What Should Be in a Marketing Report: A Comprehensive Guide
Sep 10, 2024A well-structured marketing report is crucial for understanding performance, guiding strategy, and demonstrating the value of marketing efforts. Based on extensive marketing dashboard examples, this article outlines the key components that should be included in a comprehensive marketing report.
1. Executive Summary
Start your report with a high-level overview of the most important metrics and insights. This should include:
- Key performance indicators (KPIs) at a glance
- Significant achievements or challenges
- Brief overview of the report's contents
2. Traffic and Engagement Metrics
Provide a detailed breakdown of your website and content performance:
- Total traffic
- Organic traffic
- Bounce rate
- Session length (in seconds)
- Traffic sources (organic, direct, referral, email, paid media, social media)
3. Lead Generation and Conversion Metrics
Track the effectiveness of your lead generation efforts:
- New contacts generated
- Digital conversion rate
- Marketing Qualified Leads (MQLs)
- Conversion rates at each stage of the funnel:
- Visit to Lead
- Lead to MQL
- MQL to Qualified Deal
- Qualified Deal to Closed Deal
4. Sales Pipeline Metrics
Demonstrate marketing's impact on the sales pipeline:
- Marketing Sourced Qualified Deals
- Marketing Sourced Closed Deals
- Marketing Sourced Revenue
- Breakdown by product type (e.g., App vs. Web)
5. Channel Performance
Provide a detailed analysis of each marketing channel's performance:
- Organic Search
- Direct Traffic
- Referral Traffic
- Email Marketing
- Paid Media
- Social Media
- Events
- Customer Referrals
- Business Development Outreach
For each channel, include metrics such as:
- Traffic
- Leads generated
- MQLs
- Qualified deals
- Closed deals
- Revenue generated
6. SEO Metrics
If SEO is a significant part of your strategy, include:
- Impressions
- Clicks
- Click-Through Rate (CTR)
- Average Position
- Total Keyword Density
- Number of Top 10 Rankings
- Number of Top 3 Rankings
7. Paid Media Performance
For businesses investing in paid advertising:
- Total costs
- Impressions
- Clicks
- Conversions
- Cost per click (CPC)
- Cost per acquisition (CPA)
- Return on Ad Spend (ROAS)
Break this down by platform (e.g., Google Ads, Facebook Ads, Reddit Ads)
8. Content Marketing Performance
If content is a key part of your strategy:
- Top performing content pieces
- Content engagement metrics
- Content-attributed leads and conversions
9. Revenue and ROI Metrics
Demonstrate the financial impact of your marketing efforts:
- Revenue per Visit
- Revenue per Lead
- Revenue per Pipeline Deal
- Revenue per Closed Deal
- Total Marketing Sourced Revenue
- Marketing ROI (broken down by digital and non-digital channels)
10. Conversion Funnel Analysis
Provide a clear view of your entire marketing and sales funnel:
- Conversion rates between each stage
- Identify bottlenecks or drop-off points
- Compare performance across different channels
11. Year-to-Date (YTD) Performance
Include year-to-date totals for key metrics to show progress towards annual goals.
12. Month-over-Month and Year-over-Year Comparisons
Show how performance has changed over time:
- Compare current month to previous month
- Compare current month to same month last year
- Highlight significant changes or trends
13. Goal Tracking
Include progress towards key marketing goals:
- Set clear, measurable goals for each important metric
- Show current performance vs. goal
- Project end-of-year performance based on current trends
14. Insights and Analysis
Don't just present data – provide insights:
- Explain significant changes in performance
- Identify successful strategies or campaigns
- Highlight areas for improvement
- Provide context for the numbers
15. Action Items and Recommendations
Conclude your report with clear next steps:
- Specific actions to improve performance
- Recommendations for strategy adjustments
- Areas requiring further investigation
16. Appendix
Include any additional data or detailed breakdowns that support your main report but might be too granular for the main sections.
Marketing Reporting
A comprehensive marketing report should tell the story of your marketing performance, from top-of-funnel metrics like traffic and engagement, through to bottom-line impacts like revenue and ROI. By including these elements, you'll provide a clear, data-driven view of your marketing efforts that can inform strategy, justify budgets, and demonstrate the value of marketing to your organization.
Remember, the specific metrics and sections you include may vary based on your business model, marketing strategy, and the specific goals of your organization. Always tailor your report to your audience and focus on the metrics that matter most to your business.