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Transcript
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
Why use this template?
Here's a challenge for all you marketers who are on top of your game: How do
you make sure your marketing team is taken seriously within your own company?
The first step should be to publish a thorough and quantitative monthly
report on your marketing team's impact. However, marketing managers often
struggle to show their impact. But there's no need to struggle. Today, it's
simple to collect the data you need to show how your marketing investments
are generating revenue for your business. You just have to pull together the
right reports – and that’s what this customizable template will provide!
We’ll walk you through a series of slides that highlight important metrics you
should be reporting to the rest of the business. To customize the graphs and
understand the numbers, simply refer to the excel document included
with your download of this template!
First Thing’s First: Month Highlights
Your C-Suite is busy. But that doesn’t mean they should ignore your thorough
reporting. While a marketing executive will be invested in your full report,
you’ll want to provide a summary of the metrics to help:
– Keep an easy reference for monthly performance.
– Show off your team’s work to executives who want to do a quick scan.
The following slide will emphasize key metrics to include in this summary,
and where you can find their respective place in the associated excel
spreadsheet.
We’ll then provide an example of how this would look!
[Month] 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.
December Highlights (Example)
• Total Marketing reach grew 13%
• Overall website visits up 7%
– Organic search traffic up 10%
• Generated 545 new leads in December, up 9%
– Organic search leads up 13%
• Marketing brought in 48 customers, up 20%
– 96% of all customers closed
– Lead-to-Customer % up 10%
Use Graphs to Display Trends
While a highlights summary is helpful, you want to show your team the
overall trends occurring in various parts of your marketing. This will help
provide:
– Historical context into your growth and fall patterns.
– Help you pinpoint which campaigns are hurting or helping you.
– Monitor trends that can be used in future strategy meetings.
The following eight slides will highlight eight different metrics to include in
your report. You can customize each by, as already mentioned, looking to the
excel spreadsheet.
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
Referrals
600
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
Referrals
300
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
Referrals
30
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
Visit to Lead Performance
Visit-to-Lead %
60%
50%
40%
30%
20%
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
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
Visit to Customer Performance
Visit-to-Customer %
4.5%
4.0%
3.5%
3.0%
2.5%
2.0%
1.5%
1.0%
0.5%
0.0%
Jan-12
Feb-12
Mar-12
Apr-12
May-12
Jun-12
Jul-12
Aug-12
Sep-12
Oct-12
Nov-12
Dec-12
Point Out Top Campaigns
Your team works on many campaigns that ultimately help drive the trends
shown in the previous graphs. Use this last slide to call out the specific
campaigns that helped drive your success.
For a larger team, this is an opportunity to call out folks who may have
worked particularly hard to help meet a specific goal with their campaign.
This will also help you show the importance of specific campaigns your team
put energy behind.
We’ll show an example of how this looks as well!
Top Marketing Campaigns
• Campaign A: X Leads
• Campaign B: X Leads
• Campaign C: X Leads
Top Marketing Campaigns
(Example)
• Industry Trends Ebook: 225 leads
• Free Sales Assessment: 75 leads
• Product Launch Webinar: 50 leads
Next Steps
Now that you have this template, dedicate time to actually using it every
month. Your metrics matter. Your team’s impact matters.
We hope the slides presented in this template will help you share the value of
your team to the rest of the company.
Good luck!
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