{"id":3740,"date":"2025-06-10T16:26:59","date_gmt":"2025-06-10T16:26:59","guid":{"rendered":"https:\/\/getleadster.com\/blog\/?p=3740"},"modified":"2025-06-10T16:26:59","modified_gmt":"2025-06-10T16:26:59","slug":"marketing-reports","status":"publish","type":"post","link":"https:\/\/getleadster.com\/blog\/marketing-reports\/","title":{"rendered":"Marketing Reports: How to Create Them and Key Metrics"},"content":{"rendered":"\n<p>Creating effective marketing reports is part of any department\u2019s strategy to monitor actions taken and demonstrate the results achieved.<\/p>\n\n\n\n<p>And when we talk about <strong>marketing reports<\/strong>, it\u2019s no different.<\/p>\n\n\n\n<p>This tool enables the department itself to track investments and determine the best way to allocate them, while also reinforcing the importance of the marketing function in driving business outcomes.<\/p>\n\n\n\n<p>If you want to demonstrate marketing&#8217;s impact on the business, you need to create effective reports.<\/p>\n\n\n\n<p>With that in mind, we&#8217;ve compiled the best tips and templates to help you get started today!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What is a Marketing Report?<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"546\" src=\"https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/10\/2-2-1024x546-1.webp\" alt=\"\" class=\"wp-image-2592\" srcset=\"https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/10\/2-2-1024x546-1.webp 1024w, https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/10\/2-2-1024x546-1-300x160.webp 300w, https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/10\/2-2-1024x546-1-768x410.webp 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>A marketing report is a periodically updated document that gathers data and results from the different strategies and channels used by the marketing team.<\/p>\n\n\n\n<p>This allows you to understand which<strong> actions were successful and which ones need to be reviewed.<\/strong><\/p>\n\n\n\n<p>The document is used by the team itself and can also be shared with clients, managers, and company leadership.<\/p>\n\n\n\n<p>To create these reports, you can use Google Sheets or Excel, Google Slides, Google Data Studio, or even export data from a <a href=\"https:\/\/getleadster.com\/blog\/marketing-automation-tools\/\" target=\"_blank\" rel=\"noreferrer noopener\">marketing automation tool.<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why Do You Need Marketing Reports?<\/h2>\n\n\n\n<p>A well-structured marketing report offers many advantages.<\/p>\n\n\n\n<p>With it, the team gains easy access to the most relevant data and metrics for both the department and the business.<\/p>\n\n\n\n<p>In addition, marketing reports help identify which channels and campaigns offer the highest return on investment and provide essential information for decision-making.<\/p>\n\n\n\n<p>This tool also helps uncover bottlenecks and areas for improvement in marketing strategy.<\/p>\n\n\n\n<p>The report can even be used to justify marketing investments to leadership, showcase the department&#8217;s results, and negotiate larger budgets.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Challenges When Creating a Marketing Report<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"546\" src=\"https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/10\/1-5-1024x546-1.webp\" alt=\"\" class=\"wp-image-2597\" srcset=\"https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/10\/1-5-1024x546-1.webp 1024w, https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/10\/1-5-1024x546-1-300x160.webp 300w, https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/10\/1-5-1024x546-1-768x410.webp 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>The first major challenge faced by analysts and managers when building their marketing reports is deciding which data and information should be tracked.<\/p>\n\n\n\n<p>To make this decision, focus on the data aligned with your business goals and that provide valuable insights for strategic decisions.<\/p>\n\n\n\n<p>Another major challenge is <strong>data decentralization<\/strong>.<\/p>\n\n\n\n<p>Once the metrics have been defined, they need to be accessed and gathered into a single location: the marketing report.<\/p>\n\n\n\n<p>Often, these metrics are spread across multiple tools used by the department, which makes updating the report slower and more complex.