Demand Gen Report Template for Efficient Client Reporting
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.

Jessica Crist, Production Manager
High Five Media
Custom Demand Gen Reports as Unique as Your Agency
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.
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.
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.
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.
Sign up for your free trial now!
No credit card required. No setup hassle. Just instant access to automated reporting, custom dashboards, and multi-channel insights.
11 Sections To Include in a Demand Gen Report Template

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, Director of Digital Marketing Services
Entrata
Get Started for Free
