Coupler.io Blog

29 Marketing Reporting Templates You Need to Track Progress

Our top selection of marketing reporting templates for every case

If you want to create a great report, it doesn’t mean you should start from scratch. There are hundreds of models and reporting templates you can use or get inspired by. Here, you will find 29 templates organized by marketing channel and use case, making it easy to find exactly what you need.

I’ve organized these templates into clear categories: multi-channel advertising dashboards, platform-specific templates for Google Ads, Meta Ads, and LinkedIn Ads, social media analytics, email marketing, website traffic, conversion funnels, and general marketing reports. If you want to jump to a particular category, use the Table of Contents block on the left side of the page.

Multi-channel paid advertising templates

When you’re running campaigns across multiple advertising platforms, you need dashboards that consolidate performance data in one place. These templates help you compare channel effectiveness and optimize budget allocation across your entire paid advertising strategy.

1. PPC multi-channel report template

Paid advertising is one of the most important types of marketing used to increase traffic and conversions for brands. Examples of PPC channels include such platforms as Google Ads, Facebook Ads, and many others. Most likely, PPC experts operate multiple channels. So, it makes sense to have a report template that will accumulate performance data from all of these.

With this in mind, Coupler.io, a reporting automation solution, offers a free PPC multi-channel dashboard. It’s a report template designed in Looker Studio that connects to 5 ad sources, including Facebook Ads, Google Ads, LinkedIn Ads, Instagram Ads, and TikTok Ads. 

The report provides an overview of all your campaigns in one place. You can monitor each channel’s performance, compare it, and drill down into every campaign. 

It’s not necessary to have all the supported ad channels for the report to be used. If you only use, let’s say, Facebook Ads and Google Ads, just select them when setting up the dashboard and start using them.

This PPC report is available in Coupler.io UI and as a template for different data visualization tools. Try out the one that fits your reporting requirements.

Report metrics:

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AccessibilityFree

2. All-in-one marketing dashboard

The all-in-one marketing dashboard provides a unified view of your marketing efforts across various channels. It integrates data from Google Analytics, Google Search Console, ad platforms, social media, email tools, and YouTube. 

Using this dashboard, you can track the performance of paid ads, organic searches, social media interactions, and email campaigns in a single interface.

It is available in Coupler.io and as a template in Looker Studio and Power BI. Try it right away for free! Set up the dashboard by following the instructions inside the template and transform raw marketing data into actionable insights.

Report metrics:

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AccessibilityFree

Google Ads is one of the most powerful advertising platforms for reaching customers with high purchase intent. These report templates help you monitor campaign performance, optimize ad spend, and track lead generation from your Google Ads campaigns.

3. Google Ads report template

The next stop of our journey across paid ad templates is the Google Ads report template by Coupler.io. It’s a self-updating dashboard, which you can easily connect to your Google Ads account. 

The report template allows you to monitor spending, understand your ad campaigns’ performance, and derive other valuable insights. The dashboard showcases various key metrics, including Impressions, Clicks, Cost per click, and so on

To start using the template, you need to complete a few simple steps, which are described in the enclosed instructions. The process takes around two minutes. After that, the Google Ads report will automatically refresh according to the selected schedule. This dashboard is available in Coupler.io UI and as a report template in Google Sheets, Looker Studio, and Power BI.

Report metrics:

Template rating

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AccessibilityFree

4. Google Ads monthly dashboard

Track your Google Ads performance with a monthly perspective to identify seasonal trends, compare month-over-month growth, and optimize your advertising strategy based on historical performance patterns.

This monthly reporting template consolidates your Google Ads metrics by month, making it easy to spot performance trends across longer time periods. Monitor how your campaigns perform month by month, identify seasonal patterns in ad performance, and make strategic budget decisions based on historical data.

The dashboard provides monthly breakdowns of spending, impressions, clicks, conversions, and cost efficiency metrics. Use this view to present performance reports to stakeholders, plan quarterly budgets, and understand the long-term trajectory of your Google Ads campaigns.

