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QUICK SUMMARY:
Drowning in data and facing client report deadlines? We've got you covered! This post shares the 19 best digital marketing report templates to impress your agency clients. From SEO to PPC and everything in between, these templates present data clearly and informatively, freeing up your time for strategic recommendations.
We’ve all been there. A client meeting looms, and your inbox overflows with data from various marketing channels. You scramble to build a report that needs to be impressive, informative, yet digestible. By the time you wrangle the charts and condense insights, the all-nighter feels real.
Sound familiar?
Growing agencies face the common challenge of the time crunch. But not to worry. Standardized report templates are what you need!
These pre-formatted digital marketing reports tie together all of a client’s key marketing metrics, from website traffic to social media engagement. This curated list offers over 19 report templates, from content marketing to PPC performance.
No more Frankenstein reports cobbled together from scratch. Improve your workflow, impress clients with clear data visualizations, and focus on what truly matters: strategic marketing recommendations.
Let’s start before your next client meeting approaches so you’re ready to shine!
What Is a Digital Marketing Report?
Let’s begin by unpacking what exactly a digital marketing report is.
A digital marketing report is a detailed document that tracks and analyzes your marketing efforts. It goes beyond the basics, like website traffic and social media likes, and digs into important information clients care about the most.
For example, a great digital marketing report shows how many visitors turn into customers, how much it costs to get a new customer, and how much each customer is worth over time. These reports show how well a marketing campaign is doing, pointing out what’s working and what needs tweaking.
It’s important to send regular reports to your clients to keep them in the loop and prove your agency’s work value time and time again.
Best Digital Marketing Report Templates You Should Be Using for Client Reporting
Check out our top 19 marketing report templates your agency or marketing team should use for client reporting. Be sure to bookmark this list for quick reference, so you always have the right template for any client.
1. Email Marketing Report Template
![Content Marketing Report Template - Email Campaigns Content Marketing Report Template - Email Campaigns](/_next/image?url=https%3A%2F%2Fimages.ctfassets.net%2Fdfcvkz6j859j%2FcsXymenigEnx7TiXLTIDl%2F93ae1eb6247b671a8f6c154e827fb711%2FContent_Marketing_Report_Template_-_Email_Campaigns.png&w=3840&q=75)
This email marketing report template automates data collection from the top email platforms, saving agencies hours and minimizing errors. The biggest benefit is how it presents clients with a clear, concise overview of key metrics that they easily understand.
Pre-built with essential metrics like open rates, click-through rates, and list growth, it translates complex metrics into clear data visualizations for impactful client presentations.
Key Metrics and Features
Open Rates & Click-Through Rates (CTRs): Strong email open rates prove that subject lines grab attention, while high CTRs tell clients the agency created compelling content and clear CTAs.
List Growth Rate: Analyze growth alongside unsubscribe rates to identify areas for improvement, then present this key data to clients to showcase the ability to expand their email audience and potential customer base.
Google Analytics Integration: Show clients how email campaigns translate into website traffic and conversions (e.g., sales). By demonstrating the direct impact of email marketing on their bottom line, agencies solidify the value they bring to a client’s digital marketing strategy.
Customizable Reports: Tailor reports to each client’s business goals and priorities. This level of personalization demonstrates attentiveness to their unique needs and strengthens client relationships.
Automated Reporting: Automating report generation saves valuable time. This frees agencies to focus on strategic analysis and client communication, showcasing email expertise.
Integrations
Connect this report template to other marketing platforms influencing a client's digital strategy. Incorporate ecommerce platforms like Shopify, Stripe, and BigCommerce to show how email marketing efforts impact conversions, sales, and online revenue.
Best Suited For
Agencies pressed for time will appreciate this email marketing template's ability to provide an in-depth overview of key email metrics without needing extensive customization. It provides options to make quick adjustments, allowing marketing teams to tailor reports to specific client needs effortlessly.
2. Social Media Report Template
![Example of the Social Media KPIs overview section in a report template Example of the Social Media KPIs overview section in a report template](/_next/image?url=https%3A%2F%2Fimages.ctfassets.net%2Fdfcvkz6j859j%2F5MVZhiKnoCwgEimmsFFKWq%2F651aec66bc82aa24fe8f863aa18deec2%2FSocial-Media-KPIs-Overview.png&w=3840&q=75)
Ideal for social media managers and marketing agencies, this template automatically collects relevant data from various social media platforms like Facebook, Instagram, TikTok, LinkedIn, and YouTube, saving valuable time every month. No more jumping from platform to platform to find the analytics you need or spending countless hours on manual spreadsheets and PowerPoint presentations.
Key Metrics and Features
Follower Growth: Track how an audience expands on each social media platform over specific periods.
Engagement: Explain how well content resonates with the audience (likes, comments, shares, saves).
Click-Through Rate (CTR): Gauge the effectiveness of calls to action in driving clicks (on platforms with clickable links).
Video Views: Measure video content views on platforms like TikTok or YouTube.
Website Traffic & Conversions: Analyze how social media efforts drive traffic and conversions on the client's website (via Google Analytics integration).
