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Demand Gen Report Template for Efficient Client Reporting

Easily gather and display key performance metrics across SEO, PPC, and social media. The customizable Demand Gen Report Template brings together all your client's demand gen campaign metrics in one place—so you quickly spot trends, adjust strategies, and show clients the results that matter.
Demand Gen Report Template Example

Customizable Demand Gen Report Templates That Build Client Trust

Create consistent, professional reports that clearly communicate your agency’s impact on pipeline and lead generation. Customize layouts, apply white-label branding, and combine data from multiple marketing channels into one easy-to-understand report.

Templates pull live data from 80 integrations to reduce manual work and present clients with transparent, up-to-date insights. Strengthen your agency’s credibility and keep stakeholders aligned on what’s driving results.

An image showing the Drag and Drop editor being used to streamline Demand Gen reporting
Jessica Crist Production Manager High Five Media

Jessica Crist, Production Manager

High Five Media

IcanconfidentlysaythatAgencyAnalyticshastransformedthewayweapproachclientreportingandanalytics.Fromthemomentwemadetheswitch,weexperiencedaprofoundpositiveimpactonouragency’sefficiency,clientcommunication,andoverallperformance.

Easily Report on Your Client’s Demand Gen Metrics

Custom Demand Gen Reports as Unique as Your Agency

Unify Demand Gen Insights

Instantly Access All Your Clients’ Marketing Data

Stop wasting time wrangling data and unlock a strategic advantage. Seamlessly integrate data from over 80 marketing platforms, including Google Ads, Facebook, Google Analytics, HubSpot, Salesforce, and more. Eliminate data silos and ensure data quality for all your analysis and reports. 

Focus your agency’s time on what matters most–executing successful client campaigns. 

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Elevate Your Agency’s Brand Identity

Customize With Your Agency’s Branding

Stop sending generic reports that disappear into the client inbox. White label reporting lets you brand every report with your logo and colors, solidifying your agency as the trusted advisor.  

Build trust, position your agency as a premium service provider, and differentiate from the competition–all while saving time and resources.

Add Your Own Branding To Your Customizable SEO Reporting Software
Track Success and Highlight Wins

Set Demand Gen Goals and Hit Targets

Set and track custom goals directly within the platform, using a broad range of metrics from the intuitive drop-down menu. 

Track progress against specific objectives for laser-focused strategy. Highlight key wins and insights with annotations, showcasing success stories and building client trust with ultimate transparency.

Set goals and hit your performance targets
Report Smarter. Not Harder.

Automate Reporting and Focus On What Matters

Streamline Demand Gen reporting by automatically collecting and visualizing metrics from more than 80 data sources. 

Leverage detailed insights to provide clients with a holistic view of their Demand Gen activities and effectiveness. Quickly tailor each report to reflect specific client needs and swiftly replicate proven templates to facilitate rapid onboarding and consistent reporting standards.

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11 Sections To Include in a Demand Gen Report Template

A professional report cover page sets the stage for the impactful data inside, instantly establishing the value of each client report. By aligning the cover page with your agency's visual identity, you ensure every report serves as a cohesive, branded touchpoint that reinforces your agency’s professionalism and attention to detail.

The cover page of your report is more than just an introduction of the metrics for that time period–it's the gateway to your agency’s expertise. It ensures your clients know exactly what and when you're reporting, setting a precise and confident tone from the outset.

Once you’ve crafted the perfect cover page, save the design as a template to maintain a high standard of clarity and professionalism. This consistency saves time, reinforces your agency's reputation, and elevates client trust.

Demand Gen Report Cover Page Example

See how easy it is to turn Demand Gen data into client-ready reports

FAQs About Custom Demand Gen Report Templates

Still have questions about how to create and use custom Demand Gen Report Templates? Don’t worry, we’ve got you covered.

A Demand Gen Report Template is a structured framework that consolidates data from various marketing channels to assess the effectiveness of lead generation efforts. It enables marketing teams to track key performance indicators, analyze campaign outcomes, and make informed decisions to drive business growth.

Essential metrics to include in a Demand Gen Report Template are:

  • Lead Generation: Number of new leads acquired through a lead generation campaign.

  • Conversion Data: Rates at which leads convert to customers.

  • Cost per Lead: Financial efficiency of lead acquisition.

  • Channel Performance: Effectiveness of various channels in lead generation.

  • Return on Investment (ROI): Overall profitability of marketing activities.

Including these metrics provides a comprehensive view of the lead generation campaign's performance.

By analyzing key takeaways from the report, marketing teams can identify which strategies are most effective in generating leads. This insight allows for the optimization of marketing campaigns, better allocation of the marketing budget, and the refinement of tactics to enhance overall performance.

Yes, demand generation reporting can be scheduled to create and send automatically using automated marketing reports that integrate data from various channels into one platform. Easily pull in up-to-date performance data from over 80 marketing platform integrations, without manual steps and in a fraction of the time that it takes to create manual demand gen reports.

Using a Demand Generation Report Template offers several advantages:

  • Consistency: Standardizes reporting across campaigns.

  • Efficiency: Saves time in data collection and analysis.

  • Clarity: Presents data in an understandable format for stakeholders.

  • Actionability: Highlights areas for improvement to drive business growth.

Absolutely. The template can be tailored to align with specific business objectives, target audiences, and marketing strategies. Customization options may include selecting particular metrics, adjusting visual elements, and integrating additional data sources to provide a more holistic view of marketing activities.

Agencies often wrap all performance data into the digital marketing report template. They drill down into SEO using the SEO performance report and social media data using the social media analytics template. The PPC monthly report template presents paid search metrics, while website activity is shown with the web analytics report template.

Bryce MacCabe Entrata

Bryce MacCabe, Director of Digital Marketing Services

Entrata

AgencyAnalyticspresentsasignificantupgradetoourprevioussolution.Thenewreportingismuchmorepowerfulandprovidesdetailedandtailoredinsightstohelpusmakebetterdecisionsinformedbydata.

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