The report is available in Looker Studio and is equipped with the Coupler.io connector. This template automatically updates with your latest monthly data, eliminating manual report compilation.

Report metrics

Template rating

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5. Google Ads leads report template

The Google Ads leads report provides insights into your lead generation campaigns across Google’s advertising platform. It consolidates critical metrics like cost per lead, lead value, and conversion rates to show you which campaigns are driving qualified prospects for your business.

The report lets you track how ad spend correlates with lead value and what percentage of impressions or clicks convert into qualified leads. You can also analyze campaign performance in an interactive table, comparing metrics like CTR, CPC, average lead value, and more. This makes it simple to focus your budget on campaigns that attract better-quality leads.

A free template of this report is available in Looker Studio. You can populate it and sync your Google Ads data on a custom schedule by signing up for a Coupler.io account.

Report metrics:

Template rating

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AccessibilityFree

Meta (Facebook/Instagram) Ads report templates

Meta’s advertising platforms (Facebook and Instagram) offer powerful targeting capabilities for reaching specific audiences. These templates help you track ad performance, analyze audience engagement, and optimize your social advertising strategy across Meta’s ecosystem.

6. Facebook Ads report template

With this Facebook Ads marketing report template, you can track various metrics, monitor your campaigns’ performance, and identify the most profitable assets to spend your budget wisely. 

Just like with the previous report for Google Ads, you can easily automate your marketing reporting activity with this template for Facebook Ads. It works in the same way – you just need to connect your Facebook Ads account, and Coupler.io will automatically fill this report with your data. This report is available in Coupler.io UI and as a template in Looker Studio, Power BI, and Google Sheets.

Report metrics:

Template rating

Integrability⭐⭐⭐⭐⭐
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AccessibilityFree

7. Meta Ads monthly dashboard

Analyze your Facebook and Instagram advertising performance with monthly granularity to understand seasonal trends, evaluate campaign effectiveness over time, and make data-driven decisions about your Meta advertising budget.

This monthly view of your Meta advertising campaigns helps you identify patterns in audience behavior, track how ad performance evolves across different months, and compare the effectiveness of various campaign strategies over extended periods.

The dashboard aggregates key performance indicators by month, including spend, reach, engagement rates, and conversion metrics. This long-term perspective is essential for understanding the true ROI of your Meta advertising efforts and planning future campaign strategies.

Monitor monthly trends in cost per result, analyze how audience engagement shifts throughout the year, and identify which months deliver the strongest performance for your specific business objectives.

Report metrics

Template rating

Integrability⭐⭐⭐⭐⭐
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AccessibilityFree

LinkedIn Ads report templates

LinkedIn Ads excel at B2B marketing and professional audience targeting. These templates help you track campaign performance, monitor lead generation efforts, and optimize your LinkedIn advertising for maximum ROI in the professional space.

8. LinkedIn Ads report template

Want to keep a close eye on the performance of your LinkedIn Ads campaigns? Then try this LinkedIn Ads marketing report template by Coupler.io. It allows you to track your progress with a set of key metrics, look at campaign performance from a funnel reporting perspective, and understand which campaigns generate the most leads.  

Just like the previous three report templates, it takes around 2 minutes and several clicks to get started. Coupler.io will do all the job on data flow automation, so you’ll get a self-updating dashboard in your possession. 

Report metrics:

Template rating

Integrability⭐⭐⭐⭐⭐
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AccessibilityFree

9. LinkedIn Ads leads report template

This LinkedIn Ads report tracks your lead gen campaign performance, showing you exactly which campaigns deliver qualified prospects and which ones waste your budget. It consolidates lead performance data, cost metrics, and campaign effectiveness indicators to help you optimize your B2B advertising strategy.

With this report, you can identify where prospects drop off in your funnel (impressions to leads) and take steps to mitigate leaks. There are also charts for monitoring spending patterns to improve budget allocation and optimize conversion efficiency. An interactive table lets you compare campaigns side-by-side to spot high-performers and repeat the formula.

