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Monthly Marketing Reporting Template CAMPAIGN
Monthly Marketing Reporting Template CAMPAIGN
{Company Name}
Your Name
Today’s Date
Table of Contents
Why use this template? ....................................................................... 2
We’ll walk you through a series of slides that highlight important metrics you
should be reporting to the rest of the business. To customize the graphs and
understand the numbers, simply refer to the excel document included
with your download of this template!
First Thing’s First: Month Highlights
Your C-Suite is busy. But that doesn’t mean they should ignore your thorough
reporting. While a marketing executive will be invested in your full report,
you’ll want to provide a summary of the metrics to help:
– Keep an easy reference for monthly performance.
– Show off your team’s work to executives who want to do a quick scan.
The following slide will emphasize key metrics to include in this summary,
and where you can find their respective place in the associated excel
spreadsheet.
The following eight slides will highlight eight different metrics to include in
your report. You can customize each by, as already mentioned, looking to the
excel spreadsheet.
Marketing Reach
Marketing Reach by Channel
3500
3000
2500
YouTube
2000
Twitter
LinkedIn
1500 Facebook
Email
1000
500
0
Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12
Website Visits
Website Visits by Source
1200
1000
Offline Sources
800
Other Campaigns
Social Media
600 Referrals
Paid Search
Organic Search
400 Email Marketing
Direct Traffic
200
0
Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12
Leads Generated by Marketing
500
Offline Sources
400
Other Campaigns
Social Media
300 Referrals
Paid Search
Organic Search
200 Email Marketing
Direct Traffic
100
0
Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12
New Customers by Source
50
Offline Sources
40
Other Campaigns
Social Media
30 Referrals
Paid Search
Organic Search
20 Email Marketing
Direct Traffic
10
0
Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12
Customers Sourced by Marketing
% Customers Generated by Marketing
120%
100%
80%
60%
40%
20%
0%
Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12
Visit to Lead Performance
Visit-to-Lead %
60%
50%
40%
30%
20%
10%
0%
Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12
Lead to Customer Performance
Lead-to-Customer %
12%
10%
8%
6%
4%
2%
0%
Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12
Visit to Customer Performance
Visit-to-Customer %
4.5%
4.0%
3.5%
3.0%
2.5%
2.0%
1.5%
1.0%
0.5%
0.0%
Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12
Point Out Top Campaigns
Your team works on many campaigns that ultimately help drive the trends
shown in the previous graphs. Use this last slide to call out the specific
campaigns that helped drive your success.
For a larger team, this is an opportunity to call out folks who may have
worked particularly hard to help meet a specific goal with their campaign.
This will also help you show the importance of specific campaigns your team
put energy behind.
• Campaign A: X Leads
• Campaign B: X Leads
• Campaign C: X Leads
Top Marketing Campaigns
(Example)
We hope the slides presented in this template will help you share the value of
your team to the rest of the company.
Good luck!
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