8 Marketing Report Templates to Streamline Client Reporting

Agency owners rejoice every time they win a new client. But, along with this victory comes huge responsibilities and loads of activities to perform.

To scale your agency, you should have time-saving processes in place that you can bank upon. Marketing report templates are a wonderful method to streamline your processes and day-to-day agency tasks.

These reports not only provide in-depth analysis and insights into the campaigns but also keep your clients happy and satisfied.

Why Are Marketing Report Templates So Crucial?

With increasing business, reporting demands also increase. There isn't much anyone can do about that.

If you go the old-school way, using manual spreadsheets or screenshots, it's impossible to serve all of your clients, especially when you're trying to scale.

The amount of time required to generate reports is simply mind-boggling and hiring a full-time employee to churn out reports is illogical.

A marketing template is a must for your agency because it helps you cut wasteful practices and makes your processes highly optimized and goal-oriented.

Image Source: Databox

Here are some of the benefits a marketing report template offers.

1. Consistency and Standardization

Standardized reports look professional and cast a good impression of your agency. After all, you can't really send SEO reports where traffic analysis is on the first page one month and on the fourth the next.

Clarity and consistency are the keys when it comes to generating marketing reports. It helps in client retention.

Respect your client's time, and don't make them hunt through a pile of disarrayed information to find the most desired metrics. Help them improve their campaigns, increase revenue, and boost customer satisfaction through clear and concise reports.

Templates are the best way to present data in a visually appealing format. It can be customized and used by any individual or stakeholder. You can easily identify historical trends and build trust using marketing report templates.

2. Save Time

The biggest advantage of using marketing templates is that they save plenty of time for you. Digital marketing comprises SEO, PPC, Social Media, and email marketing campaigns, and tracking all the key metrics is time-consuming but pivotal to your success.  Marketing templates and a dashboard can help you track your campaigns egregiously while saving you tons of time. Reports can vary based on campaign goals, and you can tweak your templates to generate such reports. Prebuilt templates can be re-used when you want to scale.  Agency Tip: You can use the DashClicks InstaReports App, a marketing reporting software to generate professional-grade digital marketing reports. It is an automation tool that can fetch analytics data from numerous third-party platforms and Google Analytics. You can create reports in seconds using this app.

3. Scale With More Certainty

During onboarding and afterward, you have a long list of tasks on your to-do list. The automation tools and prebuilt marketing templates help you scale with maximum certainty. InstaReports, a client reporting tool, is an effortless way to print reports in a few seconds.

Furthermore, these reports are error-free compared to manual reports. You need to generate five times more reports when you grow from a mid-sized agency to a large agency. You can't do this unless you have a template-based system and a robust automation tool to help you.

In short, marketing report templates help you better visualize data and generate meaningful numbers.

Marketing Report Templates Your Agency Must Know

Before you decide how to generate the marketing report to scale,Ā let's discuss the most popular report templates you should be aware of. Consolidate your digital marketing reports with these templates to make your clients understand the campaigns better.

1. General Marketing Report Template

When you're using multi-marketing channels and want to present a consolidated report to explain the impact of your efforts on your client, a general marketing report template is the best solution. It provides analytical snapshots of your campaigns - all in one place.

A general marketing report becomes crucial when you need to generate integrated campaigns and a dozen reports, which can be frustrating for you and your client.

Condensed data helps the decision-makers compare the performance of different channels and campaigns and make the most optimal marketing strategy.

A general marketing report contains the following:

 
• Your client’s business goals and how to achieve them using different strategies
• Goal tracking
• Paid vs. organic leads
• The most relevant metrics and KPIs
• Conversion rate and revenue generated
• Campaign snapshots from various campaigns such as email marketing, PPC, and social media
• Useful insights
• Recommendations based on the insights, including the campaigns that can boost results but aren’t being used currently
• Services you can upsell using the above insights

Agency Tip: Reports can be arduous and overwhelming for the clients. So, always include a report summary. It should consist of the key takeaways for quick understanding.

2. Digital Marketing Report Template

A digital marketing report looks like a general marketing report, but it mainly focuses on online marketing channels. It includes granular details from your SEO, PPC, social media, email marketing, Quora marketing, video advertising, influencer marketing, and so forth.