To get a copy of this report template in Looker Studio, sign up for a free Coupler.io account. It takes less than 5 minutes to sync your LinkedIn data and get started.

Report metrics:

Template rating

Integrability⭐⭐⭐⭐⭐
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AccessibilityFree

10. LinkedIn Ads monthly performance dashboard

Evaluate your LinkedIn advertising campaigns with a monthly perspective to identify trends in B2B audience engagement, assess the long-term effectiveness of your professional targeting strategies, and optimize budget allocation across quarters.

This monthly dashboard aggregates your LinkedIn Ads performance data by month, providing the strategic overview needed for quarterly planning and annual budget forecasting. Track how your B2B campaigns perform across different business cycles and seasonal patterns.

Monitor monthly trends in professional audience engagement, analyze how different industries and job functions respond to your campaigns over time, and identify the most cost-effective months for reaching your target professional demographics.

The report is available as a Looker Studio template and is particularly valuable for B2B marketers who need to demonstrate ROI to stakeholders and justify advertising investments with clear month-over-month performance data.

Report metrics

Template rating

Integrability⭐⭐⭐⭐⭐
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AccessibilityFree

Social media & content report templates

Beyond paid advertising, organic social media presence is crucial for brand building and audience engagement. These templates help you monitor social media performance, content effectiveness, and audience growth across multiple platforms.

11. All-in-one social media analytics dashboard

Use this dashboard to overview the performance of major social media platforms: Facebook, Instagram, LinkedIn, and YouTube. 

With integrated data from GA4, you can analyze how social channels contribute to your website traffic and total results. Additionally, the dashboard provides insights into last month’s dynamics for each platform.

You can use the dashboard right in the Coupler.io interface or as a Looker Studio and Power BI template. Follow the instructions to connect your social media accounts and start analyzing your data.

Dashboard metrics:

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12. Instagram business dashboard

Track your Instagram business account performance across multiple metrics including follower growth, content engagement, audience demographics, and post-level analytics to optimize your Instagram marketing strategy.

This comprehensive Instagram analytics dashboard provides detailed insights into your account’s performance, helping you understand what content resonates with your audience and how to improve engagement rates.

Monitor key metrics such as profile visits, reach, impressions, and follower demographics. Analyze individual post performance to identify your best-performing content types, optimal posting times, and most engaging creative formats.

The dashboard supports multi-account tracking, making it perfect for agencies managing multiple Instagram business profiles or brands with several product lines. Compare performance across accounts, identify trends, and apply successful strategies from one account to others.

Report metrics

Template rating

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AccessibilityFree

13. YouTube Analytics report template

The YouTube Analytics report template provides insightful information about video performance, viewer engagement, and channel’s content strategy. This Looker Studio template uses data from YouTube analytics and presents it in the form of charts and tables. 

You won’t have to load data manually since the template is equipped with the built-in YouTube Analytics to Looker Studio connector. With this influencer marketing dashboard, you can monitor channel dynamics, analyze audience segments, and drill down into every video’s performance on your channel. 

Report metrics:

Template rating

Integrability⭐⭐⭐⭐⭐
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AccessibilityFree

Email marketing report templates

Email marketing remains one of the highest-ROI marketing channels. These templates help you track campaign performance, monitor subscriber engagement, and optimize your email marketing strategy across different platforms.

14. Email marketing dashboard for Mailchimp

Track your Mailchimp email campaigns with detailed performance metrics including open rates, click-through rates, bounce rates, and subscriber growth to optimize your email marketing effectiveness.

This Mailchimp-specific dashboard provides comprehensive insights into your email campaign performance, helping you understand what content resonates with your subscribers and how to improve engagement rates.

Monitor key metrics such as campaign delivery success, open and click patterns, subscriber list growth, and unsubscribe trends. Analyze individual campaign performance to identify your most effective subject lines, content types, and sending times.

The dashboard automatically updates with your latest Mailchimp data, eliminating manual report compilation and ensuring you always have current performance insights. Use this information to refine your email strategy, segment your audience more effectively, and improve overall campaign ROI.

