How To Build A Marketing Report Quickly (Template) (2023)

How To Build A Marketing Report Quickly (Template) (1)Most marketers would rather not spend time building reports. It can be a tedious process that takes your focus off doing other work. However, good reporting is essential for proving your efforts are moving the needle.The key, then, is learning how to build effective reports quickly. That way, you’ll be able to show (with real data) how well you’re performing. You’ll also have more time to spend on things that actually make a difference (instead of compilingreports).In this post, we’ll walk through a complete marketing report template you can use. It’s built to be flexible and editable to adjust to your own needs. We’ve also intentionally excluded complex formulas that, while beneficial for automation, can easily break when adding or removing portions you may or may not need.We’ll also show you:

  • How to build this report using free tools. Different marketers have different tool sets and workflows. So, for the purposes of this post, we’ll demonstrate how and where to find usable data from free sources. Replace those tools with your own paid alternatives where necessary.
  • How to analyze your marketing performance and translate it into language others can understand.
  • How to get this all done quickly so you can spend your time on other things.

Now, let’s make you a marketing reporting master.

Why Bother Building Reports, Anyway?

If you can find all your analytics data inside your reporting tools, or within individual apps and services themselves, then why do you need to complete formal reports?Here are a few reasons:

  • Your boss and company executives need to see all your data in one place. They want to see your numbers, and they want to see them quickly.
  • You need that visibility yourself. Mashing together data from multiple sources in one location can help you connect the dots in ways you wouldn’t otherwise.
  • It’s useful for others in your company to see how marketing is performing. Beyond executives and decision-makers, other staff might benefit from seeing the numbers.

To make this whole process more expedient, download your template below.

Section 1: Marketing and Sales Summary

First and foremost, marketing needs to increase your bottom line. So, that’s where our reporting template will start. To begin, include a short summary of three successes your team achieved over the past month:How To Build A Marketing Report Quickly (Template) (2)These could include:

  • Successful projects you’ve recently completed.
  • Significant increases on your KPIs.
  • Problems your team has been able to solve.

Anything you’ve achieved that’s worth sharing can go in this space.Next, let’s take a look at your sales and revenue. These are the numbers that rule your entire life (as a marketer).How To Build A Marketing Report Quickly (Template) (3)

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Where to Find This Info

Start with your own team to find quick wins to share. If you’re not immediately aware of what those might be, ask your supervisor or coworkers. Try to find stories that show what you’re accomplishing to earn your paychecks.Depending on your role and the size of your organization, tracking down your sales data may not be as obvious. If you don’t typically dig into tools that can show this data (CRMs, Google Analytics, and so forth), you may need to get some outside help. If that’s the case for you, here are some starting points to consider:

  • Ask your sales team. They should have numbers for leads and revenue.
  • Your finance department. Again, they should know how much money is coming in.
  • Your sales management or tracking software. If your company uses such a service, see if you can get access for reporting purposes.

Regardless of where they come from, what’s important is that you report accurate numbers.

Recommended Reading: How to Rock at Relationship Marketing Like the Best Sales Pros

Section 2: Website / Blog Performance Report

You’ve likely invested a hefty chunk of change in your website. If you’re running a blog, you’re (hopefully) putting ample resources into publishing consistent content, too. In either instance, you should be making sure they’re both earning their keep.