Audience Demographics: Understand the demographics of a client's audience on each platform (age, gender, location).
Integrations
This social media report template integrates with more than 80+ social media platforms, marketing tools, and analytics services. Pull important metrics directly from sources like Facebook, Instagram, TikTok, LinkedIn, YouTube, Google Analytics, and social media advertising platforms in one, simple analysis.
Best Suited For
This report template is best suited for agencies managing multiple social media platforms for their clients looking to showcase the return on investment (ROI) of their social media strategies. It helps highlight trends and communicate social media's tangible impact on brand awareness, audience engagement, and the client's bottom line.
Read More: Create an irresistible social media proposal to win over new clients.
3. SEO Report Template
![A screenshot of an example SEO Report template A screenshot of an example SEO Report template](/_next/image?url=https%3A%2F%2Fimages.ctfassets.net%2Fdfcvkz6j859j%2F32bwweINITzwXptD1jK1aV%2F5c3360a6d712799f48b7d9d8f6741805%2Fseo-report-template-example.png&w=3840&q=75)
Gather every SEO metric and KPI at your fingertips with this SEO report template. From detailed Local SEO reports that keep your clients informed about their local presence, to customizable SEO proposal templates that help you land new clients, AgencyAnalytics streamlines your workflow and helps agencies showcase the value they bring.
Key Metrics and Features
Organic Search Traffic Trends: Use data visualizations to showcase organic search traffic performance over time and highlight growth or decline patterns.
Keyword Rankings: Display a website’s keyword rankings for targeted keywords, monitor the progress, and track improvements. Use the data to inform keyword research.
Backlink Profile (New/Lost Backlinks): This section provides an overview of a website's backlink profile, including the number of new and lost backlinks, helping identify opportunities and risks.
Site Audit Scores: Incorporate the score from a dedicated SEO site audit tool to assess a website's technical SEO issues and provide insights for improvement.
Competitor Analytics (Optional): Compare a website's SEO performance with competitors, offering benchmarks and competitive insights your agency will help a client achieve.
Customizable With Client-Specific KPIs: Tailor the report by including client-specific KPIs relevant to their goals.
Integrations
The AgencyAnalytics SEO Report Template integrates with popular SEO reporting tools, including Ahrefs, Google Search Console, Google Analytics, Semrush, and Moz, ensuring agencies have accurate and up-to-date SEO data.
Best Suited For
The AgencyAnalytics SEO Report Template is ideal for agencies that offer comprehensive SEO strategies and services to their clients. It’s a great tool to stay informed about SEO performance, including organic traffic growth, search rankings, and overall site health.
Collecting critical data all in one spot is amazing and has bought us time back. When you are tracking SEO, PPC, Social Media, and email marketing campaigns it can be time-consuming. This is why having a template and dashboard that efficiently does it all is a game changer.
Justin Hual, Co-founder + COO, Hip Creative
4. PPC Report Template
![Screenshot of an example PPC Report Template Screenshot of an example PPC Report Template](/_next/image?url=https%3A%2F%2Fimages.ctfassets.net%2Fdfcvkz6j859j%2F2iEMtUF83VoeeIJ79tu5v2%2Fb8d055977cc21ebfdc955e26d06d2035%2FPPC-Report-Template-Example.png&w=3840&q=75)
No more messy spreadsheets! The AgencyAnalytics white label PPC report template is built for marketing agencies to deliver precise, actionable PPC data in a format that builds trust with clients. This well-designed PPC report template includes key metrics like impressions, clicks, cost-per-click (CPC), conversions, and conversion rate, giving clients a clear picture of campaign performance.
Key Metrics and Features
Conversions: Highlight the ultimate measure of success front and center. Show clients how the ad and landing page experience influence their conversion rates.
Cost per Acquisition (CPA): Show the cost to acquire a new customer through PPC advertising to help clients understand the true return on investment of their PPC campaigns.
Impressions: Include this metric to communicate how many times a client's ad was seen, influencing consistency, brand awareness, and reach.
Pre-Built Sections: Ideal for Google Ads campaigns, individual ads, Facebook Ads campaigns, Bing Ads campaigns, Instagram Ads campaigns, and Google Analytics landing pages.
Customizable Templates: Add or remove sections and metrics to fit clients' needs and use data visualizations to showcase paid ad performance over time.
Integrations
This PPC report template connects with 80+ advertising platforms, including Google Ads, Facebook Ads, Microsoft Ads, Instagram Ads, Spotify Ads, TikTok Ads, and LinkedIn Ads.
Best Suited For
The PPC report template is tailored for marketing agencies conducting PPC campaigns on multiple platforms. It offers an efficient and visually appealing way to present complex PPC data and is perfect for creating professional, white labeled reports that impress clients and save valuable time.
Download the Ultimate PPC Management Checklist
Keep these useful tips, insights, and ideas handy whenever you need them.