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to Build a Marketing Report Faster and Deliver More Insights<\/h2>\n\n\n\n<p>So how do you overcome these challenges and create a solid, practical marketing report?<\/p>\n\n\n\n<p>Here are the two most impactful tips:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Integrated Tools and Centralized Data<\/h3>\n\n\n\n<p>One way to consolidate data and streamline report creation is by leveraging integrations between tools.<\/p>\n\n\n\n<p>This way, data can be correlated and, in some cases, automatically filled in\u2014making your team\u2019s job easier.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Choose the Right Metrics<\/h3>\n\n\n\n<p>You might be tempted to include <strong>every<\/strong> piece of data in your marketing report\u2014but that\u2019s not a good idea.<\/p>\n\n\n\n<p>If the report is built this way, the most important information could get lost in the noise.<\/p>\n\n\n\n<p>Another temptation is to include <strong>vanity metrics<\/strong>\u2014those that look impressive but aren&#8217;t tied to real business goals.<\/p>\n\n\n\n<p>You can learn more about this in the article: <em>\u201c<\/em><a href=\"https:\/\/getleadster.com\/blog\/vanity-metrics\/\" target=\"_blank\" rel=\"noreferrer noopener\"><em>3 Vanity Metrics That Are Taking Your Business Nowhere.<\/em><\/a><em>\u201d<\/em><\/p>\n\n\n\n<p>The right metrics for a marketing report are those that relate to <strong>Return on Investment (ROI).<\/strong><\/p>\n\n\n\n<p>You can also tailor reports based on the objectives and the intended audience.<\/p>\n\n\n\n<p>For example, you might prepare a more comprehensive report for the team and a simplified, KPI-focused version for executives.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What Should a Complete Marketing Report Include?<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"400\" src=\"https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/08\/Extra-o-que-e-um-ROI-de-SEO.webp\" alt=\"\" class=\"wp-image-2380\" srcset=\"https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/08\/Extra-o-que-e-um-ROI-de-SEO.webp 750w, https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/08\/Extra-o-que-e-um-ROI-de-SEO-300x160.webp 300w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/figure>\n\n\n\n<p>To achieve the full benefits of marketing reports, the document must include some essential components:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Metrics and KPIs<\/li>\n\n\n\n<li>Reporting frequency<\/li>\n\n\n\n<li>Analysis tools<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Key Metrics and KPIs<\/h3>\n\n\n\n<p>We\u2019ve already discussed how the metrics chosen should align with business objectives and provide insights for strategic decision-making.<\/p>\n\n\n\n<p>So, the best metrics are those that measure investment vs. return.<\/p>\n\n\n\n<p>Recommended metrics include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Conversion rates<\/li>\n\n\n\n<li>Cost per Lead (CPL)<\/li>\n\n\n\n<li>Customer Acquisition Cost (CAC)<\/li>\n\n\n\n<li>Lifetime Value (LTV)<\/li>\n\n\n\n<li>Average order value<\/li>\n\n\n\n<li>ROI (Return on Investment)<\/li>\n<\/ul>\n\n\n\n<pre class=\"wp-block-verse\">See how to calculate each of these in the article: <a href=\"https:\/\/getleadster.com\/blog\/sales-marketing-and-cs-kpis\/\" target=\"_blank\" rel=\"noreferrer noopener\"><em>\u201c8 Sales and Marketing KPIs Executives Want to See on Your Dashboard.\u201d<\/em><\/a><\/pre>\n\n\n\n<h3 class=\"wp-block-heading\">Frequency of Analysis<\/h3>\n\n\n\n<p>You also need to define how often the data will be updated and analyzed\u2014daily, weekly, monthly, or semiannually\u2014depending on the report&#8217;s purpose.<\/p>\n\n\n\n<p>For example, a report used internally by the paid media team may need daily updates to monitor an active campaign.<\/p>\n\n\n\n<p>On the other hand, for clients or upper management, a monthly report might be enough.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Tools for Analysis and Optimization<\/h3>\n\n\n\n<p>Another crucial component of the report is choosing the tools used to extract and analyze the data.<\/p>\n\n\n\n<p>You can combine tools or choose the one that best fits your needs and delivers the metrics you\u2019ve identified as most important.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Google Analytics<\/h4>\n\n\n\n<p>A free tool for analyzing websites and blogs.<\/p>\n\n\n\n<p>It provides top-of-funnel data related to attracting visitors.