A digital marketing report contains the following:

• Goal tracking

• Social media Analytics
• Facebook Ads
• Instagram Analytics
• Twitter Analytics
• LinkedIn Ads

• SEO metrics
• Website Traffic
• Page views
• Traffic metrics by channel and device
• Bounce rate

• Social media Metrics
• Engagement metrics
• Follower growth
• Conversions

• PPC metrics
• Click-through and conversion rates
• Cost per lead or cost per conversion of paid channels (Google Ads, Bing Ads, etc.)
• Revenue by channel

Agency Tip: Agency owners should know the difference between KPIs and metrics. To prevent yourself from using vanity metrics, always analyze your client's goals and the metrics that can best measure your performance against these goals.

3. SEO Marketing Report Template

To evaluate your organic search strategy, you should use the SEO marketing report template. It contains all the vital details of your client's website's performance on search engines.

In an SEO marketing report, you can include the following:

 
• Engineered and acquired backlinks
• Organic traffic metrics gathered from Google Analytics
• Organic conversions metrics such as CTR (clickthrough rates) on blog posts
• Keyword rankings
• Page load speed
• Traffic metrics by channel and device
• Engagement metrics (e.g., bounce rate, time on site, pages per visit)

4. PPC Marketing Report Template

You would like to know the ROI for every dollar you spend on paid ads. It makes tracking your PPC performance essential. A PPC marketing template, therefore, should include the following:

 
• Conversion rate
• Cost per click (CPC)
• Cost per lead or cost per conversion of paid ads
• Clickthrough rate (CTR)
• Return on ad spend (ROAS)
• Quality score
• Impression share

5. Web Analytics Report Template

If you run multiple web 2.0 campaigns for your client, then a marketing analytics software is the way to go. It may include website development, SEO and paid Google campaigns and content marketing, etc.

Like the templates discussed above, web analytics templates also include the most relevant metrics to track performance against your client's strategic goals. Compare traffic sources and paid vs. organic performance and see the full picture in one place.

6. Social Media Report Template

Social media is the best way to create awareness, nurture your leads and convert them in the B2C and B2B space. Social media marketing goes beyond posting videos and pictures. It involves finding what resonates with your audience the most. So, tracking your social media campaigns across different platforms through relevant metrics becomes essential in today's business environment.

You can include the following metrics in a social media report template.

 
• Reach and impressions
• Amplification rate
• Audience growth rate
• Clickthrough rate (CTR)
• Engagement rate
• Video views
• Virality rate
• Conversion rate
• Website traffic from social channels

7. Email Marketing Report Template

Email marketing is quite effective and it's important to track your email marketing campaigns effectively. Using an email marketing report template will tell you where you need to improve and make your campaign even more engaging and conversion oriented.

You can include the following metrics in your email marketing report template.

 
• Open rate
• Conversion Rate
• Click-through rate and top-clicked links
• Email Sharing/Forwarding Rate
• Subscribe and unsubscribe rates (including any spam reports)
• Open rates by region (especially if your client’s mailing list has a high number of subscribers in different geographical areas)
• Delivery rate
• Bounce rate
• List Growth Rate
• Overall ROI
• Session duration

8. Local SEO Report Template

Local businesses, such as restaurants, toy shops, spas, cafes, boutiques, salons, pet shops, bakeries, and dentists, can benefit heavily from local marketing. A local marketing report template contains the key local insights to boost your business's search visibility. It also helps you attract more leads to increase footfall.

You can include the following metrics in your local marketing report template.

 
• Google Business Profile (GMB) insights, i.e., number of searches, calls made, clicks, reviews, and map views
• Google local ranking
• Customer acquisition costs
• Web chat conversion rates
• Traffic & lead sources
• Best performing location
• Sessions by geographic location
• Keyword rankings for local SEO-related terms

Final Words

The ultimate objective of generating reports is to keep the clients happy and informed about the direction and progress of your marketing efforts. Since client retention is central to your agency's growth, you can't afford to generate lousy reports. Apart from the quality, the frequency of the reports is also crucial to your success. Automation is the only answer to creating multiple reports in a fraction of the time it takes to generate them manually. Using the best marketing report templates will give you an edge over your competition and boost your branding.

With robust automation tools like DashClicks' InstaReports app, generating professional template-based reports is a walk in the park. Use our white-labeled reports to showcase your performance, efficiency, and professionalism. All it takes to generate a professional report is a single click.