KPI Report Template

A KPI report template transforms the tedious task of client reporting into a quick and simple process. Learn how to present the best insights that spotlight campaign progress and elevate your client's marketing strategy.
KPI Report Template Example

Why Your Agency Needs a KPI Report Template

Why are templated KPI reports important? Having a solid KPI report template gives your agency a consistent way to track business performance and helps you spot trends and areas that need improvement. With a clear structure, your team quickly understands where campaigns thrive and where adjustments are needed, enabling you to make swift and informed decisions.

This template creates common ground for your agency, ensuring each team member and client understands the right key performance indicators (KPIs) and what they mean for campaigns. Confusion is reduced, making it easier for your agency to collaborate and communicate results.

Plus, the standardized format lets you easily identify inefficiencies, allowing your agency to refine its approach for maximum ROI. Instead of getting lost in a maze of data, a successful KPI reporting strategy will guide you to the most impactful metrics, helping you prioritize the activities that deliver the best results.

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8 Key Sections Included in a KPI Report

1. Cover Page

Creating a professional-looking, branded report cover page sets the tone for your work and immediately communicates your agency’s attention to detail and commitment to quality. A well-designed cover page ensures your marketing KPI report stands out and reinforces your brand identity. It shows clients you’re serious about delivering polished, valuable insights—building trust in your work before they even turn the page.

KPI Report Cover Page Example

Your cover page should clearly indicate the reporting period, specifying the exact date range the report covers—monthly, quarterly, or campaign-specific—so clients immediately understand the scope and timeframe of the insights provided.

Saving your report design as a custom template means you use consistent, professional KPI report examples for every client. This reinforces your brand while simplifying the report creation process, and each report looks polished and instantly recognizable.

2. Executive Summary 

An executive summary at the start of a report template gives clients a concise overview of key findings and recommendations. It lets busy executives grasp the main insights without reading the entire report. Your summary ensures everyone is on the same page from the outset, setting the stage for more detailed analysis and immediately clarifying your agency’s message.

KPI Report Monthly Summary Example

A well-crafted KPI report summary distills essential insights into a clear, actionable format. Here are three best practices for creating one:

  • Be Concise: Highlight the most important KPI reporting metrics and insights without getting bogged down in detail.

  • Use Plain Language: Make sure the summary is easily understood by people who may not be familiar with technical jargon.

  • Focus on Essential Takeaways: Prioritize each key performance indicator that directly informs decision-making and future strategies.

3. Conversion Metrics

Conversion metrics are essential in a marketing agency's KPI report to illustrate the value delivered to clients. Conversion rates and related statistics measure progress and show how marketing efforts translate into tangible outcomes.

Transparency builds trust and customer satisfaction with clients by showcasing the direct effects of the agency's work. By analyzing conversion metrics, agencies pinpoint what's working and what isn’t, ensuring that every marketing dollar is invested toward optimized returns.

Conversion KPIs and Metrics Examples

Including key conversion metrics in your reports helps communicate the effectiveness of the campaign strategies, fosters deeper client relationships, and positions your agency as a pivotal part of its ongoing business strategy.

4. Leads Generated

“Leads generated” tracks the potential customers a client’s campaigns attract—the pulse measuring how well your efforts reach and engage the target audience.

This section should identify which marketing channels drive those leads, whether through SEO, PPC, email marketing, phone calls, or other methods. Breaking down leads by channel also reveals which platforms offer the best opportunities for growth in future months.

An example of lead generation KPIs in a report

Leads generated provide a clear snapshot of how marketing activities convert into potential sales opportunities. Including this metric provides clients with transparent, quantifiable measures of how their marketing investments perform.

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5. Traffic Metrics by Channel and Device

After evaluating leads generated, analyzing traffic metrics by channel and device is the next logical step.

These metrics reveal how different marketing channels, such as social media or email, drive traffic to your client’s site and how visitors engage based on their device type—desktop, mobile, or tablet.

An example report section showing traffic KPIs by channel and device

Traffic metrics are essential in a marketing agency's KPI report—they pinpoint which channels drive the most engagement and identify emerging trends in how users access content. By knowing how traffic flows from specific channels and devices, agencies will optimize marketing efforts to meet specific business objectives and exceed customer expectations.


After understanding traffic metrics by channel and device, it's crucial to explore SEO performance. The SEO section highlights the performance of a client’s organic search visibility, including keyword rankings, backlinks, and overall traffic driven by search engines. 

Example of the SEO KPIs overview section of a report template

SEO performance is vital in a marketing agency's KPI report as it showcases the effectiveness of efforts to increase organic traffic. This data reveals how clients rank for critical keywords in their industry, pinpointing areas where their content excels or falls short. 

Highlighting essential metrics in the KPI report demonstrates the agency’s ability to fine-tune its SEO strategies for better ranking and visibility.


PPC campaigns deserve their own spotlight in the KPI report. This section presents an overview of paid search campaigns, detailing metrics like click-through rates (CTR), conversion rates, cost per click (CPC), and return on ad spend (ROAS). It summarizes how efficiently these ads drive traffic and conversions while staying within budget.

A screenshot of a sample PPC report

Including PPC campaigns in a KPI report reveals the immediate impact of paid search efforts. By examining CTR, CPC, and ROAS, agencies gain insight into how well specific ads resonate with audiences and generate tangible returns for clients. Identifying high-performing keywords and ad groups allows agencies to refine their strategies, helping clients allocate their budgets effectively.

