Free Marketing ROI Report Template

Show exactly how your marketing efforts drive growth with this marketing ROI report template.

Track costs, results, and revenue in one place and make smarter, data-driven decisions.

Marketing ROI Report Template - A report with charts, tables, and graphs displaying advertising performance metrics.

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What To Include in Marketing ROI Report Template

A strong marketing ROI report template connects spend to outcomes so marketers and agencies can clearly show what’s working, what’s not, and where to optimize budget.

Whatagraph’s marketing ROI template is split into two core sections that cover the most common paid acquisition channels.

1. Paid Ads ROI Report

Paid Ads ROI Report - A dashboard displaying paid ads performance metrics and recommendations. This section focuses on paid search and display advertising, helping you measure the return on investment of platforms like Google Ads and other paid media channels.

What to include

A high-level summary with total spend, total revenue, total conversions, and overall return on investment
Performance goals widgets that track progress against targets
Channel-level breakdowns showing spend, revenue, ROAS, cost per conversion, and net profit
Marketing campaign performance tables with impressions, clicks, CPC, CTR, conversions, and conversion rates
Time-based trend charts comparing ad spend vs. conversions and revenue over weeks, months, quarters, and year-to-date
A recommendations section highlighting optimization opportunities and tracking issues

Why it matters

Clearly shows how marketing costs translate into revenue and profitability
Helps marketers justify budget allocation to stakeholders with concrete ROI analysis
Makes it easy to spot underperforming campaigns and optimize ad spend
Supports data-driven decisions by tying campaign performance to business outcomes

Paid Social ROI Report - Dashboard with charts, goals, metrics, and recommendations.

This section zooms in on paid social channels like Facebook, LinkedIn, and TikTok to measure the impact of social media marketing activities.

What to include

Paid social performance summary with impressions, clicks, engagement, conversions, and revenue
Platform-level spend and ROI comparison across social networks
Campaign-level tables showing CTR, CPC, CPA, conversion rate, and purchase ROAS
Visual graphs tracking spend vs. conversions and revenue over time
Funnel charts that highlight drop-offs from impressions to conversions
Multi-channel breakdowns to compare social platforms side by side
Actionable recommendations focused on creative, targeting, and budget optimization

Why it matters

Shows the true return on investment of social media campaigns beyond vanity metrics
Helps marketing teams understand which platforms drive profitable growth
Makes it easier to optimize social budgets and improve campaign performance
Gives agencies a clear way to communicate results to clients using visual, easy-to-read dashboards

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

Co-Founder @ Maatwerk Online

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

Digital Marketing Specialist @ Peak Seven

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

Quality Manager @ Dtch. Digitals

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

Director of Implementation & Support @ Rentable

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Frequently Asked Questions

Have more questions? We answered them below.

What is an ROI template?

An ROI template is a structured report template used to measure marketing ROI by comparing marketing costs to results like revenue, net profit, and return on investment.

It helps marketing teams track key metrics, visualize performance with graphs and dashboards, and evaluate the profitability of marketing campaigns across channels such as SEO, social media, email marketing, and paid ads.

What is marketing ROI and why is it important to track?

Marketing ROI measures how much value your marketing efforts generate compared to the total cost of running them. Tracking return on investment is critical because it helps marketers optimize budgets, improve conversion rates, justify ad spend to stakeholders, and make data-driven decisions that increase profitability and lifetime value.

How to build an ROI dashboard?

To build an ROI dashboard, start by defining your KPIs such as ad spend, conversion rates, net profit, and return on investment.

Then connect your data sources and visualize key metrics using drag and drop widgets or report templates on Whatagraph.

What is marketing attribution?

Marketing attribution is the process of assigning value to the marketing activities and touchpoints that contribute to conversions and revenue. It helps you understand how channels like SEO, social media, email marketing, and paid ads work together, making ROI analysis more accurate and improving how marketing budgets are allocated.

Can you suggest a good marketing ROI report template for tracking campaign performance?

A strong marketing ROI report template should combine metrics, attribution, and visual dashboards to clearly show campaign performance.

Whatagraph’s marketing ROI template is a great option because it automatically pulls data from multiple channels, calculates ROI, tracks conversion rates, visualizes ad spend vs. revenue, and helps you optimize campaigns while clearly communicating results to stakeholders.