Monthly Marketing Report

{Company Name}
Your Name
Today’s Date
 Table of Contents
Why use this template? ....................................................................... 2

Monthly Highlights Template ............................................................. 5

Monthly Trends Graphs ...................................................................... 7

Top Campaigns Slide .......................................................................... 18

Rate This Content ............................................................................... 20

 Marketing Reporting
Here's a c
First Thing’s First: Month Highlights
Your
 Weekly and Monthly Highlights
• Total Marketing reach grew X%
(Cell O9, Reach Tab)

• Overall website visits up X%

(Cell O14, Visits Tab)

• Generated X new leads, up X%

(Cell M13 & O13, Leads Tab)

• Marketing brought in X customers, up X%

(Cell M13 & Cell O13, Customers Tab)
– X% of all customers closed
(Cell M18, Customers Tab)

Note: Add additional metrics as needed.

 Use Graphs to Display Trends
While a
 Marketing Reach
Marketing Reach by Channel
3500

3000

2500

YouTube
2000
Twitter
LinkedIn
1500 Facebook
Email

1000

500

0
Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12
 Website Visits
Website Visits by Source
1200

1000

Offline Sources
800
Other Campaigns
Social Media
600 Referrals
Paid Search
Organic Search
400 Email Marketing
Direct Traffic

200

0
Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12
Leads Generated by Marketing

Leads Generated by Source

600

500

Offline Sources
400
Other Campaigns
Social Media
300 Referrals
Paid Search
Organic Search
200 Email Marketing
Direct Traffic

100

0
Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12
 New Customers by Source

Marketing-Generated Customers by Source

60

50

Offline Sources
40
Other Campaigns
Social Media
30 Referrals
Paid Search
Organic Search
20 Email Marketing
Direct Traffic

10

0
Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12
Customers Sourced by Marketing
% Customers Generated by Marketing
120%

100%

80%

60%

40%

20%

0%
Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12
Lead to Customer Performance
Lead-to-Customer %
12%

10%

8%

6%

4%

2%

0%
Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12
 Top Marketing Campaigns

• Campaign A: X Leads

• Campaign B: X Leads

• Campaign C: X Leads