Campaign Performance Report Template

Why Your Agency Needs a Campaign Performance Report Template

As a marketing agency, billable time is of the essence. A campaign performance reporting template cuts through the chaos and streamlines report generation. It saves time by automating data collection, which results in less manual hassle and human error. Essentially, it’s a way to tighten up internal processes, improve reporting quality, and ensure consistency.

With this marketing report template, quickly highlight key performance indicators and any achieved results. It’s a way to show clients exactly what you’ve worked on and earn their trust over time. Plus, the template’s visual elements make it easy to understand complex data and demonstrate the full value of your agency’s services. 

In short, a Campaign Performance report template is an operational upgrade that boosts productivity and strengthens agency-client relationships. It maximizes billable time, maintains data transparency, and delivers actionable results.

8 Key Sections Included in a Campaign Performance Report

1. Cover Page

A well-designed report cover page goes beyond aesthetics. In fact, it’s a strategic way to showcase your agency’s brand and set the stage for insightful analysis.

Starting a report with a well-thought-out cover page shows professionalism, high standards, and a dedication to quality. As a best practice, it should also clearly communicate the data’s timeframe (e.g., the exact dates for the weekly marketing report template). This extra step provides clients with a snapshot of the report’s content.

Additionally, cover pages are replicable and reusable. That means you don’t have to build them from scratch every time you send a monthly report template, quarterly marketing report, or whichever frequency your client prefers. This streamlines the report creation process, all while ensuring consistent branding across all communications. 

In essence, a standout report cover–combined with the efficiency of templates–elevates your agency's image. It transforms each report into a powerful brand touchpoint, all while highlighting data and your attention to detail.

2. Executive Summary 

An executive summary quickly highlights top takeaways, which is useful for clients or C-suite executives who want to get straight to the point. It shows that your agency is mindful of their busy schedules and ensures that key messages are communicated off the bat. 

It’s also an opportunity to include any recommendations, which encourages clients to delve deeper into the report and explore the findings. 

3. PPC Overview

A PPC overview includes key insights from your client’s paid advertising campaigns, like Clicks, Conversions, and Cost per Conversion. In essence, it shows the direct impact of these marketing efforts in meeting broader goals, such as generating qualified leads or boosting online sales. 

This data is useful for evaluating a marketing budget, pinpointing the top-performing campaigns, and optimizing future strategies. It also justifies the value generated from PPC investments, which further reinforces your agency’s expertise.

To get the most from this section, consolidate all the data across your client’s PPC efforts. This provides a big-picture view of performance and identifies the most fruitful campaigns.

For agencies managing PPC campaigns, highlighting specific metrics helps showcase how well your team is optimizing ad spend and maximizing ROI. For example, the following are some essential PPC metrics that should be used in any PPC campaign performance report.

Each metric provides insights into different aspects of campaign performance, from financial oversight to engagement and conversion success, essential for refining strategies and achieving marketing goals.

4. Traffic Overview by Channel

A Google Analytics traffic overview identifies the volume and sources of website traffic (e.g., organic search, paid search, direct visits, and referrals). In a nutshell, this data highlights how users find your client’s website and which channels drive the most engagement. 

In addition, this section includes SEO metrics like Sessions, Average Session Duration, and Bounce Rate. Use this granular data to identify top-performing content and whether any improvements are needed (e.g., creating more relevant headlines to improve organic traffic).

For effective channel analysis, pay close attention to metrics that offer insights into user behavior and interaction with content across different marketing channels, such as:

Each metric provides specific insights that help in understanding user engagement patterns, effectiveness of the content, and overall channel performance. It’s also a way to demonstrate how website activity contributes to client goals, like increased brand awareness or conversions. 

5. SEO Rankings

To prove the effectiveness of SEO strategies, incorporate ranking data into your client’s marketing report. It shows how your agency’s efforts are contributing to organic search visibility and increased website traffic. 

In this SEO report section, include trends in search rankings, current positions, and any notable changes. Also, report on these essential metrics across multiple search engines (like Google and Bing). 

Each keyword ranking metric offers valuable insights into how well keywords are performing in search engines, helping to guide SEO strategies and improve organic search visibility and traffic.

