Monthly Marketing Reporting Template

1. Monthly Marketing Report
{Company Name}
Your Name
Today’s Date

2. 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.

3. 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%

4. 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

5. 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

6. Leads Generated by Marketing
Leads Generated by Source
600
500
400 Offline Sources
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

7. New Customers by Source
Marketing-Generated Customers by Source
60
50
40 Offline Sources
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

8. 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

9. 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

10. 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

11. 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

12. Top Marketing Campaigns
• Campaign A: X Leads
• Campaign B: X Leads
• Campaign C: X Leads

13. Top Marketing Campaigns (Example)
• Industry Trends Ebook: 225 leads
• Free Sales Assessment: 75 leads
• Product Launch Webinar: 50 leads

14. Want Help Improving These Metrics?
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