5. Web Analytics Report Template
![Web Analytics Report Template Example Web Analytics Report Template Example](/_next/image?url=https%3A%2F%2Fimages.ctfassets.net%2Fdfcvkz6j859j%2F1rFK70NG5BLYuNbEo5yTDj%2Fc3748ae8af9d9d3f9969a46840f0fde6%2FWeb-Analytics-Report-Template-Example.png&w=3840&q=75)
This web analytics report template automates data collection from various web analytics platforms like Google Analytics, consolidating it into well-defined sections. These sections cover everything from website traffic sources to user device preferences and geographic distribution. This helps agencies to translate intricate website data into clear and concise reports for clients.
Key Metrics and Features
Sessions: Use this metric to showcase session trends, demonstrate website traffic volume, and client reach.
Bounce Rate: Show clients that lower bounce rates signify greater user engagement and highlight the success of your agency’s website content and design in keeping visitors interested.
Avg. Session Duration: Highlight an increase in session duration to demonstrate deeper user engagement and a website's ability to hold visitors' attention.
Goal Completions: Track the number of times visitors complete a desired action, such as making a purchase or submitting a form to prove how your agency is driving conversions.
Organic Search: Use this section to highlight organic web metrics to show how well a client's website ranks for relevant keywords and how organic search contributes to overall website traffic.
Paid Search: Present data on paid search performance to show clients their return on investment (ROI) of these campaigns and their effectiveness in attracting targeted web visitors.
Integrations
Integrate popular marketing platforms to fully understand a client's web analytics and overall marketing efforts. For example, connect Mailchimp for email marketing performance, Facebook Ads for social media campaign data, and Salesforce for lead nurturing insights. This consolidated view showcases how various marketing activities work together to generate leads and guide clients toward optimizing their entire marketing funnel.
Best Suited For
This web analytics report template is ideal for digital marketing agencies specializing in lead generation. It helps agencies translate website data into actionable insights, promote data-driven communication with clients, and maximize lead nurturing strategies.
6. Custom Digital Marketing Report Template
![Digital Marketing Report Template Example Digital Marketing Report Template Example](/_next/image?url=https%3A%2F%2Fimages.ctfassets.net%2Fdfcvkz6j859j%2F5IxoVjjl2m4DR2bbyDOYAn%2F6b77e9e6aea614c923483db13c7ec476%2FDigital-Marketing-Report-Template-Example.png&w=3840&q=75)
Imagine a digital marketing report template specifically designed for marketing agencies. This is it! AgencyAnalytics automates the tedious task of compiling client reports, freeing up valuable time for marketing teams to focus on strategy and analysis.
The template features pre-designed sections for key digital marketing metrics, including website traffic, conversions, search engine ranking, and social media engagement.
Key Metrics and Features
Google Analytics (All Channels): Showcase overall website traffic generated across various marketing channels (social media, email, etc.). This demonstrates the success of your agency’s efforts in driving website visits, an important first step in the customer journey. In this section, include key metrics such as sessions, users, bounce rate, and average session duration.
Google Analytics (Goals): Highlight the number of conversions secured and the conversion rate. This directly translates to the client's bottom line and emphasizes the return on investment (ROI) of your marketing strategy. Include metrics such as goal completions (purchased or signups), and conversion rate.
SEO Rankings: Demonstrate improvements in search engine ranking for relevant keywords. This translates to increased organic website visibility, a critical long-term strategy for attracting potential customers. Include metrics such as keyword ranking and organic traffic.
Social Media Overview: Communicate growth in a client’s social media following and engagement. This signifies your agency's ability to build brand awareness and connect with the target audience on relevant platforms. Key metrics to include here are follower growth, engagement rate, and reach.
PPC Overview: Show the success of paid advertising campaigns by demonstrating a high CTR and a positive ROAS. This translates to cost-efficient acquisition of website visitors and conversions. Be sure to include metrics such as CTR and CPC in this section of the report.
Email Overview: Explain the progress of email marketing efforts through a high open rate and CTR. A low unsubscribe rate further indicates a well-engaged email list, allowing your agency to showcase its ability to nurture leads. Include important email metrics such as open rate, CTR, and unsubscribe rate.
Integrations
Common integrations include industry leaders like Google Search Console (for SEO insights), Google Ads (to track paid search performance), and Facebook Ads Manager (to analyze social media advertising campaigns).
Best Suited For
This marketing report template is a great timesaver for agencies wanting to present a holistic view of each client’s digital marketing performance across various channels. It frees up time that would otherwise be spent grabbing screenshots and manually compiling marketing data into spreadsheets. It’s a marketing report specifically designed to meet the needs of growing digital marketing agencies.
7. Daily, Weekly, or Monthly Marketing Report Template
![A screenshot of a Report Summary built into the AgencyAnalytics marketing report templates A screenshot of a Report Summary built into the AgencyAnalytics marketing report templates](/_next/image?url=https%3A%2F%2Fimages.ctfassets.net%2Fdfcvkz6j859j%2F6zznDfhHdDWVNW7XdwVOG%2Fe21e5ec115d758c3d3f67da2eeab3218%2Fmonthly-summary-1648061100.png&w=3840&q=75)
Ditch the manual spreadsheets that give you a headache every month and start generating professional reports in minutes with a monthly marketing report template. This template is highly customizable, allowing agencies to cater to each client’s individual needs.
