Free Marketing Mix Report Template

See how each marketing channel contributes to conversions with a marketing mix report template.

Compare spend, conversions, and performance across your entire marketing mix, and make better decisions, faster.

Marketing Mix Report Template - A dashboard with charts and data displays marketing performance.

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What To Include in a Marketing Mix Report Template

A marketing mix report should help you evaluate marketing performance across all marketing channels in one place, and help you plan better marketing strategy for the future.

Based on marketing report templates created by marketers on Whatagraph, here are the sections we recommend you include in your marketing mix dashboard template:

1. Marketing Summary

Channels connected: All your marketing channels

This section acts as the executive summary of your digital marketing report.

It shows how your combined marketing efforts contribute to outcomes and gives stakeholders a fast way to assess progress against the marketing plan.

What to include

  • Total conversions and overall conversion rate
  • Cross-channel spend and revenue
  • High-level KPIs tied to core marketing goals
  • Channel comparison table showing campaign-level results
  • Monthly trends for conversions, spend, and revenue
  • A roll-up performance report with short insights
  • A high-level marketing dashboard view for leadership
  • Clear takeaways to help teams optimize future initiatives

2. Website Performance

Channels connected: Google Analytics

This section explains how traffic behaves once it reaches your site. It connects acquisition activity to website traffic, on-site engagement, and outcomes like lead generation or sales.

What to include

  • Users, sessions, and returning visitors
  • Conversions and assisted conversions
  • Bounce rate and engagement trends
  • Source and medium performance
  • Page-level performance for key landing pages
  • Device and browser breakdowns
  • One key demographic view (location or age)
  • Trend graphs showing traffic and conversions over time

3. SEO

Channels connected: Google Search Console, Semrush

The SEO performance section shows how organic search contributes to your overall marketing mix.

It focuses on keyword visibility, rankings movement, and authority signals so you can understand whether SEO is strengthening or weakening over time.

What to include

  • SEO performance goals vs actual results
  • A written summary highlighting gains, losses, and risk areas
  • Clear recommendations tied to ranking declines, technical issues, or backlink erosion
  • Average position across organic Google search results
  • Total organic traffic and period-over-period change
  • Total keyword rankings, broken down by Top 3, Top 10, and Top 20 positions
  • Keyword distribution charts comparing last month vs year-to-date
  • Improved vs declined keyword rankings by position group
  • Keyword-level performance table including impressions, clicks, CTR, and average rank
  • Total backlinks and backlink growth or loss over time
  • Referring domains, including new and lost domains
  • Domain authority or authority score trend

Channels connected: Google Ads

This section evaluates paid search and display performance, showing how PPC spend turns into measurable results like conversions and eCommerce revenue.

What to include

  • Impressions, clicks, and total cost
  • CPC, CTR, and conversions
  • Campaign-level a performance
  • Keyword performance and quality signals
  • Conversion trends by ad campaign
  • Spend vs results over time
  • Campaign performance compared month over month
  • A focused SEO report reference for branded vs non-branded terms

5. Facebook Ads

Channels connected: Facebook Ads

This section measures paid social performance and creative effectiveness. It helps you understand how messaging, audiences, and placements influence conversions

What to include

  • Reach, impressions, and spend
  • Clicks, CTR, and conversions
  • CPM and cost per conversion
  • Campaign and ad-set breakdowns
  • Creative-level performance
  • Placement performance comparisons
  • Audience insights tied to personas
  • Conversion trends over time

6. Organic Social Media (Facebook & Instagram)

Channels connected: Facebook Pages,Instagram Business

This section shows how your social media content marketing performs without paid amplification. It highlights key metrics like engagement, followers, and reach across social media platforms.

What to include

  • Reach, impressions, and engagement
  • Engagement rate and reactions
  • Follower growth trends
  • Post-level performance tables
  • Best-performing content formats
  • A concise social media report summary
  • Channel comparison for Facebook vs Instagram
  • Insights tied to your target audience

7. Email Marketing

Channels connected: ActiveCampaign

Email reporting shows how owned distribution supports your broader mix. It connects campaigns to engagement and downstream conversions.

What to include

  • Emails sent and delivered
  • Opens and click-through activity
  • Conversion performance by campaign
  • Engagement trends over time
  • Unsubscribe and reply metrics
  • Contribution to overall marketing performance
  • Results summarized in a clear monthly report
  • Supporting insights from marketing analytics

Why Marketers Love Reporting With Whatagraph

Whatagraph's AI is saving so much time and energy for our marketing specialists. We now have more time to focus on strategic things that help both our agency and our clients grow.

Lars Maat

Lars Maat

Co-Founder @ Maatwerk Online

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Whatagraph has become an essential partner for scaling our reporting, and my teams love it because it saves so much time. We’d recommend it to any team looking to automate data reporting and use AI for insights.

Danielle Roberts

Danielle Roberts

Director of Implementation & Support @ Rentable

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Whatagraph is easy to use, visually attractive, and much smoother compared to tools like Looker Studio. It helped us not only get clients on board but also keep them within the agency.

Stef Oosterik

Stef Oosterik

Quality Manager @ Dtch. Digitals

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Whatagraph took us to the next level with our clients and within our team. Our relationships with clients have been amazing, and we’ve even been able to retain them longer.

Kim Strickland

Kim Strickland

Digital Marketing Specialist @ Peak Seven

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Frequently Asked Questions

Have more questions? We answered them below.

What marketing report templates should you use?

Use marketing report templates that:
 

- Bring in data from all your marketing channels through no-code, stable, native connectors that you don’t need to babysit
 

- Help you compare performance across all your marketing mix channels, not just one


- Let you create widgets, tabs, and even entire new reports using AI based on your actual data

 

- Let you white label reports (fonts and colors) using AI instead of manually tweaking the settings

 

- Write performance summaries, recommendations, and next steps based on your data on your behalf with AI

 

All of this will save you hours of work on creating reports and give stakeholders like clients and marketing teams a clear, accurate, and holistic picture of your marketing efforts. 

Is there a free digital marketing report template available?

Yes. Whatagraph offers ready-to-use digital marketing report templates you can try for free. They’re built to save hours of setup time and give you a clear structure for reporting on web, social, email, paid, and SEO performance in one place.
 

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

Yes. In Whatagraph, you can customize your dashboard templates using Whatagraph IQ Themes. 

 

You just need to upload a screenshot of your brandbook or type in a prompt. Whatagraph will automatically detect the fonts and colors and apply them to your marketing dashboard in seconds. 

 

You can still manually adjust the fonts and colors but the grunt work is already done for you. 
 

Where can I find a comprehensive marketing mix report template?

You’ll find it in Whatagraph’s template library. The marketing mix report template pulls together performance from every channel—Google Ads, Facebook Ads, email, organic, SEO, and more—so you can understand how your full mix is working and report on it clearly.