Report metrics:

Template rating:

Integrability⭐⭐⭐⭐⭐
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AccessibilityFree

15. Email marketing dashboard for Klaviyo

Optimize your Klaviyo email and SMS marketing campaigns with detailed analytics on flow performance, campaign effectiveness, subscriber behavior, and revenue attribution to maximize e-commerce results.

This Klaviyo dashboard is designed specifically for e-commerce businesses using Klaviyo’s advanced marketing automation. Track how your automated flows and campaigns drive revenue, monitor subscriber engagement across different segments, and analyze the customer journey from first email to purchase.

The dashboard provides insights into flow performance, campaign ROI, subscriber lifecycle metrics, and revenue attribution. Understand which automated flows generate the most revenue, identify high-value subscriber segments, and optimize your email strategy based on actual purchase behavior.

Monitor key e-commerce metrics such as revenue per email, conversion rates by flow, and customer lifetime value influenced by email marketing. This data-driven approach helps you refine your segmentation, improve personalization, and increase the overall effectiveness of your Klaviyo campaigns.

Report metrics:

Template rating:

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AccessibilityFree

16. Mailchimp analytics dashboard

Get deeper insights into your Mailchimp account performance with advanced analytics covering subscriber behavior, campaign trends, audience demographics, and engagement patterns across all your email marketing activities.

This comprehensive analytics dashboard goes beyond basic campaign metrics to provide strategic insights into your overall Mailchimp performance. Analyze trends across multiple campaigns, understand subscriber lifecycle patterns, and identify opportunities to improve your email marketing strategy.

Track subscriber acquisition channels, monitor engagement trends over time, and analyze how different audience segments respond to your campaigns. The dashboard helps you identify which types of content generate the highest engagement and which subscriber segments deliver the best ROI.

Use this dashboard to inform your content strategy, optimize send times based on historical engagement data, and make data-driven decisions about audience segmentation and campaign frequency.

Report metrics:

Template rating:

Integrability⭐⭐⭐⭐⭐
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AccessibilityFree

17. Klaviyo analytics dashboard

Analyze your Klaviyo marketing performance across campaigns, flows, and customer segments with advanced analytics that connect email and SMS marketing efforts to actual revenue and customer lifetime value.

This advanced Klaviyo analytics dashboard provides e-commerce-focused insights that help you understand the true impact of your email and SMS marketing on revenue. Track performance across all your marketing activities, from automated flows to one-time campaigns, with detailed attribution and ROI metrics.

Monitor how different subscriber segments engage with your marketing, analyze the effectiveness of your automation strategies, and identify opportunities to increase customer lifetime value through better-targeted campaigns and flows.

The dashboard integrates revenue data with marketing metrics, helping you understand which campaigns and flows generate the most profit, which subscriber segments are most valuable, and where to focus your optimization efforts for maximum return.

Report metrics:

Template rating:

Integrability⭐⭐⭐⭐⭐
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AccessibilityFree

Website & traffic analytics report templates

Understanding where your website traffic comes from and how visitors behave is fundamental to digital marketing success. These templates help you analyze traffic sources, monitor SEO performance, and understand the impact of AI on your organic traffic.

18. SEO dashboard template

Search Engine Optimization is an important part of the whole marketing strategy. This is why it deserves a detailed report. Here’s an example of an SEO marketing reporting template by Coupler.io. 

This dashboard template allows you to track page rankings, click-through rate, the dynamics of impressions and clicks, and obtain many other valuable insights. The report gets data from the Google Seach Console with the help of the built-in Coupler.io connector. 

Report metrics:

Template rating

Integrability⭐⭐⭐⭐⭐
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Usability⭐⭐⭐⭐⭐
AccessibilityFree

The dashboard template is available for Google Sheets, Looker Studio, and Power BI. Pick the version that meets your reporting needs and try it out.

19. Web analytics report template

If you need a website visit overview, you usually go to GA4. But there is a better option – the web analytics report by Coupler.io. It’s designed in Looker Studio and connected to GA4. However, the data is shown in a more digestible way so you can easily derive insights on user categories, track conversion funnel and analyze pages by key web analytics metrics. 