Have a client that needs a daily marketing report to keep a close eye on rankings? We’ve got it. Need a weekly marketing report for a specific seasonal campaign? No problem. Even if you’re sending a monthly marketing report that breaks down several areas of a client’s marketing efforts, AgencyAnalytics has the ideal templated solution to make life easier for marketing managers at your agency (and at the client's business).
Key Metrics and Features
Conversion Metrics: Communicate the direct impact of marketing efforts on a client's bottom line. Showcasing how marketing drives leads and sales justifies the investment and highlights the value agencies bring.
Monthly Leads Generated: Demonstrate the pipeline of potential customers your agency has created, emphasizing your agency's ability to attract new online business opportunities.
Traffic Metrics by Channel and Device: Help clients understand where their website traffic originates and how visitors behave. Use this section to explain how optimizing channels and devices improves user experience and potentially increases conversions.
SEO Overview: Show clients how their website ranking is improving and how this often leads to more organic traffic and brand awareness.
PPC Campaigns: Track the performance of paid advertising campaigns to communicate the return on investment (ROI) a client is receiving from their ad spend.
Social Overview: Provide insights into engagement with social media content, explaining how your agency is building brand loyalty, generating leads, and driving traffic to the client's website.
Integrations
Agencies often connect this marketing report template to popular SEO tools like Semrush or Ahrefs to showcase keyword rankings and website traffic. It also integrates with PPC platforms like Google Ads or Facebook Ads, to report on ad spend, click-through rates, and conversions. Check out the full list of over 80 marketing integrations, which is regularly updated with new features.
Best Suited For
This marketing report template is ideal for full-service marketing agencies that offer a range of services. It streamlines the collection of marketing data from channels such as SEO, social media marketing, PPC advertising, and more, in a single report. If your marketing agency is busy juggling multiple projects at once and doesn’t want to waste billable hours, this report is for you.
8. Monthly Competitor Analysis Report Template
![SEO Competitor Report Example SEO Competitor Report Example](/_next/image?url=https%3A%2F%2Fimages.ctfassets.net%2Fdfcvkz6j859j%2F2PJy6fKyCsHocsNOsgwG5P%2F9b25c03de793bb6b1ec143f81d2a9116%2FSERP-snapshots-competitor-data-dashboard-example.png&w=3840&q=75)
Use a monthly competitor analysis report to get a snapshot of a client’s rivals and their current activity. This report template tracks their marketing strategies, pricing updates, and any news that might impact a client’s market share.
Compiled regularly, this report helps agencies stay agile and make informed decisions to stay ahead of the curve. Whether you need to build an SEO or PPC competitor analysis report, AgencyAnalytics’ Smart Reports will have one ready in 11 seconds or less.
Key Metrics and Features
Market Share & Growth Rate: Show clients the competitive landscape and how well your agency’s strategies are positioned to capture a larger slice of the market.
Website Traffic & Engagement: Demonstrate how effectively competitor websites are attracting and retaining users, informing a client’s website optimization strategies.
Social Media Performance: Benchmark a client’s social media efforts against competitors, highlighting areas for improvement or showcasing your agency’s strengths in audience engagement.
Integrations
Great platforms to connect to this competitor analysis report template are the Keyword Rank Tracker, Backlink Monitor, Gatherup, or other social media, PPC, or web analytics platforms.
Best Suited For
A monthly competitor analysis report is ideal for agencies specializing in social media management, PPC campaigns, or search engine optimization (SEO). For example, a social media agency managing a clothing brand's online presence would use this report to track competitor digital marketing campaigns, identify trending hashtags, and tailor their client's social media strategy for optimal reach and engagement.
Download Your PPC Competitor Analysis Template
Identify your client's PPC competitors
9. Google Ads Report Template
![Google Ads Report Template Example Google Ads Report Template Example](/_next/image?url=https%3A%2F%2Fimages.ctfassets.net%2Fdfcvkz6j859j%2F5UeH9aR3CS6KWV6uJkHNJa%2Fd975d6341a25c46305db967a9bed82bc%2FGoogle-Ads-Report-Template-Example.png&w=3840&q=75)
This customizable template transforms raw Google Ads data into clear, actionable reports that are easy to understand. Designed for marketing agencies, it streamlines PPC reporting, saving time and providing insights to impress clients.
This template provides a deep dive into the overall campaign performance, uncovers trends, identifies optimization opportunities, and highlights the direct impact of ad spend on key performance indicators like conversions and return on investment.
Key Metrics and Features
Conversions and Conversion Rate: Demonstrate the direct impact of Google Ads on driving desired actions, such as purchases, leads, or sign-ups. Highlight the value of each conversion based on the client's business goals or business strategy.
Impressions and Clicks: Show the visibility and reach of the ads, demonstrating brand awareness and potential customer engagement.
Click-Through Rate (CTR): Compare clicks to impressions to measure ad relevance and effectiveness. A high CTR indicates compelling ad copy and strong alignment with user intent.
Average Cost Per Click (CPC): Analyze the efficiency of ad spend and identify opportunities for cost optimization.
Cost Per Acquisition (CPA): Calculate the cost of acquiring a customer through Google Ads, helping clients understand the return on investment.
