8 Marketing Report Examples and Templates for Smarter Reporting

We’ve all been there—a client meeting is around the corner, and you're knee-deep in spreadsheets, screenshots, and scattered data from half a dozen platforms. You're trying to piece together a report that’s clear, insightful, and that makes sense. Before you know it, it’s already midnight.

Sound familiar?

For growing agencies, that last-minute scramble is all too common. But it doesn’t have to be!

That’s where marketing report templates make all the difference. Rather than building each report from the ground up, templates give you a ready-made structure. 

The biggest benefit? Time savings.

Templates eliminate repetitive work, reduce manual errors, and help you create polished, client-ready reports in minutes—not hours. 

In this post, we’ve rounded up eight marketing report templates to help you skip the chaos and get straight to the strategy. Bookmark them so you never have to start from scratch!

What Is a Marketing Report? 

If you’ve ever found yourself explaining campaign performance on the fly, you already know why marketing reports matter.

They take all your agency's behind-the-scenes work and turn it into a clear story your clients can follow. Instead of dumping marketing metrics in a document, they highlight what matters—like how many visitors became leads, how much those leads cost, and whether your marketing strategy is driving real results. 

The best reports don’t just show wins. They foster transparency. They make space for honest conversations about your marketing efforts and drive smarter decisions. 

And when you send reports regularly, they become a quiet but powerful reminder of your agency’s value—month after month. 

3 Reasons Why You Absolutely Need a Marketing Report

If your marketing team runs advertising campaigns without regular reports, you’re missing out. Here’s why a structured marketing report is essential for agencies and clients alike:  

1. Measure and Improve Your Marketing Performance

Marketing decisions shouldn’t be based on guesswork; they should always be grounded in data. 

A well-structured report helps you track Key Performance Indicators (KPIs) like organic traffic, conversion rates, and ad spend, so you know exactly what’s working and where there’s room to improve. Reviewing these metrics regularly is how you uncover insights and refine your marketing efforts and content marketing strategies. 

2. Keep Clients Informed

Reporting is more than a formality; it’s how you prove your value and build lasting trust. A strong marketing report shows the real impact of your strategy by highlighting key data points like SEO rankings, social engagement, and paid ad performance. 

When clients see how their investment is paying off, it builds confidence and opens the door to deeper collaboration. Well-crafted reports turn raw data into compelling stories that keep clients engaged and aligned. 

Related read: How To Tell a Powerful Story With Client Data

3. Make Data-Driven Decisions Faster

Without a clear view of your performance, it’s easy to overspend your marketing budget on what’s not working. That’s where marketing reports come in. By consolidating data from tools like Google Analytics, social platforms, and email marketing software, you get a single source of truth that’s easy to scan and act on.

Reports with data visualizations make it simple to spot trends, fine-tune marketing campaigns, and reallocate your marketing budget where it matters most.

Our clients are busy and don't understand marketing, so having key metrics they can see that relate to business growth is key to making their lives easier and allowing them to make good decisions quickly.

Lane Rizzardini, Co-Owner, Marion Relationship Marketing 

How Often Should You Create a Marketing Report? 

Now that you know why reporting matters, the next question is how often you should be doing it.

Picking the right reporting schedule is all about balance. Some clients might want frequent updates, while others are happy with a monthly check-in. The goal is to keep them in the loop without overwhelming either side with too much back and forth. 

The Power of the Monthly Marketing Report

43% of marketing agencies have clients on a monthly retainer, which means they expect to see a report before their next payment. 

Monthly marketing reports help you do exactly that. They show your progress, the impact of your efforts, and the value your agency brings to the table. Monthly marketing reports are one of the simplest, most effective ways to keep clients engaged and build long-term trust.

Plus, reviewing performance every month allows you to zoom out and spot bigger-picture trends, whether steady organic growth, shifts in PPC performance, or changes in social engagement. That broader view makes it easier to fine-tune your marketing strategy before the next billing cycle.

Be Careful With Weekly Marketing Reports

Weekly marketing reports might sound like a good way to keep clients in the loop—but in most cases, they’re better suited for high-value enterprise clients with complex needs.

For small to mid-sized clients, weekly updates actually do more harm than good. Frequent reports often lead to micromanagement, where clients start zeroing in on every slight dip in performance and expect quick fixes. That kind of dynamic can quickly turn a regular client into a high-maintenance one. 