With this template, you can see how many people are visiting your website, the channels and mediums they are coming in from, and how much time they spend on your website. Also, you can track metrics like New Sessions, Goal Completions, and Demographics of your ecommerce from Google Analytics.

The template easily connects to your GA4 account with the help of Coupler.io. It takes up to 2 minutes to get it populated with your data, so give it a shot.

Report metrics:

Template rating

Integrability⭐⭐⭐⭐⭐
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Usability⭐⭐⭐⭐
AccessibilityFree

The dashboard template is available for Google Sheets, Looker Studio, Tableau, and Power BI. Pick the version that meets your reporting needs and try it out.

20. AI traffic vs Organic traffic dashboard

Understand how AI-powered search experiences (like ChatGPT, Perplexity, and other AI tools) are affecting your organic search traffic compared to traditional Google search results, and adjust your content strategy accordingly.

As AI-powered search tools become more prevalent, understanding their impact on your website traffic is crucial. This dashboard helps you distinguish between traffic from traditional search engines and traffic from AI-powered platforms, giving you insights into how the search landscape is evolving.

Monitor trends in AI-driven traffic versus traditional organic search traffic, analyze which content types perform better in AI search results, and identify opportunities to optimize your content for AI discovery. Track metrics such as traffic volume, engagement rates, and conversion performance across different traffic sources.

The dashboard provides comparative analytics that help you understand whether AI search is cannibalizing your traditional organic traffic or opening new audience channels. Use these insights to develop content strategies that work effectively in both traditional and AI-powered search environments.

Report metrics:

Template rating:

Integrability⭐⭐⭐⭐⭐
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Usability⭐⭐⭐⭐
AccessibilityFree

Funnel and conversion report templates

Converting visitors into customers is the ultimate goal of digital marketing. These templates help you track the customer journey, identify conversion bottlenecks, and optimize your marketing funnel for maximum results.

21. WooCommerce marketing funnel report template

If you’re running paid advertising campaigns to promote your WooCommerce store and need to understand which channels drive sales, this report can help. It combines data from your WooCommerce analytics, GA4, and platforms like Facebook Ads, Google Ads, and LinkedIn Ads to provide an overview of the customer acquisition funnel.

Scorecards enable you to monitor key metrics, including amount spent, new users, clicks, etc., at a glance. The report also allows you to track the funnel’s weekly performance and examine correlations between clicks & CPC, spend & sales, and so on. You can use this information to make data-driven decisions, reallocate budget to high-performing channels, and optimize your creative and targeting strategies more effectively.

A free template is available in Looker Studio with a Coupler.io account. You can create a copy and sync your data from multiple platforms in under 5 minutes – check the report preview to get started.

Report metrics:

Template rating

Integrability⭐⭐⭐⭐⭐
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Usability⭐⭐⭐⭐
AccessibilityFree

22. GoHighLevel customer acquisition report template

If you’re using GoHighLevel as your CRM while managing advertising across several platforms, this dashboard shows how your marketing efforts translate into actual business opportunities. It visualizes the five-stage acquisition funnel from impressions to won deals, helping you improve conversion rates at every step of the customer journey.

By analyzing monthly trends in spend, traffic, and CRM conversions, you can see which marketing efforts actually drive business results. These insights help optimize budget distribution and concentrate resources on paid channels (e.g., Bing, Pinterest, Facebook) that generate your highest-quality sales opportunities.

To generate a copy of this Looker Studio marketing report template for your data, simply sign up for a free Coupler.io account:

Report metrics:

Template rating

Integrability⭐⭐⭐⭐⭐
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Usability⭐⭐⭐⭐
AccessibilityFree

General marketing reporting templates

Sometimes you need broader templates that cover multiple aspects of your marketing efforts or provide standardized reporting for stakeholders. These templates offer comprehensive views of your marketing performance across different timeframes and channels

23. Email marketing reporting template

Working with Mailchimp, ElasticEmail, or Moosend? Then, you need an email marketing reporting template to ensure that your campaigns have a good open rate and that the number of subscribers is constantly increasing. 

