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Top 10 Items to Include in a Monthly Marketing Report

A monthly marketing report is essential to the success of any agency. However, it doesn't need to be a tedious task every month.

This is your chance to brag about your work!

Create a marketing report template that highlights your key strategies and successes. Additionally, take this moment to explain any problems you may have dealt with in the past couple weeks and brainstorm solutions.

Whether or not you use AgencyAnalytics for reporting, these 10 report sections are a great starting point for an informative marketing report.

These metrics and reports highlight how your marketing strategy is succeeding (or failing) from month to month. But more importantly, this marketing report presents data in a format that is easy for a client to digest.

Here are the 10 sections that should be included in every monthly marketing report:

1. A Summary/ Highlights Page

A summary should always be the first page of your report. It should highlight the most important metrics and a project overview. Make it concise and easy to read.

Your client should get a general understanding of where marketing stands that month from the first page. Everything that comes after this section should just be more detailed information for the areas you've discussed on the summary page.

You can also use this section to speak to people who may not be completely familiar with marketing strategies and vocabulary, so try to keep the text accessible and the jargon to a minimum whenever possible.

2. Current Marketing Strategy

While you are (hopefully) well versed in your marketing strategy and target audience, some of your stakeholders may not be. That's why it's a good idea to include a section in the marketing report that addresses your core marketing strategy.

Include a section that answers the following questions:

  • Who is the target market?
  • What are the primary marketing channels?
  • What growth opportunities are currently being pursued?
  • What is the current scope of this project?

Essentially, spell out to the client exactly why they hired you!

Make sure the scope of the project is clear, and then reinforce confidence with the client that you have developed a well-thought-out strategy.

If you are offering SEO as a service, this is where you would give a brief overview of what SEO is and how are you boosting clients' rankings?

This is where you will also discuss target audience and elaborate on how their customers are being reached. Are you focusing on email marketing this month or improving conversion rates from their blog?

Give a brief overview of what has been accomplished this month in regards to their overall marketing strategy. You can always elaborate further (and you should) in the metric sections.

If there have been any changes to your market or audience in the past month, address those here as well. Consider adding information about your competition if you find it relevant.

This is one of the most important sections of the report. It will lay the groundwork for how well your client understands the rest of the report. If the client doesn't understand what PPC campaigns are, then the rest of the numbers in the report that follows will be meaningless too.


3. Conversion Metrics

Ultimately clients are most interested in the metrics that impact their bottom-line.

The metric sections below should be the meat of your report and include plenty of charts, graphs, and statistics showing the numbers that back up your goals and progress.

Remember, half of the challenge of creating a great report is making it easy to understand. The last thing you want is information overload. Run reports on metrics such as:

  • Leads by Channel (offline sources, social media, referrals, paid search, email marketing, etc.)
  • Revenue (especially if your client has an ecommerce website)
  • Paid vs. Organic leads
  • Cost Per Conversion for Paid Channels (Adwords, Facebook Ads, Bing Ads, etc)

It's always a good idea to compare metrics from month to month so you can see where you excel and in which areas you need to improve. When reporting with AgencyAnalytics, we make it simple to compare each metric to the previous period, so you can easily spot strengths and weaknesses over time.

4. Traffic Metrics by Channel and Device

It's imperative that you understand where your web traffic is coming from and how it performs so that you don't waste time or money developing unsuccessful channels. Are most of your web visitors coming from email marketing leads, paid search, referrals, etc.?

Above we focused on total conversions, but here we will dive deeper into different traffic metrics. Important metrics to include broken down by channel & device include:

  • Bounce Rate
  • % New Session
  • Top Pages
  • Email Campaign Performance
  • Top Referrers

Use these metrics as a foundation in the following report sections where you will go deeper into each channel and make recommendations going forward.

Is the bounce rate especially high on mobile? Recommend updating the website to be better for mobile. Does a particular blog post get a lot of traffic, but has a low conversion rate? Recommend that the blog post is revised or implement a lead magnet on that page.

Use these metrics to craft your marketing strategy going forward.

seo section

5. SEO Overview

This section will depend on what SEO services you provide. Are you optimizing on-site? Or do you primarily provide link building services?

Share an overview of how rankings have increased. Then dive deeper with additional information about what you have done to achieve these results. Include a table showing new backlinks for the month, or an updated site audit to show progress on the website.

landing page signups

6. Blog Leads

If you are managing a client's blog or content marketing strategy, it deserves a section all its own in the monthly marketing report.

Blogs generate both traffic and leads, so you should be documenting this data each month to make sure your blog continues to perform optimally.

Consider looking at how people are locating the content published on your blog and then analyzing which channels are most successful and which need improvement.

This should help you optimize your content strategy as well — are people sticking on the "how to" articles, or do they prefer your infographics?

A great way to show clients how blog posts have brought in new leads is to create a report section showing sessions and goal completions based on landing page. You can filter the report by Organic Search only to show how frequently users land and convert on a blog post via search.

7. PPC Campaigns

If you manage PPC campaigns for clients, then dedicate a report section to metrics that are specific to paid channels.

Key metrics to include for each PPC channel are:

  • Cost Per Conversion
  • Click-Through Rate
  • Impressions
  • Ad Spend
  • ROI (or ROAS, return on ad spend)

Compare these metrics to each channel. If a client has a limited budget, this is a perfect opportunity to deliver a lot of value for a client by making a recommendation based on these metrics where they should be focusing their ad spend budget.

social section of report

8. Social Overview

Social Media Marketing is another important part of your overall digital marketing strategy with specific KPIs you should include in a marketing report.

Give an overview of performance for each active social media channel: Facebook, LinkedIn, Twitter, Instagram, and Youtube. Specifically focus on engagement metrics for a deeper understanding of how successful your clients are on each channel.

To demonstrate how social media generates new leads, you can include a web traffic report that is filtered by "social". This will paint a full picture for you client by showing two important goals of social media marketing: engaging existing customers and generating new leads or sales via social channels.

9. Goals and Ideas for Future Campaigns

Setting goals and then striving to achieve them is what will keep your brand growing, so you definitely want to include a section for goals in your plan each month. You can revisit the goals from month to month to see how you're progressing, and your sales and SEO teams will appreciate being kept in the loop in this area as well.

It's always a good idea to highlight any future plans you have for marketing campaigns. This is a good way to involve other stakeholders and give them a chance to ask questions and follow your progress if they choose.

10. Financial Projections

This section will never be 100% accurate, but should include all the information present in your marketing plan.

You'll want to discuss any future promotional expenses you anticipate spending, as well as their expected return on investment. This area should address the goals you listed in the previous section but go one-step further by including the projected costs of meeting those objectives.

Wrapping Up

If you are interested in automating your reporting process, check out our free trial to create your own report template. Integrate with over 30 different data sources to create the perfect marketing report for your clients.

For extra inspiration on what to include in your marketing reports, download our free sample report here.

Written by Joe Kindness

Joe is the CEO of AgencyAnalytics, but often spends his day programming, designing or executing marketing tasks. And like most Canadians, he can be found playing or watching hockey!

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