Basic Marketing Report Template
Download a Sample Basic Marketing Report Template for
Microsoft Word | Adobe PDF | PowerPoint
Download a Blank Basic Marketing Report Template for
Microsoft Word | Adobe PDF | PowerPoint
Use this marketing report template with and without sample data to streamline your team's marketing-reporting process. To use it, fill in the Executive Summary, Total Projects Delivered and KPIs, Marketing Financial Overview, and Conclusion sections. You can also use the sample-text version as a guide for content suggestions. This template’s clear, organized structure ensures consistent reporting, enabling your marketing team to quickly identify trends, allocate resources efficiently, and make informed decisions to drive success.
Monthly Marketing Report Template
Download a Monthly Marketing Report Template for
Excel | Google Sheets
This monthly marketing report template consolidates crucial metrics – from reach to conversion rates – ensuring comprehensive tracking and analysis for your marketing team and key stakeholders. Simply input your monthly data into the designated tabs: Reach, Visits, Leads, Customers, and Conversion Rates. By segmenting KPIs, the template promotes precise monitoring, empowering your marketing team to recognize patterns, refine strategies, and ultimately achieve successful outcomes.
Read this article on monthly marketing report resources and templates for more monthly data tracking tools.
Digital Marketing Report Excel Template
Download the Digital Marketing Monthly Report Template for Excel
Use this engaging digital marketing dashboard template to gain a holistic view of your online marketing metrics. Track both paid media engagements and organic visitor interactions. Assess the balance between paid campaigns and organic searches at a glance, while simultaneously calculating average return on investment (ROI) and overall revenue.
Find more dynamic digital marketing report templates to help your marketing team efficiently track, analyze, and optimize online campaigns.
Marketing Campaign Management Report Template
Download the Marketing Campaign Management Template for
Excel | Google Sheets
Chronicle your digital marketing campaign's evolution with this marketing campaign management template. Fill in high-level details for campaign objectives, innovative ideas, promotional strategies, user feedback, and more. For each phase in your marketing campaign, enter the activity, its status (e.g., Complete, In Progress, Overdue, Not Started, or On Hold), the assigned team member, start and end dates, and any relevant notes. The template’s simple, easy-to-read format ensures all team members stay informed of essential aspects of your marketing initiative.
Social Media Marketing Analytics Report Template
Download Social Media Marketing Analytics Report Template for
Excel | Google Sheets | Smartsheet
Use this social media marketing analytics report template to track key performance indicators (KPIs) and other metrics into a comprehensive social media analysis. Showcase data for post counts, per-post engagement, retweets, top-performing content, and beyond. Crafting this digestible report can become a vital instrument for discussions with your marketing colleagues or key stakeholders.
For more social media resources, see this collection of free social media report templates.
Marketing Report Presentation Template
Download a Marketing Report Presentation Template for
PowerPoint | Google Slides
This marketing dashboard template will help you deliver impactful presentations. Input key metrics detailing your digital marketing achievements, such as site visits, pages per session, average duration, bounce rate, and conversion rate. The design also has dedicated sections for capturing customer conversion insights, spotlighting premier channels, campaigns, and top-converting pages. This slide can easily be added to any Google Slides or PowerPoint marketing presentation you’re already creating.
End-of-Year Marketing Report Template
Download a Sample End-of-Year Marketing Report Template for
Excel | PowerPoint | Google Sheets
Download a Blank End-of-Year Marketing Report Template for
Excel | PowerPoint | Google Sheets
Leverage this dashboard-style year-end marketing report template available with or without sample data to offer stakeholders a clear and concise summary of your yearly campaign results. To use the template, input metrics from your marketing tools, such as campaign costs, views, interactions, total gains, cost per acquisition (CPA), earnings per initiative, and more. Once you enter the data, this visually dynamic template will auto-populate the charts, so your marketing crew can swiftly evaluate annual success, fine-tune budget distribution, and enhance upcoming plans.
Use this article’s annual marketing report templates to gather more insights for yearly performance reviews.
Email Marketing Report Template
Download a Sample Email Marketing Report Template for
Excel | Google Sheets
Download a Blank Email Marketing Report Template for
Excel | Google Sheets
This email marketing report template available with or without sample data provides an organized layout that facilitates the analysis and presentation of pivotal email campaign metrics. Input your email statistics into the template’s indicators, such as sessions, average time per session, new session percentages, bounce ratios, and achieved objectives, and watch the template auto-populate the included charts. By honing in on the KPIs this template highlights, your team can boost user interaction, reduce bounce tendencies, and amplify target achievements.
View this collection of email marketing report templates to help streamline your data analysis, enhancing your campaign optimization and ROI.
Quarterly Marketing Performance Report Excel Template
Download a Sample Quarterly Marketing Report Template for Excel
Download a Blank Quarterly Marketing Report Template for Excel
Designed for marketing leaders, this dashboard layout delivers insights into campaign outcomes and lead transitions. Observe prime channels, typical opportunity values, lead quantities, and ROI per initiative. Additionally, the template offers an overview of leads by origin, total lead generation, acquisition costs, and finalized earnings, juxtaposing the overall marketing expenditure with the allocated budget for a comprehensive look at budgetary efficacy.
For more resources and expert tips, see this article with free quarterly marketing report templates.
Marketing SWOT Analysis Template
Download a Sample Marketing SWOT Analysis Template for
Excel | Microsoft Word | PowerPoint
Download a Blank Marketing SWOT Analysis Template for
Excel | Microsoft Word | PowerPoint
This four-section template available with or without sample data makes it easy to showcase your marketing strengths, weaknesses, opportunities, and threats (SWOT) analysis findings. Complete the corresponding sections to highlight any strengths, weaknesses, opportunities, and threats. Enjoy full adaptability and personalization to align with diverse business or professional requirements.
Use one of these free SWOT marketing report templates to proactively focus your analysis on your competitor’s offerings, strengths, and weaknesses.
Account-Based Marketing (ABM) Strategy Template
Download a Sample Account-Based Marketing Strategy Template for
PowerPoint | Google Slides
Download a Blank Account-Based Marketing Strategy Template for
PowerPoint | Google Slides
Use this account-based marketing (ABM) strategy blueprint to hone in on top-tier accounts and ensure consistency in your account-based marketing initiatives. Fill in key areas such as aims and aspirations, priority accounts, customer profiles, content blueprint, media approach, interaction methods, collaboration blueprint, financial allocation & assets, key performance indicators, schedule, and evaluation and feedback cycle. By integrating this framework, your marketing team can align their objectives with sales, boost conversion rates, and subsequently elevate company revenue and enhance brand prestige.
For more ABM marketing templates and resources, see our collection of free ABM templates.
Easily Track Data and Create Marketing Reports with Smartsheet
The best marketing teams know the importance of effective campaign management, consistent creative operations, and powerful event logistics -- and Smartsheet helps you deliver on all three so you can be more effective and achieve more. The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.