In this email marketing template, you can track Revenue, Impressions, Clicks, Conversions, Open rate, and number of Subscribers. You can use the template if you create a free account. However, you will have to manually add your data. 

This Email marketing report is a premium template, so you’ll need to have at least the Premium subscription plan to start using it. 

Report metrics:

Template rating

Integrability⭐⭐⭐⭐
Interactivity⭐⭐⭐⭐⭐
Usability⭐⭐⭐⭐
AccessibilitySubscription is required

24. Digital marketing reporting template

Are you combining different types of marketing tactics and strategies to boost awareness or leads for your brand? We’ve included a digital marketing reporting template that contains various marketing tactics and channels so you can have a complete overview of your performance. 

In this digital marketing reporting template, you can include data from Google Analytics, and tools for SEO, email, performance, and social media marketing. It contains metrics such as Bounce rate, Click through rate, and Goal competitions for your marketing analytics. Also, it includes an overview of your email campaigns, social media performance, and a PPC overview.

Report metrics:

Template rating

Integrability⭐⭐⭐⭐⭐
Interactivity⭐⭐⭐
Usability⭐⭐⭐⭐⭐
AccessibilitySubscription is required

25. Content marketing report template

If you want to ensure your content is engaging for potential customers, you can use this content marketing reporting template from Rock Content. With this template, you can track various metrics, including Visitors, Leads, MQLs, SQLs, and Subscribers. Also, you can see which pieces of content are top-performing. 

This template is designed in Google Sheets, but it has one significant drawback – you’ll have to load data to this template manually. The report is free to use: you only need to make a copy of it. But it does not support any automation.

As an option, though, you can use Coupler.io to connect your dashboard to the needed data sources.

Report metrics:

Template rating

Integrability
Interactivity⭐⭐⭐
Usability⭐⭐⭐⭐
AccessibilityFree

26. Social media marketing report template

Did you know that, on average, people spend two and a half hours on social media channels? With this social media marketing report template, you can find out how much time people are spending on your social channels and if your content is engaging enough. 

This template is in spreadsheet format and you can download it for use once you submit a form. As for the data load, you’ll have to populate it manually or you can use Coupler.io to automate data flow from the needed sources to your spreadsheet report. 

Report metrics:

Template rating

Integrability
Interactivity⭐⭐⭐⭐
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AccessibilityForm submission is needed

Check out other solid social media dashboard examples for your consideration.

27. Weekly marketing report template

A weekly report means that you get an overview of key metrics per week. A weekly marketing report can be for social media, SEO performance, ad campaigns, etc. So, there is a weekly report on Search Ads 360 performance.

The report template is highly interactive since it allows you to filter data by many parameters. You can also easily connect it to your Search Ads 360 account using the native Looker Studio connector.

Report metrics:

Template rating

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28. Monthly marketing report template

Every month, you should create a report to have a complete overview of how things are progressing. This type of report doesn’t have to include much data, only the most essential metrics and data points from all of the channels you are using for campaigns. 

This monthly marketing reporting template by HubSpot is a basic option if you want to keep managers updated. You can add details about Reach, Visits, Leads, Conversions, and Customers from all channels. Just like the previous models, you will need to make a copy in Google Sheets to edit this free template and load your company’s data into it. You can do this manually or, again, use Coupler.io to automate the data flow. 

Report metrics:

Template rating

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AccessibilityFree

29. Lead generation report template

One of the most important tasks for any marketer is to generate leads so that the sales team can close deals. To ensure you are on track with your leads, you need a detailed Hubspot lead generation reporting template like this one.

In this report, you can track the cost per conversion, conversion rate, and cost per lead. You can purchase this template to add your data to it and share it with stakeholders. 

Report metrics:

Template rating

Integrability⭐⭐⭐⭐⭐
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Usability⭐⭐⭐⭐⭐
Accessibility$39

How to use automated marketing reporting templates 

In our list, we introduced different examples of marketing templates. Some of them are built in Looker Studio, others are in Google Sheets, and so on. Therefore, the setup flows for each type will also be different. 