<\/p>\n\n\n\n<p>Some key metrics include total visitors, new vs. returning visitors, most visited pages, traffic sources, and primary access channels.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Google Data Studio<\/h4>\n\n\n\n<p>Another free reporting tool from Google, often chosen in marketing contexts due to its ability to integrate with other tools and spreadsheets.<\/p>\n\n\n\n<p>It centralizes data visualization in one place.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Marketing Tools (Email and Lead Management)<\/h4>\n\n\n\n<p>If you use other marketing automation, email marketing, or lead generation tools, you can also pull data from them into your report.<\/p>\n\n\n\n<p>Examples include RD Station, HubSpot, MailChimp, Unbounce, Leadster, etc.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Set Goals for Each Acquisition Channel<\/h2>\n\n\n\n<p>Your metrics should also align with the goals and characteristics of each acquisition channel.<\/p>\n\n\n\n<p>After all, leads and customers come through organic channels at a very different pace and structure than paid media\u2014especially if large investments are concentrated in specific campaigns.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Paid Media<\/h3>\n\n\n\n<p>For paid media channels, consider both the investment and the performance of the campaigns, including content production and platform choices.<\/p>\n\n\n\n<p>Also factor in whether campaigns have different goals, payment models, or run on various channels like Facebook Ads, Instagram Ads, and Google Ads.<\/p>\n\n\n\n<p>Be sure to include key paid media KPIs like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Impressions<\/strong> \u2013 how many times an ad was shown<\/li>\n\n\n\n<li><strong>Clicks<\/strong> \u2013 how many users clicked on the ad<\/li>\n\n\n\n<li><strong>CTR (Click-Through Rate)<\/strong> \u2013 clicks divided by impressions<\/li>\n\n\n\n<li><strong>CPC (Cost Per Click)<\/strong> \u2013 cost paid per click<\/li>\n\n\n\n<li><strong>Lead Generation<\/strong> \u2013 how many users became contacts<\/li>\n\n\n\n<li><strong>CPA (Cost per Acquisition)<\/strong> \u2013 cost based on campaign goal<\/li>\n\n\n\n<li><strong>CAC (Customer Acquisition Cost)<\/strong> \u2013 indicates financial health<\/li>\n\n\n\n<li><strong>Number of Sales<\/strong><\/li>\n\n\n\n<li><strong>Bounce Rate<\/strong> \u2013 users who left without taking action<\/li>\n\n\n\n<li><strong>Average Session Duration<\/strong><\/li>\n\n\n\n<li><strong>Follower Growth<\/strong><\/li>\n\n\n\n<li><strong>Abandoned Carts<\/strong><\/li>\n\n\n\n<li><strong>ROI (Return on Investment)<\/strong> \u2013 revenue vs. cost<\/li>\n\n\n\n<li><strong>ROAS (Return on Ad Spend)<\/strong> \u2013 ad profitability<\/li>\n\n\n\n<li><strong>Impression Share<\/strong> \u2013 potential for ad growth<\/li>\n\n\n\n<li><strong>Average Position (Google Ads)<\/strong> \u2013 average ad rank<\/li>\n\n\n\n<li><strong>Reach vs. Frequency<\/strong><\/li>\n\n\n\n<li><strong>Conversion Rate<\/strong> \u2013 percentage of visitors who converted<\/li>\n<\/ul>\n\n\n\n<p>You can read more in the article: <em>Paid Media Metrics: Key Metrics for Your Campaign<\/em>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Organic Channels<\/h3>\n\n\n\n<p>The same applies to efforts in organic channels, which usually take longer to show results.<\/p>\n\n\n\n<p>This includes SEO improvements on your website, organic social media content, blog posts, and distributing materials without paid media.<\/p>\n\n\n\n<p>Just like in paid media channels, organic media also has some essential metrics to track for each platform. Check them out:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">SEO<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Traffic overview (visitors, unique visitors, pages per session, and average time on page);<\/li>\n\n\n\n<li><a href=\"https:\/\/getleadster.com\/blog\/keyword-research\/\" target=\"_blank\" rel=\"noreferrer noopener\">Keywords<\/a>;<\/li>\n\n\n\n<li>Backlinks;<\/li>\n\n\n\n<li>Website performance;<\/li>\n\n\n\n<li><a href=\"https:\/\/leadster.com.br\/blog\/abordagens-personalizadas\/\" target=\"_blank\" rel=\"noreferrer noopener\">Conversions from the blog<\/a>.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Email Marketing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Emails sent;<\/li>\n\n\n\n<li>Email delivery rate;<\/li>\n\n\n\n<li>Email open rate;<\/li>\n\n\n\n<li>Bounce rate;<\/li>\n\n\n\n<li>CTR (click-through rate);<\/li>\n\n\n\n<li>New subscribers;<\/li>\n\n\n\n<li>Unsubscribe rate.