If there are any dips or anomalies in search rankings, brainstorm possible reasons and explore ways to improve SEO performance. For example, this may mean researching new keywords, exploring content marketing ideas (e.g., a relevant blog post series), or defining a new target audience. 

To extract even more SEO insights, add data from Google Search Console to measure the impressions, clicks, and CTR for each ranked keyword.

6. Google Analytics – Breakdown of Social Media Channels

For a complete picture of your client's social media marketing impact, include a breakdown from Google Analytics. This analysis shows the website traffic that was generated per social media channel, demonstrating interconnectivity between various platforms. 

This multi-channel approach shows that your agency considers the bigger picture when reporting on marketing campaigns.

All marketing teams should report on key metrics like the Number of Sessions per social media platform, Bounce Rates, and Goal Completions. Use these insights to analyze user behavior and determine the most viable social media platforms. 

7. Email List Growth

Email List Growth measures the increase in email marketing subscribers over a specific period. It’s direct evidence of a growing customer base and the potential appeal of your client’s email content. 

A thriving email list is also an opportunity to nurture leads, cultivate more brand interest, and increase conversion-oriented behavior. 

This overview includes a breakdown of active, deleted, and unsubscribed users. It’s a way to assess list health and make any necessary changes (like creating more user-relevant content to reduce Unsubscribe Rate). 

8. Email Campaigns

Beyond a growing mailing list, Email Campaign marketing analytics (like Open Rate, CTR, and Conversions) reveal deeper insights about audience engagement. 

To uncover trends, include these key metrics in a monthly marketing report template. This gives your client’s email marketing efforts enough time to materialize, especially if users choose to engage with campaigns at a later date. Here’s an example of what these metrics look like in a marketing report template. 

These marketing analytics also reveal areas for improvement. For example, a low Open Rate may mean adding catchier, shorter subject lines. On the other hand, a high Unsubscribe Rate might indicate that your client’s email marketing strategy needs a total overhaul (e.g., refining content and using segmented mailing lists). 

Whatever the case, use these key metrics to improve marketing strategies and drive better results.

How To Create a Custom Campaign Performance Report Template To Meet Client Needs 

Need an extra touch of customization? Create a Smart Report in just 11 seconds! This feature automatically populates a report with the top metrics from a client’s custom integrations, which removes the hassle of building a report template from scratch. 

Choose from over 80 integrations, including Google Ads, Microsoft Ads, Google Search Console, Facebook Ads, and more. To get started, log into your AgencyAnalytics account and sync your client’s marketing platforms. Then, click the ‘Create Report’ in the top right-hand corner, followed by ‘Create a Smart Report.’ 

It’s that simple. To customize your client’s Smart Report even further, simply drag, drop, and rearrange widgets as needed. 

Does your marketing agency track metrics outside of these integrations? 

Not to worry–use the Google Sheets integration to incorporate this data directly into client reports. Adding these insights is a quick and seamless process; just drag and drop widgets like before. 

Aside from Smart Reports, there’s also the option to use pre-built reporting templates. Here are a few marketing report examples you’ll find in AgencyAnalytics:

• General reporting templates, like:

  • A social media report template

  • A web analytics report template

  • A digital marketing report template

• Platform-specific templates, such as:

  • A Facebook Ads report template

  • A Google Ads report template

  • A Google Analytics report template

Reporting on marketing KPIs has never been easier! 

Automate Your Marketing Reports. Focus on What Matters.

Creating a well-crafted marketing report doesn’t have to be a painstaking process. In a few clicks, consolidate insights from social media platforms, paid advertising, and other marketing channels. Easily stream this data into marketing reports for intuitive data visualization and a professional finish.

Ensure your clients get a deeper understanding of their performance data each and every time. Use report templates to save billable time and create a replicable process. It’s the time-saving solution that every marketing team needs. 

AgencyAnalytics is simply brilliant. By providing our clients with a sleek, easy-to-understand live dashboard, they are able to view their campaign performance and results any time they want. This gives them something tangible and adds value to the services we provide.

Daniel Emery