Let’s check out what it looks like to use a Looker Studio marketing report template by Coupler.io. All our templates are available for preview for free. So, you can copy and adjust them for your needs.

However, if you also want to use the template and the built-in connector, you’ll need to create a Coupler.io account for free.

Once you have an account, open the template you want to use and go to the Readme tab. For this example, we will use the Facebook Ads reporting dashboard template.

That’s it! The whole process only takes a couple of minutes. See other examples of our automated dashboards and templates, such as marketing dashboard templates in Google Sheets.

What is a marketing report for?

Marketing reporting refers to the process of gathering, organizing, and interpreting marketing data and metrics with the purpose of enhancing the performance of your campaigns and strategies. Such reports are usually created by marketing agencies or the marketing team of a company.

A marketing report allows you to track progress and define the areas where you need to invest more time or marketing budget. Also, reporting provides insights regarding the performance of each channel and activity you are executing. Marketing reports help you make data-informed decisions regarding marketing strategies. If you want to dig deeper into the benefits of this activity, we’ve prepared an article on marketing reporting that comes with useful and actionable best practices.

As you know, there are different types of reports depending on the channel, marketing strategy, and time period. Here are some of the most common types of reports used for marketing campaigns: 

What should a marketing report include?

Wondering what your marketing report should have to be insightful? Well, typically, a marketing report should include: 

Depending on the type of report you are preparing (email marketing report, digital marketing report, yearly report, etc.), your final analysis will include different information and metrics. For instance, on a content marketing report, you will include details about bounce rate and organic traffic from Google Search Console, while on a PPC report, you will focus on cost per click and cost per acquisition.

How to create a marketing report

There are a few things you need to take into account before getting started with your marketing reporting activity, including whether or not you should use a reporting tool. Let’s take a look at what you need to do to prepare an analysis that is both actionable and easy to understand. 

1. Start with the purpose of the report: Ask yourself why you are creating this asset and how it is going to be used. Make sure you know exactly what you want to track and what your expectations are. This way, it is going to be easier to present it to others and create an action plan based on the report.

2. Track the right metrics: Yes, metrics are important, and I know you want to fill your report with metrics showing progress. However, you need to focus on the ones that are essential and show the current status of your marketing campaigns. For example, for a social media report, the number of Page likes is not necessarily an essential metric since it’s more of a vanity one. 

3. Gather and curate your data automatically: If you want to ensure that your data is up to date and correct, we recommend using a data automation solution that allows you to collect marketing data automatically and track changes in real-time. An example of such a solution is Coupler.io, a data automation and analytics platform that allows you to gather data from over 60 business apps, transform it, and create automated reports in Looker Studio, Google Sheets, or Microsoft Excel. 

4. Focus on data visualization: It’s hard to understand hundreds of numbers that are just popping out in a simple marketing report. That’s why it’s best to include graphs, charts, and other data visualization elements that can make your report understandable and shareable. 

5. Use ready-to-use templates: If you want to create a great report, it doesn’t mean you should start from scratch. There are hundreds of models and reporting templates you can use or get inspired by. We’ve curated a few for you. Let’s see them!

Using marketing reporting templates to measure progress

Creating marketing reports is an important part of marketing efforts that will help you have a complete overview and increase the performance of your campaigns. They are also essential for making your marketing data-driven, which is a must according to the latest marketing trends. There are various things that you need to consider before creating a marketing report, including what tools and templates to use. 

Also, when creating marketing reports, we recommend using an automation tool that will export your data on a schedule to ensure that the information and metrics are up to date. Automating your reporting will help you work with fresh and correct data while allowing you to focus on what matters instead of manually adding information from various platforms. 

Lastly, using reporting templates makes it simpler for you to create assets that are easy to understand and share with stakeholders. Templates come with key metrics you need to keep track of, as well as good design and data visualization elements like graphs and pie charts. 

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