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Social Media<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Followers;<\/li>\n\n\n\n<li>Impressions;<\/li>\n\n\n\n<li>Virality;<\/li>\n\n\n\n<li>Engagement;<\/li>\n\n\n\n<li>Audience demographics.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/getleadster.com\/lead-generation-strategies-with-chatbots\/\" target=\"_blank\" rel=\" noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"341\" src=\"https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/01\/arte-blog-1-1024x341.webp\" alt=\"\" class=\"wp-image-2675\" srcset=\"https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/01\/arte-blog-1-1024x341.webp 1024w, https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/01\/arte-blog-1-300x100.webp 300w, https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/01\/arte-blog-1-768x256.webp 768w, https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/01\/arte-blog-1.webp 1500w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">5 Best Practices for Creating Marketing Reports<\/h2>\n\n\n\n<p>So far, we\u2019ve talked a lot about the technical side of reports\u2014what metrics to use, how to obtain them, etc.<\/p>\n\n\n\n<p>Now, let\u2019s talk about a different but equally important aspect: <strong>the act of actually creating your report. How can you make the task easier overall?<\/strong><\/p>\n\n\n\n<p>Many agencies and freelance marketers end up neglecting this crucial part of the job. Overly automated reports or ones that are sent infrequently are unfortunately quite common.<\/p>\n\n\n\n<p>And so is the case where reports aren\u2019t sent at all \ud83e\udd72<\/p>\n\n\n\n<p><strong>Ready to dive deeper into the practical side of marketing reports? Let\u2019s get started:<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Schedule Your Marketing Reports<\/h3>\n\n\n\n<p>There are several tools dedicated to report creation. Unfortunately, most of them do not allow automatic sending.<\/p>\n\n\n\n<p>The only automation tool currently capable of compiling data and emailing it directly to stakeholders is <strong>Microsoft Power BI<\/strong>. However, it is somewhat complex to use and only worth purchasing for companies that actively invest in <a href=\"https:\/\/getleadster.com\/blog\/commercial-intelligence\/\" target=\"_blank\" rel=\"noreferrer noopener\">business intelligence<\/a>.<\/p>\n\n\n\n<p>Many people forget to send reports on the correct date each month. And even though many marketing service clients don\u2019t remember to check the reports, delivering them is part of the job\u2014whether you\u2019re an agency, a freelancer, or part of an in-house marketing team.<\/p>\n\n\n\n<p>A report that your client or company executives don\u2019t read is a missed opportunity to impress them with your results.<\/p>\n\n\n\n<p><strong>Even without automatic sending, several tools compile your performance data. Here are a few:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Mailchimp<\/strong>: Automates emails and creates custom reports;<\/li>\n\n\n\n<li><strong>Reportei<\/strong>: Creates dashboards and reports, mainly for social media;<\/li>\n\n\n\n<li><strong>Dashgoo<\/strong>: Builds reports by integrating social media, Google Analytics, and more;<\/li>\n\n\n\n<li><strong>Mlabs<\/strong>: The most popular tool for social media management and reporting;<\/li>\n\n\n\n<li><strong>STILINGUE<\/strong>: Gathers mentions of your brand on social media, product reviews on e-commerce platforms and marketplaces, news mentions, etc. It also produces reports.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Collect Feedback from Readers<\/h3>\n\n\n\n<p>If you\u2019ve prepared a report, you need it to be read\u2014otherwise, the effort was wasted.<\/p>\n\n\n\n<p>It\u2019s important to always ask for feedback from your clients or department head (in the case of in-house <a href=\"https:\/\/getleadster.com\/blog\/business-marketing\/\" target=\"_blank\" rel=\"noreferrer noopener\">corporate marketing<\/a>) to know what additional information to include, what to exclude, and what they think of the work so far.<\/p>\n\n\n\n<p>This is especially critical for marketing agencies and freelance professionals because it helps build <strong>rapport<\/strong>\u2014a sense of goodwill\u2014with the client.<\/p>\n\n\n\n<p>Requesting feedback also ensures that the person reading the report engages with the most important aspect: <strong>the results<\/strong>.