Free Marketing Strategy Report Template

Turn your marketing strategy into a clear, actionable report that aligns channels, goals, and performance in one place.

Get actionable insights and make smarter decisions (fast) with this marketing strategy report template.

Marketing Strategy Report Template - Marketing report with charts, data, and connected integrations.

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What To Include in a Marketing Strategy Report Template

A strong marketing strategy report shows clearly how your marketing efforts are leading to growth and how you should move forward.

Each section should clearly show what you’re doing, why it matters, and how your marketing campaigns are performing, and help you create data-driven marketing plans for the future.

1. Marketing Summary

Channels connected: All your marketing channels

This section gives stakeholders a quick snapshot of overall marketing performance and direction.

What to include:

  • Reporting period (e.g. last 30 days, month-to-date)
  • Core KPIs such as total sessions, conversions, revenue, and conversion rate
  • Month-over-month or period-over-period performance comparison
  • Short written summary and recommendations highlighting key wins, losses, and next steps

2. Website Performance

Channels connected: Google Analytics 4, Google Search Console

This section shows how your website supports your marketing strategy and lead generation.

What to include:

  • Total sessions, users, and new users
  • Engagement metrics such as bounce rate and average engagement time
  • Conversion rate and total conversions
  • Top-performing landing pages by sessions and conversions

3. SEO Performance

Channels connected: Semrush, Google Analytics 4, Google Search Console

This section explains how organic search contributes to long-term growth.

What to include:

  • Key performance indicators like Organic search sessions and users
  • Google Search Console metrics such as impressions, clicks, CTR, and average position
  • Top queries and pages driving organic traffic
  • Keyword rankings
  • Month-over-month trends in organic traffic and search visibility

4. Google My Business Performance

Connected channels: Google My Business

This page should highlight how well the brand performs in local search and how users interact with the business listing.

What to include:

  • Profile views and local searches
  • Website clicks, calls, and direction requests
  • Branded vs. discovery search breakdown
  • Action trends over time
  • Reviews and ratings, when relevant

Channels connected: Google Ads, Facebook Ads

This section evaluates how ad campaigns support marketing goals and budget efficiency.

What to include:

  • Campaign performance for each channel
  • Clicks, impressions, and click-through rate (CTR)
  • Conversions and cost per conversion
  • Performance comparison across campaigns and time periods

6. Social Media Performance

Channels connected: Facebook, Instagram

This section shows how social channels support brand awareness and engagement.

What to include:

  • Impressions and engagement (likes, comments, shares) by platform
  • Traffic and conversions from social media
  • Campaign-level performance summaries
  • Platform breakdowns (e.g. LinkedIn, Facebook)

7. Email Marketing Performance

This section tracks how email supports engagement and revenue.

What to include:

  • Open rate and click-through rate
  • Email-driven sessions and conversions
  • Performance by campaign or newsletter
  • Trends across reporting periods

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 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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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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Frequently Asked Questions

Have more questions? We answered them below.

What is a marketing strategy?

A marketing strategy is a structured plan that defines how a business reaches its target audience and achieves its marketing goals. It aligns digital marketing efforts across channels like SEO, social media, email marketing, PPC, and content marketing using clear KPIs and metrics to guide decision-making.

What should you include in a marketing report template?

A marketing report template should include an executive summary, campaign performance, key performance indicators, and channel-level insights. It typically covers website performance, conversion rates, bounce rate, social media marketing results, email marketing reports, PPC performance, and SEO analytics pulled from tools like Google Analytics and Google Search Console.

What is a strategic marketing plan?

A strategic marketing plan outlines how marketing initiatives support business goals over a defined period. It includes market research, target audience and demographic insights, marketing channels, budget allocation, SWOT analysis, timelines, and an action plan for optimizing campaign performance across digital marketing channels.

What makes a good marketing strategy template?

A good marketing strategy template is easy to follow, flexible, and data-driven. It clearly connects marketing goals to KPIs, includes performance metrics, supports real-time reporting, and helps marketing teams streamline workflows while making informed decisions based on analytics reports and dashboards.

Where can I find a free marketing strategy report template?

You can find a free template by using Whatagraph’s marketing strategy report template, which automatically pulls data from multiple sources into a single marketing dashboard. It helps marketing agencies and in-house teams automate reporting, visualize campaign performance, and share clear insights with stakeholders without relying on spreadsheets.