8. Social Media KPIs

Incorporating social media KPI data in a marketing agency's KPI report illustrates how well the client's message connects with their audience. Engagement rates, follower growth, and impressions are KPI reporting examples that help measure the success of social campaigns and highlight what types of content garner the most attention. By understanding these trends, agencies refine their approach to bolster future campaigns.

Example of the Social Media KPIs overview section in a report template

These social media marketing KPIs measure how social activities align with strategic goals, helping clients gauge progress and identify potential growth opportunities. Analyzing engagement rates provides a better understanding of the customer's interests, enabling more targeted, relevant content creation. 

How To Create a Custom KPI Report Template To Meet Client Needs

With AgencyAnalytics’ 11-Second Smart Reports, what used to take hours now takes just a few seconds. By automating the KPI report generation process, agencies spend more time on strategic analysis and client engagement than manually compiling data. 

To use Smart Reports, make sure you've connected all relevant data sources, such as Google Analytics or Facebook Ads. Each connected integration automatically gets its own page in the report, ensuring all key data is neatly organized. And each integration page features the top metrics for that integration based on the real usage patterns of more than 6,500 marketing agencies.

Next, add an overview page and drag and drop custom widgets that show the results your agency delivers. This layout provides a simple way to highlight your campaign successes in an attractive format.

An image showing how to use the Drag and Drop Editor to build a KPI report template

If your template needs extra data beyond built-in integrations, use the Google Sheets integration to include custom metrics. With Smart Reports, manual data crunching is a thing of the past. Instead, focus on understanding the data, refining strategies, and engaging clients with clear insights.

Streamline Reporting With KPI Report Templates and Focus on What Matters

Unlock the full potential of your marketing agency with KPI report templates. By automating your reporting processes, these templates allow you to shift your focus from number-crunching to what truly matters—crafting winning campaigns and building client trust.

AgencyAnalytics does more than simplify report creation; it scales with your agency. As you onboard more clients and your data grows, the need for efficient, scalable reporting is undeniable. A KPI report template provides a consistent framework that handles increased data volume without requiring additional effort from your team.

drag-and-drop report builder example

These white-labeled templates are fully customizable, enabling you to tailor KPI monitoring reports to meet each client's needs and goals. Whether you need to focus on SEO metrics, PPC performance, or social media engagement, easily adjust your templates to highlight the most relevant data. 

Reporting KPIs automatically frees up valuable hours for agencies to focus on what matters most: optimizing campaigns, acquiring new clients (while reducing customer acquisition costs and boosting net profit margin), and retaining existing ones.

An excellent reporting tool, especially if you have a large client base. Reports are easy to produce, accurate, and can be tailored per each client’s requirements. With lots of integrations to choose from, there isn’t a better reporting system.

Andrew Thomas
Andrew Thomas / Technical Director

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KPI Report Templates as Unique as Your Agency

Streamline Your Reporting

Instantly Access All Your Clients’ KPI Data

Stop juggling between platforms or wrestling with spreadsheets—capture a snapshot of each client's campaign performance with 80 marketing platform integrations and data points available in one centralized location. 

Track progress with KPI dashboard templates and optimize campaigns to identify opportunities faster, deliver tailored insights, and strengthen client relationships.

Marketing Platform Reporting Integrations
Accelerate Your Reporting

Create KPI Reports in Minutes–Not Hours

Automated data visualization saves marketing agencies countless hours by eliminating the need to compile metrics manually. 

Generate reports effortlessly and consistently with pre-built templates tailored to your clients' needs. Eliminating repetitive tasks improves employee performance and gives them more time to analyze trends, optimize campaigns, and foster client relationships. 

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Brand and Personalize Your Reports

White-Label Your KPI Reports

White-label client reports elevate your agency's professionalism by consistently reinforcing your identity. Emphasize your unique value and make every report a seamless extension of your brand. 

With white-label reporting, you differentiate yourself in the market and strengthen client loyalty by presenting your metrics in a cohesive, polished format.

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Track Progress With Precision

Set Goals and Hit KPI Targets

Create custom goals to precisely track progress against business objectives, ensuring every milestone is visible. Annotations highlight key achievements, providing a straightforward narrative for clients. 

Build trust and prove how your strategic planning directly aligns with client goals, making your agency's impact on their business success unmistakable.

Set goals and hit your performance targets
Consistent Delivery, Improved Efficiency

Put Your KPI Reporting on Autopilot

Schedule client reports to streamline your workflow and deliver on time, every time. Automated scheduling provides timely updates with meaningful insights so clients never miss relevant information. 

Free your team to focus on refining strategies and engaging clients, and optimize your reporting process to dedicate energy to campaign improvements and business growth.

How to Schedule Automated Marketing Reports for Marketing Agency Clients
Consolidate Your Relevant KPIs

Report Smarter. Not Harder.

Save time each month by automatically integrating the most critical KPIs with marketing metrics from over 80 data sources, all within a unified platform.

Gather essential data from Google Analytics, Facebook, Google Ads, and more to provide clients with a comprehensive view of their marketing performance.

Customize KPI report templates and KPI dashboards to highlight key metrics and insights, then quickly replicate these templates to streamline client onboarding and reporting.

Smarter Client Reporting Platform

With custom reports, we can zoom in on the key performance indicators and metrics that matter most to our clients, making our reporting experience incredibly valuable and directly relevant to their success.

Michelle van Blerck
Michelle van Blerck / Communications Manager

Digital Freak

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