<\/p>\n\n\n\n<p><strong>To gather feedback, try <\/strong><a href=\"https:\/\/getleadster.com\/blog\/the-20-best-marketing-techniques-that-will-actually-help-you-attract-more-customers\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>the following techniques<\/strong><\/a><strong>:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Include your email and phone number in the footer;<\/li>\n\n\n\n<li>Write an introductory message encouraging idea sharing via comments;<\/li>\n\n\n\n<li>In your email, say you\u2019re available for a follow-up meeting;<\/li>\n\n\n\n<li>Mention the report in subsequent meetings and offer to resend it;<\/li>\n\n\n\n<li>Use an email tracker like HubSpot to see if it was opened;<\/li>\n\n\n\n<li>Refer to the report data regularly in conversations about progress and performance.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Have Ready-Made Templates, But Don\u2019t Overuse Them<\/h3>\n\n\n\n<p>Templates are useful because they make it easier to organize and share information.<\/p>\n\n\n\n<p>It\u2019s common to send reports as they come from the tools, but this approach doesn\u2019t show much professionalism or attention <strong>to data interpretation.<\/strong><\/p>\n\n\n\n<p>Templates are meant to demonstrate that you\u2019ve read the report, understood the data, and created a presentation to communicate the same insights to the reader.<\/p>\n\n\n\n<p>All of this, of course, in a scalable way. The content is what matters\u2014not designing a completely new presentation every time.<\/p>\n\n\n\n<p>That said, don\u2019t rely on templates too heavily. <strong>Change your presentation style periodically<\/strong>, in ways that don\u2019t compromise how the data and insights are presented.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Put the Most Important Data First<\/h3>\n\n\n\n<p>If you&#8217;re going to present your marketing report data in a meeting, it\u2019s very important to start with the most relevant information.<\/p>\n\n\n\n<p>There are several reasons for this. The main one is <strong>respecting your client\u2019s or supervisor\u2019s time<\/strong>.<\/p>\n\n\n\n<p><strong>Meetings can be interrupted at any moment for various reasons\u2014<\/strong>maybe your client has an emergency, or the internet connection fails. Presenting the key insights first ensures that you get your message across, no matter what.<\/p>\n\n\n\n<p><strong>Also, meetings can drag on depending on how much data you\u2019re covering.<\/strong> By starting with the essentials, you avoid having to rush through the most important parts later.<\/p>\n\n\n\n<p>And of course: <strong>leading with good results sets a positive tone for the meeting<\/strong> and makes your client more receptive to additional proposals.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Include Visual Formats as Much as Possible<\/h3>\n\n\n\n<p>Wherever possible, illustrate your data with charts. Simply placing numbers into a slide deck may work, but charts make interpretation much easier\u2014and make your report more user-friendly.<\/p>\n\n\n\n<p>No one enjoys staring at raw numbers all day\u2014especially not in the middle of a hectic workday.<\/p>\n\n\n\n<p>So, make life easier for your reader: create visual charts with help from your design team, and include them in your presentations using your <a href=\"https:\/\/getleadster.com\/blog\/how-to-do-cross-branding-and-co-branding-complete-guide-and-7-examples\/\" target=\"_blank\" rel=\"noreferrer noopener\">company\u2019s branding<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How Often Should You Deliver Digital Marketing Reports?<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"400\" src=\"https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/08\/Como-elaborar-um-relatorio-com-o-ROI.webp\" alt=\"\" class=\"wp-image-2379\" srcset=\"https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/08\/Como-elaborar-um-relatorio-com-o-ROI.webp 750w, https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/08\/Como-elaborar-um-relatorio-com-o-ROI-300x160.webp 300w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/figure>\n\n\n\n<p>Knowing how to create your marketing reports is essential\u2014but so is understanding <strong>how often<\/strong> to deliver them.<\/p>\n\n\n\n<p><strong>The standard frequency is once a month, <\/strong>showing all results and comparing them with custom timeframes\u2014like the same month of the previous year, or growth compared to the previous month.