Where to Find This Data

Let’s start by pulling in a summary of site’s performance data from Google Analytics:How To Build A Marketing Report Quickly (Template) (4)We’ve broken out blog and website data separately. If you prefer, you can categorize this data together.To find your visits, bounce rate, conversions, and conversion rate, go into Google Analytics and click in Acquisition:How To Build A Marketing Report Quickly (Template) (5)Then, click Overview:How To Build A Marketing Report Quickly (Template) (6)To find time spent on page and page value, click through Behavior > Site Content > All Pages:How To Build A Marketing Report Quickly (Template) (7)Here’s what you’ll see:How To Build A Marketing Report Quickly (Template) (8)Next, let’s find your top-performing blog posts to complete this section:How To Build A Marketing Report Quickly (Template) (9)You can find nearly everything you need here by clicking through Behavior > Site Content > All Pages like before. Then, scroll down to find the top five highest-traffic blog posts URLs:How To Build A Marketing Report Quickly (Template) (10)To find your conversions, click through Conversions > Goal URLs:How To Build A Marketing Report Quickly (Template) (11)Then, grab the URL for each top blog post, and search for it:How To Build A Marketing Report Quickly (Template) (12)You’ll then be able to see your Goal Completions for that post:How To Build A Marketing Report Quickly (Template) (13)This isn’t the most seamless process, but it works. Of course, if your blog isn’t optimized for conversions (or if conversions aren’t a direct goal for your blog), you may need to choose a different metric here. Or, you can simply delete those cells from your template.The last piece of this section is your blog and website summary. This pulls together a subjective analysis for how your blog and site are performing, as well as an objective look at your Google Analytics data:How To Build A Marketing Report Quickly (Template) (14)Your text summary on the left should translate your numbers into simple language anyone can understand. It should answer:

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  • How are your blog and website performing?
  • Why are they performing that way?
  • What can be improved in the future?

Here’s an example of what that text might sound like:

Our blog content continues to drive more page views, further establishing our brand as an authoritative industry voice. Conversions are also remaining steady. In the future, we will strategize around which content is performing best, and creating more similar content.

You get the idea.On the right, we have a screenshot snapped directly from Google Analytics. This is a quick and dirty way to add more visual appeal to your report. You’ll find this under Audience > Overview:How To Build A Marketing Report Quickly (Template) (15)To take a screenshot, use the following keyboard shortcuts:

  • Mac: Command + Shift + 4
  • Windows: Windows Key + Shift + S

Either of these will allow you to take a partial snapshot of your screen.

Now, let’s move onto social media. If you don’t have a social media analytics tool or platform, this will require jumping between several different places to piece together what you need.The first section provides a broad overview of how your accounts are performing at a high level:How To Build A Marketing Report Quickly (Template) (16)Under your Top Performing Posts section, you can review your posts for each network and pull out a few you’d like to share:How To Build A Marketing Report Quickly (Template) (17)Next, we have sections for including high-level summaries and analysis for how you’re performing on each network. Similar to how you analyzed your blog content, we’ll do the same for each social media channel. Add or remove any networks as necessary:How To Build A Marketing Report Quickly (Template) (18)

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Where to Find This Data

The screenshots above were taken (mostly) from each network’s in-app analytics. Here’s where you can track them all down:

  • Twitter: Log into your Analytics tab. Then, snap a screenshot of the summary that appears at the top. Done.
  • Facebook: Visit your Insights tab, and once again, take a screencap of the summary that appears at the top.
  • Instagram: There are a number of free Instagram analytics apps you can use, including insights offered within Instagram and this one from RivalIQ. Either can provide you with a decent summary.
  • Pinterest: Again, this summary appears immediately upon logging into your in-app analytics.

You can also find your total follower counts easily by using the in-app analytics on each individual network. For additional assistance, check out these guides on each network’s analytics capabilities:

Section 4: Search Engine Optimization

If you have access to premium SEO tools (we’re fans of Moz here at CoSchedule, and there are tons of great options out there), then that’s ideal. However, if you’re doing more or less (or simply getting your feet wet with SEO), we’ll show you how to find actionable data using three free tools:

  • Google Search Console:It’s data isn’t always the most complete, but it does offer plenty of useful insights.
  • Moz Tool Bar: This free Chrome and Firefox browser extension is helpful for quick link and technical analysis.
  • SERPs Keyword Tracker: For a free and simple keyword position tracking tool, it works well.

