Five marketing report templates for more efficient agency reporting

Want to accurately and usefully track your marketing, without wasting time? We share five marketing report templates that will boost your efficiency.

Marketing is not just about looking for new prospects and growing your brand awareness. As a marketer, you need to go the extra mile and use unique approaches to convince customers to understand that a particular brand is worth trying.

However, most marketers say that their work is not to spend the whole day creating marketing report templates. 

And yes, these marketers are right. The hard truth is that marketing is a game of numbers. The problem is that you cannot optimize things you cannot measure. In addition, you cannot measure anything if you do not have a proper data visualization approach. All these aspects give you reasons to understand why marketing reports are essential to every business’s well-being. 

It’s only through marketing reports that you will get to understand if your investment is making any tangible progress. It’s also the best approach to use when making changes to the existing strategies you use in business. If you take a proper look at your marketing numbers, you will understand how close you are to achieving your business goals. 

The only way to succeed in business is to ensure that you keep constant track of the entire marketing budget and make data-oriented decisions. But, there is much we need to learn about marketing report templates. So let’s find our more.

What is a marketing report? 

A marketing report is a detailed document that incorporates data from different marketing activities in real-time to display the general performance of a particular business strategy. Even though you can use different marketing reports on different channels, the goal is to evaluate whether various strategies can help work or not. 

The ultimate goal of every marketing strategy is the same, regardless of the approach used to execute the process. At the end of the process, you can also generate a marketing analytics report to share with your team members to understand your progress. 

When do you need to produce a marketing report?

So when do you need to generate and analyse a marketing report for it to be genuinely useful? Even though monitoring your progress daily and weekly is important, the rule of thumb says that you should create and analyse reports at the end of the month. This is because a month is enough to collect all the vital data elements that you need to use.  

However, you don’t want to spend more time and money on poorly performing marketing strategies. So it is recommended to monitor your progress constantly if you are in a testing phase, and make changes in the lagging areas to enhance the development of your business. To make this simple, you need access to a fully updated marketing report with all the data you need. 

After reading the report, ensure that you discuss the results with your team members to make them aware of what is happening within the business. So, that they can capture and manage leads. This will help ensure that you are all operating on the same page. 

Five marketing report templates for more efficient agency reporting

So let’s get down to business and evaluate the marketing report templates you need to consider as a digital marketer. 

1) SEO marketing report template

Search engine marketing covers a huge part of digital marketing practices. This is a long-term strategy that every digital marketer struggles with to elevate the rankings of their given companies. Whether you are doing PPC advertising, web advertising, social media marketing, or email marketing, SEO remains the backbone of your strategies and the success of your business. 

For example, marketers may be tasked with promoting cheap auto insurance, but in order to engage with the customers set to benefit the most from this service SEO professionals will need to find the most relevant and effective search terms likely to be used by their ideal target market.

There are multiple SEO tools that you can acquire and use to achieve your business objectives. These tools are meant to track, execute, and optimize all your SEO strategies and ensure that everything is moving in the right direction. As a marketer, you need to generate an SEO report to monitor the ranking of your ads and identify the areas that need quick fixing. 

What is included in a SEO marketing report template? Check out the KPIs outlined below:

  • Organic landing pages
  • Organic keyword ranking 
  • Organic rankings 
  • Organic conversation

This template can help you collect data from different sources and give you a detailed SEO report that serves your business needs. Also, it identifies possible problems in your strategy that you can address and create a profitable business environment. 

Need help with SEO? Find out how we make it easy for you.

2) Social media marketing report template

Social media is among the newer digital marketing realms used by many people across the globe. It’s also one of the most critical aspects of marketing that offers marketers a multitude of opportunities in business. According to researchers, social media has more than 3 billion users from different localities. 

This is a clear indication that there is a considerable number of customers on social media that marketers target. When you mention social media marketing, you talk about a multitude of aspects. You can opt for paid channels to elevate your organic ranking and get your message to as many people as possible. 

Even though there are multiple social media platforms, Facebook is one of the most popular and reliable options available that many people use. In social media marketing, you need to focus on Facebook insights, Instagram insights, and LinkedIn pages, among other essential aspects. At this point, there are various KPIs you need to track. They include:

  • Engagement
  • Likes and followers
  • Top performing posts 
  • Impressions and reach 

The social media marketing report template covers all these aspects in real time, enabling you to monitor the progress of your business. 

3) Email marketing report template

Email marketing is one of the best digital marketing strategies that guarantee incredible returns in business. This strategy gives you access to land directly to customers and persuades them to make their preferred decision. This strategy brings everything to your fingerprint and total control over your campaigns. 

However, there is some slight optimization that is made on email marketing. This click-through rate is likely to make a huge difference in the success of your email marketing strategies. Regardless of the strategy you are using, there are various KPIs that you need to track and monitor in your campaigns. You can use customer journey visualization to track these KPIs.

These metrics include:

  • Click rate
  • General campaign performance
  • Number of emails sent 
  • Open rate.

The goal is to monitor how much the target audience that you have explored. Also, you will need to learn about those who are interested in what you are offering and those who have no interest. 

The email marketing report template offers detailed information about the progress of your business in terms of email marketing. 

4) PPC marketing report template

PPC and SEO work hand in hand like peanut butter and jelly. The advantage of PPC marketing is that it generates Effective results within the shortest time possible. Also, it offers a simple way that you can use to target and monitor the progress of your marketing efforts. 

Pay-per-click advertising is a simple methodology that operates based on dollar-in and dollar-out. Using this strategy requires you to deploy various marketing tools that manage your progress and monitor the campaign’s performance. A PPC marketing report template revolves around clicks and the dollars invested and collected. 

In order to collect reliable information using the marketing report template, it should incorporate the aspect outlined below. 

  • Revenues
  • Clicks and costs 
  • Ad performance 
  • Conversions 

Tracking these key elements makes it easier to report into different sections depending on your business goals. Also, they give access to incredible metrics that will enable you to set aside a recommendable budget to facilitate the entire process. 

5) General marketing report template

Regardless of the approach you choose to facilitate your business operations; the final goal is to enhance the business growth and increase return on investment. At the beginning of the process, you need a general marketing template to give you an overview of the process. 

Before you hit the ground running, you must understand how you intend to run your business operations. The general marketing template offers you a clear and bigger picture that can guide you in how to partake in your marketing activities. 

This template covers all the elements ranging from social media, web analytics, SEO, and content marketing. This template aims to ensure that you have a clear understanding of what needs to be done to enhance your business performance and enable you to run successful campaigns. 

Every marketer needs good report templates

A marketing report template is a must-have necessity for every digital marketer who has the dreams of transforming their business. The template offers a simple detailed schedule that helps marketers to identify the best growth routes for business success. Also, it offers insights into the areas that need urgent attention to help the respective company achieve its goals in business. 

Before you begin using a given approach in marketing your business, you need to have a clear outline of every move you intend to make. This increases your chances of reaching a broad market audience and persuading customers to make a buying decision.