Employee Handbook

Monthly marketing report template

Used 370 times     Share  

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 team space for beautiful living documents.
Create, manage and share business collateral, easily.

Join the 66,806 changemakers.

Used 370 times     Share  

Employee Handbook

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.

Join the 66,806 changemakers.

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.

How to create a monthly marketing report with Xtensio

1

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.

2

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.

3

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.

4

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.

5

Reuse and repurpose.

Save your own 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 the business’s goals as a whole. The specific metrics you choose will depend on your marketing goals, but here is a list of items most marketing reports should include:

1

Goals and KPIs.

2

SEO data and website visitors.

3

Email marketing data.

4

Paid ads and campaign (PPC) stats.

5

Leads and customers.

Step6

Social media analysis.

1

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 in order to understand what the sales pipeline is likely to look 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.

The monthly marketing report is part of these toolboxes:

Check out related templates, examples and resources.

See how Xtensio can help your business

startup

Drive efficiency, engage buyers and close sales faster.

Consultation

Increase productivity and solve client problems more efficiently.

Digital Transformation

Launch better products and find product-market fit faster.

Marketing Tools

Create, share and manage key collateral on one platform.

1

Maintain brand consistency in the age of perpetual innovation.

Sales

Coordinate, launch and measure marketing and sales efforts more efficiently.

Used by the world's top businesses
66,806 users and counting
Xtensio's Current Users
Xtensio's Current Users

Xtensio allows us to create attractive deliverables to share with clients and get feedback quickly. And we can create repeatable templates again and again.

Anna Yunker

Anna Yunker

Content Strategist, Aztek Digital Agency

Xtensio is graphical, visually impactful, intuitive, and fully customizable – with no need for a learning curve.

Charles Dimov

Charles Dimov

VP Marketing, Strategy D

In the past, we’ve used Asana to work together, and PowerPoint to present to other stakeholders. Xtensio replaces the need for both brilliantly.

David Nason

David Nason

CEO/Founder, HireBrain

Xtensio makes my life much easier! As a consultant, it helps me simplify complex concepts to my clients. And it’s visually impressive.

Grace Ghunaim

Grace Ghunaim

Founder & Chief Strategist, Evolvex

Xtensio is a huge timesaver for me! Now, I can focus on the important things; what to communicate in them, not how to make them attractive.

Jenny Johansson

Jenny Johansson

UX Manager, Visma

Simple to use, lots of templates, online and easily editable. A great marketing tool to brainstorm ideas and develop strategies.

Robin Eyre

Robin Eyre

Owner, Trailblazer360

Xtensio simplified the disjointed process we were using in a Word doc and made communicating our research and reports with clients much smoother.

Tracey Dunlap

Tracey Dunlap

Chief Experience Officer, Zenmonics

Creating beautiful client-facing documents has never been easier. Definitely better than your standard agency deck or PPT presentation.

Zac Heisey

Zac Heisey

Director of Digital Marketing, Tribe Interactive

Frequently asked questions

What is Xtensio?

Xtensio is the quickest and easiest way for teams to create, share and manage all of their business documents together. Create pitches, sales sheets, reports, case studies, agendas and more. Add images, videos, tables, buttons and other interactive modules. Drag and drop, resize, change backgrounds, colors. Share a link. Present a digital slideshow. Export a PDF/PNG.

What's a folio?

A folio is a live webpage, a full-screen digital slideshow presentation and an exportable PDF/PNG document all-in-one. Folios are responsive, collaborative and completely customizable.

Start from an instructional templateeditable example or a blank folio to build all your business documents and presentations with the ease of a web builder. Add team members and guests to work together in real-time on the cloud. Changes instantly sync to the live version of the folio so both internal and external stakeholders are always up-to-date. Folios are the next generation of flexible documents and presentations.

How is Xtensio different from PPT, Illustrator or Word

Unlike other presentation or document creators, Xtensio works like a web builder so you can easily drag and drop interactive content, customize the layout, and change colors, fonts, backgrounds to get professional-looking business content out the door quickly, without needing a designer.

You can collaborate with team members and guests to work together in real-time on the cloud. And the flexibility to share folios as live web links, digital slideshow presentations or exportable PDF/PNGs means you don’t have to jump between tools when creating different deliverables. Check out this page to see how Xtensio outpaces the competition.

Is my data private and secure?

Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. You can make shared folio links private on premium plans. Here’s more on the range of sharing options on Xtensio, from completely private to public.

Can I create free monthly marketing report?

Yes. You can try out Xtensio’s simple editor and any template, including the monthly marketing report template without creating an account. To save your work, collaborate with your team and access other premium features and resources, you can upgrade to premium. Plans start at $8 per month.

What would I get by upgrading to a premium plan?

By upgrading to our premium plans, you’ll have a private, branded workspace with your own URL where you, your team members and guests can create and collaborate on multiple presentations and documents.

You’ll be able to lock branding across your deliverables with the team style guide, streamline the creation process with custom templates, unlock exports, add password protection and customize individual shared links, and view folio stats to stay updated on all of your projects. Here’s more about our premium plans.

What would I use the monthly marketing report for?

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.

What should be included in the marketing report?

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.

What is a living document?

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.

Can I add colleagues to edit the marketing report template?

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.

How do I share my marketing report?

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.

Do you have other tools for marketing teams?

We do! There are a number of 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.

Xtensio is your team space for beautiful living documentsCreate, manage and share business collateral, easily.

Try any template for free. No account or credit card required.