Recommended Reading: How to Boost Traffic With 34 Important SEO Tips You Need to Know Now (Free Kit)

Where to Find This Data

The first place we’ll look for the section pictured below is Google Search Console:How To Build A Marketing Report Quickly (Template) (19)Log into your account (or set one up if you haven’t yet). Then, click Search Traffic > Search Analytics:How To Build A Marketing Report Quickly (Template) (20)There, click the boxes for Impressions, CTR, and Avg. Position:How To Build A Marketing Report Quickly (Template) (21)Next, you’ll see something like this:How To Build A Marketing Report Quickly (Template) (22)To make sure you get the full previous month’s worth of data, set a custom date range:How To Build A Marketing Report Quickly (Template) (23)This will give you your clicks, impressions, average click-through rate, and average ranking position in organic search results.For your overall search traffic, we’ll bounce back over to Google Analytics. Click through Acquisition > All Traffic > Channels:How To Build A Marketing Report Quickly (Template) (24)Then, adjust your date range to the last month:How To Build A Marketing Report Quickly (Template) (25)Next, scroll down to find Organic Search under your traffic channels:How To Build A Marketing Report Quickly (Template) (26)Now, you’ve got everything you need.Next, let’s install the Moz Tool Bar (as we implied earlier, you’ll need to use either Chrome or Firefox). Here’s what it looks like in action:How To Build A Marketing Report Quickly (Template) (27)You’ll notice two different numbers at first: PA (Page Authority) and DA (Domain Authority). PA refers to the authority of an individual page, while DA refers to the overall authority of an entire site. For our purposes, we’re concerned with your Domain Authority score.Once installed, click on the magnifying glass (Page Analysis) button. Then, click Link Metrics:How To Build A Marketing Report Quickly (Template) (28)Here, you’ll find your number of External Followed Links. These have a major impact on SEO. Enter this info here:How To Build A Marketing Report Quickly (Template) (29)Finally, let’s look at keyword rankings. For the sake of this report, we won’t go into too much detail. Rather, we’ll simply include a few ranking highlights that are important to note. These could be:

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  • Rankings for your homepage for your top keyword.
  • Pages or posts of high importance.
  • Recent content you’ve published.

If you’re using a service like Moz, generating a detailed keyword ranking report is easy.If you’re going without, though, you can use SERPs.com’s free keyword rank checker. Enter your keyword, domain, and location, and it’ll return a fairly accurate search ranking:How To Build A Marketing Report Quickly (Template) (30)For the sake of simplicity, you might consider picking just a few top-level keywords to share here. If you need a more in-depth SEO-specific report, consider checking out this guide from Moz.

Recommended Reading: SEO Content Strategy: How to Skyrocket Your Traffic By 594%

Section 5: Email Marketing

There are a number of different email marketing platforms out there. The in-app analytics in your platform of choice are likely to the best bet for finding the information you need here. Here are links to where you can find help docs for the most popular email platforms out there:

Find the relevant data in your platform and complete the last section of our template:How To Build A Marketing Report Quickly (Template) (31)

Before we wrap up, let’s take a look at how CoSchedule can make generating social media reports quick and easy.

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Now Build Your Next Marketing Report, Fast

This template is fairly basic and is intended to provide a (very) high-level overview of your overall marketing performance. If you find it’s too limited for your needs, feel free to cut, copy, paste, and otherwise adjust anything you like until it fits what you’re looking for. Ultimately, once you start building out your template, it’s your report to do what you like with.Best of luck and happy reporting!

FAQs

How do you write a short marketing report? ›

Follow these steps and you'll have a repeatable process for how to write a marketing report:
  1. Determine the purpose of the report.
  2. Ask what you want to learn from it.
  3. Define your marketing goals.
  4. Identify the information that will tell you what you want to know.
  5. Assemble the marketing data in an order that tells the story.
21 Jan 2022

How do you develop a market report? ›

These are the seven steps of conducting a market analysis:
  1. Determine your purpose. ...
  2. Research the state of the industry. ...
  3. Identify your target customer. ...
  4. Understand your competition. ...
  5. Gather additional data. ...
  6. Analyze your data. ...
  7. Put your analysis to work.

