Nobody likes throwing money away. And that’s not even you, right? Especially in marketing, where large sums are often invested, it’s important to How to create keep an eye on your own numbers with a dedicated marketing report .
This way, you can decide at any time which measures you want to continue or even expand, and which have reached their end of life. In this article, we’ll show you how to create a marketing report .
If you want to get started right away and just enter your data, you can download our template for your marketing report here.
Marketing Report: What types are there?
There is no such thing as “the one” marketing report. I online marketing reports at SaaS companies to specific SEO reports.
In email marketing, for example, you record metrics and key performance indicators (KPIs) such as the bounce rate or the click-through rate (CTR); in SEO reports , you record figures such as the time spent on landing pages; and in online or for the success of your online digital marketing, you record how well Facebook Ads and Google Ads are performing.
In addition, there are performance reports for websites, social media reports for your social media platforms such as Instagram, LinkedIn and TikTok as well as competitor reports that shed light on your competitors’ marketing .
As you can see, there’s a lot to report on. We recommend starting by focusing on a marketing report that covers the most important aspects. We’ll show you how to create one below.
What, when and for whom: The basics of the marketing report
It’s easy to get lost between data on website visitors, Instagram followers, new leads, customers, and return on investment (ROI). So before you can create a marketing report , you should be clear on a few questions:
What elements belong in a marketing report?
The composition of your marketing report depends on which marketing measures you carry out and how your sales funnel is structured.For example, if you are not active on LinkedIn , you obviously do not need to collect any data via this channel.And vice versa: If you use a measure particularly frequently and comprehensively, the evaluation can be more detailed than for a small peripheral activity that only has a small budget.
How often should you create a marketing report?
You can create your marketing report daily , weekly , monthly or annually .
Daily analysis allows you to quickly identify and respond to changes.
Monthly marketing reports focus on long-term developments and form the basis for strategic decisions.
An annual evaluation usually serves as a kind of summary of the monthly reports. They help assess which measures have been particularly effective business sale lead over the year and which can be discontinued for the coming months. They also provide a good overview for employees, customers, and business partners.
“In my opinion, creating a monthly marketing report is the bare minimum. You can use the other formats as needed,” recommends Josephine Wick Frona, Head of Marketing DACH at HubSpot.
For whom are you preparing the data and KPIs?
What makes a good marketing report is that, in addition to being clear , it presents the most important key figures and findings in such a way that they can be aligned with your company’s , it presents the most important key figures and findings in such a way that they can be aligned with .Of course, it should always be updated at the specified interval.You gather the necessary data from various sources . An important tool in this context is Google Analytics. You should also check out Google Search Console and the Meta Business Suite. In addition, you can also use internal analyses from other social media platforms and any paid tools.