For most clients, monthly reports are the sweet spot. They keep communication consistent while giving enough time to gather meaningful results. If a client wants more visibility between reports, set them up with a real-time dashboard so they can check in anytime without extra hand-holding.

8 Must-Have Marketing Examples and Templates for Smarter Decisions

Now that you’ve seen the templates, here’s how to bring the data to life for your clients.

When juggling multiple clients and campaigns, having the right report template makes all the difference. These eight examples are designed to help you present marketing metrics and insights, save time, and drive better marketing decisions. Bookmark this list so you’re never starting from scratch! 

1. General Marketing Report Example

Let’s start with the one most agencies rely on. A general marketing report is your all-in-one performance snapshot. It combines key metrics across all marketing channels—email, SEO, PPC, social, and more—so your clients can see how everything connects to broader business goals. This template is especially helpful for high-level overviews or executive stakeholders who want the big picture at a glance.

Key Marketing Metrics To Include in a General Marketing Report:

Lead & Conversion Metrics

• Total leads by channel (SEO, PPC, email, social media, referrals, offline sources, etc.)

• Paid vs. organic lead breakdown

• Cost per lead (CPL) or cost per conversion by paid channel (Google Ads, Facebook Ads, Bing Ads, etc.)

• Revenue generated by channel

Traffic & Engagement Metrics

• Website sessions by source and device

• Percentage of new sessions

• Bounce rate

• Top-performing pages

• Top referral sources

SEO Overview

• Keyword rankings and changes

• SEO site health score

• Backlink acquisition and quality

PPC Overview

• Click-through rate (CTR)

• Impressions

• Ad spend

• Return on ad spend (ROAS)

• Cost per conversion

Social Media Overview

• Traffic from social platforms

• Engagement rate (likes, comments, shares, saves)

• Follower growth rate

2. Digital Marketing Report Example

For digital-first campaigns, this one’s a must. A digital marketing report is your go-to template for tracking all online marketing efforts, both paid and organic. It’s perfect for showing how different digital tactics work together to support client growth.

Key Metrics To Include in a Digital Marketing Report:

Whether you're tracking SEO, PPC, social, or content marketing efforts, make sure to include performance indicators like: 

Website Performance

• Sessions

• Bounce rate

• Average session duration

• Goal completions/conversion rate

• Top landing pages

SEO Metrics

• Organic sessions

• Keyword rankings

• Backlink count

• SEO site health score

• Domain authority

PPC Metrics

• Clicks

• CTR

• CPC

• Conversions

• ROAS

Social Media Metrics

• Total followers

• Engagement rate

• Follower growth

• Post impressions / reach

• Website traffic from social

Email Marketing Metrics

• Open rate

• CTR

• Unsubscribe rate

• Email conversions

• Revenue from email

Channel Comparison Overview

• Traffic by channel (organic, paid, direct, referral, email, social)

• Leads or conversions by channel

• Revenue by channel

3. Social Media Marketing Report Example

A social media marketing report helps you demonstrate how social campaigns drive real engagement, build awareness, and support broader marketing goals. It’s ideal for showing both organic and paid social performance in a way that’s easy to understand.

Key Metrics To Include in a Social Media Marketing Report:

Audience Growth

• Total followers

• Follower growth rate

• Follows vs. unfollows

• Profile views

• Organic VS paid likes 

Engagement Metrics

• Engagement rate 

• Total engagements (likes, comments, shares, mentions, saves, clicks)

• Top-performing posts

• Average engagement per post

Reach & Impressions

• Post impressions

• Post reach

• Video views 

• Video watch time

• Reach by platform

Traffic & Conversions

• CTR on social posts

• Social referral traffic to website

• Leads or conversions from social

• Landing page visits from social

• Goal completions from social traffic

4. Search Engine Optimization Marketing Report Example

An SEO marketing report goes beyond keyword rankings—it shows how your efforts drive organic visibility, improve user behavior, and contribute to conversions. This is a must-have for clients investing in long-term search strategies.

Key Metrics To Include in an SEO Marketing Report:

• Sessions

• Session duration

• Bounce rate

• Pages per session

• Unique visitors 

• Keyword rankings

• Average SERP position

• CTR

5. PPC Report Example

PPC clients want to know one thing: are their ads paying off? A PPC report delivers a clear view of performance for PPC campaigns, ad spend, and ROI. Whether you’re managing Google Ads, Bing, or social PPC, a PPC marketing report gives you the structure to show impact and identify opportunities.