How do I write a weekly marketing report? ›

7 Essential Metrics to Include in Every Weekly Marketing Report
  1. New Leads.
  2. Conversions.
  3. Website, Search Rank, Email, and Social Stats.
  4. KPI Progress, Wins, Results, and Strategy.
  5. Statistics, Summaries, Data, and Performance.
  6. Cost Analysis and ROI.
  7. Customer Service and Calls.
14 Jan 2020

What should be included in a marketing campaign report? ›

General marketing report example

Some KPIs we recommend including are: Bounce rate. Campaign performance. Channel performance by traffic source (website traffic, organic traffic, paid traffic, referral traffic)

How do you summarize marketing data? ›

How to Analyze Marketing Data
  1. Step One: Define your goals/KPIs. Usually, in marketing data, we have a very clear goal of what we want to achieve. ...
  2. Step Two: Explore Your Data. Look through your spreadsheet. ...
  3. Step Three: Determine How Each Variable Influences Your ROI. ...
  4. Step Four: Find the Top Performing Combinations.
7 Mar 2022

What are the 4 types of market analysis? ›

Four common types of market research techniques include surveys, interviews, focus groups, and customer observation.

What is a marketing strategy report? ›

A marketing strategy report should be a comprehensive document that includes the strategies and tactics that will be used to promote and market your company. This type of report provides an overview of your company's marketing strategy and the competitive landscape in which it operates.

How do you write a sales and marketing report? ›

7 tips to write an effective sales report
  1. Set a goal. Presenting a monthly sales report to the senior management is not the same as sharing a weekly report with the sales team. ...
  2. Define a timeframe. ...
  3. Collect relevant data. ...
  4. Illustrate data visually. ...
  5. Present your analysis. ...
  6. Write a brief summary. ...
  7. End with an action plan.
8 Oct 2022

How do I write a digital marketing report? ›

The fundamental requirements for a digital marketing performance report
  1. Your objectives are everything. ...
  2. Less is more: include only critical information. ...
  3. A picture is worth more than 1,000 pieces of data. ...
  4. Performance reports for all audiences. ...
  5. Overall campaign results. ...
  6. Results by channels. ...
  7. Actions carried out. ...
  8. SEO/SEM.
23 Sept 2021

What is the key to success of your reporting? ›

The first key to a successful and useful reporting is to present your management with questions and decisions they have to make. A good reporting does not focus on small issues and problems solved or open, but on points on which the project manager cannot decide alone and needs a decision from the management.

What does a digital marketing report look like? ›

A digital marketing report can be broken down, generally, into the following structure, which we will explore in a coming chapter: summary (the section that breaks down the key points, including successes, challenges, and also upcoming goals); traffic metrics (top of the funnel acquisition numbers that are broken down ...

How do you write a market research report example? ›

Here's how to prepare a market research report in 5 simple steps:
  1. Step 1: Cluster the data.
  2. Step 2: Prepare an outline.
  3. Step 3: Mention the research methods.
  4. Step 4: Include visuals with narrative explanations.
  5. Step 5: Conclude the report with recommendations.
2 Dec 2021

How do you analyze marketing performance? ›

The most popular factors to consider when it comes to marketing performance measurement are:
  1. Brand Awareness.
  2. Lead Generation.
  3. Customer Acquisition.
  4. Thought Leadership.
  5. Engagement.
  6. Customer Retention/Loyalty.
  7. Website Traffic.
  8. Lead Management/Nurturing.
8 Dec 2014

How do I start a marketing analytics process? ›

How to start the marketing analytics process (four steps)
  1. Identify what you want to measure. As you can see in the paragraphs above, there are a lot of different things that marketing analytics software can track and measure for you. ...
  2. Assess your capabilities. ...
  3. Gather data using marketing analytics tools. ...
  4. Draw conclusions.
24 Feb 2022

What is a marketing summary? ›

Summary. Marketing refers to the activities pursued by a company to promote its products or services to the target market. The goal of marketing is to draw the consumers' attention to the company's products and create a relationship with existing customers.

