Free Real Estate Marketing Report Sample

See how to connect marketing efforts to real estate leads, bookings, and deals through this real estate marketing report sample.

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Real Estate Marketing Report - A marketing summary report with charts, metrics and recommendations.

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What This Real Estate Marketing Report Sample Includes

This real estate marketing report sample shows how agencies and in-house teams present performance in a way real estate professionals actually understand.

Instead of abstract digital metrics, the sample focuses on valuable information tied to leads, inquiries, and activity in the local market, helping stakeholders quickly see what’s working and why.

Below is a walkthrough of what’s included in the sample report and how each section supports clearer communication, stronger marketing strategy, and better decision-making.

1. Real Estate Marketing Summary

Real Estate Marketing Report Sample - Marketing report showing performance and recommendations.This opening section shows how all marketing efforts come together. It’s designed so real estate agents, brokers, and owners can understand performance immediately—before diving into channel details.

What you’ll see in the sample:

  • High-level key metrics like total leads, conversion rate, and inquiries
  • Month-over-month and 12-month trends across key activities
  • A consolidated dashboard view of performance across channels
  • Top KPIs tied to lead generation and listing visibility
  • Clear written takeaways that summarize what changed and what to focus on next

This section helps build trust by making performance easy to follow at a glance.

2. Google My Business Performance

Real Estate Marketing Report - Google My Business performance report with charts and data tables.

This part of the sample highlights how local discovery supports visibility for a real estate business, especially for brokerages competing in specific neighborhoods.

What you’ll see in the sample:

  • Search and map impressions over time
  • Website actions, phone calls, and direction requests
  • User reviews and review activity by day

3. SEO Performance

Real Estate Marketing Report Sample - SEO - An SEO performance report showing keyword data and recommendations.

The SEO section shows how organic traffic contributes to long-term growth and listing exposure within the real estate industry.

What you’ll see in the sample:

  • Organic sessions and page views on your real estate website
  • Form submissions and inquiry events
  • Keyword rankings and top performing pages
  • Traffic trends tied to content marketing efforts
Google Ads - Performance report with charts and key metrics on a dark teal background.

This section illustrates how paid search captures high-intent demand from potential buyers and sellers.

What you’ll see in the sample:

  • Ad spend, clicks, and lead volume
  • Conversion rate by Google Ads campaign
  • Performance by keyword theme (e.g. location or intent)
  • Trends comparing spend vs conversions over time
  • Carousels showing top performing Google Ads creatives

5. Facebook Ads Performance

Facebook Ads - Facebook ads performance report with charts, metrics, and recommendations.

Here, the sample demonstrates how paid social marketing campaigns support awareness, engagement, and lead capture for listings and developments.

What you’ll see in the sample:

  • Reach, impressions, and leads from ads
  • Engagement trends by campaign
  • Performance tied to property marketing goals
  • Insights into which Facebook Ads creatives resonate with the target audience

6. Organic Social Media (Facebook & Instagram)

Real Estate Marketing Report - Facebook performance report with charts and metrics.

This section shows how unpaid social media activity contributes to visibility, engagement, and trust.

What you’ll see in the sample:

  • Follower growth and engagement trends
  • Performance of posts promoting listings and market updates
  • Carousels showing top performing Facebook and Instagram posts, stories, and reels

7. Email Marketing

Real Estate Marketing - Email marketing report showing deals, contacts, and value charts.

The email section demonstrates how nurture campaigns support longer sales cycles common in real estate. With tools like ActiveCampaign, you can tie back email marketing campaigns to deals closed.

What you’ll see in the sample:

  • Sends, opens, and clicks from email marketing campaigns
  • Inquiries driven by listing alerts and follow-ups
  • Engagement trends over time
  • How email supports ongoing lead generation

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.

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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 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.

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Kim Strickland

Digital Marketing Specialist @ Peak Seven

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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.

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Stef Oosterik

Quality Manager @ Dtch. Digitals

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Frequently Asked Questions

Have more questions? We answered them below.

What are the benefits of using a real estate marketing report template?

real estate marketing report template helps streamline reporting by organizing performance data in a consistent, repeatable structure tailored to the real estate industry. 

 

Instead of building new reports from scratch, agents and marketing teams can quickly plug in numbers, visualize results, and focus on strategy.

 

With a ready-made template, you can clearly show key metrics like lead generation, conversion rate, open houses, and property listings performance—making it easier for real estate professionals, stakeholders, and clients to understand your marketing impact. 

 

It also ensures you don’t miss important insights across email marketing, social media, or digital marketing channels, and helps build trust through consistent reporting.

What metrics should be included in a real estate marketing report?

The most effective real estate market report template focuses on metrics that tie directly to buyer and seller activity—not just vanity numbers. Include:

 

- Total leads and conversion rate

 

- Appointments, showings, offers, and closed deals

 

- Email marketing opens, clicks, and inquiries

 

- Social media reach, engagement, and post performance

 

- Listing price vs. actual sale or offer trends

 

- Website traffic, property listings views, and form submissions

 

- Cost-per-lead and ROAS from paid channels like Google and Facebook Ads

 

- Engagement and actions from QR code scans or direct mail campaigns

 

These performance metrics allow real estate agents, marketers, and brokers to make data-driven decisions and optimize their marketing strategy.

How can I create an effective real estate marketing report sample?

To create a compelling real estate marketing report sample, start with a clear structure that mirrors how real estate agents and clients think—around leads, showings, and deals.

 

Use a visual dashboard to highlight KPIs and trends at a glance, and back it with real examples like property pages, email marketing results, and social media engagement.

 

Make sure to present data from multiple marketing channels (e.g. Google Ads, Facebook, SEO) and break it down with graphs, charts, and annotations that explain what’s happening.

 

Don’t just dump numbers—add actionable insights and narrative summaries that show how your marketing efforts support sales.

 

Tools with automation and AI-powered features (like Whatagraph) can help you save time, standardize layout, and deliver valuable information faster.