Return on Ad Spend (ROAS): Quantify the overall profitability of Google Ads campaigns, demonstrating the direct financial impact.
Integrations
Great integrations to connect to the Google Ads report template include other PPC platforms like Facebook Ads, Pinterest Ads, or TikTok Ads. However, this template also connects with over 80 marketing platforms such as Google Analytics, helping agencies provide a holistic view of their client’s marketing campaigns.
Best Suited For
A Google Ads report template is essential for marketing agencies specializing in PPC advertising. For example, an agency focusing on lead generation for small businesses would find this template very useful as it shows how effective their Google Ads campaigns are at bringing in qualified leads and increasing revenue.
10. Facebook Ads Report Template
![Facebook Ads Report Template Example Facebook Ads Report Template Example](/_next/image?url=https%3A%2F%2Fimages.ctfassets.net%2Fdfcvkz6j859j%2F6DIAibbtFnNRVGxjGrXKcl%2F995b5226fa46a22122b83f5b83751dc2%2FFacebook-Ads-Report-Template-Example.png&w=3840&q=75)
Marketing agencies use a Facebook Ads report template to speed up their complicated reporting processes. This template helps quickly deliver clear, impactful reports that focus on key performance indicators (KPIs) like reach, engagement, conversions, and ROAS.
Key Metrics and Features
Impressions: Show the number of times the ad was displayed to demonstrate its reach and potential audience exposure.
Clicks: Highlight the number of times people clicked on the ad. This indicates ad relevance and attractiveness, helping to justify ad spend.
Average CPC: Show clients that you’re optimizing the ad spend by identifying the average amount paid for each click on the ad.
CTR (Click-Through Rate): Measure ad performance and success in capturing audience interest.
Reach: Demonstrate the breadth of your audience and ad exposure by showcasing the number of unique people who saw the ad at least once.
Integrations
Common integrations for this Facebook Ads report template include Google Analytics to track website traffic and conversions, and other social media platforms like Instagram and TikTok to assess overall social media performance. Beyond these, agencies might connect tools like email marketing platforms (e.g., Mailchimp) to measure email campaign effectiveness and CRM systems to analyze customer interactions and sales data.
Best Suited For
A Facebook Ads report template is ideal for marketing agencies specializing in social media advertising or offering PPC services. For example, a boutique social media agency focusing on influencer marketing partnerships and content creation would rely on this template to demonstrate the ROI of their Facebook ad campaigns alongside organic social media channel growth.
11. LinkedIn Ads Report Template
![LinkedIn Ads Smart Report Template example LinkedIn Ads Smart Report Template example](/_next/image?url=https%3A%2F%2Fimages.ctfassets.net%2Fdfcvkz6j859j%2F6TwybKwtQwIw9mLQKw9SDB%2F4885989d0206a98072fcaf4a2d362a3d%2FLinkedIn_Ads_Smart_Report_Template_example.png&w=3840&q=75)
This LinkedIn report template is designed to interpret paid and organic LinkedIn performance. By combining organic metrics with LinkedIn Ads data, agencies quickly and easily evaluate campaign efficacy, allocate resources strategically, and enhance overall LinkedIn strategies.
Key Metrics and Features
Follower Growth: Highlight organic vs paid follower growth to showcase the effectiveness and differences between both strategies.
Engagement: Measure audience interaction with content through likes, comments, shares, and click-through rates (CTR). Show how well the content resonates and its ability to drive audience action.
Impressions and Clicks: Track the relationship between impressions and clicks to showcase the success of the dedicated LinkedIn content your agency created.
Cost Per Click (CPC) and Conversions: Evaluate the efficiency of paid campaigns and their impact on a client’s goals.
Total Ad Cost and Demographics: Understand campaign expenditure and the accuracy of audience targeting. This shows the alignment between the ad spend and the characteristics of certain audiences.
Integrations
Alongside other social media and PPC platforms, agencies commonly integrate Google Analytics to track website behavior, CRM systems like HubSpot, or ecommerce platforms such as Shopify.
Best Suited For
A LinkedIn Ads report template is invaluable for marketing agencies specializing in B2B lead generation, such as a social media marketing agency focused on professional networking platforms. For example, digital marketing agencies targeting B2B clients use this template to measure LinkedIn advertising efforts and their success in driving product awareness and sales.
12. Sales & Marketing Monthly Report Template
![Custom Salesforce Report Template Example Custom Salesforce Report Template Example](/_next/image?url=https%3A%2F%2Fimages.ctfassets.net%2Fdfcvkz6j859j%2F0dH3xXMzkxzZOYEiTUSey%2Fec612ce4cb9d239c80fa708bfc79e812%2FCustom-Salesforce-Report-Template-Example.png&w=3840&q=75)
Build marketing dashboards or a marketing monthly report template in 11 seconds flat using AgencyAnalytics’ Smart Reports. Whether your agency needs to showcase HubSpot data, or key metrics from Salesforce, AgencyAnalytics easily combines over 80 marketing platforms in one central place.
Key Metrics and Features
Website performance: Highlight important web metrics such as organic traffic, bounce rate, conversation rate, and more.