What is report writing format? ›

Report Writing Format
  • Executive summary – highlights of the main report.
  • Table of Contents – index page.
  • Introduction – origin, essentials of the main subject.
  • Body – main report.
  • Conclusion – inferences, measures taken, projections.
  • Reference – sources of information.
  • Appendix.

What should be included in a monthly report? ›

Each monthly management report should include:
  • A Branded Cover Page. You'd be amazed by how much more professional a branded cover will make your report look. ...
  • Mission, Vision, & Values. ...
  • Table Of Contents. ...
  • Organizational Scorecard Views. ...
  • Detailed Pages. ...
  • Charts. ...
  • High-Level Project Overviews. ...
  • An Online Version Of The Report.

How do you write a daily sales report? ›

How do you write a sales report?
  1. Decide how your sales report will look. ...
  2. Consider your audience. ...
  3. Include the appropriate information. ...
  4. Determine your current and previous periods. ...
  5. Compile your data. ...
  6. Present your information appropriately. ...
  7. Double-check your data and information. ...
  8. Explain your data.

What are the 2 main types of market research? ›

Market research generally involves two different types of research: primary and secondary.
...
Examples of primary research are:
  • Interviews (telephone or face-to-face)
  • Surveys (online or mail)
  • Questionnaires (online or mail)
  • Focus groups.
  • Visits to competitors' locations.

What are the 3 ways to collect primary data? ›

The three main ways of collecting primary data is asking, observing and experimenting this target group.

What are the marketing methods? ›

Following are the different types of marketing strategies available.
  • Paid advertising. This includes multiple approaches for marketing. ...
  • Cause marketing. ...
  • Relationship marketing. ...
  • Undercover marketing. ...
  • Word of mouth. ...
  • Internet marketing. ...
  • Transactional marketing. ...
  • Diversity marketing.
24 Jun 2016

What are the 4 main marketing strategies? ›

What are the 4Ps of marketing? (Marketing mix explained) The four Ps are product, price, place, and promotion. They are an example of a “marketing mix,” or the combined tools and methodologies used by marketers to achieve their marketing objectives. The 4 Ps were first formally conceptualized in 1960 by E.

Which reporting method is most commonly used in marketing department? ›

People in marketing should look at their performance data all the time, sometimes on a daily basis. Even though daily or weekly reports can be useful, the monthly reports are the most commonly used.

What are the 7 marketing strategies? ›

The 7 Ps of Marketing

These seven are: product, price, promotion, place, packaging, positioning and people. As products, markets, customers and needs change rapidly, you must continually revisit these seven Ps to make sure you're on track and achieving the maximum results possible for you in today's marketplace.

How do I create a daily sales report in Excel? ›

Highlight ALL the data within the chart (title, days, sales reps, figures etc.). Click the INSERT tab from the header menu. From the drop-down bar select CHARTS – INSERT COLUMN CHARTS and then CLUSTERED COLUMN.

Which sales report templates are the most useful? ›

Here are the top 36 Sales Dashboard Templates popularly in use in 2022:
  • Sales Report Template: Average Purchase Value.
  • Sales Report Template: Customer Lifetime Value.
  • Sales Report Template: Lead to Opportunity.
  • Sales Report Template: Rate of Return.
  • Sales Report Template: Opportunity-to-win Ratio/Rep.
17 Jan 2022

How do you write a market research report example? ›

Here's how to prepare a market research report in 5 simple steps:
  1. Step 1: Cluster the data.
  2. Step 2: Prepare an outline.
  3. Step 3: Mention the research methods.
  4. Step 4: Include visuals with narrative explanations.
  5. Step 5: Conclude the report with recommendations.
2 Dec 2021

What is report writing format? ›

Report Writing Format
  • Executive summary – highlights of the main report.
  • Table of Contents – index page.
  • Introduction – origin, essentials of the main subject.
  • Body – main report.
  • Conclusion – inferences, measures taken, projections.
  • Reference – sources of information.
  • Appendix.

