What is a Social Media ROI Report Template?
A social media ROI report template shows how your social media campaigns contribute to real business results. It connects your social media metrics—like engagement rate, conversion rate, click-through rate, and ad spend—to the return on investment they generate.
This kind of performance report helps social media managers and marketing teams track how well their content drives revenue, leads, or brand awareness. Instead of juggling spreadsheets or guessing what works, you can visualize your key metrics across social media platforms like LinkedIn, TikTok, and Facebook in a clear dashboard.
In Whatagraph, these social media dashboards are built automatically. Your social media analytics and marketing data flow into a single place, giving your stakeholders a complete view of campaign impact and helping your team optimize your social media strategy with real-time, actionable insights.
What Should a Social Media Report Template Include?
A strong social media report template helps you prove the value of your social media campaigns and show clear results to your stakeholders.
In Whatagraph, every report is designed to visualize key metrics, surface actionable insights, and connect your social media marketing results directly to your business goals.
Here’s what your social media report should include:
1. Performance Overview Tab
This is the first place your marketing team checks to understand social media performance across all channels.
- Performance summary
Start with a simple list of your most important social media KPIs: amount spent, impressions, clicks, conversions, revenue, and ROAS. Having these metrics front and center helps social media managers quickly spot performance shifts.
- Summary and recommendations
Add text widgets that summarize overall results and offer next steps. You can use Whatagraph IQ to automatically generate summaries, wins, and recommendations written directly from your social media data: no manual input or guesswork.
- Social Media ROI Overview
This section combines social media analytics from multiple social media platforms (like Facebook Ads, LinkedIn Ads, and TikTok Ads) into one view. You can easily create blended metrics, for example, “total amount spent” or “combined revenue”, using Source Groups.
Source Groups let you:
- Aggregate key performance indicators without complex formulas
- Analyze cross-channel data side by side
- Keep your dashboard clean and your reporting streamlined
- Marketing funnel performance
Visualize the full journey — from impressions to clicks to conversions — to see how effectively your campaigns move users through each stage.
- Conversions over time
Track how your conversion rate and cost per acquisition evolve within your selected timeframe.
- Conversions and amount spent trend
Compare spend and results visually to understand whether your ad spend is driving meaningful return on investment.
- Multichannel breakdown
Show how each social media channel performs in a clean table — highlight impressions, clicks, CTR, reach, conversions, and spend across Facebook, LinkedIn, and TikTok.
- Campaign performance breakdown
List all active campaigns in one view, including CTR, CPC, CPM, engagement rate, and conversion metrics. This makes it easy to benchmark performance across your marketing campaigns.
2. Channel-Specific Breakdown: Facebook Ads
Each social platform deserves its own deep dive. In this Facebook Ads tab, you should include:
- Goal widget: Set goals for your Facebook Ads campaigns like leads, purchases, or engagement and show the progress to these goals in this widget.
- Performance summary list: Display essential performance metrics like spend, reach, clicks, CPC, and conversions.
- Summary and recommendations: Summarize results and next steps. You can generate this text automatically with Whatagraph IQ to save time.
- Purchases and ROI overview: Visualize total purchase value, cost per purchase, and ROAS to evaluate campaign ROI.
- Impressions and clicks overview: Track trends for impressions, clicks, click-through rate (CTR), and cost per click (CPC).
- Campaigns and ads overview: Compare campaigns side by side to identify high-performing ad creatives and social media content.
- Demographics and devices overview: Break down performance by audience demographics, location, and device type.
3. Channel-Specific Breakdown: LinkedIn Ads
LinkedIn data gives you deeper insight into lead generation and B2B marketing efforts.
- Goal widget: Outline specific objectives like form fills or website conversions.
- Performance summary: Include key metrics such as impressions, clicks, CTR, and spend.
- Summary and recommendations: Briefly recap results and add improvement suggestions using Whatagraph IQ.
- Leads and conversions overview: Show the number of one-click leads, post-click conversions, and cost per conversion.
- Impressions and clicks overview: Display real-time reach, impressions, and clicks to track engagement trends.
- Campaigns and ads overview: Highlight ad performance by job title, seniority, and audience demographics to understand who’s converting best.
4. Channel-Specific Breakdown: TikTok Ads
TikTok reporting helps visualize content performance and engagement metrics for your video campaigns.
- Goal widget: Define success based on conversions, reach, or video views.
- Performance summary: Summarize total spend, impressions, clicks, and conversion rate.
- Summary and recommendations: Add quick takeaways or AI-generated insights on social media efforts that deliver results.
- Videos and engagement overview: Measure engagement rate, follower growth, and video-level performance for each campaign.
- Impressions and clicks overview: Show trends for CTR, CPC, and total reach across your social networks.
- Purchases and ROI overview: Track conversions, ROAS, and cost efficiency to see which campaigns deliver the best return on investment.
