How To Create A Monthly Marketing Report (With Template)

Create your marketing report header and table of contents

Introduce your marketing report by including your company or your client’s company name and logo. Specify the month you’re reporting for, and update the folio’s color scheme and background to match your company branding.

Next, create a section outlining the contents of your marketing report. The specific metrics you report on will depend on your marketing goals, but here are key items most marketing reports should include:

• Marketing Goals and KPIs
• SEO data and website visitors
• Email marketing data
• Paid ads and campaign (PPC) stats
• Leads and customers
• Social media analysis
• Key learnings and future strategies

QUICK TIP: Once you complete your changes, you can save a custom template to easily repurpose your work for your repeating marketing reports.

Highlight your monthly marketing accomplishments and main KPIs

Explain what the marketing team has accomplished this month and how these achievements align with the project or organization’s overall growth goals. Highlight key takeaways from this month’s data and identify areas for improvement for the next month.

If you are launching a major campaign, describe the tasks completed and any roadblocks encountered. Provide a concise overview of the most important metrics and your marketing strategy.

Focus on metrics that report on your key performance indicators (KPIs). Concentrate on 1-3 major campaigns with measurable KPIs, which may vary depending on the report and the audience. If you are unsure about the core KPIs, ask for clarification. If there is no one to ask, recommend KPIs based on your client or company objectives and business goals, and seek agreement on these from the onset of the campaign.

Detail this month’s marketing reach

When it comes to marketing efforts, managers care about how many people you’re reaching and whether that reach is increasing month over month (MoM). The more people you reach, the more leads you’ll generate.

Your marketing reach metrics measure how well your content is engaging your audience and how effectively you’re developing your marketing database. Highlight three successes your team achieved that impacted your marketing reach:

• Successful campaigns
• Significant increases in KPIs
• Roadblocks your team resolved

KPIs are crucial for tracking growth and impact. Reflect on the KPIs set in the previous section and highlight key numbers related to your marketing reach, such as:

• Growth in total marketing reach across all platforms
• Increase in organic traffic to website landing pages
• Follower growth across all social media channels
• Increase in email newsletter subscribers

Track your website traffic

Using Google Analytics or another tracking tool, examine your website visitors. Tracking this activity is essential for understanding how well your inbound marketing is attracting potential customers to your site.

Identify the top 3 pages that were visited this month:

1. Home Page – 10,600 visits (22%)
2. Product Page X – 5,300 visits (11%)
3. Blog Post A – 2,650 visits (6.5%)

Highlight increases in SEO search ranking and organic visitors to your website

Share detailed information about what you have done to achieve these results. Use analytics tools such as these to gather this data:

• Google Analytics
• Moz
• SEM Rush

Dedicate a reporting section to paid channel metrics

If you are running PPC campaigns as one of your major marketing efforts, dedicate a report section to metrics specific to paid channels.

Key metrics to include for each PPC channel are:

• Impressions
• Clicks
• Conversion Rate
• Cost Per Conversion
• Click-through Rate
• Ad Spend

Use a pie chart or another chart/graph module to visualize your site traffic and segmentation.

Pull email marketing data

If you’re using an email marketing platform, most offer in-app analytics to gather this information. These platforms might include:

• MailChimp
• Constant Contact
• Campaign Monitor
• ConvertKit
• HubSpot

Use a table to take a deep dive into your email marketing campaigns, including metrics such as email subject, traffic from each email, click-through rate (CTR), open rate, unsubscribes, conversions, and bounce rate. You can also outline the number of emails sent and other relevant data points to provide a comprehensive overview of your email marketing performance.

Outline social media activity for each active channel

Social media marketing insights are an important element of your monthly marketing report. Provide an overview of performance for each active social media channel: Facebook, Twitter, LinkedIn, Instagram, and YouTube.

Focus on engagement metrics to understand how successful your clients are on each channel. Metrics to consider include likes, shares, comments, and overall engagement rate. Additionally, you could write a comprehensive social media report and link it to this section of the marketing report for more detailed analysis.

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Measure how much new interest you’re generating

Leads are crucial to your business growth as they represent individuals who have expressed interest in your product, service, or related offerings.

Measure the amount of new interest generated for your company’s products and services to gauge the future sales pipeline. Understanding this will help you predict what the sales pipeline is likely to look like in the coming weeks or months.

Highlight top-performing marketing campaigns and any other marketing activities

Your marketing team is involved in numerous campaigns. This section is an excellent spot to highlight the most successful campaigns that helped you reach the goals listed above.

Use this section to showcase the specific campaigns that drove your success. Based on these metrics, you can recommend where the company should focus next month.

Additionally, mention other marketing initiatives your team worked on:

• List any events you hosted or attended this month. Did your team conduct any surveys, create blog posts, or produce other marketing material for the event?
• Did your company sponsor any groups, trade events, or charity causes? How are these sponsorships impacting your marketing and sales efforts?
• Are there any partners you’re collaborating with? How are you working together to promote each other’s brands?

Summarize key findings and what this means for your brand or marketing strategy

What does the data tell you about your marketing strategy? Identify any standout trends or insights, whether positive or negative, and consider what these mean for your brand.

For example:

• Example A: Increased site visits after the new product page is launched suggest strong interest in the new offering.
• Example B: Increased leads and customers correspond with the recent social media campaign, indicating its effectiveness.
• Example C: Email campaign B failed due to a low open rate, highlighting the need for improved subject lines or targeting.
• Example D: Emerging topics and strategies you uncovered can guide content creation and engagement efforts.

Discuss the marketing strategy for the next month, quarter, or year. Based on your key findings, explain the next steps and how you plan to adjust your approach to achieve better results.

Share your marketing report as a link, monitor, evaluate & iterate

When you’ve finished creating your marketing report with Xtensio’s editor, you can share it as a responsive webpage by sending the live link (with optional password protection), export it as a PDF, and post it on your bulletin board. Continuously optimize the report with new learnings. The monthly marketing report template is adaptable, just like other Xtensio tools. It can and should be repurposed, revisited, and revised regularly. Xtensio is your team space for creating beautiful, living documents.