Important Metrics To Include in a PPC Marketing Report:

Campaign Performance

• Total ad spend

• Impressions

• Clicks

• CTR

• Average ad position

Cost & Efficiency Metrics

• Cost per click (CPC)

• Cost per acquisition 

• Cost per action

• Cost per thousand (CPM)

• Cost per view (CPV)

• Cost per conversion

• Conversion rate

Conversions & Revenue

• Total conversions

• Conversion value

• ROAS

• Ad revenue

• Leads or sales generated

Ad Engagement

• Ad engagement rate (CTR + interactions)

• Top-performing ads

• Ad relevance score

• Call or form fills from ads

• Mobile vs. desktop ad performance

Channel & Campaign Breakdown

• Performance by platform (Google Ads, Bing, Facebook, etc.)

• Campaign-level performance (e.g., Search vs. Display)

• Ad group performance

• Keyword performance (CTR, conversions, CPC)

• Geographic performance

6. Email Marketing Report Example

Email still delivers one of the best ROIs in digital marketing—but only if your campaigns are dialed in. An email marketing report helps you track performance, spot issues with deliverability, and learn what resonates with your audience.

Important Metrics To Include in an Email Marketing Report:

Engagement Metrics

• Open rate

• Email click-through rate (CTR)

• Email click-to-open rate 

• Total clicks

• Email read time/engagement time

• Forward rate 

Deliverability

• Email deliverability rate 

• Bounce rate (hard vs. soft bounces)

• Spam complaint rate

• Unsubscribe rate

• Total emails sent

Conversions & Revenue

• Conversion rate from email

• Revenue generated from email campaigns

• Average order value (AOV) from email

• Total email-attributed sales

• Leads or goal completions

List Health & Growth

• New subscribers

• Unsubscribes

• List growth rate

• Subscriber churn rate

• Active vs. inactive subscribers

Campaign Insights

• Top-performing campaigns

• A/B test results (subject lines, CTAs, layouts)

• Best send times

• Click map performance (top link clicks)

• Device performance (desktop vs. mobile opens)

What makes a great email marketing report? Topline figures in sequence. The ability to compare campaigns (especially if split testing which everyone should be!) and the ability to drill down and see who in particular has taken action on an email. 

James Middleditch, Director, Digital Group Media

7. Web Analytics Report Example

A web analytics report offers a deep dive into how users interact with your client’s website. It helps uncover what’s working, where users drop off, and how to improve the site experience to boost conversions. A web marketing analytics report is a great fit for ongoing UX or CRO projects.

Key Web Analytics Metrics To Include in a Web Analytics Report:

Traffic Overview

• Total sessions

• Unique visitors

• New vs. returning users

• Sessions by device (desktop, mobile, tablet)

• Traffic by channel (organic, paid, referral, direct, etc.)

User Behavior

• Average session duration

• Bounce rate

• Pages per session

• Scroll depth

• Exit rate

Top Pages & Navigation

• Top landing pages

• Top exit pages

• Pageviews per page

• Conversion rate by page

• Internal site search queries

Conversion Metrics

• Goal completions

• Conversion rate

• Funnel drop-off points

• Revenue from conversions (if ecommerce)

• Events triggered (e.g., button clicks, form submissions)

Site Performance

• Page load time

• Site speed by device or browser

• Mobile vs. desktop performance

• 404 errors or broken links

8. Ecommerce Report Example

Ecommerce clients live and breathe revenue. An ecommerce marketing report tracks everything from online sales to customer behavior, helping you fine-tune campaigns and boost ROI. It’s perfect for showing how marketing and UX improvements drive purchases.

Key Metrics To Include in an Ecommerce Marketing Report:

Sales Performance

• Gross sales

• Average revenue per user (ARPU)

• Average order value (AOV)

• Total orders

• Ecommerce conversion rate

• Revenue by product or category

Customer Behavior

• Add-to-cart rate

• Cart abandonment rate

• Checkout abandonment rate

• Product views

• Top-selling products

Traffic & Acquisition

• Traffic by channel (organic, paid, email, referral, etc.)

