Guide to Marketing Reporting Templates for Startups
Read this before selecting a template for your marketing reporting.
A marketing report is the financial plan that outlines how you intent to allocated your marketing activities.
Selecting the appropriate marketing reporting template is crucial for structuring your marketing.
Choose a simple template that suits your needs will give you a great start for planning your marketing.
Most marketers start off in a spreadsheet. Some marketers try online reporting tools, however it usually don't take long before you end back up in a spreadsheet. Spreadsheets give you the right level of flexibility to manage your marketing reports.
In this post we've collected our favorite marketing reporting templates.
What makes a great marketing report?
A great marketing report is characterized by:
A good marketing reporting template should provide a clear overview of your marketing performance at a glance. It should present key metrics and data in a concise and organized manner, enabling stakeholders to quickly understand the key takeaways. The template should include summary sections, executive summaries, or visual dashboards that highlight the most important information and trends.
Example: Imagine a marketing reporting template that includes a visually appealing executive dashboard at the beginning of the report. This dashboard presents key performance indicators (KPIs) such as website traffic, conversion rates, and social media engagement in the form of charts and graphs. The dashboard provides a clear overview of the most important metrics, allowing stakeholders to quickly grasp the overall performance without diving into detailed sections.
Room for Flexibility:
Flexibility is crucial because marketing reporting needs can vary based on the preferences and requirements of different stakeholders. The reporting template should allow for customization and adaptation to meet these diverse needs. This could include the ability to add or remove sections, rearrange content, or adjust the level of detail presented. The template should be versatile enough to accommodate different reporting styles and preferences.
Example: Let's consider a marketing reporting template that offers customizable sections. It includes a core set of standard sections covering various marketing channels and activities, such as SEO, email marketing, paid advertising, and events. However, it also provides the flexibility to add additional sections based on the unique needs of your business. For instance, if influencer marketing is a significant part of your strategy, you can easily add a dedicated section to track its performance.
Matches with Business Model:
A marketing reporting template should align with your specific business model and industry. Different industries may require different sets of metrics and KPIs to measure success. The template should have provisions to capture and present the metrics that are most relevant to your business. Whether you're in e-commerce, B2B services, or brick-and-mortar retail, the template should support your unique needs.
Example: Suppose you operate a SaaS (Software as a Service) business. Your marketing reporting template should align with the specific metrics and goals relevant to SaaS companies. It could include sections to track metrics like monthly recurring revenue (MRR), customer acquisition cost (CAC), churn rate, and lifetime value (LTV). The template should capture the key performance indicators that directly impact the success of your SaaS business model.
Automation and Efficiency:
Automation and efficiency are vital aspects of a marketing reporting template. Look for templates that allow for automation to streamline the data collection and reporting process. This could involve integrating with data sources or marketing analytics platforms to automatically import data into the template. Automation saves time, reduces manual errors, and ensures that the marketing reporting template remains up to date with the latest data. Additionally, features such as pre-built formulas, calculations, and formatting options enhance the efficiency of reporting.
Example: Consider a marketing reporting template that integrates with your performance marketing tools (Google Ads, Facebook Ads) and Google Analytics. This integration automates the data import process, pulling relevant data directly from these sources into the reporting template. It automatically updates the template with the latest information, eliminating the need for manual data entry and ensuring accuracy. The template may also include pre-built formulas to calculate metrics like ROI or conversion rates, further enhancing efficiency.
By considering the factors of clear overview, flexibility, matching with the business model, and automation and efficiency, you can select a marketing reporting template that effectively communicates your marketing performance, meets the needs of your stakeholders, and streamlines the reporting process for enhanced productivity.
3 marketing reporting templates we love
We've seen a ton of marketing reports. Here are a few of those we love.
We've chosen these because they are simple so you easily can make them your own, yet enough details to save you time.
Unvault's marketing reporting template: Unvault's marketing reporting template is a comprehensive tool designed to help marketers effectively plan and allocate their marketing expenses. This template provides a clear and organized framework for outlining marketing activities, setting reports for different channels and campaigns, and tracking actual expenses. It offers customizable sections and categories, allowing marketers to tailor the template to their specific needs. Unvault's template also includes features for monitoring performance against budgeted targets, making adjustments as needed, and generating insightful reports to analyze the effectiveness of marketing investments.
Hubspot's 8 different marketing templates: Hubspot's 8 different marketing templates offer a diverse range of options for marketers looking to streamline their planning and reporting processes. Each template caters to a specific marketing area or goal, providing a ready-to-use structure and pre-defined sections. Whether you need a template for social media marketing, content marketing, email campaigns, or lead generation, Hubspot has you covered. These templates are designed to save time and simplify the planning process by providing industry-standard frameworks and best practices. Marketers can choose the template that aligns most closely with their objectives and customize it as necessary to fit their unique strategies
CoSchedule's marketing template: CoSchedule's marketing template is a comprehensive and versatile tool for managing various marketing activities in a single place. This template encompasses different aspects of marketing, including content planning, social media scheduling, campaign tracking, and team collaboration. It offers a centralized dashboard where marketers can plan and schedule content, assign tasks to team members, track progress, and analyze performance. CoSchedule's template emphasizes collaboration and coordination, making it ideal for teams working together on multiple marketing initiatives. With its intuitive interface and integrated features, this template simplifies the marketing workflow, promotes efficiency, and enhances productivity.
Get started and adjust to your needs
Remember, selecting the right marketing reporting template is just the first step.
Regularly reviewing and updating your report based on performance and market trends is crucial to ensuring its effectiveness.
So, choose a template that suits your needs, make it your own, and regularly analyze and adjust it as necessary. With a well-structured and regularly updated marketing report, you can make informed decisions and drive the success of your marketing campaigns.