<\/p>\n\n\n\n<p><strong>That\u2019s the bare minimum. But different delivery frequencies can also make sense depending on your role\u2014<\/strong>and they often require different kinds of reports.<\/p>\n\n\n\n<p>Let\u2019s explore this further:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">If You\u2019re an In-House Marketing Team<\/h3>\n\n\n\n<p>In-house marketing teams should deliver a report <strong>every month<\/strong> to their manager. That manager, in turn, shares it with the executive team.<\/p>\n\n\n\n<p>That\u2019s the default setup. It\u2019s how things work\u2014or should work\u2014in companies with internal marketing departments.<\/p>\n\n\n\n<p>But that shouldn&#8217;t be your only concern. <strong>Internal teams also need to match the company\u2019s reporting frequency.<\/strong><\/p>\n\n\n\n<p>For example: let\u2019s say your company holds a quarterly results meeting. In that case, it\u2019s smart to have a more comprehensive report prepared for your manager in advance.<\/p>\n\n\n\n<p>The same goes for end-of-fiscal-year presentations, biannual reviews, and so on. Your reports will highlight the relevance and value of the marketing team\u2014connecting your team\u2019s performance to the company\u2019s overall success.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">If You\u2019re a Marketing Agency<\/h3>\n\n\n\n<p>Marketing agencies should also deliver full monthly reports. But there are other occasions when your client may need a more detailed and in-depth report.<\/p>\n\n\n\n<p><strong>It\u2019s common for agency contracts to last one year. Plan to schedule at least two major meetings during that period,<\/strong> with reports that go beyond the monthly scope.<\/p>\n\n\n\n<p>These semiannual meetings are critical for account retention. The first, at the six-month mark, presents the results achieved so far\u2014compared with the previous period.<\/p>\n\n\n\n<p>Often, these results are surprisingly positive\u2014especially if your client didn\u2019t have a solid marketing strategy before.<\/p>\n\n\n\n<p>The goal is to impress and align expectations for the next six months. Then, at the time of contract renewal, you create another detailed semiannual report\u2014this time focused on the goals set in the last meeting.<\/p>\n\n\n\n<p>This approach helps you keep the client satisfied and, by the end of the contract, prove that you\u2019ve delivered on every agreed-upon goal\u2014improving your chances of renewal.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">If You\u2019re a Freelance Professional<\/h3>\n\n\n\n<p><strong>Many clients don\u2019t expect marketing reports from freelance professionals.<\/strong><\/p>\n\n\n\n<p>That\u2019s because, in many cases, the freelance is hired by the company\u2019s marketing team, and they often don\u2019t have access to analytics accounts.<\/p>\n\n\n\n<p>Still, it\u2019s possible to generate small reports and discuss them during regular meetings. Tools like <strong>Semrush<\/strong>, <strong>Ahrefs<\/strong>, and <strong>SimilarWeb<\/strong> offer some insights into website traffic so you\u2019re not completely in the dark.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">If You\u2019re the CMO<\/h3>\n\n\n\n<p>Marketing Reports for CMOs Are Much More Complex<\/p>\n\n\n\n<p>In many cases, it\u2019s necessary to gather several different reports from the various teams you manage and prepare a larger report as reports from other departments are presented.<\/p>\n\n\n\n<p>It\u2019s not necessary to send monthly reports to the board, unless that\u2019s your agreement. <strong>But it is necessary to generate regular reports for your team.<\/strong><\/p>\n\n\n\n<p>You are the one who decides the level of management. You can follow the retail path, setting daily goals and creating reports to track them.<\/p>\n\n\n\n<p><strong>Or you can guide your team in a more independent direction,<\/strong> presenting reports periodically to adjust the course or motivate those who contributed to the results.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to Present Your Marketing Reports<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"546\" src=\"https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/10\/4-2-1024x546-1.webp\" alt=\"\" class=\"wp-image-2591\" srcset=\"https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/10\/4-2-1024x546-1.webp 1024w, https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/10\/4-2-1024x546-1-300x160.webp 300w, https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/10\/4-2-1024x546-1-768x410.webp 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>This part is crucial because, as mentioned before, there\u2019s no point in creating a good report if no one will see it.