• New vs. returning customers

• Traffic by device

• Source/medium performance

• Sessions to purchase

• Customer acquisition cost (CAC)

Customer Value & Retention

• Customer lifetime value (CLV)

• Repeat purchase rate

• Time between purchases

• First-time vs. returning customer revenue

• Subscriber or loyalty program growth

Paid Advertising Metrics

• ROAS

• Cost per acquisition (CPA)

• Ad impressions and clicks

• Conversion rate from paid campaigns

• Revenue from paid traffic

• Cost of goods sold

How To Present Client Marketing Data

When presenting key performance indicators (KPIs), the goal is to make insights clear, actionable, and easy to digest. Here’s how to streamline your reporting workflow and build a good marketing report clients can understand: 

Start With a Template

Use pre-built marketing report templates to get a head start. They include all the essentials, but you can tweak them to fit each client’s priorities—so no more building from scratch every time!

Customize for Clarity

Highlight the KPIs that matter to each client. For some, that might be ROAS and conversions; for others, those marketing results could be organic traffic or engagement rates. A tailored report shows you’re paying attention to their unique business goals.

Include a Report Summary

Don’t just drop data; give it context. Add a short, plain-language summary at the top of each report to highlight key takeaways, wins, and next steps—especially if unexpected events or changes have affected marketing results. 

Use Data Visualizations

For an effective marketing report, use data visualizations like graphs, bar charts, and trend lines to make your insights pop! A visual cue helps clients understand the story behind the numbers faster without sifting through spreadsheets. 

Set Up Automated Reports

Schedule reports to be sent automatically on a weekly or monthly basis. This keeps clients in the loop without the last-minute scramble on your end. Bonus: it builds consistency and reinforces your agency’s reliability.

Add Your Agency’s Branding

White label your reports with your agency’s logo, colors, and even a custom domain. It’s a small touch that reinforces professionalism and trust.

When done right, reporting becomes a tool for better conversations—not just a status update. 

Why Use AgencyAnalytics for Client Reporting? 

You’ve got the strategy. You’ve got the data. Now you just need a fast, reliable way to turn it into client-ready reports.

That’s precisely what AgencyAnalytics was built for.

Our platform is purpose-built for marketing agencies that need to scale their reporting without burning out their team. Whether you're managing 5 or 50 clients, we help you automate the entire process—from pulling in performance data to sending polished reports that wow clients.

Here’s how we make reporting effortless:

• Customizable Templates: Start with professionally designed templates for SEO, PPC, social, email, ecommerce, and more—or create your own from scratch.

• Smart Reports: Need a template that wasn’t included in our list? Don’t fret. Use Smart Reports to automatically generate reports based on your client’s specific connected integrations. You’ll get a ready-to-go layout in under 11 seconds.

• 80+ Marketing Tool Integrations: Connect to platforms like Google Analytics, Facebook Ads, Shopify, HubSpot, and more in seconds.

• Drag-and-Drop Report Builder: Easily rearrange widgets, highlight priority KPIs, and add your agency’s recommendations—no design skills needed.

• Real-Time Dashboards: With live dashboards, clients have 24/7 access to their data—no more scrambling to answer last-minute questions.

• Automated Delivery: Set it and forget it. Schedule reports to go out weekly, monthly, or on your client’s preferred timeline.

• White Labeled Reports: Add your logo, colors, and even use a custom domain—so every report looks like it came directly from your agency.

• AI-Powered Insights: Let our AI do the heavy lifting. Automatically surface key trends, anomalies, and performance highlights—so you can deliver smarter insights to clients faster without digging through every data point.

It’s Time To Automate Marketing Reporting 

You’ve seen how much time templates can save. Now imagine what your agency could do with all that time back!

Instead of chasing screenshots, stitching together data, or formatting another spreadsheet, you could be:

• Crafting stronger strategies.

• Having more meaningful conversations with clients.

• Growing your agency.

With AgencyAnalytics, you get a complete reporting system customized, automated, and client-ready in minutes. From Smart Reports and AI-powered insights to 80+ integrations and real-time dashboards, it’s everything your agency needs to deliver polished reports without the manual headache.

Getting started is easy:

1. Connect Multiple Data Sources: Choose from 80+ built-in integrations.

2. Pick a Report Template: Start with one of the 8 in this post.

3. Customize the Layout: Highlight your client’s most important KPIs.

4. Schedule Delivery: Set reports to send weekly or monthly.

5. Sit Back: We’ll handle the rest.

Start your free 14-day trial and create your first automated client report in under 11 seconds.