Lead Generation: Use metrics like lead quality score, CPA, and number of leads generated to show your agency's success in generating high-quality leads and converting them into paying customers.
Social Media Performance: Use visualization tools (graphs, charts, etc.) to communicate follower growth, engagement rate, impressions, CTR, and ROI.
Email Marketing: Include open rate, CTR, conversion rate, and unsubscribes to demonstrate your agency's ability to create engaging email campaigns that drive conversions.
Integrations
By integrating Google Search Console, Semrush, Constant Contact, Salesforce, and more, agencies provide a comprehensive overview of campaign performance, customer behavior, and sales pipeline insights.
Best Suited For
A sales and marketing monthly report is ideal for agencies specializing in lead generation, sales enablement, or CRM implementation. A lead generation agency would prioritize metrics demonstrating the quantity and quality of leads generated, while a sales enablement agency might focus on metrics related to sales team performance and deal closure.
13. SEM Report Template
![SEM Report Template Example SEM Report Template Example](/_next/image?url=https%3A%2F%2Fimages.ctfassets.net%2Fdfcvkz6j859j%2F6fk1YXUf5udA4rAGgr4U4L%2F3d72a37b9e9507a6fca34ecbf90f891e%2FSEM-Report-Template-Example.png&w=3840&q=75)
Using this Search Engine Marketing (SEM) report template will reduce your client reporting time from hours to minutes. It automates data collection and integrates metrics from PPC ads, organic search rankings, and website health, helping agencies focus on strategic analysis and impactful client communication.
Key Metrics and Features
Paid Search Performance: Communicate brand awareness with impressions, high ad engagement with clicks, and a healthy ROI with cost per conversion (CPC).
Organic Search Performance: Demonstrate search volume by including total searches, website traffic with the number of sessions, and an overall SEO score to showcase website health and optimization.
Backlink Profile: Highlight new/lost backlinks in your client’s SEM report to prove the number of high-quality links pointing to the client's website, indicating its authority and trustworthiness.
Integrations
Take your SEM report template beyond Google Analytics and connect it to major social media platforms to show social media engagement alongside search traffic. Further, connect CRM software like HubSpot or Salesforce to offer insights into lead generation and conversion rates across different channels.
Best Suited For
Growing agencies looking to showcase the impact of their keyword research, ad optimization, and landing page conversions would greatly benefit from this SEM report template. It’s an ideal tool for saving time and money and, most importantly, driving more qualified traffic and conversions for clients.
14. Content Marketing Report Template
![Content marketing report template example Content marketing report template example](/_next/image?url=https%3A%2F%2Fimages.ctfassets.net%2Fdfcvkz6j859j%2F1SVqDtwEZPbEdsKArrbLCk%2Fb3a284e461eb4d2babfa1b9c0cdc35ed%2FContent-Marketing-Report-Template-Example.png&w=3840&q=75)
Content marketing report templates eliminate the need for agencies to spend hours designing and formatting each report from scratch. This pre-formatted content marketing report template incorporates data visualization elements that make complex marketing performance metrics easier for clients to understand. Plus, it’s completely customizable if you need to make any adjustments for a specific client’s needs.
Key Metrics and Features
Email Campaigns: Include metrics such as open rate to prove that subject lines are compelling and relevant to a client’s audience and CTR to show how engaging the email content is.
YouTube: Highlight watch time to let clients know how well their YouTube content is holding viewers’ attention. Be sure to include subscriber growth to reflect audience loyalty and the channel’s potential for reaching a wider audience.
TikTok: Clients with TikTok accounts often look for views to understand how successful their content is and engagement rates to see how well it resonates with their audience.
Semrush Visibility: Include average position and keyword rankings to show clients their visibility in search results and progress toward SEO goals via the blog content your agency is creating.
Integrations
Showcase content performance data across platforms like Facebook and Instagram, and email marketing platforms such as Brevo or Active Campaign to track email campaign metrics.
Best Suited For
Content marketing report templates are ideal for agencies that manage a diverse range of content marketing channels for their clients. For example, a social media marketing and email campaign specialist agency uses these templates to demonstrate the connections between social media engagement and email campaign effectiveness, showcasing the holistic impact of their content marketing strategy.
15. Ecommerce Report Template
![Ecommerce Report Template Example Ecommerce Report Template Example](/_next/image?url=https%3A%2F%2Fimages.ctfassets.net%2Fdfcvkz6j859j%2F3TZBN6NEhbYb4neeFsUlq6%2Fc2d8c959866336151a20b590080bc5ee%2FEcommerce-Report-Template-Example.png&w=3840&q=75)
Ditch the tedious task of crafting reports with ecommerce report templates. This template transforms data into professional, customizable reports overflowing with valuable insights–for clients and marketing agencies alike. Incorporate key ecommerce metrics like average order value (AOV), and recommend specific tactics such as offering free shipping on orders that exceed a certain threshold or implementing targeted upsell campaigns at checkout.
Key Metrics and Features
Sales Performance Metrics: Highlight total sales and order discounts to provide a clear picture of overall revenue generation. Communicate discounts offered and their effect on total sales to prove the success of promotional digital marketing strategies and potential areas for optimization.
