way that a quick glance will reveal whether or not the marketing plan is effective.
There's also the matter of automation to consider. You can opt to receive and send reports directly to the inbox of any recipient. Any time period and frequency can be covered. This will save you time and ensure that you never miss a deadline again.
What are the top 3 marketing report templates for agencies
1. SEO Report Template
Use an SEO report template to measure your organic performance and stay on top of your SEO KPIs and metrics. Report on top performing keywords, rankings, organic traffic and monitor your competitors' actions.
2. PPC Report Template
Have all your PPC campaign results in one place. Get all your paid media KPIs in a single PPC report and make decisions based on real-time data.
3. Social Media Report Template
If you're measuring the performance of your social media marketing campaigns, tracking important metrics and KPIs, having a social media marketing report will make reporting so much easier for you. Use our social media report template and never worry about social media marketing reporting.
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.
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.
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.
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!
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.
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.
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.
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