How do you write a sales and marketing report? ›

7 tips to write an effective sales report
  1. Set a goal. Presenting a monthly sales report to the senior management is not the same as sharing a weekly report with the sales team. ...
  2. Define a timeframe. ...
  3. Collect relevant data. ...
  4. Illustrate data visually. ...
  5. Present your analysis. ...
  6. Write a brief summary. ...
  7. End with an action plan.
8 Oct 2022

What are the 4 types of marketing research? ›

Four common types of market research techniques include surveys, interviews, focus groups, and customer observation.

What are the examples of marketing research? ›

Other examples of primary market research include:
  • Interviews. Interviews are a common type of primary market research that can be either in-depth or as simple as asking a question. ...
  • Focus groups. ...
  • Questionnaires. ...
  • Surveys.

What is marketing research report how it is prepared? ›

Market research is the process of gathering information about your target market and customers to verify the success of a new product, help your team iterate on an existing product, or understand brand perception to ensure your team is effectively communicating your company's value effectively.

What are the 5 steps in report writing? ›

  1. 5 Step Guide to Report Writing.
  2. Read the brief/terms of reference carefully. The brief should tell you: ...
  3. Plan each section. ...
  4. Relate findings to background research. ...
  5. Put yourself in the position of the reader. ...
  6. Edit ruthlessly and proofread.

What are the 7 steps of the writing process? ›

The writing process, according to the EEF's ​'Improving Literacy In Key Stage 2' guidance report, can be broken down into 7 stages: Planning, Drafting, Sharing, Evaluating,Revising, Editing and Publishing.

How do you start a report introduction? ›

The introduction should:
  1. discuss the importance or significance of the research or problem to be reported.
  2. define the purpose of the report.
  3. outline the issues to be discussed (scope)
  4. inform the reader of any limitations to the report, or any assumptions made.
10 Feb 2022

How do I create a daily sales report in Excel? ›

Highlight ALL the data within the chart (title, days, sales reps, figures etc.). Click the INSERT tab from the header menu. From the drop-down bar select CHARTS – INSERT COLUMN CHARTS and then CLUSTERED COLUMN.

How do you write a good monthly report? ›

5 Tips for Writing Better Monthly Reports
  1. Visual Graphics. Wherever possible, substitute; text with a table or figure. ...
  2. Split Long Complicated Sentences into Short Meaningful Statements. ...
  3. Use a Table of Contents WITH Page Numbers. ...
  4. Refer to Attachments in the Body Text. ...
  5. Write a Strong Executive Summary.

How do I write a digital marketing report? ›

How to create a digital marketing report: what sections it should contain
  1. Overall campaign results. When the client receives the campaign performance report, they're generally wondering how it went. ...
  2. Results by channels. ...
  3. Actions carried out. ...
  4. SEO/SEM. ...
  5. Paid Media Traffic. ...
  6. Conclusions. ...
  7. Recommendations. ...
  8. Próximos pasos.
23 Sept 2021

What is a reporting strategy? ›

Strategy reporting—also referred to as management reporting, enterprise performance management, and business strategy reporting—is the process of taking performance data and turning it into actionable insights that can be used to drive your organization forward.

How do you conclude a marketing report? ›

Summarize the main argument of your paper without repeating too much. Point out why the argument is significant to the research and issue at hand to bring them to a concluding point. Explain the strengths and limitations of your research and arguments to suggest what future work is required.

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