Customer Behavior Metrics: Analyzing average order value (AOV) and products by type/vendor together helps agencies explain customer spending habits and tailor marketing strategies.
Click-Through Rate (CTR): Agencies use this data to showcase the success of their creative strategies and identify areas for improvement.
Impressions: Analyzing impressions alongside other metrics like CTR helps agencies explain brand reach and optimize campaigns for better visibility and engagement.
Average Cost-per-Click (Avg CPC): Monitoring this metric demonstrates an agency’s ability to manage client budgets effectively and optimize campaigns for maximum return on investment (ROI).
Integrations
From ecommerce platforms like Shopify, WooCommerce, and BigCommerce to marketing tools like Keap for email marketing and Stripe for payment processing, these integrations guarantee the report captures every relevant data point. Showcase the impact of your agency’s digital marketing efforts across the entire customer journey, from initial campaigns to final purchase.
Best Suited For
This is a great report template for agencies looking to efficiently showcase the impact of their campaigns on client sales and customer behavior Any growing marketing agency with ecommerce clients will benefit from having this time-saving ecommerce report template.
16. KPI Report Template
![KPI Report Template Example KPI Report Template Example](/_next/image?url=https%3A%2F%2Fimages.ctfassets.net%2Fdfcvkz6j859j%2F21VPSDcAv74qurlDF6zIuC%2F1fe78d314a9cd5fb238796336ed359f1%2FKPI-Report-Template-Example.png&w=3840&q=75)
This dedicated KPI report template is a pre-built document designed to make marketers' lives easier. It comes preloaded with commonly used KPIs, acting like a cheat sheet for the metrics clients typically care about. This saves agencies time by eliminating the need to guess which metrics to showcase and allows them to focus on analyzing the data and crafting insights.
Key Metrics and Features
Website Traffic: Track sessions, bounce rate, and goal completions to give a holistic view of a client’s website health.
SEO Performance: Highlight Google rankings, for example, to show a client's website's ranking for relevant keywords in search engines.
Social Media Engagement: Communicate with clients about their engagement rate and how well their social media content is connecting with their audience.
Email Marketing: Include email KPIs in the report specific to audience growth and unsubscribe rate. A growing subscriber list shows the client is getting new leads and a low unsubscribe rate indicates that your email marketing strategy is relevant and valuable to the audience.
Integrations
Agencies offering SEO, social media marketing, and email marketing services easily connect the template to platforms like Ahrefs, Instagram Ads, and Klaviyo.
Best Suited For
This KPI report template is ideal for marketing agencies that offer a comprehensive suite of services, catering to clients with varied needs. Imagine an agency managing social media campaigns, SEO optimization, and email marketing for an ecommerce client. This template allows them to create customized reports–all tailored to the client's specific goals.
17. Keyword Ranking Report Template
![Keyword Ranking report template example Keyword Ranking report template example](/_next/image?url=https%3A%2F%2Fimages.ctfassets.net%2Fdfcvkz6j859j%2F7f48bDZWjFCCQH45AUKbUN%2F096b9bbfbb64c3f7fb42e67eefed8620%2FKeyword-Ranking-Report-Template-Example.png&w=3840&q=75)
A keyword rank tracker report template is a pre-built framework that makes presenting SEO data to clients a breeze! This report template clearly organizes critical SEO metrics like keyword rankings, search visibility across different platforms, and how websites appear in Search Engine Results Pages (SERPs) with items like featured snippets.
Key Metrics and Features
Average Google/Bing Ranking: By tracking rankings across both Google and Bing, agencies demonstrate a deep understanding of their clients' digital presence.
Semrush Visibility Score: Provide a single, numerical value to represent a client’s
overall website search presence. This metric helps clients easily grasp the impact of SEO efforts and see the bigger picture of their online visibility.
Top Ranked Pages for Target Keywords: Identifying which pages rank highest for specific keywords helps clients understand what content resonates with their target audience.
Landing Page Performance: Include this metric to communicate how your agency plans to further optimize top-performing content strategies.
Mobile vs. Desktop Ranking Performance: Because a significant portion of searches now occur on smartphones, highlighting strong mobile rankings assures clients their website is optimized for the way users search today.
Keyword Cluster Performance: Explain to clients how tags and keyword clusters reveal how effectively a website's content is organized around relevant themes. Analyze these clusters to identify areas where additional content can be created to target a wider range of related keywords.
Integrations
Agencies connect popular SEO platforms such as Majestic SEO, Moz, Bing Webmaster Tools, and Google Lighthouse to this keyword ranking report template.
Best Suited For
This keyword ranking report template is a perfect fit for SEO agencies laser-focused on boosting their clients' search engine presence. By meticulously tracking keyword rankings, search visibility scores, and other SEO metrics, these agencies showcase the tangible impact of their work on surpassing competitors in search results.