<\/p>\n\n\n\n<p>Likewise, it\u2019s a waste of effort to produce a beautiful report but fail to present <strong>it with passion and excitement for your team\u2019s great results.<\/strong><\/p>\n\n\n\n<p>Here, at the end of the article, this is the topic: how to present marketing reports in the best possible way?<\/p>\n\n\n\n<p>And don\u2019t worry\u2014at the very end of the article, we\u2019ll share some report templates.<\/p>\n\n\n\n<p>Let\u2019s go:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Visual Identity<\/h3>\n\n\n\n<p>First things first: your presentation must follow your company\u2019s visual identity. This is basic, and everyone in the meeting will expect that kind of care.<\/p>\n\n\n\n<p>So, avoid presentations that are just exported directly from the platform.<strong> It\u2019s better to create a slide deck using that data, but with your own branding.<\/strong><\/p>\n\n\n\n<p>Also avoid the dreaded Google Docs presentation\u2014or even worse, a meeting with no visuals at all where you simply read the report out loud.<\/p>\n\n\n\n<p><strong>Visual identity conveys professionalism. <\/strong>A performance review meeting\u2014or even the marketing report alone, without a meeting\u2014consists of multiple elements that determine its success.<\/p>\n\n\n\n<p>The data and results themselves are just one piece. Visual identity is an extra\u2014but a highly expected one.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">The Content<\/h3>\n\n\n\n<p>What if you don\u2019t have anything good to present? Believe it or not, this is more common than you think.<\/p>\n\n\n\n<p>And it doesn\u2019t matter\u2014<strong>whether the results are great or not, you still need to be professional and honest in your marketing report and presentation.<\/strong><\/p>\n\n\n\n<p>But follow the advice from the previous section: put the strongest data first. Then, throughout the presentation, show the areas that need improvement and explain how you plan to address them.<\/p>\n\n\n\n<p>Professionalism in content goes a bit further. You need to demonstrate not only mastery of <strong>the data but also of what it means.<\/strong><\/p>\n\n\n\n<p><strong>For example: what\u2019s more effective\u2014saying, <\/strong>\u201cwe saw a 3x increase in the number of leads,\u201d or \u201cdue to the recent implementation of the Leadster platform, we saw a 3x increase in the number of leads, going from X to Y\u201d?<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Presentation Time<\/h3>\n\n\n\n<p>Here\u2019s a basic checklist for presenting reports:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Water<\/li>\n\n\n\n<li>A notepad<\/li>\n\n\n\n<li>A strong internet connection<\/li>\n\n\n\n<li>A tidy room and professional clothes (if online)<\/li>\n\n\n\n<li>Preparation beforehand<\/li>\n<\/ul>\n\n\n\n<p>These five things should be ready before your presentation begins. If it\u2019s in person, arrive a few minutes early to set up everything without rushing and out of respect for others\u2019 time.<\/p>\n\n\n\n<p>Also, double-check the meeting time the day before. And even if it\u2019s online, be the first to join the call.<\/p>\n\n\n\n<p>During the presentation, if you\u2019re <a href=\"https:\/\/getleadster.com\/blog\/digital-marketing-for-begginers\/\" target=\"_blank\" rel=\"noreferrer noopener\">new to digital marketing<\/a>, it\u2019s totally normal to stumble, tremble, or lose your breath. The only remedy for this is time and experience.<\/p>\n\n\n\n<p>Keep going with your presentation, and don\u2019t stress too much. If you\u2019ve done everything right up to this point, a little nervousness won\u2019t ruin your professional image. Trust yourself.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Making Changes<\/h3>\n\n\n\n<p>It\u2019s not very common for clients or managers to ask for changes to a marketing report.<\/p>\n\n\n\n<p><strong>But since we\u2019re talking about advertising, such requests do happen. <\/strong>Maybe your manager needs one or two data points added or removed for a board presentation.<\/p>\n\n\n\n<p>In those cases, take notes and ensure the changes are made immediately. Ask for the emails of everyone involved in the meeting, make the updates as soon as it ends, and send the revised version on the same day.