Monthly Marketing Report Template
Used 559 times
Monthly Marketing Report Template
Used 559 times
The monthly marketing report template makes it easy to showcase the results of your marketing strategies and campaigns to clients, managers and other key stakeholders. Keep an ongoing record of your marketing efforts, measure the impact of strategic marketing initiatives and long-term projects and make more informed business decisions by creating your own monthly marketing reports.
- Create a visually-engaging report to track monthly growth of your visits, leads, and customers.
- Identify which marketing channels perform best for your organization.
- Find holes in your marketing strategy, pivot and improve.
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The monthly marketing report template makes it easy to showcase the results of your marketing strategies and campaigns to clients, managers and other key stakeholders. Keep an ongoing record of your marketing efforts, measure the impact of strategic marketing initiatives and long-term projects and make more informed business decisions by creating your own monthly marketing reports.
- Create a visually-engaging report to track monthly growth of your visits, leads, and customers.
- Identify which marketing channels perform best for your organization.
- Find holes in your marketing strategy, pivot and improve.
Xtensio is your collaboration portal for beautiful living documents and presentations
How to create a monthly marketing report with Xtensio
- Click and start editing, no account or credit card required.
Follow along with the instructional marketing report details. Add charts, graphs, images, and videos to customize the report template and make it your own. Drag & drop. Resize. It’s the easiest editor ever.
- Customize everything in the monthly marketing report template to match your brand.
Define your style guide. Add your (or your client’s) brand fonts and colors. You can even pull colors directly from a website to easily brand your marketing reports and more.
- Work on the monthly marketing report together on the cloud.
Add colleagues (or clients) to collaborate on the monthly marketing report. Changes automatically save and sync across all devices, in real-time.
- Share a link. Present a slideshow. Embed. Download a PDF/PNG.
The marketing report seamlessly adapts to your workflow. No more jumping from tool-to-tool to design different types of deliverables.
- Reuse and repurpose.
Save custom marketing report templates. Or copy and reuse in other documents.
What should be included in a monthly marketing report?
The monthly marketing report includes information that will help shape your marketing strategy. This means it’s crucial to choose your metrics wisely and make sure they are closely connected to your overall business goals. The specific metrics you choose will depend on your marketing goals, but here is a list of items your marketing report should include:
- 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.
How do you write a monthly marketing report?
The layout and style of your marketing report will depend on why you’re creating this document and who you’re sharing it with. Dig into Google Analytics and other tools you’re using to track marketing campaigns. And use graphs and charts to visualize your data.
Here’s an outline of how to create your monthly marketing reports:
- Lead with an overview explaining what the marketing team has accomplished in the previous month. Focus on 1-3 major campaigns with measurable KPIs.
- Track the number of website visits you had last month using Google Analytics.
- Highlight increases in search rankings and organic visitors, and share detailed information about what you have done to achieve these results.
- Dedicate a section to paid channel metrics.
- Pull email marketing data into your marketing report.
- Outline social media activity for each active channel: Facebook, Twitter, LinkedIn, Instagram, and Youtube.
- Measure how much new interest you’re generating for your company’s products and services to understand what the sales pipeline is likely to look like in the coming weeks or months.
- Summarize key findings and what this means for your brand or marketing strategy.
- Discuss the marketing strategy moving forward into the next month/quarter/year.
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The monthly marketing report template allows your team to easily showcase the results of your marketing strategy and campaigns to clients, managers and other key stakeholders.
You should include any and all details about the campaigns and marketing initiatives you’ve worked on throughout the past month, including important metrics towards your team’s overal growth goals.
The living marketing report template allows you to instantly sync with the marketing team, different departments and management. You can add collaborators to work in real-time. And you can share the customizable link to keep colleagues up-to-date on your progress.
Yes! You can invite as many people as you’d like to collaborate on your monthly report and other marketing reports. As a platform, Xtensio helps improve the way your team works.
Choose your monthly report file format. Present it as a full-screen digital slideshow, share it as a responsive web link or export it as a PDF (customize the PDF size) or PNG.
We do! There are several different templates, examples and resources to guide you through defining and implementing your business. Check out our Marketing toolbox and our Strategy toolbox to find more tools and resources.