18. YouTube Report Template
![YouTube Analytics Report Template Example YouTube Analytics Report Template Example](/_next/image?url=https%3A%2F%2Fimages.ctfassets.net%2Fdfcvkz6j859j%2F5ewuifant21okELYgkwtfZ%2F4bfa3c3aca394faf2aa69ea181e25b65%2FYouTube-Analytics-Report-Template-Example.png&w=3840&q=75)
Agencies use the YouTube report template to pull data on views, watch time, subscriber growth, and engagement metrics, eliminating the need to compile these reports manually. This template is completely customizable, allowing agencies to showcase key channel performance indicators tailored to specific clients.
Key Metrics and Features
Total Views & Unique Viewers: Highlighting view count demonstrates content reach and brand visibility. Unique viewers show how many individual users saw your client's videos.
Video Engagement: Strong engagement metrics (likes, comments, shares) show viewers are actively interacting with content, sparking conversations and potentially driving brand loyalty.
Demographics (Age, Gender, Location): Understanding demographics allows for targeted content creation. Watch time by device also helps tailor content formats for optimal viewing experiences.
Gained/Lost Subscribers: A growing subscriber base indicates a loyal audience and potential for long-term brand engagement
Integrations
Key integrations include Google Ads for understanding paid advertising performance alongside organic YouTube growth. Additionally, connecting social media platforms like Facebook or Instagram allows for cross-channel comparisons, revealing how YouTube content complements efforts on other social media accounts.
Best Suited For
YouTube report templates are ideal for video and social media agencies that prioritize both high-quality video production and in-depth marketing analytics. These agencies understand the value of connecting compelling visuals with data-driven insights to optimize client YouTube channels for maximum engagement and growth.
19. TikTok Report Template
![TikTok Report Template Example TikTok Report Template Example](/_next/image?url=https%3A%2F%2Fimages.ctfassets.net%2Fdfcvkz6j859j%2F6uM1N6MLX0kYoX4RW5fRMm%2F662523e5204ae1c6602725dab09c427c%2FTikTok-Report-Template-Example.png&w=3840&q=75)
Using the TikTok report template, combine a client’s organic TikTok content with TikTok Ads in one single report. Whether showcasing impressive video view counts or optimizing cost-per-click for ad campaigns, TikTok report templates empower agencies to present impactful data that drives results for their clients.
Key Metrics and Features
Video Views: Showcases the reach of a client's content. High view counts often correlate to audience engagement.
Profile Views: Reveal how many users are actively exploring a client's profile beyond a single video, indicating brand curiosity and the potential for deeper audience connection.
Engagement Rate (Likes, Comments, Shares): Communicate how well a client's content resonates with viewers, leading to a more receptive audience and increased brand loyalty.
Average Watch Time: Measure how long viewers stay engaged with a client's videos.
Cost Per Click (CPC): Showcase the cost incurred for each ad click. A low CPC signifies efficient ad spend, maximizing campaign value.
Spend: Include spend in your TikTok report to reflect the total amount a client invested in their TikTok ad campaign. Transparency in spend allows for informed digital marketing budget allocation and ROI analysis.
Integrations
Agencies often connect a variety of integrations to a TikTok report template to provide clients with a holistic view of their marketing campaigns. For example, integrating Google Analytics reveals website traffic and user behavior post-click.
Facebook Ads Manager or Instagram Ads Manager helps showcase performance across all social media campaigns for a unified social media picture. Finally, integrating a conversion tracking tool like Klaviyo for example allows for a comprehensive understanding of how TikTok efforts translate into valuable actions like sales or sign-ups.
Best Suited For
This report template is ideal for video-centric agencies that excel in both creative production and data analysis. It’s great to showcase impressive view counts and engagement rates, but also translate those metrics into website traffic and conversions through insightful analytics.
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How To Use Smart Reports To Create Templates in Seconds
Need a template that wasn’t included in our list? Don’t fret. Use AgencyAnalytics’ Smart Reports to automatically generate reports based on your client’s specific connected integrations.
There’s no need to waste countless hours building a report from scratch. Just simply select the marketing platform you’d like to report on and the report will pre-populate with data. From there, agencies personalize the report with custom metrics, goals, and annotations for a report that reflects your unique approach.
All it takes is 11 seconds! Give it a try now by signing up for a free 14-day trial.
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Integrating Report Templates into Your Digital Marketing Strategy
If you’ve made it this far, pat yourself on the back. We know this was an exhaustive list, but it’s truly got everything your agency could possibly need the next time client reporting hell week rolls around.
By implementing these report templates, you'll elevate your presentations while establishing a data-driven dialogue with your clients. Imagine confidently discussing campaign performance, supported by clear visualizations–these templates ensure consistency across reports, allowing clients to easily track progress over time.
Remember, time saved is revenue earned. With these pre-formatted structures at your disposal, you’ll dedicate more energy to crafting insightful recommendations and strategic planning.
If you haven’t signed up with AgencyAnalytics yet, get started with your 14-day free trial and test out all of these templates. You’ll notice the time savings right away. And don’t just take our word for it:
The main benefit of these customizable templates is the time savings. Creating a similar report would be much more intense without these templates.
CJ Dunbar, Brand Manager, Suite Edge
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Richelle Peace is a joyful writer with a degree in Journalism. She loves writing web content, blogs, and social media posts. Whatever the topic, she’s fascinated by learning and sharing.
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