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Most Important of All: Turning Your Marketing Reports into Action<\/h2>\n\n\n\n<p>Let\u2019s be straightforward. As soon as you start building your marketing report, you\u2019ll begin analyzing your results more carefully.<\/p>\n\n\n\n<p>For instance, if your lead conversion rate is low, you\u2019ll need to invest in different tools than the ones you\u2019re currently using. You might also consider changing your approach, personalizing your messaging, or making it more dynamic.<\/p>\n\n\n\n<p>Now let\u2019s say your website and blog have low traffic. That means it\u2019s time to invest in SEO techniques and content marketing for your blog\u2014always making the best decisions based on your available budget.<\/p>\n\n\n\n<p>These were just a few hypothetical examples of what you could do.<\/p>\n\n\n\n<p>But in your day-to-day work, it\u2019s important to have a skilled team to help analyze the situation\u2014and only then determine which actions to take.<\/p>\n\n\n\n<p>\u2014<\/p>\n\n\n\n<p>Finally, with these tips, you can start creating your ideal marketing report template, improve your department\u2019s performance, and better showcase the work your team is doing.<\/p>\n\n\n\n<p>Beyond the best way to compile the information, <strong>analyzing the data<\/strong> is what truly makes the difference.<\/p>\n\n\n\n<p>With all the data in hand, you may still feel unsure whether your metrics are where they should be\u2014or whether more effort is needed to improve them.<\/p>\n\n\n\n<p>With that in mind, we\u2019ve selected two additional articles from our blog to help you compare your metrics with competitors and industry benchmarks.<\/p>\n\n\n\n<p>Keep reading to deepen your knowledge and build even more valuable marketing reports:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Benchmarking in Marketing: What It Is, How to Do It, and Examples<\/strong><\/li>\n\n\n\n<li><strong>Lead Generation Overview in Brazil<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/getleadster.com\/leadster-ai\/\" target=\"_blank\" rel=\" noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"980\" height=\"365\" src=\"https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/01\/5d1949e1-026a-42d7-9a7b-d350b76cd5fa.webp\" alt=\"\" class=\"wp-image-2668\" srcset=\"https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/01\/5d1949e1-026a-42d7-9a7b-d350b76cd5fa.webp 980w, https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/01\/5d1949e1-026a-42d7-9a7b-d350b76cd5fa-300x112.webp 300w, https:\/\/getleadster.com\/blog\/wp-content\/uploads\/2024\/01\/5d1949e1-026a-42d7-9a7b-d350b76cd5fa-768x286.webp 768w\" sizes=\"auto, (max-width: 980px) 100vw, 980px\" \/><\/a><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>If you want to demonstrate the impact of your actions, you need to create marketing reports. Check out the best tips and templates to get started now!<\/p>\n","protected":false},"author":8,"featured_media":2164,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_kadence_starter_templates_imported_post":false,"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"categories":[21],"tags":[],"class_list":["post-3740","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-digital-marketing"],"_links":{"self":[{"href":"https:\/\/getleadster.com\/blog\/wp-json\/wp\/v2\/posts\/3740","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/getleadster.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/getleadster.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/getleadster.com\/blog\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/getleadster.com\/blog\/wp-json\/wp\/v2\/comments?post=3740"}],"version-history":[{"count":2,"href":"https:\/\/getleadster.com\/blog\/wp-json\/wp\/v2\/posts\/3740\/revisions"}],"predecessor-version":[{"id":3760,"href":"https:\/\/getleadster.com\/blog\/wp-json\/wp\/v2\/posts\/3740\/revisions\/3760"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/getleadster.com\/blog\/wp-json\/wp\/v2\/media\/2164"}],"wp:attachment":[{"href":"https:\/\/getleadster.com\/blog\/wp-json\/wp\/v2\/media?parent=3740"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/getleadster.com\/blog\/wp-json\/wp\/v2\/categories?post=3740"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/getleadster.com\/blog\/wp-json\/wp\/v2\/tags?post=3740"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}